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MGA
ACCE-researched

Magna International Inc. Common Stock (MGA) fair value

Consumer Cyclical · Auto Parts · NYSE · United States
$63.97-1.16%
Market cap $17.3BNext earnings 2026-10-30Updated Oct 21, 2026
Add earnings to calendarGoogle
Our verdict
Close to our fair value
Price
$63.97
Model fair valueConfidence: good
$65.39
Model range
$22.41 to $126
Fair value $65.39
Price $63.97
5 models fit Magna International Inc. Common Stock and they disagree: 0 of 5 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Silver74
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionMagna International Inc. Common Stock (MGA)
Fair value (5 models)
$65.39
ACCE price target
$70.00
Rating
Fairly valued
Horizon
12 months
Fair value published on 17 Oct 2026, 00:00 CEST; previously $66.84 since 12 Oct 2026, 00:00 CEST.
ACCE price target published on 26 Sept 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 12:04 CEST.
Price used: $63.97 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
2.2% below
+2.2% to fair value
ACCE score
66
out of 100
Analysts
40% buy
20 covering
P/E
23.4x
forward 8.1x
1-year return
+38.9%
Dividend yield
3.09%

Magna International Inc. Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Magna International makes the structural parts of cars: body and chassis systems, seating, powertrain and electrification components, and complete vehicle assembly for OEM customers. Its scale across North American and European platforms, and the long multi-year sourcing cycles that lock in suppliers for the life of a vehicle program, give it a durable position with the automakers. The near-term case rests on electrification content and the cost-cutting it can deliver in a thin-margin business, though the 5.6% operating margin leaves little room for error. At a forward P/E of 8.4 against a trailing 24.0, the market is pricing in a sharp earnings recovery that has not yet shown up in reported results, with revenue growing only 3.3% and ROE at 6.5%. That gap between depressed trailing earnings and a cheap forward multiple is the reason to pull the filings and test whether the recovery is real.

AI-assisted·How I use AIWritten Oct 14, 2026
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
  • moderate
    Quality score lagging
    Q-score of 40 is materially weak vs other pillars (G:56, V:92, M:84). Suggests earnings quality or cash conversion concerns despite strong reported growth.
  • moderate
    Cyclical sector, thin margins
    Net margin of 1.8% leaves little room for error. Auto parts is demand-sensitive; revenue growth of 3.3% YoY is modest for a cyclical recovery.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-10-09 · prices to Oct 23, 2026
Why it could do well
  • Forward P/E of 8.2x trades at half the sector median of 17.5x, suggesting deep undervaluation.
  • Free cash flow yield of 13.7% on $2.3B annual generation provides substantial shareholder returns.
  • Latest earnings beat expectations by 21.6% while analysts target 14.2% upside from current price.
Why it could disappoint
  • Net margin of 1.8% leaves almost no buffer against volume declines or cost pressures.
  • ROIC of 4.0% and ROE of 6.5% fall well short of the 5.2% risk-free rate.
  • Trailing P/E of 23.5x contradicts forward valuation, signaling earnings are expected to decline.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Oct 30, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

Ask ACCE

Valuation

INVESTOR
Where MGA's valuation models land
Price
$63.97
Model fair value
$65.39
Model range
$22.41 to $126
Fair value $65.39
Price $63.97
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Mixed40% buy · 20 covering analysts
● Strong buy 5● Buy 3● Hold 11● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
0 buys · 1 sell
Since Jul 10, 2026, 1 member
Average delay
0 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-3.1%
1 month
+0.4%
3 months
-2.6%
6 months
+1.6%
YTD
+20.0%
1 year
+38.9%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
21 Oct 2026, 12:04 CESTRatingFairly valuedfirst publication$66.39
17 Oct 2026, 00:00 CESTFair value$65.73$66.84$66.41
12 Oct 2026, 00:00 CESTFair value$66.84$61.57$63.99
29 Sept 2026, 00:00 CESTFair value$61.57$63.33$65.00
27 Sept 2026, 00:00 CESTFair value$63.33$61.69$65.00
26 Sept 2026, 00:00 CESTACCE price target$70.00first publication$62.22
24 Sept 2026, 00:00 CESTFair value$61.69$60.70$63.79
20 Sept 2026, 00:00 CESTFair value$60.70$56.24$63.15
17 Sept 2026, 00:00 CESTFair value$56.24$62.05$63.42
15 Sept 2026, 00:00 CESTFair value$62.05$63.55$66.13

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth56Value91Quality40Momentum77Total66
Valuation
Trailing P/E
23.4x
Forward P/E
8.1x
PEG
0.36
P/B
1.45x
EV / Revenue
0.5x
Book value/sh
$43.98
Enterprise value
$22.2B
Profitability
ROE
6.5%
FCF yield
13.20%
ROIC
3.6%
Health and risk
Debt / equity
0.54
Dividend yield
3.09%
Beta
1.81

Price

+38.4% · 1Y

Ask anything about MGA

Answered from Magna International Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 23.4x23.4xhigh 492.2x
ROEbetter than 60% of peers
low -8%7%high 20%
Div yieldbetter than 67% of peers
low 0.0%3.1%high 4.0%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
MGA Magna International Inc. Common Stock$63.97$652% below23.4x6.5%4066
KBX.DE Knorr-Bremse AG€96.25€5866% above26.3x19.8%6860
MG.TO Magna InternationalC$90.55C$966% below23.8x6.5%4066
GPC Genuine Parts Company Common Stock$127.97$8846% above492.2x0.7%3339
MOTHERSON.NS Samvardhana Motherson International Limited₹154.64--37.2x-6172
HSAI Hesai Group American Depositary Share each ADS represents one Class B ordinary share$12.14--27.9x7.5%6150
CON.DE Continental€67.08----8.3%3441

Sector report card

Where MGA ranks against its sector peers on each metric.

Computing percentiles…
  • GlobeNewswire•Oct 8, 2026
    Magna International Inc. Announces Date For Third Quarter 2026 Results Webcast
  • GlobeNewswire•Aug 11, 2026
    Automotive Transmission Global Market Analysis and Growth Forecast by Transmission, Fuel, Vehicle, and Region, 2026-2033
  • PR Newswire•Aug 7, 2026
    MDA SPACE APPOINTS JOHN FARRELL & STEPHEN SPENGLER TO ITS BOARD OF DIRECTORS
2 more press releases · full archive on Investor+.INVESTOR
15 filings of 32
July 2026
Jul 31
6-KForeign current reportPeriod 2026-07-31
View on SEC →
Jul 31
6-KForeign current reportPeriod 2026-06-30
View on SEC →
May 2026
May 5
6-KForeign current reportPeriod 2026-05-04
View on SEC →
12 more filings + AI summaries on Investor+.INVESTOR