BMW Is My Automotive Choice After Q1 '25

  • BMW is deeply undervalued, offering a compelling 15% annualized return to 2027E, with a well-covered 5-6% yield and strong fundamentals. The company leads legacy peers in EV penetration, boasts superior margins, and demonstrates operational flexibility through its multi-powertrain production lines. Risks include China exposure and competition in entry-level premium segments, but BMW's execution, cost control, and brand strength mitigate these concerns.