
BMW (BMW.DE) enters the next three years balancing EV rollout and profitability. Trailing-twelve-month revenue is 136.51B with a 4.20% profit margin and 7.70% operating margin; quarterly revenue growth is -8.20% year over year and quarterly earnings growth -33.00%. Shares are up 10.04% over 52 weeks, below the S&P 500’s 16.33%, after peaking near the 52-week high of 91.72 in August and easing to 82.78 (Sep 24). The company maintains a 5.14% forward dividend yield on a 4.3 payout and a 46.34% payout ratio. Headlines center on the “Neue Klasse” iX3 EV, a driver-assistance partnership with Qualcomm, and policy risks such as India’s proposed taxes on luxury EVs. We assess scenarios and catalysts into September 2028.

BYD Company Limited (1211.HK) is a Chinese new‑energy manufacturer spanning passenger electric and plug‑in hybrid vehicles, batteries, energy storage and electronics. It sells mass‑market to premium models domestically and abroad, and competes with Tesla, Geely/SAIC, Li Auto, NIO, XPeng and global legacy automakers.
Financially, BYD reports trailing‑12‑month revenue of 847.26B and net income of 41.92B, implying a 4.97% profit margin and 2.00% operating margin. ROE stands at 21.79%. Quarterly revenue grew 14.00% year over year, while quarterly earnings fell 29.90% yoy. Cash totals 147.43B versus 50.19B debt (current ratio 0.76). Operating cash flow is 151.11B with levered free cash flow at -2.95B. The stock’s forward dividend yield is 1.36% with a 17.58% payout ratio.

Toyota Motor Corp. (7203.T) is a Japanese global automaker that designs, manufactures and sells passenger cars, SUVs, pickup trucks and commercial vehicles under the Toyota and Lexus brands. The company competes with Volkswagen Group, General Motors, BYD, Tesla, Hyundai–Kia, Honda and Nissan across internal combustion, hybrid, battery‑electric and fuel‑cell segments.
Financially, Toyota reports trailing 12‑month revenue of 48.45T, gross profit of 8.5T, EBITDA of 6.87T and net income attributable to common of 4.27T; trailing profit and operating margins are 8.82% and 9.52%. Return on equity is 11.65% and return on assets 3.10%. The balance sheet shows total cash of 15.97T versus total debt of 38.44T, with a current ratio of 1.27. Operating cash flow stands at 4.89T and levered free cash flow at 1.31T. The forward annual dividend yield is 3.21% on a forward rate of 95, with a payout ratio of 27.68% and an ex‑dividend date of 9/29/2025.

Takeda Pharmaceutical Co., Ltd. is a Japan-based, research-driven biopharmaceutical company focused on gastrointestinal, rare disease, neuroscience, oncology and vaccines. It develops and markets branded prescription medicines globally and competes with large-cap peers including Pfizer, Johnson & Johnson, AbbVie, Novartis and AstraZeneca across key therapeutic categories.
Financially, Takeda reports Revenue (ttm) of 4.48T with Gross Profit (ttm) of 2.91T, EBITDA of 1.22T and Net Income attributable to common of 136.92B. Profit Margin stands at 3.06% and Operating Margin (ttm) at 16.89%. Quarterly Revenue Growth (yoy) is -8.40% while Quarterly Earnings Growth (yoy) is 30.40%. The balance sheet shows Total Debt of 5.04T versus Total Cash of 350.01B and a Current Ratio of 1.16; Return on Assets (ttm) is 2.31% and Return on Equity (ttm) is 1.87%.

Mitsubishi UFJ Financial Group (MUFG) is Japan’s largest financial services group, spanning retail and corporate banking, investment banking, trust banking, securities, and asset management. It competes domestically with Sumitomo Mitsui Financial Group and Mizuho Financial Group, and globally with universal banks such as HSBC and JPMorgan.
Recent metrics point to solid profitability and balance sheet depth: profit margin 23.10% and operating margin 38.26%. Trailing twelve‑month revenue is 5.44T and diluted EPS is 159.43, with ROE at 5.94% and ROA at 0.31%. Shares are up 59.80% over the past year, testing a 52‑week high of 2,376.50; the forward annual dividend yield is 2.95% on a projected rate of 70 with a payout ratio of 40.12%, and the next ex‑dividend date is 9/29/2025.
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