Company Analysis BorgWarner
1. Summary
Advantages
- Dividends (1.36%) are higher than the sector average (1.33%).
Disadvantages
- Price (31.04 $) is higher than fair price (28.98 $)
- The stock's return over the last year (-3.37%) is lower than the sector average (9.13%).
- Current debt level 26.41% has increased over 5 years from 20.21%.
- The company's current efficiency (ROE=10.72%) is lower than the sector average (ROE=10.9%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| BorgWarner | Consumer Discretionary | Index | |
|---|---|---|---|
| 7 days | 1.1% | 2% | -0.9% |
| 90 days | -2.8% | 4.1% | 5.1% |
| 1 year | -3.4% | 9.1% | 22.7% |
BWA vs Sector: BorgWarner has significantly underperformed the "Consumer Discretionary" sector by -12.5% over the past year.
BWA vs Market: BorgWarner has significantly underperformed the market by -26.1% over the past year.
Stable price: BWA is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: BWA with weekly volatility of -0.0649% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (31.04 $) is higher than the fair price (28.98 $).
Price is higher than fair: The current price (31.04 $) is 6.6% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (13.44) is lower than that of the sector as a whole (35.06).
P/E vs Market: The company's P/E (13.44) is lower than that of the market as a whole (47.68).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.38) is lower than that of the sector as a whole (3.93).
P/BV vs Market: The company's P/BV (1.38) is lower than that of the market as a whole (22.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.5915) is lower than that of the sector as a whole (2.99).
P/S vs Market: The company's P/S indicator (0.5915) is lower than that of the market as a whole (15.21).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (9.3) is lower than that of the sector as a whole (49.12).
EV/Ebitda vs Market: The company's EV/Ebitda (9.3) is lower than that of the market as a whole (24.31).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 5% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (5%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-58.56%).
5.4. ROE
ROE vs Sector: The company's ROE (10.72%) is lower than that of the sector as a whole (10.9%).
ROE vs Market: The company's ROE (10.72%) is lower than that of the market as a whole (18.08%).
5.5. ROA
ROA vs Sector: The company's ROA (4.32%) is lower than that of the sector as a whole (7.52%).
ROA vs Market: The company's ROA (4.32%) is lower than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (6.8%) is lower than that of the sector as a whole (8.22%).
ROIC vs Market: The company's ROIC (6.8%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 1.36% is higher than the average for the sector '1.33%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.36% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 1.36% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (20.8%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Selling More insider purchases by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 27.11.2024 | Demmerle Stefan Vice President |
Sale | 34.28 | 704 248 | 20 544 |
| 14.11.2024 | Demmerle Stefan Vice President |
Sale | 34.79 | 747 985 | 21 500 |
| 14.12.2020 | Demmerle Stefan Vice President |
Sale | 36.85 | 115 156 | 3 125 |
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