Added to YB: 2026-06-22
Pitch date: 2026-06-18
BMW.DE [neutral]
Bayerische Motoren Werke Aktiengesellschaft
Author Info
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Company Info
Bayerische Motoren Werke Aktiengesellschaft develops, manufactures, and sells automobiles and motorcycles, spare parts, and accessories worldwide.
Market Cap
EUR 36.4B
Pitch Price
N/A
Price Target
N/A
Dividend
7.34%
EV/EBITDA
8.64
P/E
N/A
EV/Sales
1.03
Sector
Automobiles
Category
turnaround
BMW (BMW Germany): China turns into a big headache
BMW.DE (update): Profit warning signals structural China weakness. Auto margins cut to 1-3% (from 4-6%), Auto EBIT ~-60%, deliveries to decline. China (~25% sales) no longer earnings driver as local rivals gain share in mass & premium. €1bn+ restructuring. Cheap vs history, but old multiples reflect lost China profits. Stay cautious until profitability stabilizes.
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