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Bayerische Motoren Werke Aktiengesellschaft (BMWM5N) Fair Value & Analysis

Consumer Cyclical · MX · Market cap 1.1T MXN

BM Bayerische Motoren Werke Aktiengesellschaft BMWM5N · MX
Price1,909 MXN
Fair Value2,610 MXN
Upside+36.7%
Quality57/100
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Expensive Growth
Thin margins · 5.2% net margin
Moderate debt · negative free cash flow
0.23% dividend yield
Moderate moat 50/100
Evidence: High Range 2,488 MXN – 2,754 MXN Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated today

Fair value updated Aug 13, 2026, revised from 2,944 MXN to 2,610 MXN (−11.3%) since Jul 19, 2026.

A solid business, screening 37% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (2,488 MXN). The market is more pessimistic than our downside scenario.
  • Solid quality (57/100) at a price below fair value, the discount is the argument here, not the business quality.
  • The models converge in a tight band (2,488 MXN to 2,754 MXN), unusually little disagreement for a valuation.
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Price vs Fair Value (5 years)

1,909 MXN 1,057 MXN Fair Value 2,610 MXN Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 1,057 MXN – 1,909 MXN · fair‑value band 2,488 MXN – 2,754 MXN · the 1,909 MXN price screens below the 2,610 MXN fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Bayerische Motoren Werke Aktiengesellschaft (BMWM5N) currently trades at 1,909 MXN, while our model-based Fair Value estimate is 2,610 MXN, implying the stock looks roughly 36.7% undervalued today. The Quality Score stands at 57/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Bayerische Motoren Werke Aktiengesellschaft generated revenue of 131B MXN at a net margin of 5.2%. Revenue declined 8.1% year over year. It earns a return on equity of 7.1%. Net debt stands at 67.0B MXN. Fundamentals as of Aug 13, 2026

Our scenario range runs from 2,488 MXN (bear case) to 2,754 MXN (bull case); at 1,909 MXN, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 24% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 23% fair-value upside, at 37%, BMWM5N screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (32.43 MXN to 306.91 MXN). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 133.82 MXN 143.43 MXN 164.12 MXN 76
ROIC Compounder 17.56 MXN 32.43 MXN 45.65 MXN 72
Gordon GGM 42.49 MXN 81.73 MXN 140.07 MXN 70
All 16 models by family
DCF Models
Owner Earnings 28.37 MXN 75.59 MXN 147.22 MXN 31
Earnings-Based
Graham-Dodd 82.70 MXN 204.77 MXN 265.36 MXN 54
PEG = 1.0 37.12 MXN 53.03 MXN 68.93 MXN 46
EPV 17.56 MXN 32.43 MXN 45.65 MXN 59
Dividend Discount
Gordon GGM 42.49 MXN 81.73 MXN 140.07 MXN 70
DDM Multi-Stage 42.49 MXN 65.31 MXN 91.31 MXN 61
Multiples
P/E Multiple 200.67 MXN 267.56 MXN 334.45 MXN 63
P/S Multiple 155.06 MXN 206.75 MXN 258.44 MXN 58
P/B Multiple 155.06 MXN 206.75 MXN 258.44 MXN 55
EV/EBIT 157.96 MXN 232.85 MXN 307.74 MXN 53
EV/EBITDA 213.51 MXN 306.91 MXN 400.31 MXN 54
EV/Revenue 84.74 MXN 149.64 MXN 214.54 MXN 43
Asset-Based
NCAV (Graham) 79.78 MXN 106.91 MXN 159.56 MXN 50
Economic Profit
Residual Income 133.82 MXN 143.43 MXN 164.12 MXN 76
ROIC Compounder 17.56 MXN 32.43 MXN 45.65 MXN 72
Growth Earnings
Growth-Adj P/E 153.67 MXN 219.53 MXN 285.39 MXN 68

Widest divergence: Growth Earnings (219.53 MXN) versus Economic Profit (32.43 MXN). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 131B MXN
Revenue growth (YoY) -8.1%
Net margin 5.2%
Return on equity 7.1%
Free cash flow −2.7B MXN FY2025
P/E ratio 9.6 as of Jul 19, 2026
More key figures
Operating margin 6.6%
EPS (TTM) 198.52 MXN
Dividend yield 0.2%
EPS growth (YoY) +21.3%
Net debt 67.0B MXN FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 52 · Market factors (momentum, volatility) 66

Profitability 29
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 21
Earnings quality: real cash, not paper profit
Fin. Strength 65
Balance sheet, leverage, solvency risk
Investment 79
Disciplined investing over empire-building
Low Volatility 90
Calm price path (market factor)
Momentum 47
Price trend over the last 3–12 months (market factor)
52W Momentum 71
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

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. The company offers automobiles under the BMW, MINI, and Rolls-Royce brands.

Full company description

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. The company offers automobiles under the BMW, MINI, and Rolls-Royce brands. It also develops, manufactures, and sells scooters, and motorcycles for private use and special-purpose vehicles for operational use under the BMW Motorrad brand. In addition, the company provides car rentals; credit financing; leasing that include insurance and service products; financing for dealership and customer deposits; vehicle fleet financing services for corporate car fleets under the Alphabet brand; and financial services for the automotive sector. It sells its products through retail outlet, agent, and independent dealerships. Bayerische Motoren Werke Aktiengesellschaft was founded in 1916 and is headquartered in Munich, Germany.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bayerische Motoren Werke Aktiengesellschaft reported revenue of 133B MXN in FY2025 versus 111B MXN in FY2021, a compound +4.7%/yr. Reported net income was 7.3B MXN in FY2025, compounding −12.4%/yr from FY2021.

Growth Quality 34/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
133B MXN
Latest YoY
−6.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.2%
Avg. growth/yr (12Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.8%
Revenue +4.7%/yr
FY21 111B MXN
FY22 143B MXN
FY23 155B MXN
FY24 142B MXN
FY25 133B MXN
Net income −12.4%/yr
FY21 12.4B MXN
FY22 17.9B MXN
FY23 11.3B MXN
FY24 7.3B MXN
FY25 7.3B MXN

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Cite: Fair Value Calculator (2026). "Bayerische Motoren Werke Aktiengesellschaft Fair Value". https://www.fairvalue-calculator.com/stock/BMWM5N

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Auto Manufacturers stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
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Volkswagen AG VOW 2,149 CZK 7,783 CZK +262%
Maruti Suzuki India Limited MARUTI ₹13,875 ₹8,236 -41%
Kia Corporation 000270 135,600 KRW 341,751 KRW +152%
Weichai Power Co 2338 HK$36.40 HK$28.46 -22%
Geely Automobile Holdings 80175 HK$15.50 HK$19.14 +23%
Bajaj Auto Limited BAJAJAUTO ₹11,700 ₹4,574 -61%

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Frequently asked questions

Is Bayerische Motoren Werke Aktiengesellschaft (BMWM5N) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 2,610 MXN versus a price of 1,909 MXN, about +37% (undervalued).
What is the fair value of BMWM5N?
Our model-based fair value for Bayerische Motoren Werke Aktiengesellschaft is 2,610 MXN (as of Aug 13, 2026), built from audited fundamentals. The current price is 1,909 MXN.
What is the quality score of BMWM5N?
Bayerische Motoren Werke Aktiengesellschaft has a Quality Score of 57/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Bayerische Motoren Werke Aktiengesellschaft (BMWM5N)?
Bayerische Motoren Werke Aktiengesellschaft reported trailing-twelve-month revenue of about 131B MXN (latest available figure, as of Aug 13, 2026).
What is the net profit margin of BMWM5N?
The net profit margin of Bayerische Motoren Werke Aktiengesellschaft is about 5.2%, meaning it keeps roughly 5.2% of revenue as net income. Based on the latest reported figures.
Does Bayerische Motoren Werke Aktiengesellschaft pay a dividend?
Bayerische Motoren Werke Aktiengesellschaft currently shows a dividend yield of about 0.23% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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