Skip to main content

BorgWarner Inc

Exchange: NYSESector: Consumer CyclicalIndustry: Auto Parts

For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.

Did you know?

Net income compounded at -15.2% annually over 6 years.

Current Price

$56.77

-0.35%

GoodMoat Value

$109.48

92.8% undervalued
Profile
Valuation (TTM)
Market Cap$12.14B
P/E43.84
EV$13.16B
P/B2.23
Shares Out213.93M
P/Sales0.85
Revenue$14.32B
EV/EBITDA27.19

BorgWarner Inc (BWA) Company Profile

GoodMoat Analysis

Based on data as of March 26, 2026

BorgWarner is a major auto parts supplier transitioning from internal combustion to electric vehicles, but it currently shows weak profitability and a high P/E ratio. The GoodMoat target suggests a significant upside, but a value investor must weigh this against low margins and execution risks in a shifting industry.

Read full analysis
BorgWarner Inc designs and manufactures components and systems for both traditional internal combustion engine (ICE) vehicles and electric vehicles (EVs). Its products range from turbochargers and transmission systems to EV motors, inverters, and battery packs. Its customers are primarily major global automakers like Ford, Volkswagen, and Stellantis. Using the GoodMoat framework, the company's competitive advantages appear limited. It may possess some scale and technology leadership in specific propulsion systems, but the data shows low profitability (a 1.9% profit margin and 3.7% operating margin) and a Return on Equity of only 5.1%, which is well below the 15-20% threshold for a high-quality moat. This suggests it may lack durable pricing power or significant barriers to entry as the industry transforms. Key risks for a value investor, per Section 5 (Red Flags), include potential margin compression and high execution risk as the company pivots its portfolio amid rapid technological change. The current P/E of 43.3 is extremely high for a company with 3.9% revenue growth, signaling an extreme valuation risk. However, a high free cash flow yield of 10.4% and a substantial discount to the GoodMoat target price could be points of interest for investors who believe in a successful transition, though the investment case requires caution due to the fundamental challenges.

BWA Company Information

For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market.

With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.

Sector

Consumer Cyclical

Industry

Auto Parts

Exchange

NYSE

Country

Michigan, USA

BWA Key Officers

Key officers data coming soon

BWA Company Profile

BorgWarner Inc (BWA) is a Consumer Cyclical company in the Auto Parts industry. It trades on NYSE. The company is based in Michigan, USA.

For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.

Market cap is $12.14B. There are 213.9M shares outstanding. Dividend yield is 0.98%.

See the full BorgWarner Inc profile on GoodMoat. It covers key officers, financial metrics, and sector details. You can also use GoodMoat's DCF calculator, fair value models, and quality score to help decide if BWA is a good investment.