<- Go home

Added to YB: 2025-07-21

Pitch date: 2025-07-17

P911.DE [neutral]

Dr. Ing. h.c. F. Porsche AG

+4.13%

current return

Author Info

Financial Engineering shares stock pitches in concise 12-page reports. Visit the website.

Company Info

Dr. Ing. h.c. F. Porsche AG engages in automotive and financial services business in Germany, Europe, North America, China, and internationally.

Market Cap

EUR 38.3B

Pitch Price

EUR 4.84

Price Target

N/A

Dividend

5.49%

Sector

Automobiles

Category

turnaround

Show full summary:
Not Safe: My next picks for a dividend cut - Dr. Ing. h.c. F. Porsche AG

P911.DE (bearish): Luxury automaker down 2/3 from peak as sales & margins fall. China market collapsed (32% to <20% share). BEV transition mixed - Taycan weak, Macan strong. 2025 outlook: mid-single digit margins vs prior 15.4%. High R&D/capex strain FCF. Current 5.7% dividend yield at risk with EPS falling 5.67→3.95 EUR.

Read full article (3 min)