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Volkswagen Community
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Volkswagen
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Volkswagen
PI
PittTheYounger
Community Contributor
Volkswagen is ailing after several strategic mistakes
It is one of the three biggest carmakers in the world, with a dominant market share of some 21 per cent in its home market - which actually grew in the recent past. Yet both from a strategic and a global perspective, the Wolfsburgers are under marked pressure.
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€68.40
FV
39.6% overvalued
intrinsic discount
1.00%
Revenue growth p.a.
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1
users have liked this narrative
3
users have commented on this narrative
12
users have followed this narrative
4 months ago
author updated this narrative
Volkswagen
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
IDEVERY1 Launch And Localized BEV Production Will Expand Global Reach
Key Takeaways Volkswagen's focus on BEV innovations and tailored local product strategies aims to boost revenue growth and enhance net margins globally. Efforts in localization, restructuring, and efficiency are set to counteract margin dilution and mitigate tariff impacts in key markets.
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€119.28
FV
19.9% undervalued
intrinsic discount
1.93%
Revenue growth p.a.
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0
users have liked this narrative
1
users have commented on this narrative
177
users have followed this narrative
7 days ago
author updated this narrative
Volkswagen
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Decarbonization And Digital Trends Will Redefine Emerging Mobility Markets
Key Takeaways Accelerated electrification, cost reduction, and automation are set to drive margin improvement and establish industry benchmarks in affordability and profitability. Expansion in digital services, premium brands, and emerging markets will fuel recurring high-margin revenue and sustained operating profit growth.
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€156.07
FV
38.8% undervalued
intrinsic discount
3.84%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
Volkswagen
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Global EV Competition And Regulatory Risk Will Depress Margins
Key Takeaways Sustained pricing pressure, regulatory costs, and supply chain risks are eroding profitability and causing volatility in earnings and cash flow. Heavy investment needs in EV technology and regional manufacturing are depressing returns, with rising incentives further squeezing margins.
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€83.70
FV
14.1% overvalued
intrinsic discount
0.23%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Your Valuation for
VOW3
VOW3
Volkswagen
Your Fair Value
€
Current Price
€89.98
43.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
366b
2015
2018
2021
2024
2025
2027
2030
Revenue €365.8b
Earnings €10.4b
Advanced
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