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BorgWarner Inc. (BWA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0997241064
CUSIP099724106
SectorConsumer Cyclical
IndustryAuto Parts

Highlights

Market Cap$7.67B
EPS$2.70
PE Ratio12.30
PEG Ratio1.61
Revenue (TTM)$14.20B
Gross Profit (TTM)$3.10B
EBITDA (TTM)$1.83B
Year Range$29.40 - $46.60
Target Price$38.44
Short %5.00%
Short Ratio3.41

Share Price Chart


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BorgWarner Inc.

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BorgWarner Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%OctoberNovemberDecember2024FebruaryMarch
1,714.38%
1,065.97%
BWA (BorgWarner Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

BorgWarner Inc. had a return of -2.86% year-to-date (YTD) and -16.16% in the last 12 months. Over the past 10 years, BorgWarner Inc. had an annualized return of -2.71%, while the S&P 500 had an annualized return of 10.96%, indicating that BorgWarner Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-2.86%10.04%
1 month15.43%3.53%
6 months-12.22%22.79%
1 year-16.16%32.16%
5 years (annualized)2.19%13.15%
10 years (annualized)-2.71%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.44%-7.84%
2023-12.13%-0.93%-8.60%-8.40%6.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for BorgWarner Inc. (BWA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BWA
BorgWarner Inc.
-0.49
^GSPC
S&P 500
2.76

Sharpe Ratio

The current BorgWarner Inc. Sharpe ratio is -0.49. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.49
2.76
BWA (BorgWarner Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

BorgWarner Inc. granted a 1.38% dividend yield in the last twelve months. The annual payout for that period amounted to $0.48 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.48$0.52$0.60$0.60$0.60$0.60$0.60$0.52$0.47$0.46$0.45$0.22

Dividend yield

1.38%1.45%1.69%1.51%1.76%1.57%1.96%1.15%1.34%1.20%0.93%0.45%

Monthly Dividends

The table displays the monthly dividend distributions for BorgWarner Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.11
2023$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2022$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2021$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2020$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2019$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2018$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2017$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.15$0.00
2016$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.12$0.00
2015$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2014$0.11$0.00$0.00$0.11$0.00$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2013$0.11$0.00$0.11$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.4%
BorgWarner Inc. has a dividend yield of 1.38%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%11.1%
BorgWarner Inc. has a payout ratio of 11.10%, which is below the market average. This means BorgWarner Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-32.42%
0
BWA (BorgWarner Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BorgWarner Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BorgWarner Inc. was 72.15%, occurring on Mar 6, 2009. Recovery took 415 trading sessions.

The current BorgWarner Inc. drawdown is 32.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.15%May 19, 2008202Mar 6, 2009415Oct 27, 2010617
-68.22%Jul 10, 20141433Mar 18, 2020
-54.73%Apr 24, 1998464Feb 24, 2000508Mar 7, 2002972
-42.3%May 24, 200296Oct 9, 2002194Jul 18, 2003290
-33.65%Mar 18, 1994173Nov 22, 1994171Jul 28, 1995344

Volatility

Volatility Chart

The current BorgWarner Inc. volatility is 5.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2024FebruaryMarch
5.88%
2.82%
BWA (BorgWarner Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of BorgWarner Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Operating Expenses

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Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items