Automobiles Italian Community

️ Business Overview Key Metrics Total: 8/17 +2 ✅✅ Projected Operating Margin: 31.57% +0 ⚠️ Projected 5-Year Revenue CAGR: 6.38% +1 ✅ Last 5-Year ROIC: 18.20% +1 ✅ Estimated Cost of Capital: 9.33% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.78% -1 ❌ Projected 5-Year EPS CAGR: 7.29% (given that the companies can "manipulate" in a sense this values, below 10% it represents a negative) +1 ✅ Projected 5-Year Dividend CAGR: 15.01% +1 ✅ Estimated Debt Rating: A1 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Ferrari is a solid company, racing with a wide moat with its worldwide known brand that results in a very high operating margin. The fact that its ROIC is almost double its cost of capital (WACC) gives us good reasons to believe in its investment decisions.Read more

Stellantis is betting that new electric models, refreshed brands, and software features can help it win customers in fast-growing markets and rebuild profits after a rough patch. But trade tensions, heavy competition, and the cost of shifting to electric vehicles could keep results unpredictable.Read more

Ferrari’s future may hinge on whether it can make the jump to electric cars without losing the look, feel, and status that keep customers lining up. But shifting tastes, tighter climate rules, and tougher competition could test the brand’s ability to stay exclusive and keep charging premium prices.Read more

Ferrari is betting that electric and hybrid supercars, plus more ways for buyers to personalize them, can keep demand strong while it carefully limits supply to protect its luxury aura. The big question is whether a slower shift to electric cars and changing luxury tastes could weaken that pricing power just as costs and economic pressure rise.Read more

Stellantis could surprise the market if a wave of new models, a faster shift to electric cars, and connected-car software services start to lift sales and profits at the same time. But the story hinges on whether it can stop losing ground in its biggest regions while dealing with tougher rules, rising costs, and intense competition.Read more

CIR sits at the crossroads of two big shifts: cleaner cars that need new kinds of parts, and a healthcare business that’s expanding capacity as demand rises. The upside comes from a tighter focus on its best businesses, but its heavy exposure to slow-growth European markets and currency swings could still hold results back.Read more

Pirelli is leaning hard into premium tires built for electric cars and connected vehicles, betting that innovation and “smarter” products help it charge more and grow beyond its traditional markets. But that plan faces pressure from trade rules, currency swings, and rising input costs that could squeeze profits if global conditions turn.Read more

Stellantis leans heavily on gas-powered vehicles and a sprawling set of brands, which could leave it struggling as buyers and regulators push the industry toward electric cars. Competition from fast-moving rivals, rising costs, and slow progress on in-car software add to the pressure—even as new models, growth in certain regions, and electric investments offer a path to a rebound.Read more

Piaggio could be set up for a sharper comeback than many expect as dealers refill shelves and new models land at the right time, especially for crowded cities and delivery fleets. The bigger story is whether its push into electric vehicles, robotics, and digital services can lift profits faster than demand and competition squeeze the core business.Read more