Added to YB: 2025-01-31
Pitch date: 2025-01-29
SFQ.DE [neutral]
SAF-Holland SE
-3.61%
current return
Author Info
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Company Info
SAF-Holland SE manufactures and sells chassis-related assemblies and components for trailers, trucks, semi-trailers, and buses.
Market Cap
EUR 655.5M
Pitch Price
EUR 15.56
Price Target
N/A
Dividend
5.89%
EV/EBITDA
5.23
P/E
12.89
EV/Sales
0.69
Sector
Automobile Components
Category
value
[SFQ] SAF-Holland: Breaking Down Isn't An Option
SFQ.DE (deep dive): Commercial vehicle component maker with resilient margins (9.8%) despite 21.5% Q3 sales drop. Strong aftermarket (39.7% of sales) & global service network. Recent acquisitions & €100M note raise concerns. 8.87x P/E, 5.2% yield. Electrification transition key challenge. R&D spend low at 2% vs 4-6% peers.
Read full article (15 min)