Obermatt

SAF-Holland

GER:SFQ · DE000SAFH001
Auto ComponentsMedium

360

78
EV / EBIT61
Price / Owner Earnings50
Owner Earnings Yield66
Dividend Yield85
Price/Sales54
EV / Gross Profit44
Price/Book31
Return on Capital67
Cash Return on Capital70
Return on Equity67
EBIT Margin63
Gross Profitability69
Cash Conversion71
Accruals86
Owner Earnings Margin58
Sales growth67
Profit Growth52
Long-Term EPS Growth71
Owner Earnings Growth76
Reinvestment70
Price momentum62
Debt load17
Refinancing74
Debt Payback33
Liquidity47
Analyst ratings72
Opinion Changes50
Price Target Upside17
Market mood67
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

SAF-Holland generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryGermany
IndustryAuto Components
SizeMedium
TypePublic Company
ExchangeXTRA
Founded2005
ISINDE000SAFH001
Last UpdateApr 2, 2026

Description

SAF-Holland SE, a prominent global supplier in the vehicle and trailer industry. With its roots deeply entrenched in the design, production, and distribution of innovative system solutions for trailers, trucks, and buses, the company stands at the fo…

Analysis

Quality compounder

SAF-Holland SE earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is attractive. The owner-earnings multiple stands at 10.5×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -2% a year, against analyst forecasts of 17%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 14/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
88
2023202420252026

All-time high

97

Sep 2024

All-time low

44

Feb 2026

Average rank

75

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
54
54
63
67
Price/Earnings
78
81
71
75
Price/Book
31
34
44
56
Dividend Yield
85
88
75
87
Value (overall)
56
76
57
76

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →