FRA:BMW
Bayerische Motoren Werke AG (BMW.DE)
Financials 
Technical Analysis 
Jul 22, 2026, 12:00 amThis summary was created by AI, based on 1 opinions in the last 12 months.
Bayerische Motoren Werke AG, commonly known as BMW, is currently a top pick among analysts, reflecting a positive outlook with a notable price increase of 21% as of mid-August 2024. Although the company's dividend has fluctuated between 5% and 9% over recent years, it remains highly regarded as a world-class brand. The automotive industry has faced challenges in the past decade, but there are signs of recovery, particularly as political pressures surrounding electric vehicles (EVs) are easing. Additionally, expert sentiment suggests a shift in consumer loyalty, as Tesla's reputation has taken a hit, paving the way for luxury brands like BMW and Mercedes to reclaim their market share. Analysts observe that this transformation may benefit BMW significantly as it consolidates its position in the luxury automotive sector.
You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.
Paul Harris, CFA
A unique story. There were 18 million car sales in North America last year, and a lot of purchasing got pushed forward. With Quantitative Easing, he thinks the same thing will happen in Europe. Their car sales are below the 2007 level. Trading at 8X earnings. They meet all the CO2 requirements in Europe and have a great quality hybrid/electric car business. Dividend yield of 4.02%.
Paul Harris, CFAHas a great franchise in China, but people feel China is slowing down, but even if they stabilize, they’ll do very well. European car sales have been much lower than in North America. Their peak was in 2007, and they haven’t reached that yet, where North American car sales have. There is pent-up demand for cars in Europe. Not an expensive stock. Trading at 7X earnings with a 4.3% dividend yield.
Paul Harris, CFAHis favourite automobile company. (Actually prefers auto parts over OEMs, because their margins can expand further and they are more geared to energy efficiency.) BMW has high margins and is a well-run company. Has exposure to the “luxury only” area. Doing extraordinarily well in China. Their move into the electric vehicle with the I series is under-appreciated.
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A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.