Borgwarner Stock Beta

BWA Stock

USD 28.70 0.92 3.31%

BorgWarner fundamentals help investors to digest information that contributes to BorgWarner's financial success or failures. It also enables traders to predict the movement of BorgWarner Stock. The fundamental analysis module provides a way to measure BorgWarner's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BorgWarner stock.

Short Long Term Debt Total Total Assets

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BorgWarner Company Beta Analysis

BorgWarner's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

Covariance

Variance

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Current BorgWarner Beta

1.19

Most of BorgWarner's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BorgWarner is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

BorgWarner Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for BorgWarner is extremely important. It helps to project a fair market value of BorgWarner Stock properly, considering its historical fundamentals such as Beta. Since BorgWarner's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of BorgWarner's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of BorgWarner's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Intangible Assets	Retained Earnings	Short Term Debt	Common Stock	Long Term Debt	Good Will	Short Term Investments	Treasury Stock	Property Plant Equipment	Current Deferred Revenue	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Net Invested Capital	Net Working Capital	Capital Stock	Cash And Equivalents
Total Assets		0.88	0.83	0.74	0.96	0.99	0.98	0.83	0.95	-0.16	0.75	0.95	0.88	0.24	-0.92	0.94	0.27	0.69	0.91	0.82	0.54	0.34	0.9	0.87	0.77	0.85
Total Stockholder Equity	0.88		0.82	0.81	0.8	0.84	0.83	0.76	0.85	-0.27	0.84	0.78	0.9	0.32	-0.83	0.73	0.26	0.78	0.68	0.82	0.5	0.05	0.8	0.76	0.61	0.77
Net Debt	0.83	0.82		0.82	0.77	0.86	0.75	0.8	0.78	-0.26	0.72	0.83	0.91	0.12	-0.84	0.71	0.24	0.4	0.75	0.75	0.5	0.16	0.72	0.68	0.52	0.71
Accounts Payable	0.74	0.81	0.82		0.76	0.74	0.66	0.54	0.78	-0.18	0.9	0.62	0.72	0.35	-0.89	0.6	0.0	0.47	0.53	0.54	0.43	0.14	0.46	0.48	0.37	0.48
Net Receivables	0.96	0.8	0.77	0.76		0.97	0.97	0.7	0.94	-0.07	0.76	0.91	0.79	0.25	-0.92	0.96	0.17	0.67	0.91	0.78	0.39	0.45	0.82	0.85	0.79	0.81
Total Liab	0.99	0.84	0.86	0.74	0.97		0.97	0.83	0.94	-0.16	0.73	0.96	0.87	0.21	-0.92	0.95	0.27	0.61	0.93	0.81	0.55	0.37	0.88	0.86	0.76	0.84
Total Current Assets	0.98	0.83	0.75	0.66	0.97	0.97		0.74	0.94	-0.07	0.72	0.94	0.82	0.19	-0.87	0.98	0.22	0.75	0.94	0.84	0.42	0.44	0.91	0.91	0.85	0.88
Intangible Assets	0.83	0.76	0.8	0.54	0.7	0.83	0.74		0.7	-0.44	0.48	0.86	0.87	0.27	-0.72	0.7	0.41	0.39	0.75	0.71	0.67	0.07	0.85	0.73	0.55	0.72
Retained Earnings	0.95	0.85	0.78	0.78	0.94	0.94	0.94	0.7		-0.08	0.83	0.87	0.8	0.35	-0.96	0.91	0.14	0.69	0.84	0.69	0.49	0.49	0.78	0.78	0.75	0.72
Short Term Debt	-0.16	-0.27	-0.26	-0.18	-0.07	-0.16	-0.07	-0.44	-0.08		-0.05	-0.26	-0.43	-0.21	0.19	-0.05	-0.54	-0.03	-0.15	-0.22	-0.3	0.31	-0.23	-0.16	0.02	-0.17
Common Stock	0.75	0.84	0.72	0.9	0.76	0.73	0.72	0.48	0.83	-0.05		0.63	0.67	0.32	-0.84	0.66	-0.09	0.69	0.58	0.6	0.35	0.31	0.52	0.57	0.54	0.55
Long Term Debt	0.95	0.78	0.83	0.62	0.91	0.96	0.94	0.86	0.87	-0.26	0.63		0.89	0.13	-0.84	0.95	0.31	0.59	0.98	0.86	0.45	0.41	0.93	0.92	0.81	0.9
Good Will	0.88	0.9	0.91	0.72	0.79	0.87	0.82	0.87	0.8	-0.43	0.67	0.89		0.18	-0.81	0.77	0.33	0.61	0.81	0.86	0.45	0.08	0.88	0.83	0.65	0.83
Short Term Investments	0.24	0.32	0.12	0.35	0.25	0.21	0.19	0.27	0.35	-0.21	0.32	0.13	0.18		-0.44	0.19	0.08	0.28	0.07	0.07	0.37	0.19	0.12	0.14	0.19	0.05
Treasury Stock	-0.92	-0.83	-0.84	-0.89	-0.92	-0.92	-0.87	-0.72	-0.96	0.19	-0.84	-0.84	-0.81	-0.44		-0.85	-0.15	-0.57	-0.79	-0.66	-0.5	-0.43	-0.7	-0.71	-0.66	-0.66
Property Plant Equipment	0.94	0.73	0.71	0.6	0.96	0.95	0.98	0.7	0.91	-0.05	0.66	0.95	0.77	0.19	-0.85		0.2	0.69	0.97	0.82	0.38	0.56	0.88	0.91	0.89	0.88
Current Deferred Revenue	0.27	0.26	0.24	0.0	0.17	0.27	0.22	0.41	0.14	-0.54	-0.09	0.31	0.33	0.08	-0.15	0.2		0.06	0.26	0.31	0.23	-0.06	0.34	0.29	0.2	0.29
Net Tangible Assets	0.69	0.78	0.4	0.47	0.67	0.61	0.75	0.39	0.69	-0.03	0.69	0.59	0.61	0.28	-0.57	0.69	0.06		0.6	0.77	0.16	0.21	0.71	0.77	0.75	0.76
Long Term Debt Total	0.91	0.68	0.75	0.53	0.91	0.93	0.94	0.75	0.84	-0.15	0.58	0.98	0.81	0.07	-0.79	0.97	0.26	0.6		0.84	0.34	0.53	0.9	0.93	0.87	0.9
Capital Surpluse	0.82	0.82	0.75	0.54	0.78	0.81	0.84	0.71	0.69	-0.22	0.6	0.86	0.86	0.07	-0.66	0.82	0.31	0.77	0.84		0.27	0.17	0.91	0.94	0.81	0.98
Long Term Investments	0.54	0.5	0.5	0.43	0.39	0.55	0.42	0.67	0.49	-0.3	0.35	0.45	0.45	0.37	-0.5	0.38	0.23	0.16	0.34	0.27		-0.11	0.41	0.22	0.09	0.27
Short Long Term Debt	0.34	0.05	0.16	0.14	0.45	0.37	0.44	0.07	0.49	0.31	0.31	0.41	0.08	0.19	-0.43	0.56	-0.06	0.21	0.53	0.17	-0.11		0.23	0.39	0.64	0.27
Net Invested Capital	0.9	0.8	0.72	0.46	0.82	0.88	0.91	0.85	0.78	-0.23	0.52	0.93	0.88	0.12	-0.7	0.88	0.34	0.71	0.9	0.91	0.41	0.23		0.96	0.83	0.95
Net Working Capital	0.87	0.76	0.68	0.48	0.85	0.86	0.91	0.73	0.78	-0.16	0.57	0.92	0.83	0.14	-0.71	0.91	0.29	0.77	0.93	0.94	0.22	0.39	0.96		0.91	0.97
Capital Stock	0.77	0.61	0.52	0.37	0.79	0.76	0.85	0.55	0.75	0.02	0.54	0.81	0.65	0.19	-0.66	0.89	0.2	0.75	0.87	0.81	0.09	0.64	0.83	0.91		0.87
Cash And Equivalents	0.85	0.77	0.71	0.48	0.81	0.84	0.88	0.72	0.72	-0.17	0.55	0.9	0.83	0.05	-0.66	0.88	0.29	0.76	0.9	0.98	0.27	0.27	0.95	0.97	0.87

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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Competition

Predict BorgWarner

In accordance with the recently published financial statements, BorgWarner has a Beta of 1.193. This is 42.02% higher than that of the Automobile Components sector and 19.39% lower than that of the Consumer Discretionary industry. The beta for all United States stocks is notably lower than that of the firm.

BorgWarner Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BorgWarner's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of BorgWarner could also be used in its relative valuation, which is a method of valuing BorgWarner by comparing valuation metrics of similar companies.

BorgWarner is currently under evaluation in beta category among its peers.

BorgWarner ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, BorgWarner's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to BorgWarner's managers, analysts, and investors.

Environmental

Governance

Social

BorgWarner Institutional Holders

Institutional Holdings refers to the ownership stake in BorgWarner that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of BorgWarner's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing BorgWarner's value.

		Shares
Turtle Creek Asset Management Inc.	2024-12-31	4.1 M
Earnest Partners Llc	2024-12-31	3.9 M
Bank Of America Corp	2024-12-31	3.9 M
American Century Companies Inc	2024-12-31	3.7 M
Morgan Stanley - Brokerage Accounts	2024-12-31	3.5 M
Hotchkis & Wiley Capital Management Llc	2024-12-31	2.8 M
Goldman Sachs Group Inc	2024-12-31	2.6 M
Sei Investments Co	2024-12-31	2.5 M
Silvercrest Asset Management Group Llc	2024-12-31	2.4 M
Vanguard Group Inc	2024-12-31	25.6 M
Blackrock Inc	2024-12-31	17.6 M

As the market goes up, the company is expected to outperform it. However, if the market returns are negative, BorgWarner will likely underperform.

BorgWarner Fundamentals

	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
	Shares Owned By Insiders	0.80 %
	Shares Owned By Institutions	99.20 %
	Number Of Shares Shorted	12.7 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
	Short Ratio	4.81 X
	Earnings Per Share	1.63 X
	Price To Earnings To Growth	1.21 X
	Target Price	37.57
	Number Of Employees	38.3 K
	Beta	1.19
	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
	Annual Yield	0.02 %
	Five Year Return	1.67 %
	Net Asset	13.99 B
	Last Dividend Paid	0.44

About BorgWarner Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BorgWarner's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BorgWarner using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BorgWarner based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

V	Visa Class A
CRM	Salesforce
CRM	Salesforce

When determining whether BorgWarner offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of BorgWarner's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Borgwarner Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Borgwarner Stock:

How To Invest In BorgWarner

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Is BorgWarner Stock a good investment?

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What is BorgWarner's Net Worth?

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Largest Automotive Parts & Equipment Companies

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Check out BorgWarner Piotroski F Score and BorgWarner Altman Z Score analysis.

For information on how to trade BorgWarner Stock refer to our How to Trade BorgWarner Stock guide.

You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.

Is Automotive Parts & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BorgWarner. If investors know BorgWarner will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BorgWarner listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

3.909

Dividend Share

0.44

Earnings Share

1.63

Revenue Per Share

63.025

Quarterly Revenue Growth

(0.02)

The market value of BorgWarner is measured differently than its book value, which is the value of BorgWarner that is recorded on the company's balance sheet. Investors also form their own opinion of BorgWarner's value that differs from its market value or its book value, called intrinsic value, which is BorgWarner's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BorgWarner's market value can be influenced by many factors that don't directly affect BorgWarner's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between BorgWarner's value and its price as these two are different measures arrived at by different means. Investors typically determine if BorgWarner is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BorgWarner's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Borgwarner Stock Beta

BorgWarner Company Beta Analysis

Beta

Covariance

Variance

Current BorgWarner Beta

BorgWarner Beta Driver Correlations

BorgWarner Beta Peer Comparison

BorgWarner ESG Sustainability

BorgWarner Institutional Holders

BorgWarner Fundamentals

About BorgWarner Fundamental Analysis

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