Gentherm Inc (THRM) Fair Value & Analysis

Consumer Cyclical · US · Market cap $1.1B · ISIN US37253A1034

What is Gentherm Inc really worth?

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price sits above even our optimistic bull case ($27.33). The favourable scenario is already priced in.
• Solid but not exceptional quality (57/100) 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 Aug 27, 2026.

How to read this chart

60‑month range $23.32 – $98.58 · fair‑value band $19.57 – $27.33 · the $40.02 price screens above the $22.65 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

Gentherm Inc (THRM) currently trades at $40.02, while our model-based Fair Value estimate is $22.65, implying the stock looks roughly 76.7% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Consumer Cyclical sector. Bull case: the Growth DCF group reads highest at a median of $41.26 per share, and 8 of the 26 models we run sit above the $40.02 price. Bear case: the Earnings-Based group reads lowest at $12.06, and 18 of the 26 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Gentherm Inc generated revenue of $1.5B at a net margin of 1.5%. Revenue grew 11.3% year over year. It earns a return on equity of 3.3%. Net debt stands at $134M. Fundamentals as of Aug 27, 2026

Our scenario range runs from $19.57 (bear case) to $27.33 (bull case); at $40.02, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades near its 52-week high and 48% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −38% fair-value upside, at −43%, THRM screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.4960 per share, which is 2.2 % 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.

Widest divergence: Growth DCF ($41.26) versus Dividend Discount ($0.1100). Highest evidence: FCF DCF (76).

Key figures & financial health

Quality Score breakdown

About the company

Gentherm Incorporated designs, develops, manufactures, and sells thermal management and pneumatic comfort technologies in the United States, China, Germany, Czech Republic, South Korea, Mexico, Slovakia, Romania, Japan, United Kingdom and internationally. It operates in two segments, Automotive and Medical.

Full company description

Gentherm Incorporated designs, develops, manufactures, and sells thermal management and pneumatic comfort technologies in the United States, China, Germany, Czech Republic, South Korea, Mexico, Slovakia, Romania, Japan, United Kingdom and internationally. It operates in two segments, Automotive and Medical. The company offers climate comfort systems, including seat heaters, blowers, and thermoelectric devices for variable temperature climate control seats and steering wheel heaters to provide thermal comfort to automobile passengers; integrated electronic components, such as electronic control units; pneumatic lumbar and massage comfort solutions comprising lumbar support, side bolster adjustment, multi-contour seats and massage systems; and other climate and comfort systems, including neck and shoulder conditioners, and climate control systems for door panels and armrests. It also provides automotive cable technology, such as ready-made individual cables and ready-to-install cable networks used to connect components to power sources; battery performance solutions consist of cell connecting devices and battery cable technologies used for various types of batteries and thermal management products; valve systems for brake and engine systems, and fuel management; and electronic and software systems include electronic control units for climate and comfort systems, and electronic control units for memory seat modules and other devices. In addition, the company offers patient temperature management systems under the Blanketrol and Astotherm brands for hyper-hypothermia therapy in intensive care, normothermia in surgical procedures, and additional warming/cooling therapies. It serves light vehicle original equipment manufacturers and tier 1, and medical industry. Gentherm Incorporated was formerly known as Amerigon Incorporated and changed its name to Gentherm Incorporated in September 2012. The company was incorporated in 1991 and is headquartered in Northville, Michigan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Gentherm Inc reported revenue of $1.5B in FY2025 versus $1.0B in FY2021, a compound +9.3%/yr. Reported net income was $18.3M in FY2025, compounding −33.5%/yr from FY2021.

THRM screens 77% overvalued. Compare with O'Reilly Automotive, Inc →

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.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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