Bayerische Motoren Werke AG
BAMXF
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+ FollowMarket Cap$42.07B
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Earnings Call Q4 2024
March 14, 2025 - AI Summary
Capital Allocation and Dividends: BMW announced an increase in the dividend payout ratio for 2024 to the highest level in its history, with plans for a €1 billion share buyback program. However, this represents a decrease compared to the previous year, raising questions about the company's long-term cash return strategy. Analysts expressed the need for more clarity on the expected run rate for share buybacks and overall cash distribution in the coming years.
2025 Guidance and Margin Outlook: BMW is guiding for a free cash flow of over €5 billion for 2025 but anticipates EBIT margins of 5% to 7%, which represent a downward adjustment from previous years (without tariff impacts, margins would have been guided at 6% to 8%). The forecast incorporates geopolitical factors and ongoing tariff impacts, particularly from the U.S. and EU, suggesting that margins may be under pressure as operating costs remain high.
Challenges in the Chinese Market: Sales in China showed a decline, particularly in Q1 and Q2 of 2024, leading to a cautious outlook for the first half of 2025. The company is facing increased competition from local manufacturers and changing consumer behaviors. Nevertheless, BMW is emphasizing a model offensive with 10 new models planned for China, aiming to regain market share and stabilize business operations.
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$161.24
130.3% upside
Current Fair Value
130.3% upsideUndervalued by 130.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $42.07 Billion |
|---|---|
| Enterprise Value | $129.49 Billion |
| Dividend Yield | $5.12 (7.34%) |
| Earnings per Share | $11.88 |
| Beta | 0.74 |
| Outstanding Shares | 605,223,880 |
Return
| Return on Equity | 7.93% |
|---|---|
| Return on Assets | 2.73% |
| Return on Invested Capital | 5.50% |
Valuation & Multiples
| P/E Ratio | 5.36 |
|---|---|
| PEG | 29.38 |
| Price to Sales | 0.31 |
| Price to Book Ratio | 0.43 |
| Enterprise Value to Revenue | 0.93 |
| Enterprise Value to EBIT | 11.97 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.82 |
| Debt to Equity | 1.11 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
May 6, 2026
EPS Estimate
$2.77
Average shareholder expectationRevenue Estimate
$37.25 B
Average shareholder expectationNext Earnings Call
Expected Date
July 30, 2026
EPS Estimate
$2.37
Average shareholder expectationRevenue Estimate
$37.74 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About Bayerische Motoren Werke AG
CEO: Oliver Zipse 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 ...