Hella KGaA Hueck & Co (HLE) Fair Value & Analysis
Consumer Cyclical · DE · Market cap €7.9B · ISIN DE000A13SX22
What is Hella KGaA Hueck & Co really worth?
A solid business, but trading 136% above our fair value of €30.62.
Strengths
Risks
For context
Fair value as of: Sep 3, 2026
From 25 valuation models · updated yesterday
Fair value updated Sep 3, 2026, revised from €16.50 to €30.62 (+85.6%) since Aug 13, 2026. Share price +1.4% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (€38.27). The favourable scenario is already priced in.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range €49.42 – €91.30 · fair‑value band €22.96 – €38.27 · the €72.20 price screens above the €30.62 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.
Analysis
Hella KGaA Hueck & Co (HLE) currently trades at €72.20, while our model-based Fair Value estimate is €30.62, implying the stock looks roughly 135.8% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Cyclical sector. Bull case: the Growth DCF group reads highest at a median of €66.10 per share, and 6 of the 25 models we run sit above the €72.20 price. Bear case: the Earnings-Based group reads lowest at €12.51, and 19 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Hella KGaA Hueck & Co generated revenue of €7.8B at a net margin of 1.2%. Revenue declined 2.9% year over year. It earns a return on equity of 3.1%. The balance sheet holds a net cash position of €1.1B. Fundamentals as of Sep 3, 2026
Our scenario range runs from €22.96 (bear case) to €38.27 (bull case); at €72.20, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −38% fair-value upside, at −58%, HLE screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 3 months have passed since. In that time the company retained roughly €0.1657 per share, which is 0.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: Growth DCF (€66.10) versus Earnings-Based (€12.51). Highest evidence: FCF DCF (81).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 50
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
HELLA GmbH & Co. KGaA, together with its subsidiaries, develops, manufactures, and sells lighting technology and electronic components for automotive industry. It operates through three segments: Lighting, Electronics, and Lifecycle Solutions.
Full company description
HELLA GmbH & Co. KGaA, together with its subsidiaries, develops, manufactures, and sells lighting technology and electronic components for automotive industry. It operates through three segments: Lighting, Electronics, and Lifecycle Solutions. The Lighting segment offers headlamps, com-bination rear lamps, and body and interior lighting, as well as car body lighting including radomes, illuminated logos, and front phygital shields. The Electronics segment provides automated driving products, sensors and actuators, energy management products; and body electronics, including lighting electronics and access systems. The Lifecycle Solutions segment offers vehicle diagnostics, emissions testing, battery testing, light adjustment, and calibration service, as well as data-based services; and sells vehicle wear parts, spare parts, and accessories to dealers and independent workshops. This segment develops, manufactures, and distributes lighting and electronic products for special vehicles comprising construction vehicles and agricultural, buses, trucks, and trailers, motor homes, as well as marine sectors. The company was formerly known as HELLA KGaA Hueck & Co. and changed its name to HELLA GmbH & Co. KGaA in October 2017. HELLA GmbH & Co. KGaA was founded in 1899 and is headquartered in Lippstadt, Germany. HELLA GmbH & Co. KGaA operates as a subsidiary of Forvia Germany Gmbh.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Hella KGaA Hueck & Co reported revenue of €7.9B in FY2026 versus €6.3B in FY2022, a compound +5.6%/yr. Reported net income was €83.3M in FY2026, compounding −17.7%/yr from FY2022.
of which total revenue +2.7 % · buybacks/dilution −0.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
HLE screens 136% overvalued. Compare with O'Reilly Automotive, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- HELLA GmbH & Co KGaA (HLLGY) (Q2 2026) Earnings Call Highlights: Electronics Strength ...
- HELLA GmbH KGaA's (ETR:HLE) Soft Earnings Are Actually Better Than They Appear
- HELLA GmbH & Co. KGaA Q1 Earnings Call Highlights
- There May Be Reason For Hope In HELLA GmbH KGaA's (ETR:HLE) Disappointing Earnings
Peer Group
Auto Parts · 640 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Auto Parts median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| O'Reilly Automotive, Inc ORLY | $88.50 | $47.50 | −46% |
| AutoZone, Inc AZO | $2,932 | $2,287 | −22% |
| Hyundai Mobis Co 012330 | 450,500 KRW | 643,909 KRW | +43% |
| Fuyao Glass Industry Group 600660 | ¥57.67 | ¥84.47 | +46% |
| Samvardhana Motherson International Limited MOTHERSON | ₹165.30 | ₹80.63 | −51% |
| Magna International Inc MGA | $65.57 | $68.17 | +4% |
| Genuine Parts Company GPC | $137.51 | $58.07 | −58% |
| Bosch Limited BOSCHLTD | ₹48,700 | ₹11,534 | −76% |
| Ningbo Tuopu Group 601689 | ¥45.82 | ¥28.28 | −38% |
| Bharat Forge Limited BHARATFORG | ₹2,063 | ₹393.20 | −81% |
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