Holley Inc. (HLLY) vs Stoneridge, Inc. (SRI)

Holley Inc. and Stoneridge, Inc. are both Auto Parts companies. Holley Inc. is the larger, with a market value of $291.9M against $194.2M — 1.5× the size. Stoneridge, Inc. has negative trailing earnings, so its P/E is not meaningful; Holley Inc. trades at 29.7×. Stoneridge, Inc. grew revenue faster over the last twelve months: 21.4% against 3.26%. Holley Inc. has the higher net margin (1.68% vs −13.3%) and the higher return on invested capital (3.85% vs −11.0%). Across the 19 metrics below, Holley Inc. leads on 12 and Stoneridge, Inc. on 7.

Valuation

Metric HLLY SRI Auto Parts median
P/E 29.69 n/m 17.92
P/S 0.48 0.22 0.64
P/B 0.66 1.31 1.15
Price to free cash flow 6.87 n/m 12.82
EV/EBITDA 8.61 n/m 7.66
EV/Sales 1.23 0.31 0.73
Earnings yield 3.37% (61.47%) 2.73%
Free cash flow yield 14.56% (0.82%) 3.47%

Profitability

Metric HLLY SRI Auto Parts median
Gross margin 43.04% 19.10% 22.64%
Operating margin 9.12% (4.49%) 3.67%
Net margin 1.68% (13.32%) 1.68%
Free cash flow margin 7.05% (0.18%) 2.31%
Return on equity 2.33% (58.33%) 2.35%
Return on assets 0.89% (20.85%) 0.89%
Return on invested capital 3.85% (11.01%) 4.55%

Growth

Metric HLLY SRI Auto Parts median
Revenue growth (TTM) 3.26% 21.42% 5.00%
EPS growth (last fiscal year) 180.00% (516.67%) —
Revenue growth, 5-year CAGR 4.00% 5.85% 7.78%
Net income growth, 5-year CAGR (10.21%) 0.00% 0.00%

Health

Metric HLLY SRI Auto Parts median
Debt to equity 1.17 1.01 0.38
Current ratio 3.06 1.89 1.78
Net debt to EBITDA 4.29 (23.31) 1.26

Dividend

Metric HLLY SRI Auto Parts median
Dividend yield — — 2.37%
Payout ratio 0.00 0.00 0.00

Size

Metric HLLY SRI Auto Parts median
Market cap 291.94m 194.24m 914.31m

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