BorgWarner: Goldilocks EV Positioning With Nearly 47% Upside

Impact · against what's priced in

BorgWarner appears undervalued based on its strategic shift toward high-margin propulsion systems and its expansion into the Chinese EV market. The combination of ICE cash flow stability and emerging growth potential suggests significant upside potential.

BWA+0.60

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In context

The shift toward high-margin propulsion systems and strategic partnerships with Chinese OEMs, paired with a sum-of-the-parts valuation suggesting 47% upside, presents a strong growth case.

Read from the article alone

• valuation
• china
• BWA
• automotive
• electric vehicles
• ev
• hybrids
• ice engines
• propulsion systems

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