BorgWarner Return on Investment from 2010 to 2024

BWA Stock  USD 34.70  1.05  3.12%   
Check BorgWarner financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among BorgWarner main balance sheet or income statement drivers, such as Depreciation And Amortization of 304.2 M, Interest Expense of 9.5 M or Selling General Administrative of 1.7 B, as well as many exotic indicators such as Short Term Coverage Ratios of 6.71, Price Earnings Ratio of 10.42 or Price To Sales Ratio of 0.58. BorgWarner financial statements analysis is a perfect complement when working with BorgWarner Valuation or Volatility modules.
  
This module can also supplement BorgWarner's financial leverage analysis and stock options assessment as well as various BorgWarner Technical models . Check out the analysis of BorgWarner Correlation against competitors.
For information on how to trade BorgWarner Stock refer to our How to Trade BorgWarner Stock guide.

About BorgWarner Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include BorgWarner income statement, its balance sheet, and the statement of cash flows. BorgWarner investors use historical funamental indicators, such as BorgWarner's Return on Investment, to determine how well the company is positioned to perform in the future. Although BorgWarner investors may use each financial statement separately, they are all related. The changes in BorgWarner's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on BorgWarner's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on BorgWarner Financial Statements. Understanding these patterns can help to make the right decision on long term investment in BorgWarner. Please read more on our technical analysis and fundamental analysis pages.
BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. BorgWarner Inc. was incorporated in 1987 and is headquartered in Auburn Hills, Michigan. Borgwarner operates under Auto Parts classification in the United States and is traded on New York Stock Exchange. It employs 49300 people.

BorgWarner Investors Sentiment

The influence of BorgWarner's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in BorgWarner. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to BorgWarner's public news can be used to forecast risks associated with an investment in BorgWarner. The trend in average sentiment can be used to explain how an investor holding BorgWarner can time the market purely based on public headlines and social activities around BorgWarner. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
BorgWarner's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BorgWarner's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average BorgWarner's news discussions. The higher the estimated score, the more favorable is the investor's outlook on BorgWarner.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards BorgWarner in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, BorgWarner's short interest history, or implied volatility extrapolated from BorgWarner options trading.

Pair Trading with BorgWarner

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BorgWarner position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BorgWarner will appreciate offsetting losses from the drop in the long position's value.

Moving against BorgWarner Stock

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The ability to find closely correlated positions to BorgWarner could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BorgWarner when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BorgWarner - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BorgWarner to buy it.
The correlation of BorgWarner is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BorgWarner moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BorgWarner moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BorgWarner can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
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:
Check out the analysis of BorgWarner Correlation against competitors.
For information on how to trade BorgWarner Stock refer to our How to Trade BorgWarner Stock guide.
You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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.
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Is BorgWarner's industry 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
(0.39)
Dividend Share
0.56
Earnings Share
2.7
Revenue Per Share
60.988
Quarterly Revenue Growth
0.062
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.