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Bayerische Motoren Werke Aktiengesellschaft (BMW) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Bayerische Motoren Werke Aktiengesellschaft

BMWMarket cap $35BPrice $58.6

Country🇩🇪Germany

SectorConsumer

IndustryAutos

Makes luxury cars, motorcycles, and SUVs that command premium prices worldwide. BMW's profit margins are nearly double the industry average, proving people will pay extra for German engineering and that iconic kidney grille.

In Bastion Portfolios?

52W Return-34%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+1%3

Revenue Forecast

Rev CAGR (1y)-8%1

Rev CAGR (3y)+1%2

Rev CAGR (5y)+2%2

Earnings Forecast

EPS Growth Y+1-47%2

EPS Growth Y+2+32%9

EPS Growth Y+3+21%8

Quality

Margins

EBIT Margin6%3

Net Income Margin5%4

Free Cash Flow Margin-4%2

Debt

Net Debt/EBITDA6.91

Efficiency

ROE7%3

ROA2%4

Earnings Stability44

GEAR+VERY WEAK7

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)710

P/E Ratio (Forward 3y)510

P/BV0.310

EV Multiples

EV/EBITDA Fwd97

EV/EBIT Fwd243

Yield

Free Cash Flow Yield-16.9%1

Dividend Yield8.4%10

Momentum

Short term

1 month return-17%1

3 month return-11%3

YTD return-41%1

Mid term

Price vs 52wHigh56%2

1 year return-31%2

Long term

3 year return-35%1

5 year return-15%3

Risk Shield

Price Risk

Beta1.32

Volatility28%8

Free Cash Flow

Free Cash Flow Margin-4%2

Free Cash Flow Yield-16.9%1

Quality

ROCE4%3

Earnings Stability44

Net Debt/EBITDA6.91

02Growth

Is it actually growing, and how fast?

BMWBayerische Motoren Werke Aktiengesellschaft

Revenue FY25$157B

GROWTH RATING↗

VERY WEAK10 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y-8%1

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-47%2

EPS growth, FY27E+32%9

EPS growth, FY28E+21%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 0.9%/yr over the last 3 years and is set to keep growing around 1%/yr.

Earnings are set to grow faster than sales (EPS about 21%/yr vs revenue 1%/yr), so margins should widen. One year dips: EPS falls 47% next year.

WEAKNESSES

Growth is the weak spot here, trailing 90% of companies worldwide.

Revenue grew 0.9%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

BMWBayerische Motoren Werke Aktiengesellschaft

Total return Current−0.3%

Price return Current−37.3%

MOMENTUM RATING↗

VERY WEAK5 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-17%1

3-month return-11%3

YTD return-41%1

MID & LONG-TERM▾SCORE

% of 52-week high56%2

1-year return-31%2

3-year return-35%1

5-year return-15%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-35% over three years and -15% over five), behind 80% of the market.

It's down 31% over the past year, now 44% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-17%), over three months (-11%) and so far this year (-41%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on BMW. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

BMWBayerische Motoren Werke Aktiengesellschaft

Revenue FY25$157B

GROWTH RATING↗

VERY WEAK10 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y-8%1

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-47%2

EPS growth, FY27E+32%9

EPS growth, FY28E+21%8

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 0.9%/yr over the last 3 years and is set to keep growing around 1%/yr.

Earnings are set to grow faster than sales (EPS about 21%/yr vs revenue 1%/yr), so margins should widen. One year dips: EPS falls 47% next year.

WEAKNESSES

Growth is the weak spot here, trailing 90% of companies worldwide.

Revenue grew 0.9%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

BMWBayerische Motoren Werke Aktiengesellschaft

Total return Current−0.3%

Price return Current−37.3%

MOMENTUM RATING↗

VERY WEAK5 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-17%1

3-month return-11%3

YTD return-41%1

MID & LONG-TERM▾SCORE

% of 52-week high56%2

1-year return-31%2

3-year return-35%1

5-year return-15%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-35% over three years and -15% over five), behind 80% of the market.

It's down 31% over the past year, now 44% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-17%), over three months (-11%) and so far this year (-41%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on BMW. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community