Added to YB: 2026-09-22
Pitch date: 2026-07-10
BMW.DE [bullish]
Bayerische Motoren Werke Aktiengesellschaft
+4.52%
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 36.2B
Pitch Price
EUR 57.54
Price Target
174.40 (+189%)
Dividend
7.28%
EV/EBITDA
9.47
P/E
5.74
EV/Sales
1.09
Sector
Automobiles
Category
value
Bayerische Motoren Werke Aktiengesellschaft - $BMW.DE
BMW.DE: BMW’s nearly 40% selloff treats its China-driven 2026 Automotive margin cut as permanent impairment. At a €36bn market cap, it trades at 38% of book despite €45bn of net financial assets and €17bn of captive-finance equity. Even without an earnings recovery or rerating, dividends, buybacks and book-value growth could deliver 7-14% annual returns; the risk is a structural reset in premium-auto economics.
Read full article (9 min)