Magna International Inc. (MGA) - Stock Analysis

Last updated: Jun 13, 2026

Consumer CyclicalClosed

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Q4 2025 beat (EPS $2.18, EBIT up, FCF ~$1.3B), dividend hike and NVIDIA SDV/ADAS partnership headlines have driven a ~22% 21-day rally; continued auto/AI sentiment and mean-reversion momentum give short-term upside, though thin margins and leverage cap longer-run conviction.

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Idea window: 2/18/2026 – 2/25/2026Sector: Consumer Cyclical

AI Analyst Overview

Last Price
$66.73
Market Cap
$17.44B
1D Return
+1.46%
YTD Return
+27.15%

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Valuation Metrics

P/E
25.9
P/B
1.5
P/S
0.4
EV/EBITDA
5.5
Div Yield
3.12%

Fundamental Analysis

5.0

Key Financial Insights: • Cash Flow Strength • Margin Compression • Leverage Rise MGA continues to generate strong free cash flow despite modest profitability, but recent quarterly results show margin pressure, a small loss, and slightly higher leverage even as liquidity and interest coverage remain manageable.

CashFlow
Watchlist

Price Behavior

6.0

Key Price Behavior Insights: • Higher-highs trend • Resistance stall • Support retention Support Level: $64-$65 Resistance Level: $68.15 MGA remains constructive after a strong May-to-early-June uptrend, but it is now pausing below $68.15 resistance and must hold $64-$65 support to keep the bullish setup intact.

bullish
watch

Sentiment & News

6.0

Key News Insights: • Bullish coverage • OEM program win • Mixed price action Magna saw repeated bullish value/growth coverage and a meaningful European OEM monitoring-system win, but the stock remained choppy in the near term.

Magna
AutoTech
AI

AI Summary

6.0
Neutral

Magna is shifting from a pure cyclical auto-play to a cash-generative supplier gaining higher-value content and margin leverage even in a weak build environment, but with gross margins still thin and demand/cost volatility high, the stock's upside depends on continued execution and proof that new wins can offset softer volumes and divestiture-related scale loss.

CashFlow
MarginRisk
AutoCycle
AI summary updated today

Description

Magna International Inc. is an automotive supplier that designs, engineers and manufactures components, assemblies, systems and complete vehicles for original equipment manufacturers globally. The company operates four reporting segments—Body Exteriors & Structures, Power & Vision, Seating Systems and Complete Vehicles—that together cover exterior and structural parts, powertrain and electronics, seating systems, vehicle engineering and manufacturing, plus tooling and testing services; it was founded in 1957 and is headquartered in Aurora, Canada.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Feb 18Feb 25MGAMagna International Inc.
Q4 2025 beat (EPS $2.18, EBIT up, FCF ~$1.3B), dividend hike and NVIDIA SDV/ADAS partnership headlines have driven a ~22% 21-day rally; continued auto/AI sentiment and mean-reversion momentum give short-term upside, though thin margins and leverage cap longer-run conviction.
Closed-3.4%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.