BMW.DE
BMW AG
Consumer Discretionary · Automobile Manufacturers · XETRA
$81.82
Close 2026-05-09
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$49.7B
Trailing P/E
6.88
Forward P/E
6.80
Rev Growth
-8.1%
Profit Margin
5.2%
ROE
7.1%
Analyst Target
$90.28
Recommendation
HOLD
About BMW AG

Bayerische Motoren Werke Aktiengesellschaft develops, manufactures, and sells automobiles and motorcycles, spare parts, and accessories worldwide. It operates through Automotive, Motorcycles, and Financial Services segments.

Opportunity Summary
Fails ethical screen (Debt ratio 33.2%). Ranks better than 68% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.33%)FAIL
Cash Ratio (0.07%)PASS
Receivables Ratio (0.15%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 78.5
Score Quality: 28.0
Score Combined: 39.1
· Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality9.6
Cash Flow59.0
Moat40.0
Balance Sheet0.0
Debt Purity0.0
Liquid Purity78.5
Rev Purity99.2
Compliance52.3
Tier: BRONZE · Score: 43.0 · Rank: #3801
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-302.56Pending--
2026-05-052.252.68+19.3%
2026-03-121.372.92+113.1%
2025-11-052.742.74+0.2%
2025-07-313.372.85-15.4%
2025-05-073.223.38+5.1%
2025-03-142.132.41+13.0%
2024-11-061.420.64-54.9%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2025-12-31$33.5B$1.8B$4.6B$4.9B$1.9B
2025-06-30$33.9B$1.8B$4.9B$5.6B$2.7B2.85
2025-03-31$33.8B$2.1B$5.4B$5.5B$3.1B3.38
2024-12-31$36.4B$1.5B$4.4B$5.4B$1.8B
2024-09-30$32.4B$389.0M$3.1B$4.2B$1.7B0.64
Insider Transactions
No insider transaction data.
Top Institutional Holders
HolderSharesValue% Held
Generali Investments Cee, Investicni Spolecnost, A.s.70.2K$5.2M0.0%
Pacer Advisors, Inc.7.7K$571.0K
Analyst Recommendations
3 Months Ago
4
6
9
3
23 analysts
2 Months Ago
4
6
9
3
23 analysts
Last Month
3
6
10
3
23 analysts
Current
4
6
9
3
23 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$143.7B
Price/Book
0.47
Beta
0.752
Analysts
23
Total Revenue (TTM)
$130.7B
Total Debt
$112.2B
Dividend Yield
538.0%
Rec. Mean
2.52

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Trade Consideration
The Opportunity
Score 39.1 (P42 — top 58.5% of scored tickers). Unknown Moat. Ethical FAIL. 23 analysts at Hold.
Price: $81.82 | Target: $90.28 (+10%)
Score
39
Moat
Unknown
Conviction
Standard
Upside
+10%
The Fundamentals
Revenue Growth-8.1%
Profit Margin0.0%
ROE7.1%
Forward P/E6.8
Market Cap$49.7B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-30$2.56Pending
2026-05-05$2.25$2.68+19.3%
2026-03-12$1.37$2.92+113.1%
2025-11-05$2.74$2.74+0.2%
2025-07-31$3.37$2.85-15.4%
2025-05-07$3.22$3.38+5.1%
Position Sizing Scenarios
Stop: $69.55 (-15%) | Entry: $81.82
SharesCostProfit to TargetR:R
To Consensus ($90.28, 23 analysts)
10$818.20+$84.60 (10%)0.7R
50$4,091.00+$423.00 (10%)0.7R
100$8,182.00+$846.00 (10%)0.7R
Risk Factors
  • No elevated risk flags in current data
The Verdict
BMW AG holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
49.8
Risk Grade
LOW_RISK
Layers
8
Quality: STRONG_EARNINGS_DRIFT
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.25
above 1.0 is good
Max Drawdown
-32.3%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
62
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
2.4x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
62.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

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Inverse Correlated
TickerCorrelation
SUNC-0.276
BAES.L-0.250
INOVEST.BH-0.149
COR-0.140
KR-0.130
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Tuesday
Best Month
Dec
Worst Month
Mar
Fri-Mon Effect
-0.04322716153018816
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-1.4%
Beat Drift Positive %
75.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+0.3%
3M Return
-9.2%
6M Return
-6.6%
12M Return
+4.1%
Momentum Rank
#3212
Momentum Signal
FLAT

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