EXPR
EXPRESS INC
stock OTC

We have a very limited number of industries we specialize in. Stoneridge ($SRI) is in one of those industries. It is undergoing a cyclical, industry-wide downturn, and therefore we think it's the ideal time to invest in its stock.
Founded in 1965, Stoneridge is a global supplier of safe and efficient electronics systems and technologies. They have a global footprint comprised of 21 locations in 14 countries, enabling them to supply global commercial, automotive, off-highway, agricultural and other vehicle markets.
Principal end markets:
Commercial vehicles 54%; Automotive 28%; Off-highway and other 13%; Aftermarket and monitoring 5%.
Our analysis and reasons to be bullish:
A) It's trading at a 13-year low.
B) Technical, contrarian, "deep value" snapshot is - perfect.
C) Fundamentals are very solid, especially the balance sheet and the cash flow statement.
D) Dollar's weakness is a tailwind, focus on the electronics segment is a massive tailwind.
E) We expect a return to significant profitability in '26 and '27.
F) Debt to equity at 0.6; current ratio at 2.2; p/b and p/s are laughably low.
G) All our projections have the major metrics improving over the coming years (earnings being the primary driver of stock appreciation).
H) We think fair value is $450 million ($16.50 per share).
I) We think the future value is $700 million ($28 per share) in about 3 years.
J) Institutional ownership is significant.
K) Competent management team, mostly came over from Delphi.
To summarize: this is a deeply undervalued stock.
We, at Deep Value Digest, like buying dollars with pennies, and here's our track record:
2020: $LXU was in deep value territory at $1, we raised awareness about it; it went on to hit $26 per share.
2020: $BTU was oversold, we pointed this out in October 2020 (right before the election), when it was trading around $0.80 per share; it went on to hit $32 per share.
2020: $GME, spring/summer of 2020, we pointed out it was oversold (around $5 per share); everyone knows where the stock went in early 2021 ($483 per share, before the split).
2021: $CLOV, during the lock-out period, we looked into the options side of things. If you bought calls when we noticed it in April 2021, you could've cashed out at a 2,000% return within a few weeks.
2022: $ANF, when it was bottoming out around $15, we took notice; it went on to hit $180 per share a couple years later.
2023: $ROOT, we noticed it when it was trading at a deep discount, around $4 per share. Less than two years later, it went on to trade around $150 per share.
Others: $TELL (Tellurian), $EXPR (Express) $USAK (USA Truck), among others; they were all massively oversold when we noticed them. Tellurian was trading around $0.80 when we recommended it; it went on to trade around $6 per share before it got bought out. Express was trading around $0.90 when we noticed it; it went on to trade as high as $14 per share during the meme stock mania. USA Truck was trading around $1 per share when we noticed it; it went on to get acquired for around $5 per share, mere months after we suggested looking into it.
As you can see, we like deep value. It rubs us the right way.
***Not investment advice***

We have a very limited number of industries we specialize in. Stoneridge ($SRI) is in one of those industries. It is undergoing a cyclical, industry-wide downturn, and therefore we think it's the ideal time to invest in its stock.
Founded in 1965, Stoneridge is a global supplier of safe and efficient electronics systems and technologies. They have a global footprint comprised of 21 locations in 14 countries, enabling them to supply global commercial, automotive, off-highway, agricultural and other vehicle markets.
Principal end markets:
Commercial vehicles 54%; Automotive 28%; Off-highway and other 13%; Aftermarket and monitoring 5%.
Our analysis and reasons to be bullish:
A) It's trading at a 13-year low.
B) Technical, contrarian, "deep value" snapshot is - perfect.
C) Fundamentals are very solid, especially the balance sheet and the cash flow statement.
D) Dollar's weakness is a tailwind, focus on the electronics segment is a massive tailwind.
E) We expect a return to significant profitability in '26 and '27.
F) Debt to equity at 0.6; current ratio at 2.2; p/b and p/s are laughably low.
G) All our projections have the major metrics improving over the coming years (earnings being the primary driver of stock appreciation).
H) We think fair value is $450 million ($16.50 per share).
I) We think the future value is $700 million ($28 per share) in about 3 years.
J) Institutional ownership is significant.
K) Competent management team, mostly came over from Delphi.
To summarize: this is a deeply undervalued stock.
We, at Deep Value Digest, like buying dollars with pennies, and here's our track record:
2020: $LXU was in deep value territory at $1, we raised awareness about it; it went on to hit $26 per share.
2020: $BTU was oversold, we pointed this out in October 2020 (right before the election), when it was trading around $0.80 per share; it went on to hit $32 per share.
2020: $GME, spring/summer of 2020, we pointed out it was oversold (around $5 per share); everyone knows where the stock went in early 2021 ($483 per share, before the split).
2021: $CLOV, during the lock-out period, we looked into the options side of things. If you bought calls when we noticed it in April 2021, you could've cashed out at a 2,000% return within a few weeks.
2022: $ANF, when it was bottoming out around $15, we took notice; it went on to hit $180 per share a couple years later.
2023: $ROOT, we noticed it when it was trading at a deep discount, around $4 per share. Less than two years later, it went on to trade around $150 per share.
Others: $TELL (Tellurian), $EXPR (Express) $USAK (USA Truck), among others; they were all massively oversold when we noticed them. Tellurian was trading around $0.80 when we recommended it; it went on to trade around $6 per share before it got bought out. Express was trading around $0.90 when we noticed it; it went on to trade as high as $14 per share during the meme stock mania. USA Truck was trading around $1 per share when we noticed it; it went on to get acquired for around $5 per share, mere months after we suggested looking into it.
As you can see, we like deep value. It rubs us the right way.
***Not investment advice***