Added to YB: 2026-05-20
Pitch date: 2026-05-17
BMW.DE [neutral]
Bayerische Motoren Werke Aktiengesellschaft
+0.3%
current return
Author Info
Notes From The Beauty Contest is a buy-side investor who thought it might be fun to write about stocks in their spare time and in their own way. Sign up for the newsletter.
Company Info
Bayerische Motoren Werke Aktiengesellschaft develops, manufactures, and sells automobiles and motorcycles, spare parts, and accessories worldwide.
Market Cap
EUR 45.2B
Pitch Price
EUR 73.50
Price Target
N/A
Dividend
5.91%
EV/EBITDA
9.21
P/E
N/A
EV/Sales
1.10
Sector
Automobiles
Category
growth
The NFTBC Digest (17 May 2026) - BMW
BMW.DE (update): Export credit deal w/ US admin could boost margins if EU implements trade deal first—allows 1:1 import/export offset. Mgmt sees 8-10% auto EBIT margin 'not unreachable' via +3pts: performance/Alpina/Neue Klasse Gen 6 (+1pt), cost cuts/warranty/quality (+1pt), fixed costs/BBA depreciation ends mid-28 (+1pt). China monoculture risks vs BMW's multi-drivetrain breadth proved resilient as ICE sales rose when EV plummeted Q1. Alpina launch 2027 targeting €200-250K ASPs, 20-30bps margin lift. Built 1M+ cars in Germany (25% national output), iX3 drawing 33% new buyers.
Read full article (7 min)