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HSBC cuts Stellantis shares target, warns of 90% income drop-through in H2

EditorEmilio Ghigini
Published 10/01/2024, 05:42 PM
STLA
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On Tuesday, HSBC analyst Michael Tyndall adjusted the price target for Stellantis NV (NYSE:STLA:IM) (NYSE: STLA) shares, the multinational automotive manufacturer, to €14.00, down from the previous €15.00, while keeping a Hold rating on the stock.

The revision follows Stellantis's warning for fiscal year 2024, which has raised concerns due to a significant expected decrease in adjusted operating income.

The analyst highlighted that a warning had been anticipated due to observable lower quarter-over-quarter retail volumes and persistent U.S. inventory levels that were not reducing as quickly as Stellantis had projected, even after pricing adjustments.

However, the extent of the forecast reduction was notable, with the second half of the year expected to see a €5.9 billion decrease in adjusted operating income based on a nearly €6.6 billion reduction in revenue forecast.

This represents a roughly 90% drop-through rate, which is significantly higher than the average 41% observed at other major automotive companies such as BMW (ETR:BMWG), Mercedes-Benz (OTC:MBGAF) Group, and Volkswagen (ETR:VOWG_p).

The exact reasons behind the scale of the forecast cut are not entirely clear. Tyndall pointed out that it is uncertain whether the warning includes an inventory write-down or if it merely reflects the under-absorption of fixed costs, or possibly a combination of both factors.

Stellantis's warning indicates potential challenges ahead for the company as it navigates through market conditions that have impacted its financial outlook. The lowered price target reflects these concerns and the uncertainty surrounding the company's performance in the latter half of the fiscal year.

In other recent news, Stellantis NV has revised its financial guidance, lowering its expected adjusted operating income margin for the fiscal year to between 5.5% and 7.0%. This adjustment follows performance issues in North America and a downturn in global industry dynamics.

RBC Capital has maintained its Outperform rating on Stellantis, while Piper Sandler and Citi have adjusted their outlooks, with Piper Sandler reducing the price target to $25 and Citi lowering the full-year 2024 adjusted operating income margin forecast.

Stellantis has also made a significant investment of $406 million in three Michigan facilities to bolster its focus on electric vehicle production. However, the company is facing potential labor issues as the United Auto Workers union considers strike authorization votes at some local chapters due to alleged failures to honor product and investment commitments.

In the face of industry challenges, Stellantis showcased 93 innovative solutions at its annual Factory Booster Day, demonstrating its commitment to enhancing manufacturing efficiency and sustainability.

Analyst firms Wolfe Research and Nomura/Instinet have shared their perspectives on Stellantis' financial outlook, with Wolfe Research initiating coverage with a Peerperform rating and Nomura/Instinet upgrading the stock from Neutral to Buy. These are the recent developments surrounding Stellantis.

InvestingPro Insights

Recent data from InvestingPro sheds additional light on Stellantis's financial situation, providing context to the analyst's revised outlook. The company's P/E ratio stands at a low 2.78, indicating that the stock may be undervalued relative to its earnings. This aligns with an InvestingPro Tip highlighting that Stellantis is "trading at a low earnings multiple."

Despite the challenges outlined in the article, Stellantis maintains a strong financial position. An InvestingPro Tip notes that the company "holds more cash than debt on its balance sheet," which could provide a buffer as it navigates the forecasted decrease in adjusted operating income.

The company's dividend yield is currently at 9.09%, which is significant. This corresponds with another InvestingPro Tip stating that Stellantis "pays a significant dividend to shareholders." However, investors should note that dividend growth has declined by 12.22% over the last twelve months.

These insights offer a more nuanced view of Stellantis's financial health, complementing the analyst's perspective. For readers seeking a deeper analysis, InvestingPro offers 16 additional tips on Stellantis, providing a comprehensive overview of the company's current position and potential future performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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