Added to YB: 2026-03-24
Pitch date: 2026-03-21
BMW.DE [bullish]
Bayerische Motoren Werke Aktiengesellschaft
+5.53%
current return
Author Info
We are private investors sharing personal ideas. 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 46.0B
Pitch Price
EUR 73.76
Price Target
200.00 (+162%)
Dividend
5.81%
EV/EBITDA
8.57
P/E
6.37
EV/Sales
1.07
Sector
Automobiles
Category
value
BMW - a quality value trap?
BMW.DE: Sub-7 P/E, 0.5x book, 6% div yield. €44B net cash (~95% mkt cap). Neue Klasse EV rollout as capex/R&D drop from €9.1B to €7.2B=FCF inflection. China EV tax cuts end 2026 aids pricing vs. local rivals. SOTP: €54B auto (5.5x EBIT), €21B fin svcs (1x BV), €43B cash=€118B vs €46B cap. Share class merge May 2026 catalyst. €200 PT (9.3% annual return+divs). Risk: Neue Klasse execution, energy prices.
Read full article (5 min)