ElringKlinger AG (ELLRY) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
ElringKlinger AG (ELLRY) trades at $2.66 with AI Score 41/100 (Grade C). ElringKlinger AG is a global automotive supplier specializing in sealing systems, thermal management, and lightweighting solutions. Market cap: $337M, Sector: Consumer cyclical.
Price as of Aug 20, 2026 · Last analyzed: Mar 15, 2026Analyst Coverage for ELLRY: ELLRY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ELLRY against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ELLRY: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bearish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
ElringKlinger AG (ELLRY) Consumer Business Overview
ElringKlinger AG, a German automotive supplier, develops and manufactures components for powertrains, thermal management, and lightweighting. With a focus on original equipment and aftermarket solutions, the company serves global automotive manufacturers and aftermarket distributors, navigating the evolving landscape of electric and combustion engine vehicles.
What Is the Investment Thesis for ELLRY?
ElringKlinger AG presents a mixed investment case. The company's focus on both combustion engine components and electric vehicle technologies positions it to benefit from the ongoing transition in the automotive industry. However, a negative profit margin of -6.9% and a P/E ratio of -2.54 raise concerns about near-term profitability. A dividend yield of 3.26% may attract income-seeking investors. Key catalysts include expansion in the electric vehicle component market and successful restructuring initiatives. Potential risks include fluctuating raw material costs and intense competition in the automotive supply industry.
Based on FMP financials and quantitative analysis
ELLRY Key Highlights
Market capitalization of $337M reflects the company's current valuation in the automotive supply market.
- Negative P/E ratio of -2.54 indicates current losses and challenges in achieving profitability.
- Gross margin of 22.1% highlights the company's ability to generate revenue above the cost of goods sold, but leaves room for improvement.
- Dividend yield of 3.26% offers a potential income stream for investors, but should be evaluated in the context of overall financial performance.
- Beta of 1.22 suggests higher volatility compared to the overall market, indicating sensitivity to market fluctuations.
Who Are ELLRY's Competitors?
ELLRY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AMGRF AMA Group Limited | $0.31 | +0.00% | $150M | 41 |
| BHHOF Boohoo Group Plc | $0.31 | +0.00% | $479M | 47 |
| CBDBY Companhia Brasileira de Distribuição | $0.66 | +0.64% | $326M | 44 |
| CDGXY China Dongxiang (Group) Co., Ltd. | $1.71 | +0.00% | $201M | 52 |
| CMEIF China MeiDong Auto Holdings Limited | $0.10 | +0.00% | $138M | 41 |
| STRT Strattec Security Corporation | $80.56 | -1.50% | $337M | 88 |
| HLLY Holley Inc. | $3.04 | -3.18% | $366M | 56 |
| ABDDF AB Dynamics plc | $16.18 | +0.00% | $370M | 50 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ELLRY's Key Strengths?
Strong presence in both original equipment and aftermarket segments.
- Technical expertise in sealing systems, thermal management, and lightweighting.
- Diversified product portfolio serving both combustion engine and electric vehicle markets.
- Global presence with operations in key automotive regions.
What Are ELLRY's Weaknesses?
Negative profit margin indicates challenges in achieving profitability.
- High beta suggests higher volatility compared to the overall market.
- Dependence on the automotive industry, which is subject to cyclical fluctuations.
- Exposure to fluctuating raw material costs.
What Could Drive ELLRY Stock Higher?
Expansion of electric vehicle component production to meet growing demand.
- Potential new partnerships with automotive manufacturers for EV technologies by Q4 2026.
- Restructuring initiatives aimed at improving profitability and efficiency.
- Launch of new lightweighting solutions for vehicle bodies in H1 2027.
- Geographic expansion into emerging markets to capture new growth opportunities.
What Are the Key Risks for ELLRY?
Financial-distress signal — its Altman Z-Score of 1.69 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 60.8 runs well above the Consumer Cyclical sector’s ~34x, leaving little room for a miss.
- Intense competition in the automotive supply industry.
- Technological disruptions and the shift towards electric vehicles could impact demand for traditional components.
- Economic downturns and reduced vehicle production could negatively affect revenue.
- Fluctuating raw material costs could impact profitability.
- Increasing regulatory requirements and emission standards could increase compliance costs.
What Are the Growth Opportunities for ELLRY?
- Expansion in Electric Vehicle Components: ElringKlinger can capitalize on the growing demand for electric vehicle components, such as battery systems and thermal management solutions. Investing in research and development to enhance its EV product portfolio will be crucial for capturing market share.
- Strengthening Aftermarket Presence: The aftermarket segment provides a stable revenue stream and growth opportunities. By expanding its distribution network and product offerings under the Elring brand, the company can increase its market share in the automotive repair and maintenance sector. Focus on digital channels and e-commerce platforms can further enhance its reach to wholesalers and end-users.
- Geographic Expansion in Emerging Markets: Expanding operations in emerging markets, such as Asia-Pacific and South America, can drive revenue growth. These regions are experiencing rapid growth in vehicle production and demand for automotive parts. Establishing local manufacturing facilities and partnerships can help ElringKlinger gain a competitive advantage.
- Development of Lightweighting Solutions: The demand for lightweighting solutions is increasing as automakers seek to improve fuel efficiency and reduce emissions. ElringKlinger can leverage its expertise in engineered plastics and composite materials to develop innovative lightweight components for vehicle bodies and structures. This can lead to new business opportunities and higher margins.
- Strategic Partnerships and Acquisitions: Forming strategic partnerships and acquisitions can accelerate growth and expand the company's capabilities. Collaborating with technology companies and other automotive suppliers can provide access to new technologies and markets. Acquiring companies with complementary product portfolios can strengthen ElringKlinger's competitive position.
What Are ELLRY's Competitive Advantages?
- Established relationships with major automotive manufacturers as a trusted supplier of critical components.
- Strong brand recognition in the aftermarket segment with the Elring Das Original brand.
- Technical expertise in sealing systems, thermal management, and lightweighting solutions.
- Diversified product portfolio serving both combustion engine and electric vehicle markets.
What Does ELLRY Do?
Founded in 1879 and headquartered in Dettingen an der Erms, Germany, ElringKlinger AG has evolved from a gasket manufacturer to a global automotive supplier. The company operates through four segments: Original Equipment, Aftermarket, Engineered Plastics, and Other. The Original Equipment segment develops and manufactures products like metal sealing systems, drivetrain components, thermoplastics, hybrid technologies, thermal shielding, battery and fuel cell components, electric drive units, and exhaust gas purification systems. This segment caters to passenger car and commercial vehicle sectors. The Aftermarket segment provides gaskets, gasket sets, and service parts under the Elring brand, serving wholesalers and purchasing organizations. The Engineered Plastics segment focuses on customized plastic products for mechanical engineering, medical, chemical, energy, and vehicle industries. The Other segment operates engine test benches and offers logistics and catering services. ElringKlinger's global presence spans across Germany, Asia-Pacific, North America, and Europe.
What Products and Services Does ELLRY Offer?
- Develop and manufacture metal sealing systems for automotive engines and transmissions.
- Produce drivetrain components for passenger cars and commercial vehicles.
- Offer thermoplastics for drivetrain, body, and underbody applications.
- Provide hybrid technologies and thermal, acoustic, and aerodynamic shielding systems.
- Manufacture cylinder-head and specialty gaskets.
- Develop battery and fuel cell components and systems.
- Produce electric drive units and exhaust gas purification systems.
- Offer aftermarket gaskets, gasket sets, and service parts for engine repair.
How Does ELLRY Make Money?
- ElringKlinger generates revenue by selling original equipment components to automotive manufacturers.
- The company also earns revenue from aftermarket sales of gaskets and service parts through a network of wholesalers and purchasing organizations.
- Revenue is generated from engineered plastics products sold to various industries, including mechanical engineering, medical, and chemical sectors.
- The company provides engine testing services and measuring equipment to vehicle manufacturers and automotive suppliers.
What Industry Does ELLRY Operate In?
ElringKlinger AG operates in the automotive parts industry, which is undergoing a significant transformation due to the shift towards electric vehicles and stricter emission regulations. The industry is characterized by intense competition, with companies like AMGRF (American Axle & Manufacturing Holdings, Inc.) and BHHOF (Bohler-Uddeholm AG) vying for market share. ElringKlinger's focus on both traditional combustion engine components and electric vehicle technologies positions it to navigate this evolving landscape. The global automotive parts market is expected to grow, driven by increasing vehicle production and the demand for replacement parts.
Who Are ELLRY's Key Customers?
- Automotive manufacturers (OEMs) who use ElringKlinger's components in new vehicle production.
- Wholesalers and purchasing organizations that distribute ElringKlinger's aftermarket products.
- Companies in the mechanical engineering, medical, chemical, energy, and vehicle industries that use ElringKlinger's engineered plastics products.
- Vehicle manufacturers and automotive suppliers who utilize ElringKlinger's engine testing services.
Company Profile
ElringKlinger AG operates in the Auto - Parts industry within the Consumer Cyclical sector. It is headquartered in Dettingen an der Erms, DE. The company is led by CEO Thomas Jessulat. ELLRY has traded publicly since 2020.
Key Financial Metrics
Return on equity for ElringKlinger AG stands at 0.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.3%, showing how much profit it generates from its asset base. ELLRY trades at a trailing price-to-earnings ratio of 60.84, above the Consumer Cyclical sector average of ~34x. Its free cash flow yield is 12.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.31 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.6%, the inverse of the P/E and a quick read on earnings relative to price.
ELLRY Valuation & Market Position
With a $337M market cap, ElringKlinger AG sits in the small-cap segment of the market. Relative to its peer group, ELLRY's quantitative score of 41/100 is roughly in line with the peer average of 45/100.
Quarterly Financial Performance: ElringKlinger AG
Revenue for ElringKlinger AG came in at $486.8M during Q2 2026, a 11.4% improvement versus the preceding quarter. The company recorded net income of $11.3M, with diluted EPS of $0.09. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this small-cap Consumer Cyclical company. Across the four most recent quarters, ELLRY averaged $0.05 in diluted EPS.
Financial Health
ElringKlinger AG's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.69 places it in the distress zone, a signal of elevated financial risk.
Forward Outlook
Wall Street analysts project ElringKlinger AG revenue of about $1.70B for fiscal 2026, with EPS near $0.00. The estimate reflects 3 contributing analysts.
ELLRY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- ElringKlinger's shift towards e-mobility solutions is gaining traction, positioning them well for long-term growth in the automotive sector. It's like Tesla in 2020, but for auto suppliers.
- Recent insider buying suggests confidence in the company's future prospects, a signal that those closest to the business see value.
- Positive community sentiment indicates growing belief in ElringKlinger's strategic direction and ability to execute its plans.
- The market is starting to recognize ElringKlinger's potential beyond traditional combustion engines, leading to increased investor interest.
Bear Case
- The transition to electric vehicles may face unforeseen challenges, potentially impacting ElringKlinger's revenue streams in the short term. Think of the dot-com bubble burst, but for EV component suppliers.
- Bearish community sentiment highlights concerns about ElringKlinger's ability to compete effectively with larger, more established players in the e-mobility space.
- Market perception of ElringKlinger as primarily a combustion engine component supplier may limit its valuation in the near term.
- Recent market volatility could negatively impact ElringKlinger's stock price, regardless of its underlying fundamentals.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $487M | $11M | $0.09 |
| Q1 2026 | $437M | $15M | $0.12 |
| Q4 2025 | $410M | $4M | $0.03 |
| Q3 2025 | $395M | -$4M | -$0.04 |
Based on FMP financials and quantitative analysis
ELLRY Latest News
No recent news available for ELLRY.
ELLRY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ELLRY.
Price Targets
Wall Street price target analysis for ELLRY.
ELLRY MoonshotScore
What does this score mean?
The MoonshotScore rates ELLRY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Thomas Jessulat
CEO
Thomas Jessulat serves as the CEO of ElringKlinger AG, leading a workforce of over 9,000 employees. His career encompasses extensive experience in the automotive industry, with a focus on operational excellence and strategic development. He brings a strong background in engineering and management to his role, driving innovation and efficiency across the company's global operations.
Track Record: Under Thomas Jessulat's leadership, ElringKlinger has focused on adapting to the changing automotive landscape, with investments in electric vehicle technologies and lightweighting solutions. He has overseen restructuring initiatives to improve profitability and streamline operations. His strategic decisions aim to position ElringKlinger as a key player in the future of mobility.
ElringKlinger AG ADR Information Unsponsored
An American Depositary Receipt (ADR) like ELLRY represents shares of a foreign company (ElringKlinger AG) held by a U.S. depositary bank. ELLRY allows U.S. investors to trade ElringKlinger shares on the OTC market in U.S. dollars, simplifying the investment process and reducing complexities associated with international trading.
- Home Market Ticker: Xetra, Germany
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: ELLR
ELLRY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market, indicating that ElringKlinger AG (ELLRY) may have limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier may not meet the minimum financial standards or disclosure requirements for listing on higher-tier exchanges, potentially increasing investment risk.
- OTC Tier: OTC Other
- Limited liquidity can make it difficult to buy or sell shares at desired prices.
- Lack of regulatory oversight increases the risk of fraud or mismanagement.
- Limited financial disclosure makes it challenging to assess the company's financial health.
- Higher price volatility due to lower trading volumes.
- Potential for delisting or trading suspension due to non-compliance with OTC market requirements.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team's experience and track record.
- Understand the risks associated with investing in OTC stocks.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- ElringKlinger AG is a well-established company with a long operating history.
- The company has a global presence and serves major automotive manufacturers.
- ElringKlinger AG has a diversified product portfolio and technical expertise.
- The company has a CEO in place, Thomas Jessulat, managing over 9000 employees.
- ElringKlinger AG pays a dividend, suggesting some financial stability.
Common Questions About ELLRY (Consumer Cyclical)
What does the AI Score mean for ELLRY?
ELLRY holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. ElringKlinger AG is a global automotive supplier specializing in sealing systems, thermal management, and lightweighting solutions. The company operates in original equipment, aftermarket …
What does ElringKlinger AG do?
ElringKlinger AG develops, manufactures, and sells systems and components for the automotive industry. Its core business revolves around sealing technology, thermal management, and lightweighting solutions. The company serves both original equipment manufacturers (OEMs) and the aftermarket, providing a range of products from cylinder-head gaskets to battery and fuel cell components. ElringKlinger's strategic focus is on adapting to the evolving automotive landscape, with increasing investments in electric vehicle technologies.
What do analysts say about ELLRY stock?
Analyst consensus on ELLRY stock is mixed, reflecting the challenges and opportunities facing the automotive supply industry. Valuation metrics suggest potential undervaluation, but concerns remain about near-term profitability. Growth considerations include the company's ability to capitalize on the electric vehicle market and successfully execute its restructuring initiatives. Investors should conduct their own due diligence and consider their risk tolerance before investing.
What are the main risks for ELLRY?
The main risks for ElringKlinger AG include intense competition in the automotive supply industry, technological disruptions related to the shift towards electric vehicles, and economic downturns that could reduce vehicle production. Fluctuating raw material costs and increasing regulatory requirements also pose challenges. Additionally, as an ADR trading on the OTC market, ELLRY is subject to liquidity risks and limited regulatory oversight.
What is ElringKlinger AG's geographic revenue mix?
ElringKlinger AG generates revenue from various regions, including Germany, the rest of Europe, Asia-Pacific, and North America. While specific percentages are not available, the company's annual reports provide detailed breakdowns. International growth rates vary depending on regional economic conditions and automotive market trends. Emerging markets, such as China and India, offer significant growth potential due to increasing vehicle production and demand for automotive components.
What is ELLRY's dividend and shareholder return track record?
ElringKlinger AG has a history of paying dividends to shareholders, with a current dividend yield of 3.26%. However, the company's dividend policy may be subject to change based on financial performance and investment needs. Information on dividend growth history and payout ratio can be found in the company's annual reports. Share buyback programs have not been a significant part of ElringKlinger's shareholder return strategy in recent years.
What are the key factors to evaluate for ELLRY?
ElringKlinger AG (ELLRY) holds an AI score of 41/100 (low). P/E: 60.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does ELLRY data refresh on this page?
ELLRY's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven ELLRY's recent stock price performance?
ElringKlinger AG (ELLRY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong presence in both original equipment and aftermarket segments. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- AI analysis is pending and may provide additional insights.
- OTC market data may have limited reliability.