Bayerische Motoren Werke AG (BMW.DE) Buy,…

Bayerische Motoren Werke AG (BMW.DE)

83.86

-0.00 (0.00%)

as of Aug 29, 2024, 4:00:00 am Market Open.

29 watching

DON'T BUY

Some of the best margins relative to others. Family ownership lends stability. Hard to run both combustion engine and EV businesses. Needs to transition, but combustion is where all the profit comes from. Good at building loyal customer relationships.

PAST TOP PICK

(A Top Pick Nov 23/21, Down 26%) Ukraine/Russia conflict impacting European stocks. Will continue to hold stock. Very high dividend yield.

HOLD

40-45% ownership by one German family gives it stability. Free cashflow yield of 16%, trades at 6x earnings, not expensive. Slowdown of core business in China could make for tough quarters, plus tricky transitioning to an EV company. Yield is 6.8%.

DON'T BUY

They've done a good job getting customers to buy up their product chain. BMW boasts good margins vs. peers. But it's difficult for a traditional carmaker to transition to e-cars, due to all the new parts. BMW designs better cars whereas the Volt is not attractive (though Tesla is). This transition will be tough.

TOP PICK

All European auto makers were under pressure from the diesel scandal of a few years ago, plus pressure to move to electrification. Very attractive lineup of EVs. Sees 50% upside, as it's so cheap compared to the market. Yield is 2.18%. (Analysts’ price target is $52.00)

PAST TOP PICK

(A Top Pick Mar 24/21, Up 15%) Still bullish. Shares were flatlining since 2015 as the auto industry slumped, but recently the Tesla and EV cloud has lifted a bit. BMW is now planning to move into EVs as margin outlook improves.

TOP PICK

The traditional car makers have finally made moves to catch up to Tesla. In one of the best positions to benefit from cyclical and secular trends. Margins are improving, leading to a higher stock multiple. Yield is 2.30%. (Analysts’ price target is $84.65)

TOP PICK

It is at its leanest from an operating efficiency point of view. They invested a lot to move to electric vehicles. They have a great Chinese partnership that should grow. It is a great way to play the recovery. (Analysts’ price target is $47.00)

PAST TOP PICK

(A Top Pick Jul 24/18, Down 18%) Auto stocks have remained out of favour longer than he thought, despite this stock having a good dividend. The Chinese market turned down sharply, following comments from President Trump. There is nothing wrong with the company. He expects them to manufacture more e-vehicles than Tesla this year. Yield 5%

PAST TOP PICK

(A Top Pick Jul 24/18, Down 22%) Trading at 5 times earnings. They pay a dividend of 5%. The diesel scandal in the EU is affecting them. Everybody is anticars now. They make electric vehicles as well. It is costing the money the conversion. You will do fine with this name.

COMMENT

Potential in electric car division? Great company, great brand. 8X earnings, 4.1% dividend yield. One issue is their EBITDA margin used to be 10% and has come down to 7.7%. Tariff issues may affect European cars next. On the electric car side they've got the i3 and i8, but one issue he has with them is the fact that they are not accelerating their electric business and they think it's going to be a slower move, whereas Tesla and others feels it's going to be faster, thinks that's going to hurt them. One of the top brand in the world.

DON'T BUY

The auto space is challenging. He sold off his car stocks a while ago, because of Uber and Lyft. There's a strong case to be made for Peak Auto. He's never looked back at the car stocks, like BMW (GM, Tata and Daimler). GM's recent plant closing in Oshawa was painful, but correct. The carmakers are facing ride-sharing. Technology disrupts and cars are old technology.

TOP PICK

A global luxury brand. Selling at 6x earnings. Trump is punishing this company, but BMW will be around long after him. (Analysts' price target: Euros 97.18)

TOP PICK

It is post-generational. Everybody wants one. They have a great suit of electrics. It is a play on the upper middle class. (Analysts’ target: 97.63).

PAST TOP PICK

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

Showing 1 to 15 of 34 entries

Bayerische Motoren Werke AG (BMW.DE) Frequently Asked Questions

What is Bayerische Motoren Werke AG stock symbol?

Bayerische Motoren Werke AG is a OTC stock, trading under the symbol BMW.DE (previously BMW-GR on Stockchase) on the Frankfurt Stock Exchange (BMW-GY). It is usually referred to as XETR:BMW or BMW.DE

Is Bayerische Motoren Werke AG a buy or a sell?

In the last year, no analyst issued a Buy, Sell, or Hold rating on BMW.DE (previously BMW-GR on Stockchase) on Stockchase. Read the latest expert commentary for Bayerische Motoren Werke AG.

Is Bayerische Motoren Werke AG a good investment or a top pick?

Bayerische Motoren Werke AG was recommended as a Top Pick by Paul Harris, CFA on 2018-04-26. Read the latest stock experts ratings for Bayerische Motoren Werke AG.

Why is Bayerische Motoren Werke AG stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Bayerische Motoren Werke AG.

Is Bayerische Motoren Werke AG worth watching?

Bayerische Motoren Werke AG is followed by 29 investors on Stockchase and is a trending stock that is worth watching.

What is Bayerische Motoren Werke AG stock price?

On 2024-08-29, Bayerische Motoren Werke AG (BMW.DE) stock closed at a price of $83.86.

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