SRI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $6.72
Market Cap (MRQ) $192M
P/E (TTM) -1.6
EPS (TTM) $-4.29
Revenue (TTM) $758M
ROE (TTM) -58.3%
52W Range $5–$10

SRI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$861M
2016-12-31 → 2025-12-31
EPS$-3.70
2016-12-31 → 2025-12-31
Free Cash Flow$12M
2016-12-31 → 2025-12-31
Net margin-15.8%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SRI 5Y avg Peer Median Verdict
P/E (TTM) -1.65Y avg ≈1.6 ≈1.6 · ·
P/S (TTM) 0.35Y avg ≈0.5 ≈0.5 0.5 Undervalued
P/B (MRQ) 1.35Y avg ≈1.5 ≈1.5 1.4 Overvalued
Price / FCF (TTM) -41.25Y avg ≈-6.7 ≈-6.7 · ·
Price / Cash Flow (TTM) 14.55Y avg ≈37.8 ≈37.8 8.0 Undervalued
Price / Tangible Book (MRQ) 1.75Y avg ≈2.1 ≈2.1 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Beat Rate 0.00%
Avg Surprise -406.9%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $-0.19 $-0.14 -34.4%
March 31, 2026 $-0.97 $-0.19 -405.5%
Dec. 31, 2025 $-2.77 $-0.12 -2185.5%
Sept. 30, 2025 $-0.18 $0.00 —
June 30, 2025 $-0.25 $-0.09 -175.0%
March 31, 2025 $-0.26 $-0.18 -48.0%
June 30, 2000 $0.52 $0.52 0.95%
March 31, 2000 $0.56 $0.57 -0.99%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $861M$908M$976M$900M$770M$648M$834M$866M$824M$696M$645M$661M
Cost of Revenue $690M$719M$775M$725M$604M$494M$621M$610M$576M$501M$468M$470M
R&D Expense $63M$72M$71M$65M$66M$49M$52M$51M$49M$40M$39M$42M
SG&A Expense $126M$117M$117M$107M$116M$112M$124M$139M$142M$111M$110M$124M
Operating Income $-39M$-381.0K$13M$3M$15M$-8M$71M$67M$57M$44M$28M$-26M
Interest Expense ··$-13M$-7M$-5M·······
Other Non-op $-4M$3M$-1M$-6M$-1M$2M$-142.0K$736.0K$-641.0K$147.0K$-2M$-565.0K
Pretax Income $-55M$-14M$-2M$-11M$12M$-11M$68M$65M$53M$39M$20M$-53M
Income Tax $47M$3M$3M$3M$9M$-3M$8M$11M$8M$-36M$-547.0K$-2M
Net Income $-103M$-17M$-5M$-14M$3M$-8M$60M$54M$45M$77M$23M$-47M
EPS (Basic) $-3.70$-0.60$-0.19$-0.52$0.13$-0.29$2.17$1.90$1.61$2.79$0.83$-1.75
EPS (Diluted) $-3.70$-0.60$-0.19$-0.52$0.12$-0.29$2.13$1.85$1.57$2.74$0.81$-1.75
Shares (Basic) 27,797,00027,596,00027,443,00027,258,00027,114,00027,025,00027,792,00028,402,00028,082,00027,763,99027,337,95426,923,809
Shares (Diluted) 27,797,00027,596,00027,443,00027,258,00027,416,00027,025,00028,270,00029,080,00028,772,00028,308,92227,959,16226,923,809
EBITDA $-6M$34M$46M$37M$49M$26M$102M$96M$57M$44M$28M$-26M
Balance Sheet 26
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $53M$72M$41M$55M$86M$74M$69M$81M$66M$50M$54M$43M
Receivables $89M$138M$167M$158M$150M$137M$139M$139M$142M$113M$95M$105M
Inventory $106M$151M$188M$153M$138M$91M$93M$79M$73M$60M$61M$71M
Prepaid Expense $27M$27M$34M$44M$37M$33M$30M$21M$21M$17M$22M$26M
Current Assets $362M$388M$429M$410M$411M$335M$331M$320M$303M$241M$232M$246M
PP&E (Net) $63M$98M$110M$105M$108M$119M$122M$112M$110M$92M$85M$85M
PP&E (Gross) $441M$416M$417M$391M$381M$403M$411M$394M$375M$334M$323M$307M
Accum. Depreciation $362M$319M$307M$287M$273M$284M$289M$281M$265M$243M$237M$222M
Goodwill $38M$33M$35M$34M$36M$39M$36M$37M$38M$931.0K·$1M
Intangibles $38M$40M$47M$46M$50M$55M$58M$62M$75M$39M$36M$57M
Total Assets $551M$622M$680M$652M$665M$621M$602M$560M$559M$395M$364M$399M
Accounts Payable $62M$83M$112M$110M$98M$86M$81M$88M$79M$63M$55M$59M
Current Liabilities $157M$150M$178M$178M$173M$146M$139M$147M$136M$113M$108M$120M
Capital Leases $7M$6M$8M$11M$15M$15M$18M·····
Deferred Tax $10M$5M$7M$8M$11M$13M$13M$15M$19M$10M$41M$50M
Other Non-current Liabilities $12M$13M$10M$7M$7M$14M$17M$17M$35M$5M$4M$4M
Long-term Debt $181M$202M$191M$169M$169M$144M$129M$99M$129M$84M$118M$130M
Total Debt ·$0$2M$1M$5M$8M$3M$3M$8M$17M$18M$30M
Common Stock $0$0$0$0$0·······
Paid-in Capital $219M$226M$227M$233M$232M$234M$226M$232M$228M$207M$199M$193M
Retained Earnings $77M$180M$197M$202M$216M$212M$207M$146M$92M$45M$-32M$-55M
Treasury Stock $27M$38M$43M$50M$55M$60M$51M$9M$7M$6M$4M$1M
AOCI $-89M$-122M$-93M$-103M$-97M$-90M$-91M$-86M$-70M$-68M$-70M$-45M
Stockholders' Equity $180M$245M$288M$281M$296M$297M$290M$283M$244M$192M$106M$91M
Liabilities + Equity $551M$622M$680M$652M$665M$621M$602M$560M$559M$395M$364M$399M
Shares Outstanding 28,018,00027,695,00027,549,00027,341,00027,191,00027,006,00027,408,00028,488,00028,180,00027,850,00027,912,00028,221,000
Cash Flow 14
Metric Trend 202520242023202220212020201920182017201620152014
D&A $32M$34M$34M$34M$34M$33M$31M$29M$28M$23M··
Stock-based Comp $5M$4M$3M$6M$6M$6M$6M$6M$7M$6M$7M$5M
Deferred Tax $37M$-6M$-4M$-5M$-511.0K$-8M$6M$3M$-6M$-39M$-2M$-3M
Other Non-cash $62M$32M$-23M$-14M$-79M$5M$-78M$-10M····
Operating Cash Flow $34M$48M$5M$7M$-36M$29M$25M$81M$79M$65M$55M$20M
CapEx $22M$24M$38M$32M$27M$28M$36M$29M$32M$24M$29M$25M
Investing Cash Flow $-22M$-24M$-37M$-29M$28M$-34M$-6M$-28M$-109M$-24M$-30M$46M
Stock Repurchased ···$0$0$5M$50M·····
Net Stock Activity ···$0·$-5M$-50M·····
Financing Cash Flow $-25M$11M$17M$-7M$23M$7M$-28M$-34M$41M$-43M$-11M$-82M
Net Change in Cash $-6M$31M$-14M$-31M$12M$5M$-12M$15M$16M$-4M$11M$-20M
Taxes Paid $10M$9M$10M$6M$11M$-254.0K$12M$13M$7M$3M$2M$3M
Free Cash Flow $12M$23M$-34M$-20M$-59M$981.0K$-11M$52M$47M$41M$26M$-5M
Levered FCF ··$2M·········
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin -4.5%-0.04%1.3%0.33%2.0%-1.2%8.5%7.7%7.0%6.3%4.3%-3.9%
Net Margin -11.9%-1.8%-0.53%-1.6%0.44%-1.2%7.2%6.2%5.5%11.1%3.5%-7.1%
Pretax Margin -6.4%-1.5%-0.20%-1.2%1.6%-1.7%8.2%7.5%6.4%5.6%3.1%-8.0%
EBITDA Margin -0.71%3.7%4.8%4.1%6.4%4.0%12.2%11.1%7.0%6.3%4.3%-3.9%
ROA -17.5%-2.5%-0.78%-2.1%0.53%-1.3%10.4%9.6%9.5%20.4%6.0%-9.5%
ROE -46.7%-6.4%-1.8%-5.2%1.1%-2.8%21.3%19.5%20.7%54.4%24.7%-39.2%
ROIC -39.8%-0.19%11.9%1.4%1.4%-1.9%21.4%19.4%19.5%43.6%25.6%-20.5%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.32.62.42.32.42.32.42.22.22.12.12.0
Quick Ratio 1.31.41.21.21.41.41.51.51.51.51.41.2
Debt / Equity ·0.00.00.00.00.00.00.00.00.10.20.3
LT Debt / Equity ·0.00.00.0··0.00.00.00.00.00.1
Interest Coverage ··-1.0·········
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.51.41.51.41.21.11.41.51.71.81.71.3
Inventory Turnover 4.94.24.65.05.35.47.28.08.68.37.16.2
Receivables Turnover 6.46.06.05.85.44.76.06.26.46.76.46.4
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $6.42$8.86$10.44$10.28$10.88$10.98$10.58$9.94$8.66$6.40$3.34$3.23
Revenue / Share $30.98$32.91$35.56$33.02$28.10$23.98$29.51$29.79$28.65$24.59$23.06$24.54
Cash Flow / Share $1.22$1.73$0.18$0.25$-1.32$1.06$0.87$2.78$2.74$2.31$1.96$0.74
Cash / Share $2.36$2.59$1.48$2.00$3.15$2.74$2.53$2.85$2.34$1.81$1.95$1.52
EPS (TTM) $-3.70$-0.60$-0.19$-0.52$0.12$-0.29$2.13$1.85$1.57$2.74$0.81$-1.75
Growth Rates 3
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY -5.2%-6.9%8.4%16.8%18.9%·······
Revenue CAGR 3Y -1.5%5.6%14.6%·········
Revenue CAGR 5Y 5.9%···········
Valuation (TTM) 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $861M$908M$976M$900M$770M$648M$834M$866M$824M$696M$645M$661M
Net Income TTM $-103M$-17M$-5M$-14M$3M$-8M$60M$54M$45M$77M$23M$-47M
Market Cap $162M$174M$539M$589M$537M$816M$804M$702M$644M$493M$413M$363M
Enterprise Value ·$102M$500M$536M$456M$750M$737M$624M$586M$459M$377M$350M
P/E -1.6-10.4-103.0-41.5164.5-104.213.813.314.66.518.3-7.3
P/S 0.20.20.60.70.71.31.00.80.80.70.60.5
P/B 0.90.71.92.11.82.82.82.52.62.84.44.0
P / Tangible Book 1.61.02.62.92.64.0······
P / Cash Flow 4.83.6109.086.6-14.828.532.88.78.27.57.518.3
P / FCF 13.37.4-16.1-28.9-9.1832.2-71.013.613.812.115.8-73.5
EV / EBITDA ·3.010.814.69.329.37.26.510.210.413.6-13.6
EV / FCF ·4.3-14.9-26.2-7.7764.7-65.112.112.511.214.5-70.9
EV / Revenue ·0.10.50.60.61.20.90.70.70.70.60.5
Earnings Yield -63.9%-9.6%-0.97%-2.4%0.61%-0.96%7.3%7.5%6.9%15.5%5.5%-13.6%

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $861M $908M $976M $900M $770M
Operating Margin % -4.5% -0.04% 1.3% 0.33% 2.0%
Net Income $-103M $-17M $-5M $-14M $3M
Diluted EPS $-3.70 $-0.60 $-0.19 $-0.52 $0.12

Institutional owners (13F) 118 filers · $173.7M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 118
Value held $173.7M
New positions 20
Exited positions 21
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (+4 vs prior Q) 21 (+3 vs prior Q) 35 (+2 vs prior Q) 38 (-5 vs prior Q) -363K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $18,733,724 2,559,252 10.79% Shares
22NW, LP $18,058,257 2,466,975 10.40% Shares
FEDERATED HERMES, INC. $8,889,078 1,214,355 5.12% Shares
VANGUARD GROUP INC $8,827,892 1,524,679 5.08% Shares
VANGUARD CAPITAL MANAGEMENT LLC $8,811,494 1,203,756 5.07% Shares
Ewing Morris & Co. Investment Partners Ltd. $8,171,582 1,352,980 4.71% Shares
DIMENSIONAL FUND ADVISORS LP $7,803,917 1,066,041 4.49% Shares
AYAL Capital Advisors Ltd $7,355,575 1,004,860 4.24% Shares
AMERICAN CENTURY COMPANIES INC $7,179,983 980,872 4.13% Shares
ROYCE & ASSOCIATES LP $6,121,665 836,293 3.52% Shares
GEODE CAPITAL MANAGEMENT, LLC $5,285,957 721,954 3.04% Shares
EVR Research LP $5,124,000 700,000 2.95% Shares
ArrowMark Colorado Holdings LLC $4,841,902 661,462 2.79% Shares
D. E. Shaw & Co., Inc. $4,244,516 579,852 2.44% Shares
MARSHALL WACE, LLP $3,590,876 490,557 2.07% Shares
TWO SIGMA INVESTMENTS, LP $2,944,060 402,194 1.70% Shares
Russell Investments Group, Ltd. $2,527,155 345,240 1.46% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $2,331,552 318,518 1.34% Shares
STATE STREET CORP $2,260,877 308,863 1.30% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,120,699 289,713 1.22% Shares
Man Group plc $2,049,044 279,924 1.18% Shares
TWO SIGMA ADVISERS, LP $1,945,440 336,000 1.12% Shares
MORGAN STANLEY $1,879,806 256,804 1.08% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,848,029 252,463 1.06% Shares
RENAISSANCE TECHNOLOGIES LLC $1,846,104 252,200 1.06% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,777,647 242,848 1.02% Shares
Shay Capital LLC $1,683,600 230,000 0.97% Shares
NORTHERN TRUST CORP $1,604,822 219,238 0.92% Shares
GOLDMAN SACHS GROUP INC $1,591,792 217,458 0.92% Shares
GAMCO INVESTORS, INC. ET AL $1,464,000 200,000 0.84% Shares
Cubist Systematic Strategies, LLC $1,430,366 187,712 0.82% Shares
CITADEL ADVISORS LLC $1,387,133 189,499 0.80% Shares
VANGUARD FIDUCIARY TRUST CO $1,382,726 188,897 0.80% Shares
GLOBEFLEX CAPITAL L P $1,196,403 163,443 0.69% Shares
TUDOR INVESTMENT CORP ET AL $1,036,702 141,626 0.60% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $940,730 128,515 0.54% Shares
PANAGORA ASSET MANAGEMENT INC $680,438 92,956 0.39% Shares
HSBC HOLDINGS PLC $672,276 91,841 0.39% Shares
MILLENNIUM MANAGEMENT LLC $636,986 87,020 0.37% Shares
Qube Research & Technologies Ltd $591,771 80,843 0.34% Shares
WealthTrust Axiom LLC $541,018 73,910 0.31% Shares
Bank of New York Mellon Corp $524,789 71,692 0.30% Shares
GABELLI FUNDS LLC $490,440 67,000 0.28% Shares
Empowered Funds, LLC $484,079 66,131 0.28% Shares
Assenagon Asset Management S.A. $427,254 58,368 0.25% Shares
Nuveen, LLC $384,439 52,519 0.22% Shares
BARCLAYS PLC $374,389 51,146 0.22% Shares
CHANNEL WEALTH LLC $369,294 50,450 0.21% Shares
Boston Partners $368,050 50,280 0.21% Shares
Connor, Clark & Lunn Investment Management Ltd. $308,794 42,185 0.18% Shares

Show all 118 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
22NW Fund, LP, 22NW, LP, 22NW Fund GP, LLC, 22NW GP, Inc., English Aron R. ×2 filings Feb. 27, 2026 8.20% Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 57 insiders · 12 officers · 9 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Natalia Noblet President and CEO Sept. 9, 2026 M 17,264 1 0 $36,550
James Zizelman President and CEO May 20, 2026 D 292,637 0 0 $0
Cloyd J Abruzzo President and CEO Aug. 29, 2003 S 99,590 0 0 $0
Scott Randall Humphrey CFO and Treasurer Aug. 18, 2026 P 6,000 1 0 $42,060
Matthew R. Horvath Chief Financial Officer March 2, 2026 M 18,994 0 0 $0
Caetano Roberto Ferraiolo President Stoneridge Brazil June 15, 2026 S 3,996 0 1 $-67,950
Rajaey Kased President Control Devices June 20, 2025 M 8,610 0 0 $0
Susan C. Benedict CHRO and Assistant GC March 16, 2026 A 17,244 0 0 $0
Robert J. Hartman Jr. Chief Accounting Officer March 16, 2026 A 38,202 0 0 $0
Troy Cooprider Chief Technology Officer June 20, 2025 M 6,362 0 0 $0
Salvatore D. Orsini Chief Procurement Officer Feb. 28, 2025 M 6,132 0 0 $0
Sten Forseke Vice President Nov. 7, 2003 S 245,881 0 0 $0
William M Lasky Director June 12, 2026 P 192,666 1 0 $37,300
Ira C. Kaplan Director June 3, 2026 P 100,046 1 0 $37,700
English Aron R. Director March 16, 2026 A 23,478 0 0 $0
Kim Korth Director March 16, 2026 A 131,021 0 0 $0
Paul J. Schlather Director March 10, 2025 A 34,817 0 0 $0
George S Mayes JR Director March 10, 2025 A 85,614 0 0 $0
Carsten J Reinhardt · March 16, 2026 A 62,887 0 0 $0
Sheila M Rutt · March 16, 2026 A 65,539 0 0 $0
Frank S Sklarsky · March 16, 2026 A 75,357 0 0 $0
Peter Osterberg · June 20, 2023 A · 0 0 $0
Laurent Borne · March 13, 2023 A 36,836 0 0 $0
Jeffrey P Draime · March 13, 2023 A 116,872 0 0 $0
Jonathan B Degaynor · Jan. 30, 2023 A 215,426 0 0 $0
Kevin Heigel · July 1, 2022 M 25,558 0 0 $0
Douglas C Jacobs · March 14, 2022 A 9,819 0 0 $0
Daniel M Kusiak · March 8, 2021 A 11,140 0 0 $0
Robert R. Krakowiak · March 8, 2021 A 59,130 0 0 $0
Thomas Michael Dono JR · March 8, 2021 A 10,575 0 0 $0
Thomas A Beaver · May 30, 2019 S 53,001 0 0 $0
Anthony L Moore · May 10, 2019 S 60 0 0 $0
Robert R. Willig Jr. · March 4, 2019 A · 0 0 $0
Alisa A Nagle · March 4, 2019 D 12,030 0 0 $0
Michael D Sloan · Aug. 14, 2017 S 34,223 0 0 $0
Peter Kruk · May 17, 2017 S 20,047 0 0 $0
George E Strickler · March 25, 2017 D 300,846 0 0 $0
Richard P. Adante · Aug. 30, 2016 S 40,482 0 0 $0
Charles M. Di Staulo · March 30, 2015 A 23,500 0 0 $0
John C Corey · Feb. 12, 2015 F 557,847 0 0 $0
Sergio De Cerqueira Leite · March 25, 2014 A · 0 0 $0
Kevin B Kramer · Feb. 4, 2013 A 85,200 0 0 $0
Mark J Tervalon · March 8, 2012 S 195,416 0 0 $0
Cecile Draime · Nov. 8, 2010 S 0 0 0 $0
Vince Suttmeier · Feb. 25, 2010 D 64,947 0 0 $0
Earl L Linehan · March 16, 2009 P 264,979 0 0 $0
Sheldon J Epstein · March 9, 2009 A 43,535 0 0 $0
Avery S Cohen · March 3, 2008 A 71,679 0 0 $0
Edward F Mosel · June 28, 2007 F 136,277 0 0 $0
Mark Oakes · Feb. 20, 2007 S 44,925 0 0 $0
Richard E Cheney · July 24, 2006 A 37,671 0 0 $0
Karl E Mentzel · July 23, 2006 A 10,875 0 0 $0
D M Draime · May 3, 2006 G 5,650,000 0 0 $0
Joseph M Mallak · April 18, 2005 A 38,600 0 0 $0
Gerald V Pisani · April 18, 2005 A 134,400 0 0 $0
Michael J Bagby · Nov. 22, 2004 M 18,300 0 0 $0
Kevin P Bagby · May 17, 2004 A 43,779 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 17 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IWC · iShares Trust 0.05% 95,517 SH Sept. 11, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 160,794 SH Aug. 19, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 24,419 SH Aug. 19, 2026 Daily
IWM · iShares Trust 0.01% 705,298 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.01% 13,387 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.01% 62,544 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.00% 94,843 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.00% 13,843 SH Oct. 2, 2026 Daily
DFSU · Dimensional ETF Trust 0.00% 6,300 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 59,927 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 3,300 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 263 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 4,093 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 315,702 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 863,692 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 2,667 SH Aug. 19, 2026 Daily
IWN · iShares Trust · 293,042 SH Sept. 11, 2026 Daily

SRI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 8 analysts SELL
0 0.0% Strong Buy
0 0.0% Buy
3 37.5% Hold
4 50.0% Sell
1 12.5% Strong Sell

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SRI $162M -1.6 -5.2% -11.9% -46.7% ·
KDK · · · · · ·
HLLY $494M 25.8 1.9% 3.1% 4.3% 43.4%
STRT $329M 16.5 2.5% 3.6% 8.9% 16.5%
MPAA $209M 17.8 4.3% 1.6% 4.7% 20.2%
SYPR $56M -8.7 -14.5% -5.3% -33.9% 7.8%
WKSP $21M -0.7 89.8% -120.2% -96.3% 27.8%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 5, 2026