TSE:MG

Magna Int'l. (A) (MG.TO)

94.71
+0.01 (0.01%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
336 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Magna International (MG-T) has had a tumultuous journey, with heavy investments in electric vehicles (EVs) in 2021 not yielding the expected demand, resulting in significant challenges and the impact of tariffs. However, the company has managed to address its issues with Chinese OEMs and is currently experiencing a notable market share increase in smart door handles and driverless systems. Recent financial results have surprised analysts positively, indicating a strong recovery, although concerns over the continuity of this momentum exist due to potential headwinds from the CUSMA agreement. The auto supply chain’s complexities suggest that investors should assess the cyclical nature of the industry carefully while considering ownership of the stock, especially as it could face further volatility tied to economic conditions and tariff discussions.

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Consensus
Positive
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Valuation
Fair Value
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BUY
There’s been a great turn in the auto sector. Looks like unit sales is going to head into the 12 million range this year from 9-10 million a the lower end to 13-14 million the year beyond that. Not expensive at 4X operating cash flow and 11X earnings.
BUY ON WEAKNESS
Auto parts companies have been really strong in terms of managing their balance sheet. Magna is in a position to make acquisitions. He doesn’t see it as a big growth stock. He would want a pull back to $50 for him to be interested.
TOP PICK
On the verge of a 15 year high. Shows a model price is $77. Management still has a lot of work to improve the efficiency of their balance sheet. Analysts are increasing their earnings expectations.
TOP PICK
Crushed earnings last 3 quarters in a row. Good cash balance. Good change in the voting structure and senior management. Auto sales are getting better.
DON'T BUY
Never had nerve to step into because of their situation. Have to like the auto space on a longer term basis and has been operating very well recently. Maybe that will continue, or maybe not. Feels auto sector is still in danger.
BUY ON WEAKNESS
Just had a 2 for 1 stock split. Came to a point where it needed to consolidate and pull back for a while. If you like the auto sector, would prefer this over some of the others. Try to get at $45.
TOP PICK
Knocked the ball out of the park for 3 consecutive quarters in earnings growth. Increased content per vehicle. Will try to improve margins in Europe.
WAIT
Earnings are doing better; raised the dividend. Things are changing now. The board has to change before he will get into it. He likes the direction it is going.
TOP PICK
Leading stocks in developing countries are in the automotive space. This company gets about 50% of the revenue in North America and outside. Blew away the most recent earnings period. Just hit $90 and 9 out of 10 stocks that do this end up at $100.
TOP PICK
Bought after announcement of the discontinuance of the multiple shares structure. Even without any change in fundamentals of macro car sales, multiple discount will be eliminated. Still a lot more upside coming. Improved competitiveness in Europe and Asia.
TOP PICK
Switched from dual share class to single class shares, which will now appeal to US investors. Just reported tremendous earnings. Blue-chip company with an impeccable balance sheet. Great amount of cash.
TOP PICK
With the change in ownership, the multiples could trade at 50%-100% higher so the stock could go to $100 Plus with a reasonable auto industry outlook.
TOP PICK
Brings in powerful investors. Has had a magnificent history. Frank gets paid what he gets paid.
TOP PICK
Haven't owned this for many years. Contents per vehicle is higher. Rock solid balance sheet. The proposed transaction to buy out Frank Stronach’s multiple voting shares gives him confidence. If this gets done this company will get re-rated.
SELL
Could never own this stock as long as Frank Stronach was involved. Can't stand how shareholders have been treated over the years. Continues to rape the company.
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