BorgWarner vs MGM Resorts
This page compares BorgWarner (BorgWarner Inc.) and MGM Resorts (MGM Resorts International) across business models, financial performance and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares BorgWarner (BorgWarner Inc.) and MGM Resorts (MGM Resorts International) across business models, financial performance and market context in a neutral, accessible way. Educational c...
Which Baskets Do They Appear In?
Auto Suppliers (Stellantis Beneficiaries) May Gain
Stellantis is investing $13 billion to dramatically increase its U.S. vehicle production, creating a ripple effect across the domestic auto industry. This theme focuses on the American automotive suppliers and industrial companies poised to benefit from the automaker's major expansion.
Published: October 15, 2025
Explore BasketDetroit Auto: Could Tariff Changes Drive Gains?
Reports of potential U.S. tariff relief for domestically produced vehicles have caused a surge in the stock prices of major Detroit automakers. This policy shift could boost the profitability of U.S.-based car manufacturers and their parts suppliers, creating a favorable investment landscape.
Published: October 5, 2025
Explore BasketEV Stocks (Beyond China) After Berkshire BYD Exit
Warren Buffett's Berkshire Hathaway has sold its entire stake in Chinese EV giant BYD, signaling a potential shift in sentiment for the sector. This creates a potential opportunity for other global automakers and their suppliers as investors may look for alternatives in the competitive EV landscape.
Published: September 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Auto Suppliers (Stellantis Beneficiaries) May Gain
Stellantis is investing $13 billion to dramatically increase its U.S. vehicle production, creating a ripple effect across the domestic auto industry. This theme focuses on the American automotive suppliers and industrial companies poised to benefit from the automaker's major expansion.
Published: October 15, 2025
Explore BasketDetroit Auto: Could Tariff Changes Drive Gains?
Reports of potential U.S. tariff relief for domestically produced vehicles have caused a surge in the stock prices of major Detroit automakers. This policy shift could boost the profitability of U.S.-based car manufacturers and their parts suppliers, creating a favorable investment landscape.
Published: October 5, 2025
Explore BasketEV Stocks (Beyond China) After Berkshire BYD Exit
Warren Buffett's Berkshire Hathaway has sold its entire stake in Chinese EV giant BYD, signaling a potential shift in sentiment for the sector. This creates a potential opportunity for other global automakers and their suppliers as investors may look for alternatives in the competitive EV landscape.
Published: September 24, 2025
Explore BasketEV Slowdown Stocks | Automaker Pivot Opportunities
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Published: September 14, 2025
Explore BasketAmerican Autos: Driving Past Tariffs
Volkswagen's profit warning due to U.S. tariffs highlights the financial strain on foreign automakers. This situation creates a competitive edge for American car manufacturers and domestic parts suppliers who are not subject to these import duties.
Published: July 26, 2025
Explore BasketShifting Gears: Competitors Capitalize On Tariff Headwinds
Volkswagen has lowered its profit outlook after U.S. tariffs and restructuring costs caused a significant drop in earnings. This creates a potential opening for competing U.S. and Asian automakers to gain a competitive edge in the market.
Published: July 25, 2025
Explore BasketU.S. Auto's Tariff Shield
Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.
Published: July 25, 2025
Explore BasketU.S. Auto Tariff Shield: Domestic Winners
This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.
Published: July 20, 2025
Explore BasketEuropean Auto Surge
Discover a carefully selected group of automotive stocks positioned to benefit from Europe's surprisingly strong vehicle demand. Professional analysts have curated these companies from across the auto value chain to give you exposure to this regional growth story.
Published: July 11, 2025
Explore BasketAuto Parts Overhaul
This carefully selected group of stocks is positioned to benefit from Ford's massive recall of over 850,000 vehicles. As automakers seek more reliable parts suppliers and consumers look for trusted alternatives, these companies could capture significant market share and new business opportunities.
Published: July 11, 2025
Explore BasketSRT Revival: Performance Parts
Stellantis is bringing back its legendary SRT performance division, creating exciting opportunities throughout the automotive supply chain. This collection features carefully selected stocks of parts makers and retailers positioned to benefit from this high-performance resurgence.
Published: July 3, 2025
Explore BasketFallout from Stellantis Recall
When one automotive giant faces challenges, others may find opportunity. This collection features carefully selected stocks of competing automakers and parts suppliers positioned to benefit from Stellantis's safety investigation. Each company was handpicked by our analysts to capture this market shift.
Published: July 3, 2025
Explore BasketAutomotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketInvestment Analysis
BorgWarner
BWA
Pros
- BorgWarner reported strong Q3 2025 results with expected net sales growth to between $14.1 billion and $14.3 billion in 2025, maintaining stable revenue levels.
- The company is transitioning effectively towards electric vehicle components, diversifying from combustion engines to EV powertrain, battery, and charging systems.
- BorgWarner maintains a geographically diversified revenue base with approximately one-third each from North America, Europe, and Asia.
Considerations
- Despite positive growth, BorgWarner's stock trades at a high price-to-earnings ratio (~42), significantly above industry and peer averages, suggesting valuation concerns.
- The company’s reliance on major OEMs like Volkswagen and Ford, which account for 25% of revenue, exposes it to supplier concentration risk.
- Increasing exposure to Chinese OEMs could reduce BorgWarner’s switching cost moat due to those OEMs' faster innovation and shorter contracts.
MGM Resorts
MGM
Pros
- MGM Resorts reported a strong return on equity at 17.86%, showing significant improvement over its historical average.
- The company benefits from a diversified business model with operations in the US and Macau across gaming, hotels, entertainment, and online sports betting.
- MGM owns and operates a broad portfolio, including 29 hotel and casino properties, providing multiple revenue streams and market exposure.
Considerations
- MGM's stock price shows some volatility and sensitivity to market changes, as indicated by recent price fluctuations and trading volume.
- The company’s exposure to Macau adds regulatory and geopolitical risk given the region's gaming oversight and China's economic policies.
- MGM Resorts depends heavily on gaming revenues, which can be cyclical and sensitive to economic downturns and changes in discretionary consumer spending.
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