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
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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
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.
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