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Delfingen Industry S.A. (ALDEL.PA)

60.8Fair

ValueMarkers Composite Index

Top 81%#8,550 of 44,714
Undervalued

95% below intrinsic value ($753)

UndervaluedFair ValueOvervalued
Piotroski
6/9
Neutral
Beneish
-2.91
Low Risk
Altman
1.67
Distress
DCF Value
$753
Undervalued
ROIC
-34.5%
Low
P/E
6.3
Value
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Delfingen Industry S.A. (ALDEL.PA) — VMCI valuation read

Headline read on ALDEL.PA: VMCI of 61/100 versus a Consumer Cyclical sector median of 50. The 11-point above-median position is what makes Delfingen Industry S.A. a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on ALDEL.PA: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on ALDEL.PA: value (ALDEL.PA trades at 23.0x earnings, 28% above the Consumer Cyclical median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Consumer Cyclical median (10.0%)), and risk (net debt to EBITDA of 2.8x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Cyclical 12.0x baseline.

ALDEL.PA fell 1.8% over the trailing 7 days, with a -14.0% read on a 30-day basis.

Delfingen Industry S.A. provides protection and routing systems for electrical networks, and on-board fluid transfer solutions to OEMs and automotive suppliers in Europe, Africa, Asia, and the Americas. Its wiring harness and hose tube protection systems; reflective sleeving and heat shield; branching, fastening, and closure accessories; coated and uncoated sleeving; convoluted and specialty convoluted tubing; flexible and hard smooth tubing; tubular, wrappable, and shrinkable sleeving; self-closing sleeving; and expandable sleeving products, as well as specialty solutions comprising turbo tapes, cables ties, stiffeners, and routing channels. The company's fluid transfer tubing products consists of liquid, internal and external vapor, SCR, canister, and additive lines, as well as fuel delivery modules; corrugated tubes, filling pipes, and smooth tubes; and high pressure pipes, water draining tubes, battery draining tubes, canister purge lines, cooling and ventilation air tubes, and filling pipes. It also offers interior trim fastenings, including seat retainers, and felt stripes and specialty products; and technical belts and straps for industry and logistics, personal protection, mobile safety and comfort, and lifestyle and leisure applications. The company was founded in 1954 and is headquartered in Anteuil, France. Delfingen Industry S.A. is a subsidiary of Delfingen Group.

CEO: Gérald Streit3,965 employeesFRwww.delfingen.com

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