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BorgWarner Inc. Stock Price

NYSE:BWA Community·US$13.0b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

BWA Share Price Performance

US$65.91
31.07 (89.18%)
US$74.80
Fair Value
US$65.91
31.07 (89.18%)
11.9% undervalued intrinsic discount
US$74.80
Fair Value
Price US$65.91
AnalystConsensusTarget US$74.80
AnalystHighTarget US$95.00
julio US$39.17

BWA Community Narratives

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Fair Value US$74.8 11.9% undervalued intrinsic discount

BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum

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·
Fair Value US$95 30.6% undervalued intrinsic discount

Long Term Power And Electrification Tailwinds Will Transform This Undervalued Supplier

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Fair Value
·
Fair Value US$39.17 68.3% overvalued intrinsic discount

BWA VALUATION

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BorgWarner

BWA VALUATION

Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?Read more

View narrative
US$39.17
68.3% overvalued intrinsic discount
Fair Value
Revenue
6% p.a.
Profit Margin
6%
Future PE
10x
Price in 2034
US$90.17
US$40.11
64.3% overvalued intrinsic discount
Revenue
1.11% p.a.
Profit Margin
6.35%
Future PE
10.77x
Price in 2029
US$51.57

Trending Discussion

Updated Narratives

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BWA VALUATION

Fair Value: US$39.17 68.3% overvalued intrinsic discount
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BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix

Fair Value: US$95 30.6% undervalued intrinsic discount
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BWA: Non Auto Power Expansion And E Powertrain Progress Will Shape Balanced Outlook

Fair Value: US$74.8 11.9% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet with moderate growth potential.

2 Risks
3 Rewards

BorgWarner Inc. Key Details

US$14.3b

Revenue

US$11.6b

Cost of Revenue

US$2.7b

Gross Profit

US$2.3b

Other Expenses

US$362.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
1.76
18.79%
2.53%
68.8%
View Full Analysis

About BWA

Founded
1928
Employees
37500
CEO
Joseph Fadool
WebsiteView website
www.borgwarner.com

BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments. It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, and battery cooling systems. The company also provides chain systems and variable camshaft phasing products; friction and mechanical products for automatic transmissions, including dual clutch modules, friction clutch modules, electromagnetic clutches, friction and separator plates, transmission bands, torque converter clutches, one-way clutches, and torsional vibration dampers; hydraulic controls products for automatic transmissions, such as electro-hydraulic solenoids for standard and hydraulic systems, transmission solenoid modules and dual clutch hydraulic control modules; and torque management products comprising transfer cases and couplings; electronic limited slip differentials, electric torque vectoring products, and axle disconnect systems. In addition, it offers power electronics, including inverters, onboard chargers, DC/DC converters, and combination boxes; rotating electric machines comprising eMotors and generators; fully integrated drive modules consisting of inverters and gear reducers; and electronic controls, such as engine control units, transmission control units, battery management systems, propulsion controllers, and domain controllers. Further, the company provides battery and charging systems, including nickel manganese cobalt battery packs and lithium iron phosphate battery packs. BorgWarner Inc. was formerly known as Borg-Warner Automotive, Inc. The company was founded in 1928 and is headquartered in Auburn Hills, Michigan.

Recent BWA News & Updates

Narrative Update Jun 26

BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix

Analysts have raised the implied fair value estimate for BorgWarner to $95 from $82, reflecting higher assumed revenue growth, improved profit margins, and increased confidence in the company's non auto opportunities, as highlighted in recent price target revisions across the Street. Analyst Commentary BorgWarner is drawing increased attention from bullish analysts who see the company as a key beneficiary of non auto revenue streams and AI related demand, which is feeding into a series of higher valuation markers across the Street.

Recent updates

No updates