Is BorgWarner Inc. overvalued?

In our latest published analysis dated 2026-09-20, BWA looks meaningfully overvalued. The price recorded at analysis is USD 63.3 versus our fair value of USD 39.6; the high endpoint is presented separately as potential value of USD 61.1. That implies roughly 37.4% downside to fair value at that date.

What is BWA's fair value?

Our latest published report, analyzed 2026-09-20, gives BWA a fair value of USD 39.6 and a potential value of USD 61.1. The conclusion is triangulated across multiple valuation models and weighted by reliability for BorgWarner Inc.'s archetype; it is a dated research output, not a live price.

Should I buy BWA now?

Our latest published rating for BWA, analyzed 2026-09-20, is Sell. BorgWarner Inc. looks meaningfully overvalued at the analysis-date price of USD 63.3 versus fair value of USD 39.6; potential value is USD 61.1. This is research for educational purposes, not personalized investment advice.

What are the biggest risks for BWA?

The dedicated bear-case section in our report analyzed 2026-09-20 documents BorgWarner Inc.'s material risks, evidence, thresholds, and thesis-invalidation conditions. Scenario-specific explanations remain in that section so the report does not repeat or decontextualize them elsewhere.

What is BWA's rating?

Our latest published rating for BWA, analyzed 2026-09-20, is Sell, with a published moat assessment of 6/10 (Narrow). It reflects our fair value of USD 39.6, the potential value of USD 61.1, and the price recorded at analysis (USD 63.3).

What archetype is BWA?

In the latest published report analyzed 2026-09-20, BorgWarner Inc. is classified as a cyclical stock. Archetype determines how every downstream parameter — discount rate, terminal growth, deceleration curve, terminal multiple, scenario probability weights, scorecard weights, and which valuation models are prioritized — is calibrated for BWA.

BWA stock analysis | StockMarketAgent.AI

StockMarketAgent researchAnalyzed 2026-09-20

BorgWarner Inc.

BWA

Sell

37.4% downside to fair value

Report-date price

$63.32

Recorded 2026-09-18

Fair value

$39.61

Potential value

$61.06

Upper valuation endpoint

Economic moat

Narrow6 / 10

§1 Executive summary

30-second answerSell

Price versus value

Price: $63.32
Fair value: $39.61
Potential value: $61.06
As of: 2026-09-18

Main upside reason

Accelerated adoption of hybrid and plug-in hybrid powertrains by global automakers expands BorgWarner's component content per vehicle across turbochargers and eProducts systems ($2,570 million FY2025 revenue), driving operating margins toward mid-cycle targets of 5.20% and lifting valuation toward Potential value $61.06.

Main risk

A 15% reduction in European and North American vehicle assembly schedules or platform cancellations by major original equipment manufacturers.

We rate BorgWarner Sell. At a report-date price of $63.32 on 2026-09-18, the stock trades at an unjustified 59.86% premium above our house Fair value of $39.61, offering negative expected return as Tier-1 supplier headwinds and customer concentration outweigh cyclical cash generation.⁴

We rate BorgWarner Sell. For an ordinary investor, this means holding the stock carries severe valuation downside, and capital should be preserved by exiting existing positions or avoiding new investment.

The report was prepared at a price of $63.32 on 2026-09-18. This price stands 59.86% above our house Fair value of $39.61, representing an upside of -37.44%. The price also exceeds our Potential value of $61.06, indicating that the shares trade at an unwarranted premium even relative to our constructive operational scenario.

§2 Bear case

Under an acute cyclical stress scenario, BorgWarner experiences volume retrenchment across its primary production centers in Europe ($5,148 million FY2025 revenue) and North America ($4,034 million). Because combined customer concentration with Volkswagen (13.0%) and Ford (12.0%) equals 25.0% of sales ($14,316 million), platform adjustments rapidly cascade into fixed overhead under-absorption. Consolidated operating income compresses below 2.50% from the FY2025 level of $536 million (3.74% margin). Free cash flow contracts from $1,179 million, limiting capital flexibility and impairing balance sheet net debt ($1,744 million) coverage relative to total debt of $4,057 million and cash of $2,313 million. Under these conditions, the valuation drops toward the lower bound of $30.43.

Bear scenario

Bear

Probability

35%

Return

-51.9%

Path target

$30.43

European and North American automotive production schedules decline relative to prior years
Combined customer concentration results in adverse operating leverage from platform cancellations
Operating margins remain depressed near cyclical trough levels due to fixed factory under-utilization
Terminal valuation multiples de-rate toward direct Tier-1 supplier peer levels

The downside path reflects an environment where light-vehicle assembly volumes contract further across European and North American facilities, compounded by aggressive price concessions demanded by original equipment manufacturers. Sub-scale production across electrified propulsion architectures delays segment profitability, locking consolidated operating margins near cyclical trough levels and depressing cash generation.

Ways this thesis can break

Severe OEM vehicle production cuts and pricing concessions crush factory utilization and operating margin

Combined revenue from Volkswagen (13.0%) and Ford (12.0%) represents 25% of consolidated revenue ($14,316M). FY2025 operating income compressed to $536 million (3.74% margin). A 15% build reduction across key OEM platforms severely depresses fixed overhead absorption, driving operating margin below 2.50%.^6,7

FV impact

Early-warning signals to monitor

The five developments that would weaken our investment case.

Consolidated Operating Margin

Severe factory under-utilization and failure to absorb fixed manufacturing overhead, triggering an operational thesis break.

Current:3.74% (FY2025)

Alert ifBelow 2.50%

Combined Volkswagen & Ford Revenue Share

§3 Competitive moat

Narrow

BorgWarner possesses a narrow economic moat underpinned by switching costs embedded in vehicle platform engineering and proprietary intellectual property across hybrid and internal combustion propulsion components. The company's entrenched presence in vehicle powertrains is demonstrated by its foundational products generating $11,746 million (82.05%) of FY2025 consolidated revenue ($14,316 million). Engineering integration across critical sub-systems creates operational switching barriers for automotive manufacturers once a platform is awarded.

However, moat durability is constrained by structural automotive industry dynamics. Concentration among top customers is significant, with Volkswagen accounting for 13.0% and Ford accounting for 12.0%, together representing 25.0% of net sales. The Tier-1 supplier business model subjects BorgWarner to annual price-down expectations from original equipment manufacturers. This dynamic is visible in FY2025 operating income compressing to $536 million (3.74% operating margin) from 8.17% in FY2023. While return on invested capital of 8.89% exceeds the computed weighted average cost of capital of 8.00%, it remains below the moderate cost of equity of 9.23%, confirming that excess economic returns remain narrow.

Economic profit

BorgWarner generates an economic profit profile bounded by its cyclical Tier-1 automotive supplier structure. Testing capital returns against the cost of capital, latest return on invested capital of 8.89% marginally exceeds the computed weighted average cost of capital of 8.00%, while slightly trailing the moderate cost of equity of 9.23%. FY2025 operating income compressed to $536 million (3.74% operating margin) from $1,160 million in FY2023, illustrating how cyclical volume downturns and fixed factory overhead constrain economic profit expansion across multi-year cycles.^2,6

6/ 10

Narrow

Sources of advantage

Switching CostsDeep technical integration across vehicle architectures with key global original equipment manufacturers, including Volkswagen at 13.0% and Ford at 12.0% of FY2025 revenue, creates multi-year platform lock-in spanning five-to-seven-year lifecycles.Moderate
Intangible AssetsProprietary intellectual property in advanced turbocharging, dual-clutch transmission modules, and hybrid drive systems supports FY2025 gross profit of $2,674 million (18.68% gross margin), outperforming the industry benchmark gross margin of 15.80%.

Known threats to the moat
Threat	Severity	Timeline	Mitigation
Customer concentration exposure to platform cutbacks or cancellation by major original equipment manufacturers	high	12 to 24 months	Multi-year platform engineering contracts and balanced customer diversification across European, Asian, and North American assembly locations.

§5 Sensitivity

Discount rate

Terminal growth

	1.0%	1.5%	2.0%	2.5%	3.0%
6.0%	$48.63	$51.86	$55.89	$61.06	$67.95
7.0%	$41.67	$43.76	$46.27	$49.33	$53.15
8.0%	$36.56	$38.00	$39.61	$41.67	$44.05
9.0%	$32.61	$33.66	$34.85	$36.22	$37.82
10.0%	$29.45	$30.23	$31.11	$32.10	$33.23

Rows: discount rate (Ke for earnings; WACC for cash flow). Columns: terminal growth.

Duration change (years)

None of the valuation methods used to calculate Fair value relies on a separate assumption about how long the competitive advantage lasts.

Sensitivity reference

The highlighted cell is Fair value when every assumption sits at its base level ($39.61). Each row and column shows what Fair value becomes when one assumption moves.

FCF cliff

Free cash flow to the firm stays positive in the first projected year at $655.7M after modeled capex of $445.6M, with terminal value at 56.5% of enterprise value. A sudden drop in free cash flow is not projected unless capital spending relative to revenue, reinvestment, or gross margin resets materially.

§7 Earnings decision tree

Beat

Upgrade to Reduce; Observe whether outperformance stems from sustainable market share gains or short-term customer inventory rebuilding before adjusting exposure.

Trigger: Quarterly adjusted diluted earnings per share and consolidated operating margin exceeding consensus baselines, alongside accelerated hybrid component revenue growth.

A material beat indicates that fixed overhead absorption is recovering ahead of expectations and that hybrid content expansion is mitigating broader automotive assembly stagnation.

In-line

Maintain Sell; Maintain defensive positioning, verify that free cash flow conversion continues to service debt, and refrain from capital commitment.

Trigger: Quarterly net revenue and diluted earnings per share tracking consensus baselines, with operating margin hovering near prior quarterly run-rates.

An inline outcome confirms the house baseline that operational recovery remains gradual, leaving the shares overvalued at $63.32 as of $63.32 (as of 2026-09-18) relative to Fair value $39.61.

Miss

Maintain Sell; Eliminate any residual long exposure, review top-two customer production schedules, and check fixed cost absorption levels.

Trigger: Quarterly diluted earnings per share falling short of consensus, driven by vehicle production cutbacks at major partners or renewed pricing pressure.

An earnings miss confirms customer concentration vulnerability and operating deleverage, validating that prevailing market valuations do not price in cyclical supplier realities.

Earnings quality

Earnings quality is supported by operational cash conversion running well ahead of reported net income, driven by steady depreciation charges and disciplined working capital control. Trough reported earnings reflect cyclical volume headwinds and overhead absorption realities rather than aggressive revenue recognition or working capital distortions, establishing a transparent operational baseline.

Metrics to watch into the print

Metric:
Consolidated Operating Margin
CurrentOperating margins sit at cyclical trough levels following volume pressures in Western automotive manufacturing centers.
Why it matters
A shift in operating margin reveals the pace of fixed cost absorption and Tier-1 pricing dynamics, directly driving consolidated operating earnings and cash flow per share.

§8 Financial history

Income statement — last six periods
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$11.80B	$12.64B	$14.20B	$14.09B	$14.32B	+4.9%
Gross profit	$2.17B	$2.37B	$2.57B	$2.65B	$2.67B	+5.3%
Operating income	$914.0M	$1.01B	$1.16B	$546.0M	$536.0M	-12.5%
Net income	$537.0M	$944.0M	$625.0M	$338.0M	$277.0M	-15.3%
EPS (diluted)	$2.24	$3.99	$2.67	$1.50	$1.28	-13.1%
EBITDA	$1.69B	$1.56B	$1.16B	$1.32B	$1.28B	-6.6%
R&D	$586.0M	$701.0M	$717.0M	$736.0M	$710.0M	+4.9%
SG&A	$1.09B	$1.29B	$1.32B	$1.35B	$1.30B	+4.7%

Accepted annual forecast
Metric	2026	2027	2028	2029	2030
Revenue	$14.20B	$14.85B

Cash flow

BorgWarner demonstrated strong cash flow characteristics during FY2025. Operating cash flow generated $1,648 million, supported by depreciation of $719 million and disciplined working capital management. Capital expenditures were managed down to $469 million, representing 3.28% of revenue. Consequently, free cash flow reached $1,179 million, converting at over four times reported net income of $277 million. This cash conversion profile confirms that core foundational propulsion components remain cash-generative despite trough operating margins.

ROIC

Return on invested capital compressed over recent fiscal years as consolidated operating income fell from $1,160 million in FY2023 to $536 million in FY2025. While current ROIC of 8.89% exceeds the capital cost threshold of 8.00% WACC, it sits below the moderate cost of equity of 9.23%, reflecting cyclical earnings compression and fixed asset drag.

ROIC of 8.89% exceeds computed WACC of 8.00% by 89 basis points, but trails moderate Ke of 9.23% by 34 basis points.

Cash conversion remains resilient despite cyclical operating income contraction

Latest revenue$14.3BRevenue CAGR +5.2%

Operating margin3.7%10 fiscal periods

Latest free cash flow$1.2BFY2025

Net debt$1.7BFY2025

Income statement breakdownHow business scale converts into reported profit.

StockMarketAgent.AI

Financial history data
Revenue	$14,316,000,000
Cost of revenue	$11,642,000,000
Gross profit	$2,674,000,000
Operating expenses	$2,138,000,000
Operating income	$536,000,000
Non-operating items and tax	-$259,000,000
Net income	$277,000,000

Balance sheet snapshotHow reported assets are held and financed at the selected period.

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Balance sheet breakdown data
Total assets	$13,769,000,000
Cash	$2,313,000,000
Current assets	$6,795,000,000
Total liabilities	$8,155,000,000
Current liabilities	$3,282,000,000
Shareholders’ equity	$5,614,000,000

Cash-flow statement breakdownHow cash moved through operating, investing, and financing activities in FY2025.

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$1.6B − $469MFree cash flow $1.2B

Cash-flow statement breakdown data
Net income	$277,000,000
Operating inflow	$1,648,000,000
Depreciation and amortization	$719,000,000
Stock-based compensation	$66,000,000
Other operating adjustments	$586,000,000
Operating cash flow	$1,648,000,000
Cash available	$3,797,000,000
Beginning cash	$2,094,000,000
Exchange-rate effect	$55,000,000
Investing outflow	$368,000,000
Financing outflow	$1,116,000,000
Share repurchases	$508,000,000
Dividends paid	$119,000,000
Net debt repayment	$414,000,000
Other financing activities	$75,000,000
Ending cash	$2,313,000,000
Investing cash flow	-$368,000,000
Financing cash flow	-$1,116,000,000

Revenue by business categoryShare of total revenue for 2025-12-31.

Revenue by business categoryShare

Foundational Products$11.7B82%−0% YoY

EProducts$2.6B18%+10.1% YoY

Source: SEC EDGAR · Filed 2026-02-11 · SEC EDGAR

Revenue composition data: Revenue by business category
Revenue by business category	Revenue	Share	YoY
Foundational Products	$11.7B	82%	-0%
EProducts	$2.6B	18%	10.1%

Revenue by geographyShare of total revenue for 2025-12-31.

Revenue by geographyShare

Europe$5.1B36%−1.9% YoY

Asia$4.9B33.9%+2.9% YoY

North America$4B28.2%+3.9% YoY

Other Foreign$276M1.9%+16.5% YoY

Source: SEC EDGAR · Filed 2026-02-11 · SEC EDGAR

Revenue composition data: Revenue by geography
Revenue by geography	Revenue	Share	YoY
Europe	$5.1B	36%	-1.9%
Asia	$4.9B	33.9%	2.9%
North America	$4B	28.2%	3.9%
Other Foreign	$276M	1.9%	16.5%

Revenue and earningsHow business scale converts into reported profit.

Cash and debtLiquidity available against total borrowing.

Cash generationOperating cash flow compared with free cash flow.

ProfitabilityGross, operating, and net margin progression.

Point-in-time financial data used in the 2026-09-20 analysis.

Financial history data
Period	Revenue	EBITDA	Net income	Operating cash flow	Free cash flow	Capex	Depreciation and amortization	Stock-based compensation	Share repurchases	Dividends paid	Net debt issuance	Investing cash flow	Financing cash flow	Beginning cash	Ending cash	Cash and investments	Total debt	Operating margin	ROIC	WACC	ROIC − WACC spread
2016-12-31	$9.1B	$666.5M	$595M	$1B	$535.1M	$500.6M	$391.4M	$43.6M	$288M	$113.4M	—	-$404.2M	-$733.8M	—	$444M	$443.7M	$2.1B	10.7%	—	7.3%	—
2017-12-31	$9.8B	$1.5B	$440M	$1.2B	$620M	$560M	$408M	$52M	$100M	$124M	—	-$752M	-$363M	$444M	$545M	$545.3M	$2.1B	10.9%	—	7.2%	—
2018-12-31	$10.5B	$1.7B	$931M	$1.1B	$580M	$546M	$431M	$53M	$150M	$142M	—	-$514M	-$383M	$545M	$739M	$739M	$2.1B	11.3%	—	7.2%	—
2019-12-31	$10.2B	$1.8B	$746M	$1B	$527M	$481M	$439M	$42M	$100M	$140M	—	-$489M	-$420M	$739M	$832M	$832M	$1.9B	12.8%	—	7.1%	—
2020-12-31	$10.2B	$1.6B	$500M	$1.2B	$743M	$441M	$568M	$41M	$216M	$146M	—	-$866M	$437M	$832M	$1.7B	$2.5B	$4B	6.1%	—	5.2%	—
2021-12-31	$11.8B	$1.7B	$537M	$1.3B	$792M	$514M	$574M	$50M	$0	$162M	—	-$1.4B	$286M	$1.7B	$1.8B	$1.8B	$4.5B	7.7%	—	5.6%	—
2022-12-31	$12.6B	$1.6B	$944M	$1.6B	$947M	$622M	$552M	$64M	$240M	$161M	-$8M	-$1.4B	-$567M	$1.8B	$1.3B	$1.4B	$4.3B	8.0%	—	7.6%	—
2023-12-31	$14.2B	$1.2B	$625M	$1.3B	$477M	$832M	$582M	$58M	$177M	$130M	-$433M	-$694M	-$419M	$1.3B	$1.5B	$1.6B	$3.9B	8.2%	—	7.4%	—
2024-12-31	$14.1B	$1.3B	$338M	$1.4B	$681M	$671M	$673M	$62M	$402M	$98M	$483M	-$603M	-$167M	$1.5B	$2.1B	$2.1B	$4.3B	3.9%	—	7.5%	—
2025-12-31	$14.3B	$1.3B	$277M	$1.6B	$1.2B	$469M	$719M	$66M	$508M	$119M	-$414M	-$368M	-$1.1B	$2.1B	$2.3B	$2.3B	$4.1B	3.7%	—	7.0%	—

§9 Peer valuation comparison

BorgWarner Inc.BWA

Price / fair value

Fair value$39.61Report-date price$63.32

AssessedSep 20, 2026

Economic moatNarrow

Investment scorecard58 / 100

Aptiv PLCAPTV

Price / fair value

Fair value$57.34Report-date price$44.86

AssessedOct 17, 2026

Economic moatNarrow

Investment scorecard

O'Reilly Automotive Inc.ORLY

Price / fair value

Fair value$53.83Report-date price$91.92

AssessedMay 20, 2026

Economic moatWide

Investment scorecard

BorgWarner Inc.BWA

Price / fair value

Fair value$39.61Report-date price$63.32

AssessedSep 20, 2026

Economic moatNarrow

Investment scorecard

Peer multiples and profitability
Ticker	Name	Mcap	P/E	P/S	EV/EBITDA

BorgWarner Inc. (BWA) trades at 12.5x forward earnings against a peer median of 15.9x. Its EV/EBITDA of 7.2x compares with a peer median of 12.8x. The comparison uses 4 peers: Aptiv PLC, O'Reilly Automotive Inc., Genuine Parts Company and AutoZone Inc., as of 2026-09-19 to 2026-09-20.

§10 Industry & cycle

Cycle phase

Trough

BorgWarner reduced capital expenditures to $469 million in FY2025 (3.28% of revenue) from $671 million in FY2024 and $832 million in FY2023, reflecting disciplined capacity containment. Across the broader automotive parts industry, the benchmark capital expenditure to revenue ratio stands at 2.00%, with industry capital expenditure to depreciation at 1.45, confirming industry-wide moderation in physical capacity expansion following heavy prior-cycle electric vehicle tooling.⁶

Bull cycle

An automotive industry upcycle is propelled by synchronized expansion in global light-vehicle assembly rates, accelerated consumer adoption of hybrid and plug-in hybrid powertrains requiring dual combustion-electric architectures, and successful pass-through of engineering development costs to original equipment manufacturers. Under this environment, Tier-1 suppliers benefit from operational leverage as manufacturing plant utilization rises, fixed overhead absorbs across higher unit volumes, and expanded content per vehicle drives consolidated operating margins back toward historical peaks above 7.50%.

Bear cycle

An automotive industry downcycle unfolds when elevated financing costs and macroeconomic softness depress consumer vehicle purchases, prompting original equipment manufacturers to trim production schedules and destock dealer inventories. Automakers leverage their purchasing power to demand annual price-down concessions from component suppliers while delaying new electric vehicle and hybrid program rollouts. Tier-1 suppliers face operating deleverage, plant under-utilization, margin compression toward cyclical troughs below 3.0%, and deferred returns on dedicated tooling and research investments.

Secular trends
Trend	Impact	Note
Hybrid Powertrain Bridge Adoption	positive	Global automakers are prolonging hybrid and plug-in hybrid model lifecycles to meet emissions mandates while consumer pure electric vehicle adoption moderates, expanding demand for BorgWarner turbochargers and hybrid drive modules.
Tier-1 Supplier Multiple De-Rating	negative	Public equity markets have compressed valuation multiples across automotive component suppliers due to vehicle transition capital requirements, visible in direct peer Aptiv trading at 6.66x forward earnings.

Positioning

BorgWarner is positioned as a mature Tier-1 powertrain supplier straddling internal combustion and electrified mobility. Its high exposure to Foundational Products ($11,746 million in FY2025) provides critical liquidity, while eProducts ($2,570 million) captures propulsion transition growth. However, high customer exposure to Volkswagen (13.0%) and Ford (12.0%) leaves near-term performance tied to Western automotive assembly volumes.⁷

§11 Position management

Sizing

Under a Sell house rating, zero allocation is recommended for long-only portfolios. The shares trade at $63.32 as of 2026-09-18, representing a 59.86% premium above the house Fair value midpoint of $39.61. Risk-adjusted expected return is deeply negative at current trading levels.⁴

Risk

Portfolio risk management requires strict avoidance of capital commitment given the 37.44% valuation downside to the Fair value midpoint of $39.61. Monitor customer concentration, European automotive manufacturing health, and original equipment manufacturer pricing demands as leading indicators of potential further earnings impairment.

Entry tranches
Level	Action	Why
Below $35.00	Observe valuation stabilization	Allows market pricing to contract below the Fair value midpoint of $39.61 and approach cyclical supplier peer valuation multiples.
Below $31.00	Re-underwrite intrinsic value and platform contracts

Exit tranches
Level	Action
$65.00 - $68.00	Execute aggressive position exit and liquidation
$60.00 - $63.00	Liquidate remaining holdings into prevailing market liquidity

Quarterly checkpoints
Metric	Threshold	Action
Consolidated Operating Margin	Below 3.50%	Reaffirm divestment stance as failure to achieve margin normalization confirms operating deleverage.
Combined Volkswagen & Ford Revenue Share	Below 22.0%

§14 Final recommendation

Action

Sell

BorgWarner trades at $63.32 as of 2026-09-18, representing a 59.86% premium above our house Fair value of $39.61 with an upside of -37.44%. While core Foundational Products cash flow ($1,179 million free cash flow in FY2025) supports the propulsion transition, prevailing market valuations price in aggressive volume and margin recovery that exceed cyclical automotive supplier realities.^4,5

Investors should divest or avoid long positions in BorgWarner. High customer concentration with Volkswagen (13.0%) and Ford (12.0%) and persistent original equipment manufacturer pricing concessions leave near-term earnings vulnerable to factory under-utilization, while Tier-1 supplier peer multiples remain deeply compressed.

BWA	BorgWarner Inc.	$12.9B	12.5x	0.9x	7.2x	8.1%	—
APTV	Aptiv PLC	$9.2B	6.7x	0.4x	4.3x	5.2%	12.7%
ORLY	O'Reilly Automotive Inc.	$68.5B	23.2x	3.7x	18.7x	—	20.2%
GPC	Genuine Parts Company	$17.7B	15.4x	0.7x	11.6x	0.7%	6.6%
AZO	AutoZone Inc.	$46.6B	16.3x	2.3x	13.9x	—	19.1%

Is BorgWarner Inc. overvalued?

What is BWA's fair value?

Should I buy BWA now?

What are the biggest risks for BWA?

What is BWA's rating?

What archetype is BWA?

BorgWarner Inc.

Names readers of BWA also follow

Company overview

Consolidated Operating Margin

Combined Volkswagen & Ford Revenue Share

Narrow

Sources of advantage

Lenses that set Fair value

Forward Earnings

Consolidated Operating Margin

Sources

5-Year Annualized Revenue Growth

eProducts Segment Annual Revenue

Annual Free Cash Flow Generation

Cash flow DCF

Checks and reference points

Reverse DCF

eProducts Segment Revenue Run-Rate

Top-Two Customer Revenue Concentration

Free Cash Flow Generation and Conversion

Regional Revenue Performance in Europe and Asia