Automobiles German Community

Porsche (P911) is a profitability and cash flow leader among luxury car stocks (incl. mass luxury), right behind Ferrari (the latter being grossly overvalued from an intrinsic value point of view).Read more

Porsche Automobil Holding is basically a bet on Volkswagen and its stable of well-known vehicle brands, and the shares trade well below what its stakes are estimated to be worth. That gap could close if the companies it owns keep paying reliable dividends, but write-downs and the holding company’s debt could still spoil the story.Read more

Mercedes is a very healthy company, has built a good brand and dominates in most parts of Europe. The more recent years decline in earnings can be attributed to pressure to switch to electric cars, as well as increase in competition and economic downturn of recent years.Read more

Volkswagen is cutting deep costs and leaning on strong premium brands like Porsche, aiming to look less like a boom-and-bust carmaker and more like a steadier profit engine. But tougher competition and softer demand for electric cars could test whether this turnaround really sticks.Read more

Volkswagen’s past missteps are catching up fast: profits slide, growth looks muted, and a sudden delay to its improvement plans raises fresh doubts about management’s grip. New lower-cost electric models could help, but the turnaround may take time—and trade tensions add another wrinkle.Read more

BMW is betting that its next wave of electric models and a new vehicle platform can keep its premium brand strong while the industry shifts away from gas-powered cars. The big question is whether it can outpace fierce rivals and rising costs while turning software and driver-assist features into steadier profits.Read more

Mercedes-Benz faces a rough road as tougher emissions rules, rising development costs, and a shift toward shared mobility squeeze demand for premium cars. With electric-vehicle rivals—especially fast-moving Chinese brands—pushing price wars and faster innovation, the company may struggle to defend profits even as it bets on electrification and digital services.Read more

Continental still depends heavily on older car parts as the industry moves to electric vehicles, and rising rules and trade frictions could keep squeezing its costs and sales. At the same time, big wins in driver-assistance tech and ongoing factory changes could surprise on the upside—making the stock a tug-of-war between decline and reinvention.Read more

ElringKlinger is betting that its move into electric-vehicle parts and new production ramps in the US and China can finally turn today’s weak profitability into something much healthier. The story hinges on cutting costs, trimming low-return work, and letting stronger parts of the business carry results—while big project ramps and a Europe-heavy footprint remain key watch-outs.Read more