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MGA · NYSE · STOCK

Magna International (MGA) Stock Analysis

Consumer Cyclical Updated September 17, 2026
$63.77
52W $43.11 – $73.22
55/100
$17.26B
23.3
1.86
AI Committee Verdict
Buy
55/100
Conviction: Contested · 50% agreement · 6 analysts
+9.1%
-2.4%
3.80:1
Contested

Is MGA Bullish or Bearish?

Bullish. Innellis AI committee rates Magna International Inc. (MGA) Buy with a composite score of 55/100 , based on 6 analysts with 50% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +19.65 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -0.35 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — price-to-book of 1.2x is a discount to asset value. Risk Analyst remains cautious — bollinger bandwidth of 15.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.2x is a discount to asset value — Value
  • Dividend yield of 3.4% pays you to wait — Value
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
  • EPS declining -35.4% YoY despite any revenue growth — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 15.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 52%
of 178 Consumer Cyclical peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 1.2x is a discount to asset value
Growth Analyst neutral
56 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− EPS declining -35.4% YoY despite any revenue growth
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 15.2% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 55.4 to 55.4.

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
34.3
Neutral
MACD Histogram
-0.316
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$61.91
Resistance
$69.16
Bollinger %B
0.15
Inside Bands
Price vs Moving Averages
EMA 9
$65.48 Below
EMA 21
$66.53 Below
EMA 50
$66.73 Below
EMA 200
$60.75 Above

Fundamental Analysis

Valuation
89
Growth
81
Profitability
17
Financial Health
66
Cash Flow
70
Valuation
P/E Ratio 23.3×
P/B Ratio 1.46×
PEG Ratio -0.64
Dividend Yield 3.11%
52W High $73.22
52W Low $43.11
Quality & Growth
ROE 675.2%
ROA 268.5%
Gross Margin 1176.5%
Operating Margin 647.1%
Revenue Growth YoY
Debt / Equity 0.55
AI Fundamental Assessment
P/E ratio of 23.3 (inexpensive relative to a 15-40x range); Price-to-book of 1.5x; PEG ratio of -0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 6.8%; Return on assets of 2.7%; Net margin of 1.8%; Gross margin of 11.8%; Current ratio of 1.22 (tight short-term liquidity); Debt-to-equity of 0.55; Free cash flow per share is positive (11.83); Most recent quarter beat estimates by 20.1%; 4 consecutive earnings beats; EPS growth accelerating (-36.7% -> +34.8% QoQ); Analyst estimates falling over recent quarters
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