Added to YB: 2026-02-25
Pitch date: 2025-12-15
BMW.DE [bullish]
Bayerische Motoren Werke Aktiengesellschaft
-7.08%
current return
Author Info
No bio for this author
Company Info
Bayerische Motoren Werke Aktiengesellschaft develops, manufactures, and sells automobiles and motorcycles, spare parts, and accessories worldwide.
Market Cap
EUR 55.6B
Pitch Price
EUR 95.22
Price Target
200.00 (+128%)
Dividend
4.76%
EV/EBITDA
9.14
P/E
N/A
EV/Sales
1.10
Sector
Automobiles
Category
value
Bayerische Motoren Werke Aktiengesellschaft - $BMW.DE
BMW.DE: Trades 0.62x book, net cash = 75% mkt cap, FinCo alone = 30% mkt cap. New Neue Klasse platform (40 models 2026-27) should drive auto margins from 5.5% back to 8-10% target as capex/R&D peak passes. China stabilizing. €1.3B PPA rolls off 2028 (110bps margin boost). Quandt family owns 50%; steady buybacks at ~0.5x NAV = slow squeeze-out. 5% dividend yield. €200 price target (~100% upside) in 2 years vs €180 book value.
Read full article (6 min)