HELLA GmbH & Co (HLLGY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $9.9B
HELLA GmbH & Co
HLLGY · US
Fair value as of: Jul 17, 2026
From 25 valuation models · updated 8 days ago
Fair value updated Jul 17, 2026, revised from $29.11 to $9.06 (−68.9%) since Jun 24, 2026.
Price vs Fair Value (12 months)
12‑month range $28.05 – $51.30 · fair‑value band $6.80 – $11.33 · the $42.90 price screens above the $9.06 fair value. As of Jul 17, 2026.
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HELLA GmbH & Co (HLLGY) currently trades at $42.90, while our model-based Fair Value estimate is $9.06, implying the stock looks roughly 78.9% overvalued today. We read business quality at 56/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, HELLA GmbH & 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 $269M. Fundamentals as of Jul 17, 2026
Our scenario range runs from $6.80 (bear case) to $11.33 (bull case); at $42.90, the current price sits above that range. The share trades about 16% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -52% fair-value upside, at -79%, HLLGY screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 17, 2026. TTM = trailing twelve months.
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. 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 …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
HELLA GmbH & Co reported revenue of $7.5B in FY2025 versus $6.3B in FY2021, a compound +4.5%/yr. Reported net income was $80.0M in FY2025, compounding −18.5%/yr from FY2021.
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Recent news
- $27+ Bn Automotive Radar Market by Range, Vehicle Type, Frequency, EV Type, Mounting, Application, and Region - Global Forecast to 2033
- HELLA GmbH KGaA's (ETR:HLE) Soft Earnings Are Actually Better Than They Appear
- There May Be Reason For Hope In HELLA GmbH KGaA's (ETR:HLE) Disappointing Earnings
- HELLA GmbH & Co. KGaA Just Missed EPS By 78%: Here's What Analysts Think Will Happen Next
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.