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

Ferrari faces a tricky shift as rules and customer tastes push the industry toward electric cars, where new rivals and big spending could test what makes the brand special. At the same time, a sold-out lineup, careful rollout of new models, and a growing focus on custom builds and experiences could help it keep its edge.Read more

Stellantis looks to lean on a wave of new electric models and stronger demand in faster-growing regions to reignite sales and profits. But trade tensions, a shaky European commercial-van business, and tough competition could keep results unpredictable as the industry shifts to electric.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

Ferrari is betting that new electric and hybrid cars, plus more ways for buyers to personalize them, keep demand strong while the brand stays scarce and premium. The big question is whether it can electrify fast enough and navigate shifting luxury tastes and a shaky economy without losing its pricing power.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

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

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

Piaggio is betting on fresh scooter launches in fast-growing Asian cities and a bigger push into electric models to reignite demand after a rough patch. But falling sales, tougher low-cost competition, and stubborn shipping and logistics costs could make that comeback harder than it looks.Read more