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Stellantis
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Electrification And Global Market Expansion Will Unlock Value
Key Takeaways Electrification initiatives and new model launches position Stellantis to gain market share and fuel revenue growth as electric vehicle adoption accelerates. Operating margin improvements, strategic product cuts, and investments in software and refreshed brands support future profitability and recurring revenue resilience.
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€9.52
FV
20.3% undervalued
intrinsic discount
5.73%
Revenue growth p.a.
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3 days ago
author updated this narrative
Stellantis
AN
AnalystLowTarget
Consensus Narrative from 26 Analysts
Internal Combustion Reliance And Cost Pressures Will Erode Profitability
Key Takeaways Over-reliance on internal combustion vehicles and an overextended brand portfolio hinder Stellantis' adaptation to EV trends and reduce operational efficiency. Competitive pressures, rising input costs, and delays in software innovation threaten margins, market share, and long-term earnings growth.
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€6.00
FV
26.5% overvalued
intrinsic discount
0.29%
Revenue growth p.a.
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10 days ago
author updated this narrative
Stellantis
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
Electrification And Connectivity Will Redefine Global Mobility
Key Takeaways Stellantis's strong new product pipeline and electrification strategy position it for substantial market share gains, revenue growth, and improved profitability. Expansion in high-growth regions and digital mobility services will enhance resilience, recurring revenue, and long-term margin improvement.
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€13.84
FV
45.2% undervalued
intrinsic discount
5.89%
Revenue growth p.a.
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11 days ago
author updated this narrative
Your Valuation for
STLAM
STLAM
Stellantis
Your Fair Value
€
Current Price
€7.59
81.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
190b
2015
2018
2021
2024
2025
2027
2030
Revenue €188.4b
Earnings €10.7b
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