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Upturn AI SWOT - About
BWA 
BorgWarner Inc (BWA)
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Upturn Advisory Summary
04/01/2025: BWA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -13.73% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.98B USD | Price to earnings Ratio 16.69 | 1Y Target Price 37.48 |
Price to earnings Ratio 16.69 | 1Y Target Price 37.48 | ||
Volume (30-day avg) 4569519 | Beta 1.1 | 52 Weeks Range 24.66 - 37.72 | Updated Date 04/4/2025 |
52 Weeks Range 24.66 - 37.72 | Updated Date 04/4/2025 | ||
Dividends yield (FY) 1.51% | Basic EPS (TTM) 1.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.4% | Operating Margin (TTM) 10.35% |
Management Effectiveness
Return on Assets (TTM) 5.67% | Return on Equity (TTM) 7.27% |
Valuation
Trailing PE 16.69 | Forward PE 6.76 | Enterprise Value 8226663080 | Price to Sales(TTM) 0.42 |
Enterprise Value 8226663080 | Price to Sales(TTM) 0.42 | ||
Enterprise Value to Revenue 0.58 | Enterprise Value to EBITDA 6.35 | Shares Outstanding 219686000 | Shares Floating 216532177 |
Shares Outstanding 219686000 | Shares Floating 216532177 | ||
Percent Insiders 1.02 | Percent Institutions 103.38 |
Analyst Ratings
Rating 4.11 | Target Price 39.42 | Buy 6 | Strong Buy 7 |
Buy 6 | Strong Buy 7 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BorgWarner Inc
Company Overview
History and Background
BorgWarner Inc. was founded in 1928 as Borg-Warner Corporation through the merger of Borg & Beck, Marvel-Schebler Carburetor Co., Warner Gear, and Mechanics Universal Joint Co. It has evolved from a supplier of components for internal combustion engines to a leader in clean energy solutions for electric and hybrid vehicles.
Core Business Areas
- Drivetrain & Propulsion Systems: Develops and manufactures products such as eMotors, inverters, battery systems, integrated drive modules (iDM), transmissions, torque management devices, and all-wheel-drive systems for light vehicles, commercial vehicles, and off-highway applications. This is the largest segment by revenue.
- Fuel Injection Systems: Produces gasoline and diesel fuel injection systems, air management systems, and related components. This segment is shrinking as the industry shifts toward EVs.
- Aftermarket: Supplies replacement parts and components for a wide range of vehicles through a global distribution network.
Leadership and Structure
Fru00e9du00e9ric Lissalde is the President and CEO. The company has a board of directors overseeing its operations and strategic direction. BorgWarner is organized into business units aligned with its core business areas, with global manufacturing and engineering operations.
Top Products and Market Share
Key Offerings
- eMotors: BorgWarner designs and manufactures a wide range of eMotors for hybrid and electric vehicles. Market share is growing as the EV market expands, but specific figures are difficult to pinpoint due to the fragmented nature of the market. Competitors include Siemens, ABB, and Magna.
- Transmissions: BorgWarner is a major supplier of automatic transmissions and transmission components, particularly for light vehicles. Market share varies by region and application. Competitors include ZF Friedrichshafen, Aisin Seiki, and Magna Powertrain. Revenue is declining as the EV market share increases.
- Battery Systems: BorgWarner develops and manufactures battery systems for electric vehicles. This is a growing market. Competitors include CATL, LG Energy Solution, and Panasonic.
Market Dynamics
Industry Overview
The automotive industry is undergoing a significant transformation driven by electrification, autonomous driving, and connectivity. The shift to EVs is creating both opportunities and challenges for suppliers. Regulatory pressure and consumer demand are accelerating this transition.
Positioning
BorgWarner is strategically positioned to capitalize on the electrification trend, investing heavily in electric vehicle technologies. Its competitive advantages include its established relationships with automakers, its global manufacturing footprint, and its engineering expertise. However, it faces challenges in adapting its traditional internal combustion engine business to the new market environment.
Total Addressable Market (TAM)
The total addressable market for EV components is expected to reach hundreds of billions of dollars in the coming years. BorgWarner is targeting a significant portion of this TAM through its investments in eMotors, battery systems, and power electronics.
Upturn SWOT Analysis
Strengths
- Strong engineering capabilities
- Established relationships with automakers
- Global manufacturing footprint
- Diversified product portfolio (transitioning towards EV focus)
- Significant investment in EV technologies
Weaknesses
- Dependence on the traditional internal combustion engine market
- High capital expenditures required for EV technology development
- Potential disruption from new entrants in the EV component market
- Integration risks from acquisitions
- Exposure to cyclical automotive industry
Opportunities
- Growing demand for electric vehicle components
- Expansion into new geographic markets
- Development of advanced EV technologies (e.g., solid-state batteries)
- Partnerships and collaborations with other technology companies
- Government incentives and regulations supporting EV adoption
Threats
- Intense competition in the EV component market
- Technological obsolescence
- Economic downturns impacting auto sales
- Supply chain disruptions
- Fluctuations in raw material prices
Competitors and Market Share
Key Competitors
- MGA
- ZFGNF
- ALSN
Competitive Landscape
BorgWarner competes with a range of established automotive suppliers and new entrants in the EV component market. Its competitive advantages include its engineering expertise and global manufacturing footprint. However, it faces challenges from competitors with greater scale or more specialized expertise in certain EV technologies.
Major Acquisitions
AKASOL AG
- Year: 2021
- Acquisition Price (USD millions): 873
- Strategic Rationale: To expand BorgWarner's battery systems capabilities and accelerate its electrification strategy.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is influenced by cyclical auto industry fluctuations and shifts in consumer preferences. BorgWarner is currently undergoing a transformation to focus on electrification.
Future Projections: Future growth projections depend on the pace of EV adoption and BorgWarner's success in winning new contracts for EV components. Analysts predict substantial growth in the EV business, but declines in the traditional internal combustion engine business.
Recent Initiatives: Recent strategic initiatives include acquisitions of companies specializing in EV components (e.g., battery systems, eMotors), investments in research and development of EV technologies, and restructuring of the organization to align with the electrification strategy.
Summary
BorgWarner is transitioning from a traditional automotive supplier to a leader in EV technology, evidenced by strategic acquisitions and focused investments. Although currently challenged in the competitive transitionary phase, their established industry presence provides a considerable advantage. Success hinges on effectively adapting to the rapidly evolving EV market and managing internal combustion engine segment decline, facing intense competition and potential technological obsolescence.
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MGA
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Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Articles
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data are estimates and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BorgWarner Inc
Exchange NYSE | Headquaters Auburn Hills, MI, United States | ||
IPO Launch date 1993-08-12 | President, CEO & Director Mr. Joseph F. Fadool | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 38300 | Website https://www.borgwarner.com |
Full time employees 38300 | Website https://www.borgwarner.com | ||
BorgWarner Inc., together with its subsidiaries, provides solutions for combustion, hybrid, and electric vehicles worldwide. It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, and battery heaters. The company also provides control modules, friction, and mechanical clutch products for automatic transmissions, torque-management products and rear-wheel drive, all-wheel drive transfer case systems, and coupling systems; and power electronics, such as inverters, onboard chargers, DC/DC converters and combination boxes, rotating electric machines, fully integrated drive modules, and electronic controls. It sells its products to original equipment manufacturers of light vehicles, which comprise passenger cars, sport-utility vehicles, vans, and light trucks; commercial vehicles, including medium-duty and heavy-duty trucks, and buses; and off-highway vehicles, such as agricultural and construction machinery, and marine applications, as well as to tier one vehicle systems suppliers and the aftermarket for light, commercial, and off-highway vehicles. The company was formerly known as Borg-Warner Automotive, Inc. BorgWarner Inc. was founded in 1928 and is headquartered in Auburn Hills, Michigan.
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