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Stabilus SESTM.DECompetitor analysis, valuation and peers

Germany · EUR·Consumer Discretionary›Auto Parts: OEM
Momentum weak 24
Mkt cap
$395M
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$758,955
20-day average traded
Fwd P/E
6.1×
forward earnings
ROIC−WACC
-0.7 pp
WACC 5.2%
Hurdle
-14 pp
Req g minus delivered
Next earnings
31 days
7 Dec 2026
Close · EUR€14.24
1D-12.0%
1W-10.0%
1M-5.3%
3M-10.2%
6M-21.2%
YTD-30.4%
1Y-30.4%
ATR %4.8%
52w lowhigh33.8% off high

What Stabilus does

Employees: 7,808

Stabilus at a glance

Size Stabilus (STM.DE) is a Germany Consumer Discretionary company (Auto Parts: OEM) with a market value of $395M, the 187th largest of 205 Germany companies the cockpit tracks. Shares closed at €14.24 on 6 Nov 2026.

Performance Over six months the shares fell 21.2%, against -24.3% for the median peer and +2.6% for the Germany market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue fell 8.0% over the last twelve months (peer median +8.3%); the operating margin is 6.8% (peer median 4.7%).

Valuation It trades at 6.1× forward earnings against a peer median of 7.3× (cheapest of 6).

Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -14 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.7 points below its cost of capital (5.2% WACC).

Next results Next results expected around 7 Dec 2026 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026STM.DE 78Peer median 76
Six months, rebased to 100: Stabilus against the median of its 20 peers (local-currency closes).

Stabilus financials

Reported figures in EUR; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€1.21B€1.30B€1.31B€1.22B€1.12B
Revenue growth—-1%+7%+9%—
Gross profit€321M€319M€311M€299M€277M
EBITDA€182M€185M€199M€210M€208M
Net income€56.6M€23.1M€70.2M€102M€103M
Free cash flow€90.5M€106M€114M€120M€94.3M
Capital expenditure€74.3M€88.5M€83.0M€73.7M€45.1M
Total debt€713M€834M€821M€291M€290M

Quarterly statements and history in the cockpit →

Stabilus competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%605068SHANTIGEAR603201002863603586002363688280301133064960301560603949603190603006002725603768603788RML00235542465992STM.DE6-month return →1-month return →
Up and to the right = strong over both horizons. Stabilus is the large dot.

Fundamentals: revenue growth against valuation

-5%0%+5%+10%0×50×100×6050686032013011330649604246STM.DERevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Stabilus is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%605068SHANTIGEAR603201603586002363688280603006603788STM.DEGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Stabilus is the large dot.

Stabilus competitors and peer comparison

How Stabilus compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Stabilus against its 20 peers (data as of 6 Nov 2026)
MeasureSTM.DEPeer medianRank in peer set
1-month return-5.3%-10.3%3rd highest of 21
6-month return-21.2%-24.3%9th highest of 21
Distance from 52-week high-33.8%-35.5%8th highest of 21
Revenue growth (TTM)-8.0%+8.3%4th lowest of 21
Operating margin6.8%4.7%8th highest of 21
Forward P/E6.1×7.3×cheapest of 6
Growth the price implies (Req g, 7 yrs)-4.4%6.8%4th least demanding of 10
Growth delivered (Del g)+9.5%+6.5%5th highest of 10
Hurdle (Req g minus delivered)-13.9 pp-2.7 ppleast demanding of 10
ROIC minus cost of capital-0.7 pp-1.6 pp10th highest of 21
EV / EBITDA5.1×10.2×2nd cheapest of 9
Net debt / EBITDA3.0×0.0×2nd most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Stabilus STM.DEGermany$395M-21%-8%7%6.1×-4.4%+9.5%
Mingxin New Material 605068.SSChina$395M-37%-1%2%135.3×13.2%+13.0%
Shanthi Gears SHANTIGEAR.NSIndia$396M+6%-14%13%n/a41.2%+19.2%
Changshu Tongrun Auto Accessory 603201.SSChina$391M-13%+12%9%7.0×-9.2%+4.3%
Zhejiang Jinfei Kaida Wheel 002863.SZChina$401M-20%+15%4%n/an/an/a
Shandong Gold Phoenix 603586.SSChina$387M-18%-17%5%n/a-5.7%+6.5%
Shandong Longji Machinery 002363.SZChina$405M-23%-16%4%n/a6.8%+5.0%
Jing-Jin Electric Technologies 688280.SSChina$380M-41%+38%-2%n/a33.7%+36.4%
Guangzhou Jinzhong Auto Parts Manufacturing 301133.SZChina$377M-55%+8%-3%11.6×n/an/a
Snt Motiv 064960.KSSouth Korea$376M-31%0%10%7.0×n/an/a
PXI Auto Components Suzhou 301560.SZChina$415M-24%+8%2%n/an/an/a
Xuelong 603949.SSChina$416M-26%+10%17%n/an/an/a
Yantai Yatong Precision Mechanical 603190.SSChina$374M-29%+21%8%n/an/an/a
Shanghai Lianming Machinery 603006.SSChina$418M-19%+17%8%n/a18.6%-5.1%
Zhejiang Yueling 002725.SZChina$371M-43%-1%-1%n/an/an/a
Hefei Changqing Machinery 603768.SSChina$368M-13%+11%-3%n/an/an/a
Ningbo Gaofa Automotive Control System 603788.SSChina$424M-25%+3%11%n/a-0.2%+12.1%
Rane (Madras) RML.NSIndia$367M+34%+42%5%n/an/an/a
Xingmin Intelligent Transportation Systems (Group) 002355.SZChina$426M-29%+20%-19%n/an/an/a
DaikyoNishikawa 4246.TJapan$431M+17%-3%6%7.3×-5.1%+2.0%
Chuo Spring 5992.TJapan$433M-28%+2%2%n/an/an/a

Questions

Which companies are Stabilus's closest peers?
The cockpit's peer set: Mingxin New Material (605068.SS), Shanthi Gears (SHANTIGEAR.NS), Changshu Tongrun Auto Accessory (603201.SS), Zhejiang Jinfei Kaida Wheel (002863.SZ), Shandong Gold Phoenix (603586.SS), Shandong Longji Machinery (002363.SZ), Jing-Jin Electric Technologies (688280.SS), Guangzhou Jinzhong Auto Parts Manufacturing (301133.SZ).
Is Stabilus expensive compared with its peers?
On forward p/e it trades at 6.1× against a peer median of 7.3×, cheapest of 6 in its peer set. For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -14 pp: the price already allows for a slowdown.
How has Stabilus stock performed?
Over six months to 6 Nov 2026 the shares returned -21.2% against -24.3% for the median peer; over one year -30.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.