BMW GR (Update)

Bayerische Motoren Werke AG

Industrial/Transportation


Presented:04/08/2020
Price:€49.16
Cap:$36.01B
Current Price:€75.28
Cap:$52.56B

Presented

Date04/08/2020
Price€49.16
Market Cap$36.01B
Ent Value$167.13B
P/E Ratio6.58x
Book Value€90.04
Div Yield7.12%
Shares O/S657.60M
Ave Daily Vol2,752,428
Short IntN/A

Current

Price€75.28
Market Cap$52.56B
Bayerische Motoren Werke AG engages in the manufacture and sale of automobiles and motorcycles. It operates through the following business segments: Automotive, Motorcycles, Financial Services, and Other Entities. The Automotive segment develops, manufactures, assembles, and sells cars and off-road vehicles, under the following brands: BMW, MINI, and Rolls-Royce, as well as spare parts and accessories. The Motorcycles segment focuses on the premium segment. The Financial Services segment offers credit financing, leasing and other services to retail customers. The Other Entities segment includes holding and group financing activities. The company was founded on March 6, 1916 and is headquartered in Munich, Germany.

Please note, this is an update to Bayerische Motoren Werke AG (BMW GR) - Long, which was originally published on 12/09/2019.

Publicly traded companies mentioned herein: Bayerische Motoren Werke AG (BMW GR), Brilliance China Automotive Holdings Ltd (1114 HK)

Highlights

The presenter is long BMW, noting that the company has long been criticized for its fortress balance sheet, which has propped up the stock, but left investors expecting either reinvestment or buybacks. Based on a sum of parts analysis and a stock price of around €49 per share, he calculates the company’s core business unit of producing/selling cars to be valued at negative €5.5B. He believes this is not justified, as the unit is still cash flow positive and has been making improvements to its performance.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.