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Stoneridge, Inc. (SRI)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US86183P1021
CUSIP
86183P102
Industry
Auto Parts
IPO Date
Oct 10, 1997

Highlights

Market Cap
$134.57M
Enterprise Value
$77.34M
EPS (TTM)
-$3.70
Total Revenue (TTM)
$861.31M
Gross Profit (TTM)
$173.11M
EBITDA (TTM)
$35.69M
Year Range
$3.54 - $9.71
ROA (TTM)
-18.66%
ROE (TTM)
-57.20%

Share Price Chart


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Stoneridge, Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Stoneridge, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Stoneridge, Inc. (SRI) has returned -16.58% so far this year and 5.23% over the past 12 months. Over the last ten years, SRI has returned -10.56% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Stoneridge, Inc.

1D
2.33%
1M
-38.78%
YTD
-16.58%
6M
-36.61%
1Y
5.23%
3Y*
-36.32%
5Y*
-31.43%
10Y*
-10.56%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 10, 1997, SRI's average daily return is +0.05%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.

Historically, 51% of months were positive and 49% were negative. The best month was Jul 2005 with a return of +51.7%, while the worst month was Jan 2009 at -57.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, SRI closed higher 49% of trading days. The best single day was Nov 24, 2008 with a return of +64.4%, while the worst single day was Jul 31, 2008 at -27.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202613.64%19.91%-38.78%-16.58%
2025-17.54%8.70%-18.33%-15.90%30.05%40.24%9.38%7.79%-8.19%-10.63%-16.15%1.40%-7.66%
2024-9.10%-1.24%4.95%-18.76%5.94%0.57%5.33%-14.69%-21.97%-37.53%-1.86%-8.60%-67.96%
202314.38%-3.45%-21.46%0.70%-13.12%15.22%8.44%0.54%-2.34%-18.93%-1.66%22.31%-9.23%
2022-4.41%-12.51%25.74%-5.06%4.92%-17.07%9.74%0.96%-10.79%23.13%13.51%-8.99%9.22%
2021-9.20%11.69%3.75%4.53%-8.45%-3.09%-1.86%-19.52%-12.49%-6.92%15.02%-9.57%-34.70%

Benchmark Metrics

Stoneridge, Inc. has an annualized alpha of 1.04%, beta of 1.30, and R² of 0.18 versus S&P 500 Index. Calculated based on daily prices since October 13, 1997.

  • This stock participated in 145.76% of S&P 500 Index downside but only 101.33% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.18 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.04%
Beta
1.30
0.18
Upside Capture
101.33%
Downside Capture
145.76%

Return for Risk

Risk / Return Rank

SRI ranks 43 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SRI Risk / Return Rank: 4343
Overall Rank
SRI Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SRI Sortino Ratio Rank: 4444
Sortino Ratio Rank
SRI Omega Ratio Rank: 4343
Omega Ratio Rank
SRI Calmar Ratio Rank: 4343
Calmar Ratio Rank
SRI Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Stoneridge, Inc. (SRI) and compare them to a chosen benchmark (S&P 500 Index).


SRIBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.08

0.90

-0.82

Sortino ratio

Return per unit of downside risk

0.61

1.39

-0.78

Omega ratio

Gain probability vs. loss probability

1.08

1.21

-0.13

Calmar ratio

Return relative to maximum drawdown

0.09

1.40

-1.31

Martin ratio

Return relative to average drawdown

0.21

6.61

-6.40

Explore SRI risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Stoneridge, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Stoneridge, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Stoneridge, Inc. was 93.43%, occurring on Feb 2, 2009. Recovery took 2222 trading sessions.

The current Stoneridge, Inc. drawdown is 87.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.43%Apr 27, 19982710Feb 2, 20092222Nov 28, 20174932
-90.29%Mar 15, 20211023Apr 8, 2025
-62.56%Jun 25, 2018448Apr 3, 2020236Mar 12, 2021684
-28.96%Oct 14, 199746Dec 17, 199773Apr 3, 1998119
-17.42%Jan 22, 201827Feb 28, 201814Mar 20, 201841

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Stoneridge, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Stoneridge, Inc. is priced in the market compared to other companies in the Auto Parts industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SRI relative to other companies in the Auto Parts industry. Currently, SRI has a P/S ratio of 0.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SRI in comparison with other companies in the Auto Parts industry. Currently, SRI has a P/B value of 0.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items