Stoneridge
SRI on NYSE. Stoneridge sells electronics systems and parts to vehicle manufacturers. Market value $186m.
Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Retail & consumer stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $6.57 of spare cash last year. A savings account pays about $4.
The filings do not give us enough to work this out.
Each dollar kept in the business earns 1 cents a year. Above 10 is good.
Quality score: 49 of 100. Price score: 33 of 100. Our list needs 70 on quality and 60 on price.
$6.50 a share, 41% above its 1-year low
Over the past year the price has ranged from $4.60 to $9.71.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $770m | $900m | $976m | $908m | $861m |
| Operating margin | |||||
| Operating margin | 2.0% | 0.3% | 1.3% | -0.0% | -4.5% |
| Debt to equity | |||||
| Debt to equity | 0.57 | 0.60 | 0.67 | 0.82 | 1.01 |
| Shares outstanding | |||||
| Shares outstanding | 0.03bn | 0.03bn | 0.03bn | 0.03bn | 0.03bn |
Health checks
- Free cash flow positive2 of 5 years
- Accounting looks honest (Beneish)Nothing unusual
- Financial strength (Piotroski)4 of 9
- Profit backed by cash (accruals)No
- Debt1.01× equity
- Revenue growth, five yearsSlow, 5.9% a year
- Buying back its own sharesRoughly flat
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $181 million last quarter, up 15% on a year ago.
- A loss of $5 million, compared with a loss of $9 million a year ago.
- 2% more shares than a year ago. Each share owns a bit less of the company.
- Sales grew on a year ago in 2 of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $214m |
| December 2024 | $218m |
| March 2025 | $149m |
| June 2025 | $158m |
| September 2025 | $210m |
| December 2025 | $205m |
| March 2026 | $161m |
| June 2026 | $181m |
| Quarter to | Amount |
|---|---|
| September 2024 | -$7m |
| December 2024 | -$6m |
| March 2025 | -$7m |
| June 2025 | -$9m |
| September 2025 | -$9m |
| December 2025 | -$77m |
| March 2026 | -$28m |
| June 2026 | -$5m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 16 March 2026
- Next quarterly (estimated, 10-Q)
- 4 November 2026
Who owns it
4 long-term investors we follow own it, unchanged from 4 last quarter. 112 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $1m
- Share of fund
- <0.1%
- Hotchkis & WileyHotchkis & Wiley team
- Value
- $106,140
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Royce & AssociatesChuck Royce | $6m | <0.1% | Added |
| GAMCO InvestorsMario Gabelli | $1m | <0.1% | |
| Boston PartnersBoston Partners team | $368,050 | <0.1% | Cut |
| Hotchkis & WileyHotchkis & Wiley team | $106,140 | <0.1% |
Largest holders overall
- BlackRock$19mAdded
- 22nw, LP$18m
- Federated Hermes$9mAdded
- Vanguard Capital Management$9mAdded
- Ewing Morris & Co. Investment Partners$8m
- Dimensional Fund Advisors LP$8mCut
- AYAL Capital Advisors$7mCut
- American Century Companies$7mAdded
- Royce & Associates$6mAdded
- Acadian Asset Management$5mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- at least 8.2%0.0 pts(filed with 4 related holders)Since 26 February 2026
What they said
Item 4 is hereby amended to add the following: On February 26, 2026, the Reporting Persons entered into a cooperation agreement (the "Cooperation Agreement") with the Issuer. Pursuant to the Cooperation Agreement, the Issuer agreed to increase the size of the Issuer's board of…
Read the filing - BlackRock, Inc.Passive investor7.0%+4.7 ptsSince 30 June 2026
- 22NW, LPPassive investorat least 7.0%+1.5 pts(filed with 3 related holders)Since 30 June 2025
- THRIVENT FINANCIAL FOR LUTHERANSPassive investor5.8%Since 31 December 2024
- Dimensional Fund Advisors LPPassive investorSold down below 5%Since 30 September 2025
- COOPER CREEK PARTNERS MANAGEMENT LLCPassive investorSold down below 5%Since 31 March 2025
- Royce & AssociatesPassive investorSold down below 5%Since 30 September 2025
- ArrowMark Colorado Holdings, LLCPassive investorSold down below 5%Since 31 December 2024
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
- FRONTIER CAPITAL MANAGEMENT CO.,LLCPassive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
at least 8.2%0.0 pts (filed with 4 related holders) | 26 February 2026 | What they saidItem 4 is hereby amended to add the following: On February 26, 2026, the Reporting Persons entered into a cooperation agreement (the "Cooperation Agreement") with the Issuer. Pursuant to the Cooperation Agreement, the Issuer agreed to increase the size of the Issuer's board of… Read the filing | |
BlackRock, Inc. Passive investor | 7.0%+4.7 pts | 30 June 2026 | |
22NW, LP Passive investor | at least 7.0%+1.5 pts (filed with 3 related holders) | 30 June 2025 | |
THRIVENT FINANCIAL FOR LUTHERANS Passive investor | 5.8% | 31 December 2024 | |
Dimensional Fund Advisors LP Passive investor | Sold down below 5% | 30 September 2025 | |
COOPER CREEK PARTNERS MANAGEMENT LLC Passive investor | Sold down below 5% | 31 March 2025 | |
Royce & Associates Passive investor | Sold down below 5% | 30 September 2025 | |
ArrowMark Colorado Holdings, LLC Passive investor | Sold down below 5% | 31 December 2024 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 | |
FRONTIER CAPITAL MANAGEMENT CO.,LLC Passive investor | Sold down below 5% | 31 December 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 4 insiders bought $153,610 of shares on the open market. 1 sold $67,950.
- Humphrey Scott RandallCFO and TreasurerBought
- Date
- 18 August 2026
- Shares
- 6,000
- Price
- $7.01
- Value
- $42,060
- Noblet NataliaPresident and CEO, DirectorBought
- Date
- 10 August 2026
- Shares
- 5,000
- Price
- $7.31
- Value
- $36,550
- Ferraiolo Caetano RobertoPresident Stoneridge BrazilSold
- Date
- 15 June 2026
- Shares
- 9,000
- Price
- $7.55
- Value
- $67,950
- LASKY WILLIAM MDirectorBought
- Date
- 12 June 2026
- Shares
- 5,000
- Price
- $7.46
- Value
- $37,300
- Kaplan Ira C.DirectorBought
- Date
- 3 June 2026
- Shares
- 5,000
- Price
- $7.54
- Value
- $37,700
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 18 August 2026 | Humphrey Scott Randall CFO and Treasurer | Bought | 6,000 | $7.01 | $42,060 |
| 10 August 2026 | Noblet Natalia President and CEO, Director | Bought | 5,000 | $7.31 | $36,550 |
| 15 June 2026 | Ferraiolo Caetano Roberto President Stoneridge Brazil | Sold | 9,000 | $7.55 | $67,950 |
| 12 June 2026 | LASKY WILLIAM M Director | Bought | 5,000 | $7.46 | $37,300 |
| 3 June 2026 | Kaplan Ira C. Director | Bought | 5,000 | $7.54 | $37,700 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.