Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALDEL.PA
STRONG BUYREMOVEGet insider-trade alertsDelfingen Société Anonyme · Consumer Cyclical · France · $96M · Avg Vol: $66K/d
Delfingen is an automotive cable protection specialist. While it has niche market share, it is highly dependent on cyclical global automotive production volumes and lacks the asset-light compounding profile we require.
COMPANY DESCRIPTION
Delfingen Société Anonyme is a global automotive supplier specializing in onboard wiring protection systems and fluid transfer solutions. The company's competitive moat is anchored by its deep technical expertise, global manufacturing footprint, and long-standing relationships with major automotive tier-1 suppliers. It is a dominant market leader in the niche market for automotive cable protection.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 413.4M | 475.1M | 520.2M | 482.6M | 5.3% |
| EPS | 6.99 | 3.54 | 3.01 | -0.06 | -34.4% |
| Shares | 2.7M | 2.7M | 2.6M | 2.6M | -1.9% |
| Debt | 148.4M | 163.0M | 191.6M | 192.9M | 9.1% |
| Equity | 157.3M | 165.1M | 167.0M | 168.5M | 2.3% |
| Op CF | 30.2M | 7.0M | 58.4M | 47.0M | 16.0% |
| Inv CF | -16.1M | -21.1M | -50.6M | -21.2M | — |
| Fin CF | -10.3M | -10.2M | 11.5M | -34.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ALDEL.PA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALDEL.PA | Delfingen Société Anonyme(you) | $96M | 95 | STRONG BUY |
| AKW.PA | Akwel SA | $207M | 89 | STRONG BUY |
| BUR.PA | Burelle SA | $781M | 96 | STRONG BUY |
| FR.PA | Valeo SE | $3.4B | 93 | STRONG BUY |
| ABEO.PA | Abéo SA | $95M | 99 | STRONG BUY |
| ALLEX.PA | Lexibook - Linguistic Electronic System Société anonyme | $70M | 99 | STRONG BUY |
| ALVU.PA | Vente-Unique.com SA | $176M | 97 | STRONG BUY |
| ALFPC.PA | Fountaine Pajot SA | $175M | 82 | STRONG BUY |
| ALPDX.PA | Piscines Desjoyaux SA | $121M | 72 | BUY |
| FCMC.PA | Société Fermière du Casino Municipal de Cannes | $499M | 94 | STRONG BUY |
Peer medians: ROE 9.4% · P/E 18.0x · Gross margin 50.3%