Stellantis Shares Are Down 70% From Peak, But That Doesn't Make Them Cheap -- Market Talk

Dow Jones

Oct 03

0706 GMT - Stellantis stock is down 70% from the peak, but that doesn't automatically make it cheap, Citi analysts write. Shares have recovered in the past few weeks on optimistic CEO commentary and on the first positive month of U.S. sales for three years--with September U.S. sales up 14% on year. Weirdly, the U.S. sales increase has come before any real new vehicles have hit the market, Citi adds. However, Stellantis earnings and balance sheet remain precarious. "We think Stellantis has to recover its adjusted operating income by around 7 billion-8 billion euros a year to recover EPS to around 2 euros to make the shares cheap enough. This doesn't seem likely at this time." Renault and Volkswagen enterprise values are much lower and cheaper than Stellantis, it adds. Shares rise 1.6% to 8.96 euros. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

October 03, 2025 03:07 ET (07:07 GMT)

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Shares have recovered in the past few weeks on optimistic CEO commentary and on the first positive month of U.S. sales for three years--with September U.S. sales up 14% on year. Weirdly, the U.S. sales increase has come before any real new vehicles have hit the market, Citi adds. However, Stellantis earnings and balance sheet remain precarious. \"We think Stellantis has to recover its adjusted operating income by around 7 billion-8 billion euros a year to recover EPS to around 2 euros to make the shares cheap enough. This doesn't seem likely at this time.\" Renault and Volkswagen enterprise values are much lower and cheaper than Stellantis, it adds. Shares rise 1.6% to 8.96 euros. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 03, 2025 03:07 ET (07:07 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stellantis Shares Are Down 70% From Peak, But That Doesn't Make Them Cheap -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStellantis Shares Are Down 70% From Peak, But That Doesn't Make Them Cheap -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-03 15:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0706 GMT - Stellantis stock is down 70% from the peak, but that doesn't automatically make it cheap, Citi analysts write. Shares have recovered in the past few weeks on optimistic CEO commentary and on the first positive month of U.S. sales for three years--with September U.S. sales up 14% on year. Weirdly, the U.S. sales increase has come before any real new vehicles have hit the market, Citi adds. However, Stellantis earnings and balance sheet remain precarious. \"We think Stellantis has to recover its adjusted operating income by around 7 billion-8 billion euros a year to recover EPS to around 2 euros to make the shares cheap enough. This doesn't seem likely at this time.\" Renault and Volkswagen enterprise values are much lower and cheaper than Stellantis, it adds. Shares rise 1.6% to 8.96 euros. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 03, 2025 03:07 ET (07:07 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SKIS","symbol_name":"Peak Resorts, Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2572572069","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2572572069","pubTimestamp":1759475220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0706 GMT - Stellantis stock is down 70% from the peak, but that doesn't automatically make it cheap, Citi analysts write. Shares have recovered in the past few weeks on optimistic CEO commentary and on the first positive month of U.S. sales for three years--with September U.S. sales up 14% on year. Weirdly, the U.S. sales increase has come before any real new vehicles have hit the market, Citi adds. However, Stellantis earnings and balance sheet remain precarious. \"We think Stellantis has to recover its adjusted operating income by around 7 billion-8 billion euros a year to recover EPS to around 2 euros to make the shares cheap enough. This doesn't seem likely at this time.\" Renault and Volkswagen enterprise values are much lower and cheaper than Stellantis, it adds. Shares rise 1.6% to 8.96 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SKIS":"Peak Resorts, Inc.","BK4588":"碎股","LU1064927863.SGD":"JPMorgan Funds - Europe Dynamic A (acc) SGD-H","STLA":"Stellantis NV","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念"},"translate_title":"Stellantis股价较峰值下跌70%，但这并不意味着它们便宜——市场传言","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SKIS":1.5,"STLA":1.5},"content_text":"0706 GMT - Stellantis stock is down 70% from the peak, but that doesn't automatically make it cheap, Citi analysts write. Shares have recovered in the past few weeks on optimistic CEO commentary and on the first positive month of U.S. sales for three years--with September U.S. sales up 14% on year. Weirdly, the U.S. sales increase has come before any real new vehicles have hit the market, Citi adds. However, Stellantis earnings and balance sheet remain precarious. \"We think Stellantis has to recover its adjusted operating income by around 7 billion-8 billion euros a year to recover EPS to around 2 euros to make the shares cheap enough. This doesn't seem likely at this time.\" Renault and Volkswagen enterprise values are much lower and cheaper than Stellantis, it adds. Shares rise 1.6% to 8.96 euros. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 03, 2025 03:07 ET (07:07 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}