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Upturn AI Summary - About
BorgWarner Inc(BWA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BWA
10/30/2026: BWA (4-star) is currently NOT-A-BUY. Pass it for now.
BorgWarner Inc is a well-established global automotive supplier transitioning from a focus on internal combustion engines to a primary position in electric vehicle propulsion and battery systems. Its main strengths include deep engineering expertise and strong, long-standing relationships with major global automakers. The company's growth story centers on its 'Charging Forward' strategy, aiming to significantly increase its electric product revenue. Risks include the inherent cyclicality of the automotive industry, intense competition from new entrants in power electronics, and the complexities of managing a multi-speed transition. The stock may suit value-oriented and dividend-seeking investors who are willing to navigate automotive sector volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers growth potential in EV segments but remains anchored by a slower-growing legacy automotive business. |
| Momentum investor | Weak fit | The stock often reflects the broader cyclical nature of the automotive market rather than rapid momentum breakouts. |
| Value investor | Strong fit | The stock is often priced at conservative multiples relative to earnings, offering value potential for long-term investors. |
| Dividend investor | Strong fit | The company provides a reliable dividend stream, making it suitable for income-oriented portfolios. |
| Low-risk investor | Mixed fit | Automotive sector cyclicality introduces volatility that may exceed the risk tolerance of strictly conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is sensitive to global automotive production cycles and macroeconomic indicators. |
| Valuation risk | Low | The company generally trades at reasonable P/E multiples relative to its industry peers. |
| Competition risk (EV technology) | High | The rapid shift to EVs invites new tech-heavy competitors that may disrupt traditional supplier margins. |
| Business quality | Medium | BorgWarner has strong engineering capabilities but faces ongoing costs related to its industry-wide transition. |
| Dividend income | Medium | Dividends are stable, though the company prioritizes R&D investment for long-term growth. |
| Execution risk | Medium / high | Successfully integrating acquisitions while simultaneously transforming core product lines requires complex operational management. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 43.68% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.37B USD | Price to earnings Ratio 21.88 | 1Y Target Price 79.07 |
Price to earnings Ratio 21.88 | 1Y Target Price 79.07 | ||
Volume (30-day avg) 3.0M shares | Beta 1.14 | 52 Weeks Range 40.25 - 78.61 | Updated Date 10/31/2026 |
52 Weeks Range 40.25 - 78.61 | Updated Date 10/31/2026 | ||
Dividends yield (FY) 0.32% | Basic EPS (TTM) 2.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Air Management | Turbochargers, exhaust gas recirculation, and thermal management for ICE and hybrid engines. | This is the 'cash cow' segment that helps fund the company's shift toward electric vehicles. |
| ePropulsion | Electric drive units, motors, and inverters. | This is the primary growth driver that investors monitor for long-term success. |
| Geography | Manufacturing and sales across North America, Europe, and Asia. | The company is globally diversified, which helps mitigate regional economic downturns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 1.24 | Actual 1.39 |
Profitability
Profit Margin 3.36% | Operating Margin (TTM) 9.75% |
Management Effectiveness
Return on Assets (TTM) 7.01% | Return on Equity (TTM) 8.95% |
Valuation
Trailing PE 21.88 | Forward PE 8.75 | Enterprise Value 11.98B | Price to Sales(TTM) 0.73 |
Enterprise Value 11.98B | Price to Sales(TTM) 0.73 | ||
Enterprise Value to Revenue 0.84 | Enterprise Value to EBITDA 14.15 | Shares Outstanding 200.81M | Shares Floating 199.39M |
Shares Outstanding 200.81M | Shares Floating 199.39M | ||
Percent Insiders 0.62 | Percent Institutions 110.75 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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