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BorgWarner Inc Stock Research

BWA

46.94USD+1.03(+2.24%)Market Closed

Market Summary

USD46.94+1.03
Market Closed
2.24%

BWA Alerts

BWA Stock Price

BWA RSI Chart

BWA Valuation

Market Cap

11.0B

Price/Earnings (Trailing)

11.64

Price/Sales (Trailing)

0.7

EV/EBITDA

10.91

Price/Free Cashflow

7

BWA Price/Sales (Trailing)

BWA Profitability

EBT Margin

8.34%

Return on Equity

13.07%

Return on Assets

5.55%

Free Cashflow Yield

14.28%

BWA Fundamentals

BWA Revenue

Revenue (TTM)

15.8B

Revenue Y/Y

12.39%

Revenue Q/Q

1.18%

BWA Earnings

Earnings (TTM)

944.0M

Earnings Y/Y

97.67%

Earnings Q/Q

-6.59%

Price Action

52 Week Range

31.1451.14
(Low)(High)

Last 7 days

-8.3%

Last 30 days

-7.9%

Last 90 days

12.6%

Trailing 12 Months

26.3%

BWA Financial Health

Current Ratio

1.56

Debt/Equity

0.58

Debt/Cashflow

0.38

BWA Investor Care

Dividend Yield

1.45%

Dividend/Share (TTM)

0.68

Buy Backs (1Y)

2.36%

Diluted EPS (TTM)

3.99

Peers (Alternatives to BorgWarner)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
582.6B
81.5B
-7.29% -32.49%
46.4
7.15
51.35% 127.50%
50.1B
156.7B
-18.30% -18.15%
5.04
0.32
23.41% -0.85%
30.4B
17.5B
-3.57% 0.64%
51.17
1.74
11.98% 0.68%
11.0B
15.8B
-7.92% 26.25%
11.64
0.7
6.49% 75.79%
MID-CAP
8.2B
20.9B
-4.37% -2.78%
25.09
0.39
8.45% -12.36%
7.7B
8.8B
-2.26% 19.42%
18.32
0.88
7.44% -2.76%
6.3B
1.9B
-8.27% -5.96%
19.71
3.27
10.85% -11.65%
3.8B
14.3B
-9.05% 10.32%
-70.07
0.26
7.72% -105.97%
2.7B
5.2B
-11.21% -14.84%
6.91
0.52
16.42% 37.27%
SMALL-CAP
1.7B
18.6B
8.17% 58.15%
-7.03
0.09
1.85% -200.42%
891.6M
5.8B
-18.94% -4.84%
13.87
0.15
12.52% 989.83%
486.9M
899.9M
-26.03% -3.76%
-23.81
0.54
16.80% -255.49%
458.4M
3.6B
-17.06% 0.57%
1.18
0.13
-0.83% -21.21%
238.7M
2.5B
-24.96% 46.14%
-1.11
0.09
8.38% 33.28%

Financials for BorgWarner

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue3.0%15,80115,34814,70414,70314,838
Gross Profit7.2%3,1012,8932,7372,7872,855
  S&GA Expenses3.5%1,6101,5551,5011,4711,460
EBITDA22.3%1,2661,0358381,090-
EBITDA Margin18.8%0.08*0.07*0.06*0.07*-
Earnings Before Taxes14.2%1,3181,154954968789
EBT Margin10.9%0.08*0.08*0.06*0.07*-
Interest Expenses56.3%-52.00-119-116-95.00-93.00
Net Income15.4%944818641672537
Net Income Margin12.1%0.06*0.05*0.04*0.05*-
Free Cahsflow28.5%1,5691,2211,0161,080-
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets5.7%16,99416,07716,14416,67816,575
  Current Assets1.1%6,6176,5476,4806,6406,597
    Cash Equivalents7.8%1,3381,2411,3901,5011,844
  Inventory1.7%1,6871,6581,6531,6441,534
  Goodwill3.9%3,3973,2717041323,279
Liabilities4.9%9,4869,0408,9739,3409,313
  Current Liabilities11.0%4,2363,8163,6513,8593,798
  Long Term Debt2.1%4,1664,0804,1564,2234,261
Shareholder's Equity6.6%7,2246,7756,8897,0506,948
  Retained Earnings3.0%7,4547,2397,0056,8306,671
  Additional Paid-In Capital0.9%2,6752,6502,6332,6172,637
Shares Outstanding-0.1%234234237238240
Minority Interest8.4%284262282288314
Cashflow (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations28.5%1,5691,2211,0161,0801,306
Cashflow From Investing-68.2%-1,418-843-684-1,464-1,395
Cashflow From Financing-1.8%-567-557-471142286
  Dividend Payments0%161161163163162
  Buy Backs0%24024014040.000.00

Risks for BWA

What is the probability of a big loss on BWA?

87.3%


Probability that BorgWarner stock will be more than 20% underwater in next one year

51.1%


Probability that BorgWarner stock will be more than 30% underwater in next one year.

19.2%


Probability that BorgWarner stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does BWA drawdown profile look like?

Y-axis is the maximum loss one would have experienced if BorgWarner was unfortunately bought at previous high price.

Drawdowns

Returns for BWA

Cumulative Returns on BWA

2.7%


10-Year Cumulative Returns

4.6%


7-Year Cumulative Returns

-0.8%


5-Year Cumulative Returns

22.9%


3-Year Cumulative Returns

What are the long-term rolling returns for BWA?

FIve years rolling returns for BorgWarner.

Annualized Returns

Which funds bought or sold BWA recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-15
B. Riley Wealth Advisors, Inc.
new
-
269,758
269,758
0.01%
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
reduced
-0.92
86,052,000
404,720,000
0.44%
2023-03-08
Capital Asset Advisory Services LLC
new
-
203,826
203,826
0.02%
2023-03-06
Rockefeller Capital Management L.P.
reduced
-0.7
13,000
62,000
-%
2023-03-02
OLIVER LAGORE VANVALIN INVESTMENT GROUP
sold off
-100
-
-
-%
2023-02-28
Voya Investment Management LLC
added
2.4
1,126,650
4,728,650
0.01%
2023-02-24
NATIXIS
added
50.59
976,047
2,049,050
0.01%
2023-02-22
CVA Family Office, LLC
added
8.82
2,446
7,446
-%
2023-02-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
unchanged
-
193,000
879,000
0.01%
2023-02-22
Kovack Advisors, Inc.
reduced
-3.55
62,046
325,046
0.05%

1–10 of 47

Latest Funds Activity

Are funds buying BWA calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own BWA
No. of Funds

BorgWarner News

Best Stocks

Leith Wheeler Investment Counsel Ltd. expands its holdings in ....

Best Stocks,
7 hours ago

Morningstar

Schedule 13G FIlings of BorgWarner

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
11.27%
26,388,099
SC 13G/A
Feb 03, 2023
blackrock inc.
8.1%
18,913,935
SC 13G/A
Feb 09, 2022
fmr llc
-
0
SC 13G/A
Feb 09, 2022
vanguard group inc
10.66%
25,561,204
SC 13G/A
Feb 01, 2022
blackrock inc.
9.8%
23,405,959
SC 13G/A
May 07, 2021
blackrock inc.
10.4%
24,795,964
SC 13G/A
Feb 12, 2021
diamond hill capital management inc
4.1%
10,052,284
SC 13G/A
Feb 10, 2021
vanguard group inc
10.57%
25,855,230
SC 13G/A
Feb 08, 2021
fmr llc
-
0
SC 13G
Jan 29, 2021
blackrock inc.
7.9%
19,227,736
SC 13G/A

BWA Fair Value

BorgWarner fair value in different scenarios

The table shows the Fair Value estimates for BorgWarner for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
Fair ValueVery PessimisticPessimisticBase CaseOptimisticVery Optimistic
Very Low Inflation

51.71

10.16%

74.22

58.12%

108.84

131.87%

162.73

246.68%

190.95

306.80%
Current Inflation

48.44

3.20%

68.00

44.87%

97.53

107.78%

143.20

205.07%

167.16

256.11%
Very High Inflation

44.33

-5.56%

60.42

28.72%

84.12

79.21%

120.45

156.60%

139.56

197.32%

Historical BorgWarner Fair Value Estimates


Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price

Recent SEC filings of BorgWarner

View All Filings
Date Filed Form Type Document
Mar 10, 2023
3
Insider Trading
Mar 07, 2023
4
Insider Trading
Mar 06, 2023
4
Insider Trading
Mar 06, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading

Latest Insider Trading transactions for BWA

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-03-06
CALAWAY TONIT M
sold
-350,448
50.8706
-6,889
evp, cao, gen counsel & sec
2023-03-03
Demmerle Stefan
sold
-153,150
51.05
-3,000
vice president
2023-03-03
Ericson Brady D
sold
-2,030,430
50.7608
-40,000
vice president
2023-03-01
Aaron Craig
sold
-83,882
50.5619
-1,659
vp & controller
2023-02-28
Demmerle Stefan
sold (taxes)
-403,044
50.28
-8,016
vice president
2023-02-28
Lissalde Frederic
sold (taxes)
-1,615,450
50.28
-32,129
president and ceo
2023-02-28
Girelli Davide
sold (taxes)
-182,064
50.28
-3,621
vice president
2023-02-28
Weng Volker
sold (taxes)
-270,255
50.28
-5,375
vice president
2023-02-28
Aaron Craig
sold (taxes)
-64,559
50.28
-1,284
vp & controller
2023-02-28
Wingfield Tania
sold (taxes)
-116,448
50.28
-2,316
evp & chro

1–10 of 50

Frédéric B. Lissalde
49300
BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through four segments: Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. The Air Management segment offers turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, canisters, cabin heaters, battery modules and systems, battery packs, battery heaters, and battery charging. The E-Propulsion & Drivetrain segment provides rotating electrical components, power electronics, control modules, software, friction, and mechanical products for automatic transmissions and torque-management products. The Fuel Injection segment develops and manufactures gasoline and diesel fuel injection components and systems. The Aftermarket segment sells products and services to independent aftermarket customers and original equipment service customers. This segment provides a range of solutions, including fuel injection, electronics and engine management, maintenance, and test equipment and vehicle diagnostics. The company 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 incorporated in 1987 and is headquartered in Auburn Hills, Michigan.

BWA Income Statement

2022-09-30
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) - USD ($)
shares in Millions, $ in Millions
3 Months Ended9 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Income Statement [Abstract]    
Net sales$ 4,060$ 3,416$ 11,693$ 11,183
Cost of sales3,2542,7669,4258,953
Gross profit8066502,2682,230
Selling, general and administrative expenses3973431,1791,084
Restructuring expense85150143
Other operating expense, net1232630
Operating income3892531,013973
Equity in affiliates’ earnings, net of tax(10)(12)(29)(40)
Unrealized (gain) loss on equity securities(1)6127337
Interest expense, net12184275
Other postretirement income(8)(10)(26)(33)
Earnings before income taxes and noncontrolling interest396196999634
Provision for income taxes10479252149
Net earnings292117747485
Net earnings attributable to noncontrolling interest, net of tax19215877
Net earnings attributable to BorgWarner Inc. $ 273$ 96$ 689$ 408
Earnings per share attributable to BorgWarner Inc. — basic (in dollar per share)$ 1.17$ 0.40$ 2.92$ 1.71
Earnings per share attributable to BorgWarner Inc. — diluted (in dollar per share)$ 1.16$ 0.40$ 2.90$ 1.70
Weighted average shares outstanding:    
Basic (in shares)234.3238.2236.5238.0
Diluted (in shares)235.6239.8237.5239.3

BWA Balance Sheet

2022-09-30
CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) - USD ($)
$ in Millions
Sep. 30, 2022
Dec. 31, 2021
ASSETS  
Cash, cash equivalents and restricted cash$ 1,241$ 1,844
Receivables, net3,3632,898
Inventories, net1,6581,534
Prepayments and other current assets285321
Total current assets6,5476,597
Property, plant and equipment, net4,0064,395
Investments and long-term receivables422530
Goodwill3,2713,279
Other intangible assets, net1,0491,091
Other non-current assets782683
Total assets16,07716,575
LIABILITIES AND EQUITY  
Notes payable and other short-term debt5666
Accounts payable2,4002,276
Other current liabilities1,3601,456
Total current liabilities3,8163,798
Long-term debt4,0804,261
Retirement-related liabilities252290
Other non-current liabilities892964
Total liabilities9,0409,313
Commitments and contingencies
Common stock33
Capital in excess of par value2,6502,637
Retained earnings7,2396,671
Accumulated other comprehensive loss(1,078)(551)
Common stock held in treasury, at cost(2,039)(1,812)
Total BorgWarner Inc. stockholders’ equity6,7756,948
Noncontrolling interest262314
Total equity7,0377,262
Total liabilities and equity$ 16,077$ 16,575