Borgwarner Stock Performance
| BWA Stock | USD 28.70 0.92 3.31% |
The firm shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BorgWarner's returns are expected to increase less than the market. However, during the bear market, the loss of holding BorgWarner is expected to be smaller as well. At this point, BorgWarner has a negative expected return of -0.22%. Please make sure to confirm BorgWarner's value at risk, rate of daily change, relative strength index, as well as the relationship between the kurtosis and market facilitation index , to decide if BorgWarner performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days BorgWarner has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 3.31 | Five Day Return (3.69) | Year To Date Return (8.37) | Ten Year Return (45.78) | All Time Return 943.64 |
Forward Dividend Yield 0.0153 | Payout Ratio | Last Split Factor 1136:1000 | Forward Dividend Rate 0.44 | Dividend Date 2025-03-17 |
| BorgWarner dividend paid on 16th of December 2024 | 12/16/2024 |
1 | Resumen Tula Technology avanza en la comercializacin de Dynamic Motor Drive | 02/25/2025 |
2 | Disposition of 7053 shares by Volker Weng of BorgWarner at 30.4902 subject to Rule 16b-3 | 02/26/2025 |
3 | Insider Sell Volker Weng Sells Shares of BorgWarner Inc | 02/28/2025 |
4 | Is DAN Stock Worth Buying Now After Having Surged 23 percent YTD | 03/04/2025 |
5 | Disposition of 24000 shares by Tania Wingfield of BorgWarner at 28.7891 subject to Rule 16b-3 | 03/05/2025 |
6 | Acquisition by Tonit Calaway of 142903 shares of BorgWarner at 31.49 subject to Rule 16b-3 | 03/06/2025 |
7 | Is BorgWarner Inc. The Best EV Stock to Buy According to Billionaires | 03/10/2025 |
8 | BorgWarner Executive VP Chief Human Resources Officer Tania Wingfield Sells 38 percent Of Holding | 03/12/2025 |
| Begin Period Cash Flow | 1.5 B |
BorgWarner |
BorgWarner Relative Risk vs. Return Landscape
If you would invest 3,312 in BorgWarner on December 17, 2024 and sell it today you would lose (442.00) from holding BorgWarner or give up 13.35% of portfolio value over 90 days. BorgWarner is generating negative expected returns assuming volatility of 1.7368% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than BorgWarner, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
BorgWarner Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BorgWarner's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BorgWarner, and traders can use it to determine the average amount a BorgWarner's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1287
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BWA |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BorgWarner is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BorgWarner by adding BorgWarner to a well-diversified portfolio.
BorgWarner Fundamentals Growth
BorgWarner Stock prices reflect investors' perceptions of the future prospects and financial health of BorgWarner, and BorgWarner fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BorgWarner Stock performance.
| Return On Equity | 0.0727 | ||||
| Return On Asset | 0.0567 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.10 % | ||||
| Current Valuation | 8.53 B | ||||
| Shares Outstanding | 218.68 M | ||||
| Price To Earning | 17.95 X | ||||
| Price To Book | 1.13 X | ||||
| Price To Sales | 0.45 X | ||||
| Revenue | 14.09 B | ||||
| Gross Profit | 2.65 B | ||||
| EBITDA | 1.3 B | ||||
| Net Income | 338 M | ||||
| Cash And Equivalents | 1.24 B | ||||
| Cash Per Share | 5.27 X | ||||
| Total Debt | 4.16 B | ||||
| Debt To Equity | 0.59 % | ||||
| Current Ratio | 1.72 X | ||||
| Book Value Per Share | 25.30 X | ||||
| Cash Flow From Operations | 1.38 B | ||||
| Earnings Per Share | 1.63 X | ||||
| Market Capitalization | 6.28 B | ||||
| Total Asset | 13.99 B | ||||
| Retained Earnings | 6.41 B | ||||
| Working Capital | 2.88 B | ||||
| Current Asset | 838.3 M | ||||
| Current Liabilities | 484 M | ||||
About BorgWarner Performance
By analyzing BorgWarner's fundamental ratios, stakeholders can gain valuable insights into BorgWarner's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BorgWarner has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if BorgWarner has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 39.92 | 27.56 | |
| Return On Tangible Assets | 0.03 | 0.05 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.06 | 0.08 |
Things to note about BorgWarner performance evaluation
Checking the ongoing alerts about BorgWarner for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BorgWarner help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BorgWarner generated a negative expected return over the last 90 days | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from simplywall.st: BorgWarner Executive VP Chief Human Resources Officer Tania Wingfield Sells 38 percent Of Holding |
- Analyzing BorgWarner's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BorgWarner's stock is overvalued or undervalued compared to its peers.
- Examining BorgWarner's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BorgWarner's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BorgWarner's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BorgWarner's stock. These opinions can provide insight into BorgWarner's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for BorgWarner Stock analysis
When running BorgWarner's price analysis, check to measure BorgWarner's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BorgWarner is operating at the current time. Most of BorgWarner's value examination focuses on studying past and present price action to predict the probability of BorgWarner's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BorgWarner's price. Additionally, you may evaluate how the addition of BorgWarner to your portfolios can decrease your overall portfolio volatility.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |