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
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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 experienced a complex trajectory since significantly investing in electric vehicles (EVs) in 2021, facing challenges such as lower-than-expected demand and the impact of tariffs. However, the company has managed to address these issues, particularly with Chinese original equipment manufacturers (OEMs), leading to a recovery in market share for products like smart door handles and driverless systems. Recent reporting indicates that Magna has performed exceptionally well in its latest quarter, exceeding consensus expectations despite ongoing headwinds from CUSMA and the cyclical nature of the auto industry. While some experts express caution regarding the potential for further weakness and the cyclical economic environment, there is a prevailing sentiment that long-term investors could benefit if they can withstand short-term fluctuations. Overall, with signs of a recovering auto sector and improving conditions, Magna International presents a compelling case for investment, albeit with some reservations about future challenges.

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Consensus
Cautious
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Valuation
Fair Value
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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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