TSE:MG

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

96.14
-1.77 (1.81%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
336 watching
0
Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Magna International has had a tumultuous journey since heavily investing in electric vehicles in 2021, with initial expectations not materializing due to demand issues and tariff impacts. However, the company appears to have addressed these challenges by resolving problems with Chinese OEMs, leading to a gain in market share, particularly in smart door handles and driverless systems. Recent quarterly results have surprised consensus estimates, reflecting a strong turnaround despite headwinds from CUSMA. The auto sector has been under pressure from US tariffs, yet it seems to be on the rebound, with market sentiment shifting positively as investors begin to look past these tariff concerns. Overall, Magna's strategic positioning and recent performance indicate it's an attractive stock to consider, especially on any dips in price.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Ford,F
DON'T BUY
Never owned because Frank Stronach pays himself too much and has too much control. He is not a big fan of what the Ontario securities commission is trying to do. Not a fan of the management style.
TOP PICK
They were trading as little as half the multiple of the competitors. Would you rather be eliminating the class structure so the expense will never happen again or suffer through the next 30 years. The stock could be worth as much as $100 in the next year assuming auto market cooperates and the new single class structure.
TOP PICK
Never liked the dual class structure and how it was managed but that is now set to change. Expect this will fundamentally change the valuation. Trading at about half the multiples of their major competitors. There could easily be a 50% upside. Has a lot of cash and a very clean balance sheet. Expects the 1% dividend will increase.
DON'T BUY
Decided not to invest in this after looking at the earnings growth and valuations perspectives. He would reconsider at a lower price.
TOP PICK
Feels there is upside and margin expansion to auto production. This one will be a beneficiary of Ford (F-N) winning market share.
PARTIAL BUY
Haven't owned anything in the auto sector for a while but is warming up to it and looking at getting back in. Likes the consolidation in the industry. Getting better penetration into Europe. Have come through the auto crisis relatively well. Valuation is a little bit ahead of itself.
SELL
A lot of the auto parts company have had significant runs because they have kept their balance sheets low in debt. Also the stimulus in the auto sector has been of benefit to them. At this point they have run a little bit too far and he would suggest taking profits. Would prefer Linamar (LNR-T) on a pullback.
BUY
Has had a substantial move. If you own, continue to Hold but follow-up with the stop/loss order of about 15%.
COMMENT
Not a big fan of this company. It is a huge red flag when management gets way too much compensation. Overall it should do well because it is a leader in its sector. Balance sheet is pretty good. Would be more comfortable with the company whose management was not greedy.
BUY
Thinks you can actually buy this one now.
DON'T BUY
Part of the problem is that they are bidding on Opel and people are leery about how successful they will be. The automobile sector is in rough shape. It will take some time for sales to pick up.
COMMENT
Prefers owning companies that are run for the benefit of the shareholder. Even so, it is the best run and best quality auto parts company.
SELL
(Market Call Minute) Cheap stock but atrocious corporate governance.
WAIT
It is a survivor. Balance sheet is in better shape and cost structure is in better shape. Unless everyone is going to extend the life of the car substantially, car sales have to pick up. First Quarter could be miserable.
COMMENT
(Market Call Minute.) If you had to be in the auto business, this is probably the best way to do it.
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