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HELLA GmbH & Co. KGaAXTRA:HLE Stock Report

Market Cap €7.9b
Share Price
€70.90
€65
9.1% overvalued intrinsic discount
1Y-17.7%
7D-1.0%
Portfolio Value
​
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HELLA GmbH & Co. KGaA

XTRA:HLE Stock Report

Market Cap: €7.9b

HELLA GmbH KGaA (HLE) Stock Overview

Develops, manufactures, and sells lighting technology and electronic components for automotive industry. More details

HLE fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance1/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 40.14% per year

Risk Analysis

Large one-off items impacting financial results

Profit margins (1.2%) are lower than last year (3.9%)


HLE Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

View all narratives

HELLA GmbH & Co. KGaA Competitors

Price History & Performance

Summary of share price highs, lows and changes for HELLA GmbH KGaA
Historical stock prices
Current Share Price€70.90
52 Week High€89.10
52 Week Low€67.90
Beta0.34
1 Month Change1.14%
3 Month Change-15.29%
1 Year Change-17.75%
3 Year Change-0.28%
5 Year Change26.88%
Change since IPO161.53%

Recent News & Updates

Narrative Update • Apr 27

HLE: Modest Dividend And Margin Outlook Will Shape Balanced Future Returns

Analysts have maintained their price target for HELLA GmbH KGaA at €65.00, citing only minor adjustments to discount rate assumptions and future P/E inputs, rather than any change in their core outlook on the shares. What's in the News Management plans to propose a dividend of €0.22 per share for the fiscal year ended 31 December 2025, with a total payout of €24m, at the Annual General Meeting on 30 April 2026.
Narrative Update • Apr 13

HLE: Limited Dividend And Modest Margin Outlook Will Constrain Future Upside

Analysts have maintained their €65.00 price target for HELLA GmbH KGaA, reflecting only minor model tweaks around discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in conviction on the shares. What's in the News Management plans to propose a dividend of €0.22 per share for the fiscal year ended 31 December 2025, with a total payout of €24m, at the Annual General Meeting on 30 April 2026, in line with the policy to distribute around 30% of attributable net income to FORVIA HELLA shareholders (Key Developments).
Narrative Update • Mar 30

HLE: Modest Margin Improvement And Dividend Plan Will Still Limit Upside

Analysts now maintain HELLA GmbH KGaA's fair value estimate at €65.0, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E as the key inputs behind the updated price target view. What's in the News Management plans to propose a dividend of €0.22 per share for the fiscal year ended 31 December 2025, with a total payout of €24 million aligned with the policy of distributing about 30% of attributable net income to FORVIA HELLA shareholders (Key Developments).
Analysis Article • Mar 24

Earnings Miss: HELLA GmbH & Co. KGaA Missed EPS By 78% And Analysts Are Revising Their Forecasts

It's shaping up to be a tough period for HELLA GmbH & Co. KGaA ( ETR:HLE ), which a week ago released some...

Recent updates

Narrative Update • Apr 27

HLE: Modest Dividend And Margin Outlook Will Shape Balanced Future Returns

Analysts have maintained their price target for HELLA GmbH KGaA at €65.00, citing only minor adjustments to discount rate assumptions and future P/E inputs, rather than any change in their core outlook on the shares. What's in the News Management plans to propose a dividend of €0.22 per share for the fiscal year ended 31 December 2025, with a total payout of €24m, at the Annual General Meeting on 30 April 2026.
Narrative Update • Apr 13

HLE: Limited Dividend And Modest Margin Outlook Will Constrain Future Upside

Analysts have maintained their €65.00 price target for HELLA GmbH KGaA, reflecting only minor model tweaks around discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in conviction on the shares. What's in the News Management plans to propose a dividend of €0.22 per share for the fiscal year ended 31 December 2025, with a total payout of €24m, at the Annual General Meeting on 30 April 2026, in line with the policy to distribute around 30% of attributable net income to FORVIA HELLA shareholders (Key Developments).
Narrative Update • Mar 30

HLE: Modest Margin Improvement And Dividend Plan Will Still Limit Upside

Analysts now maintain HELLA GmbH KGaA's fair value estimate at €65.0, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E as the key inputs behind the updated price target view. What's in the News Management plans to propose a dividend of €0.22 per share for the fiscal year ended 31 December 2025, with a total payout of €24 million aligned with the policy of distributing about 30% of attributable net income to FORVIA HELLA shareholders (Key Developments).
Analysis Article • Mar 24

Earnings Miss: HELLA GmbH & Co. KGaA Missed EPS By 78% And Analysts Are Revising Their Forecasts

It's shaping up to be a tough period for HELLA GmbH & Co. KGaA ( ETR:HLE ), which a week ago released some...
Narrative Update • Mar 15

HLE: Flat Profit Margin Outlook Will Constrain Future Share Price Upside

Analysts have kept their price target for HELLA GmbH KGaA steady at €65.0, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning this unchanged view. What's in the News HELLA GmbH & Co. KGaA issued earnings guidance for the year ending December 31, 2026, providing information about its expectations for profitability over that period (Key Developments).
Narrative Update • Mar 01

HLE: Higher Future P/E And Modest Margins Will Limit Upside

Analysts have kept their €65 price target on HELLA GmbH KGaA unchanged, citing offsetting updates to revenue growth expectations, profit margin assumptions and the future P/E multiple in their refreshed model. What's in the News HELLA GmbH & Co. KGaA issued earnings guidance for the year ending December 31, 2026, giving investors a clearer reference point for medium term expectations.
Narrative Update • Feb 15

HLE: Elevated Future P/E Will Continue To Constrain Return Potential

Analysts have reaffirmed their €65.00 price target for HELLA GmbH KGaA, citing minimal changes to key model inputs such as the discount rate, long term revenue growth, profit margin assumptions, and future P/E multiple. Valuation Changes Fair Value: €65.00 remains unchanged, indicating no adjustment to the headline valuation figure.
Narrative Update • Feb 01

HLE: Rich Future P/E And Softer Margins Will Pressure Returns

Analysts have maintained their €65.00 price target for HELLA GmbH KGaA, citing changes in the discount rate, revenue growth assumptions, profit margin outlook, and a higher future P/E estimate as the main factors behind the reaffirmed view. What's in the News The Shareholder Committee of HELLA GmbH & Co. KGaA has decided to appoint Dr. Peter Laier, previously a Board member at ZF Group, as Chief Executive Officer.
Narrative Update • Jan 18

HLE: Higher Discount Rate And Lower P/E Will Pressure Future Returns

Analysts have reduced their price target for HELLA GmbH KGaA from €70 to €65, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News The Shareholder Committee of HELLA GmbH & Co. KGaA has appointed Dr. Peter Laier, previously a Board member at ZF Group, as the next Chief Executive Officer, effective at the end of 15 February 2026.
Analysis Article • Dec 09

Returns At HELLA GmbH KGaA (ETR:HLE) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analysis Article • Nov 16

HELLA GmbH KGaA's (ETR:HLE) Soft Earnings Are Actually Better Than They Appear

The market for HELLA GmbH & Co. KGaA's ( ETR:HLE ) shares didn't move much after it posted weak earnings recently. Our...
Analysis Article • Sep 29

HELLA GmbH & Co. KGaA's (ETR:HLE) Earnings Haven't Escaped The Attention Of Investors

HELLA GmbH & Co. KGaA's ( ETR:HLE ) price-to-earnings (or "P/E") ratio of 46.9x might make it look like a strong sell...
Analysis Article • Sep 08

Investors Will Want HELLA GmbH KGaA's (ETR:HLE) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analysis Article • Aug 18

Here's Why HELLA GmbH KGaA (ETR:HLE) Can Manage Its Debt Responsibly

XTRA:HLE 1 Year Share Price vs Fair Value Explore HELLA GmbH KGaA's Fair Values from the Community and select yours...
Analysis Article • Jun 26

Pinning Down HELLA GmbH & Co. KGaA's (ETR:HLE) P/E Is Difficult Right Now

HELLA GmbH & Co. KGaA's ( ETR:HLE ) price-to-earnings (or "P/E") ratio of 29.6x might make it look like a strong sell...
User avatar
New Narrative • Nov 20

Electrification Hurdles And Margin Squeeze, But Global Expansion Offers Hope

Margin pressures and reduced sales volumes affect profitability, with potential impacts from delayed projects and customer mix issues in the Electronics segment.

Shareholder Returns

HLEDE Auto ComponentsDE Market
7D-1.0%-3.6%2.0%
1Y-17.7%1.4%-0.1%

Return vs Industry: HLE underperformed the German Auto Components industry which returned 1.5% over the past year.

Return vs Market: HLE underperformed the German Market which returned -1.3% over the past year.

Price Volatility

Is HLE's price volatile compared to industry and market?
HLE volatility
HLE Average Weekly Movement2.5%
Auto Components Industry Average Movement6.2%
Market Average Movement6.2%
10% most volatile stocks in DE Market13.3%
10% least volatile stocks in DE Market2.7%

Stable Share Price: HLE has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: HLE's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
189933,639Peter Laierwww.hella.com

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.

HELLA GmbH & Co. KGaA Fundamentals Summary

How do HELLA GmbH KGaA's earnings and revenue compare to its market cap?
HLE fundamental statistics
Market cap€7.88b
Earnings (TTM)€94.81m
Revenue (TTM)€7.80b
83.1x
P/E Ratio
1.0x
P/S Ratio

Is HLE overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HLE income statement (TTM)
Revenue€7.80b
Cost of Revenue€6.01b
Gross Profit€1.79b
Other Expenses€1.69b
Earnings€94.81m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 30, 2026

Earnings per share (EPS)0.85
Gross Margin22.93%
Net Profit Margin1.21%
Debt/Equity Ratio34.9%

How did HLE perform over the long term?

See historical performance and comparison

Dividends

0.3%
Current Dividend Yield
26%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 05:29
End of Day Share Price 2026/05/20 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

HELLA GmbH & Co. KGaA is covered by 16 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Paul KratzBerenberg
Michael JacksBofA Global Research
Citi ResearchCitigroup Inc