Aston Martin Lagonda’s shares have been volatile in 2025, with a sharp drawdown in late February followed by a choppy recovery. As of September 2025, the stock sits below its 200‑day moving average and well off its 52‑week high, reflecting investor caution over profitability and leverage. The company’s trailing 12‑month revenue is 1.44B, but margins are negative and levered free cash flow remains under pressure. Debt of 1.5B and a modest cash balance of 199.5M keep refinancing and execution risks in focus, even as EBITDA is positive and operating cash flow is positive on a trailing basis. With insiders holding a majority stake and a relatively small free float, price swings can be amplified. Over the next three years, progress on margin repair, cash self‑sufficiency, and balance‑sheet resilience will likely drive the equity story.
Stellantis (STLA) enters September 2025 with shares near 9.72, down 36% over the past year, as softer auto demand and model transitions weigh on results. Trailing-12-month revenue stands at 146.12B, but profitability has turned negative, with a -1.64% profit margin and -0.68% operating margin; net income to common is -2.39B. Liquidity remains meaningful with 30.97B in cash against 40.85B of total debt and a current ratio of 1.06. The stock trades at low multiples (price/book 0.33; forward P/E 5.64) and offers a 7.92% forward dividend yield, signaling a value case contingent on margin repair. Strategically, management is emphasizing pragmatic electrification and pulling back from fully self-driving cars, while refreshing key brands such as Jeep and Alfa Romeo. Analysts like Kepler Capital remain supportive with a Buy.
Volkswagen AG’s preferred shares (VOW3.DE) sit near 99.02 as of
Itaú Unibanco (ITUB), Latin America’s largest private bank, enters September 2025 near its 52‑week high as fundamentals show strong profitability but mixed top‑line momentum. Over the last twelve months, the bank posted revenue of 134.78B and net income attributable to common of 42.84B, implying a 31.79% profit margin and 26.95% operating margin. Return metrics remain compelling with ROE at 20.81% and ROA at 1.57%. However, quarterly revenue growth was -8.90% year over year even as quarterly earnings growth reached 10.60%. Shares have a low 5‑year beta of 0.30 and are up 16.87% over the past year versus 17.41% for the S&P 500. Balance‑sheet lines include 415.27B in cash and 1.01T in total debt; operating cash flow (ttm) was -40.66B. The forward annual dividend rate is 0.04 (0.52% yield), with the next ex‑dividend date on 10/2/2025.
Grupo México (OTCMKTS: GMBXF) enters late 2025 with solid profitability and liquidity, but exposure to commodity cycles keeps the three‑year outlook balanced. Over the last year the stock is up 38.19%, recently near $7.49 versus a 52‑week range of $4.39–$7.50. On trailing twelve months, revenue stands at $16.41B with a 46.77% operating margin and 23.70% net margin; EBITDA is $8.33B and net income $3.89B. The balance sheet shows $7.28B in cash against $10.14B of debt (debt/equity 40.92%) and a strong 6.49 current ratio. Cash generation remains healthy (operating cash flow $5.62B; levered free cash flow $1.66B), supporting a forward dividend yield of 3.71% (ex‑dividend 9/4/2025). With insider ownership high and U.S. trading liquidity modest, we expect share performance to hinge on execution, copper demand trends, and capital allocation.
- Wal‑Mart de México (WMMVY): three‑year outlook as margins and cash flow steady the story
- BESI three-year outlook: resilient margins, cyclical recovery and dividend discipline
- Koninklijke BAM Groep: three‑year outlook after a sharp re‑rating and improving cash discipline
- EssilorLuxottica three-year outlook: premium brands, smart glasses bets, and capital discipline
