"The next company, Stellantis, is valued at 4 billion and its stock is going lower, which on the surface appears interesting from a value perspective. However, comments online have labeled it as a terrible company. From a risk-reward standpoint, it is risky like its automotive peers, especially with rising competition from Chinese cars, which could result in lower margins and prolonged downturns."
The speaker offers a mixed view on Stellantis, noting that while a lower stock price might suggest value, significant risks from increased competition and a challenging automotive environment warrant caution.
EXOR, RACE, CNH, STLA, PHIA Stocks!
Value Investing with Sven Carlin, Ph.D.
November 12, 2025
Company Opinion