Ferrari (RACE) Stock Analysis
This is a peer-relative look at Ferrari (RACE): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Automobiles & Components peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | RACE |
|---|---|
| Name | Ferrari N.V. |
| Country/Region | Italy |
| GICS Sector | Consumer Discretionary |
| GICS Industry Group | Automobiles & Components |
| GICS Industry | Automobiles |
| GICS Sub-Industry | Automobile Manufacturers |
| Market Capitalization | 72.05 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | October 21, 2015 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Total Return (1Y) | -16.26% | -16.15% |
| Total Return (3Y, Annualized) | 10.91% | -3.72% |
| Total Return (5Y, Annualized) | 14.29% | -4.15% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 35.47% | 46.52% |
| Beta (5Y) | 0.92 | 1.29 |
| Max Drawdown (5Y) | -39.22% | -69.71% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.57 | -0.39 |
| Sortino Ratio (1Y) | -0.78 | -0.60 |
Profitability
ROE (TTM)
Ferrari (RACE) posts ROE of 45.44%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.
RACE
Automobiles & Components industry group
45.44%
Group distribution
- RACE
- 45.44%
- Max
- 45.44%
- Q3
- 11.46%
- Median
- 4.91%
- Q1
- -17.45%
- Min
- -57.52%
Largest peers
- RACE
- 45.44%
- TM
- 12.40%
- HSAI
- 7.49%
- TSLA
- 4.67%
- GM
- 3.16%
- HMC
- -0.76%
- F
- -18.25%
Net Margin (TTM)
Ferrari (RACE) keeps 22.25% of revenue as net profit on net margin, above the industry benchmark range. That is unusually strong bottom-line conversion, though tax effects, asset sales, or other one-off gains should be checked before treating it as durable.
RACE
Automobiles & Components industry group
22.25%
Group distribution
- RACE
- 22.25%
- Max
- 15.50%
- Q3
- 4.15%
- Median
- 1.52%
- Q1
- -4.09%
- Min
- -14.37%
Largest peers
- RACE
- 22.25%
- HSAI
- 14.93%
- TM
- 8.63%
- TSLA
- 3.67%
- GM
- 1.05%
- HMC
- -0.75%
- F
- -3.94%
Operating Margin (TTM)
Ferrari (RACE) turns 31.07% of revenue into operating profit on operating margin, above the industry benchmark range. Core operations are retaining an unusually large share before interest and taxes, which points to pricing power or tight cost control if the margin is sustainable.
RACE
Automobiles & Components industry group
31.07%
Group distribution
- RACE
- 31.07%
- Max
- 18.99%
- Q3
- 8.79%
- Median
- 4.09%
- Q1
- 0.00%
- Min
- -8.96%
Largest peers
- RACE
- 31.07%
- HMC
- 8.76%
- TM
- 7.86%
- GM
- 3.20%
- F
- 1.88%
- TSLA
- 1.41%
- HSAI
- 0.26%
Profitability Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| ROE (TTM) | 45.44% | 4.91% |
| ROA (TTM) | 13.61% | 2.25% |
| Net Margin (TTM) | 22.25% | 1.52% |
| Operating Margin (TTM) | 31.07% | 4.09% |
| Gross Margin (TTM) | 51.62% | 17.76% |
Growth
Revenue Growth
Ferrari (RACE) grew revenue 7.03%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Ferrari (RACE) grew earnings per share 5.91%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 7.03% | 2.92% |
| Revenue Growth (3Y CAGR) | 11.93% | 5.61% |
| EPS Growth (YoY) | 5.91% | -17.32% |
| EPS Growth (3Y CAGR) | 20.74% | -7.41% |
Financial Strength
Current Ratio (MRQ)
Ferrari (RACE) has current ratio of 2.43, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
RACE
Automobiles & Components industry group
2.43
Group distribution
- Max
- 4.60
- Q3
- 2.58
- RACE
- 2.43
- Median
- 1.81
- Q1
- 1.14
- Min
- 0.32
Largest peers
- HSAI
- 5.37
- RACE
- 2.43
- TSLA
- 1.94
- HMC
- 1.29
- TM
- 1.17
- GM
- 1.14
- F
- 1.09
Debt / Equity (MRQ)
Ferrari (RACE) has debt-to-equity ratio of 0.86, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
RACE
Automobiles & Components industry group
0.86
Group distribution
- Max
- 2.03
- Q3
- 1.21
- RACE
- 0.86
- Median
- 0.76
- Q1
- 0.30
- Min
- 0.00
Largest peers
- F
- 4.57
- GM
- 2.02
- TM
- 1.15
- HMC
- 1.14
- RACE
- 0.86
- TSLA
- 0.18
- HSAI
- 0.08
Financial Strength Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 2.43 | 1.81 |
| Debt / Equity (MRQ) | 0.86 | 0.76 |
| Net Debt / EBITDA | 0.70 | 1.84 |
Dividends
Dividend Yield (TTM)
Ferrari (RACE) has dividend yield of 0.87%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
RACE
Automobiles & Components industry group
0.87%
Group distribution
- Max
- 4.63%
- Q3
- 1.99%
- RACE
- 0.87%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- HMC
- 211.86%
- TM
- 47.53%
- F
- 4.16%
- RACE
- 0.87%
- GM
- 0.76%
- TSLA
- 0.00%
- HSAI
- 0.00%
Dividend Payout Ratio (TTM)
Ferrari (RACE) has payout ratio of 38.96%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.
RACE
Automobiles & Components industry group
38.96%
Group distribution
- Max
- 72.06%
- RACE
- 38.96%
- Q3
- 32.64%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- F
- 64.10%
- HMC
- 55.35%
- RACE
- 38.96%
- GM
- 29.46%
- TM
- 26.38%
- TSLA
- 0.00%
- HSAI
- 0.00%
Dividend Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.87% | 0.00% |
| Dividend Payout Ratio (TTM) | 38.96% | 0.00% |
Valuation
P/E Ratio (TTM)
Ferrari (RACE) trades at P/E ratio of 38.17, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.
RACE
Automobiles & Components industry group
38.17
Group distribution
- Max
- 47.33
- RACE
- 38.17
- Q3
- 34.51
- Median
- 19.78
- Q1
- 15.07
- Min
- 7.31
Largest peers
- TSLA
- 321.89
- GM
- 39.18
- RACE
- 38.17
- HSAI
- 37.78
- TM
- 8.91
- F
- --
- HMC
- --
P/S Ratio (TTM)
Ferrari (RACE) trades at 9.80 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.
RACE
Automobiles & Components industry group
9.80
Group distribution
- RACE
- 9.80
- Max
- 3.07
- Q3
- 1.50
- Median
- 0.61
- Q1
- 0.36
- Min
- 0.00
Largest peers
- TSLA
- 13.50
- RACE
- 9.80
- HSAI
- 7.12
- GM
- 0.43
- F
- 0.31
- TM
- 0.00
- HMC
- 0.00
P/B Ratio (MRQ)
Ferrari (RACE) trades at 17.01 on P/B ratio, above the industry benchmark range. Investors are putting an unusually rich price on each dollar of book equity relative to peers.
RACE
Automobiles & Components industry group
17.01
Group distribution
- RACE
- 17.01
- Max
- 4.20
- Q3
- 2.35
- Median
- 1.32
- Q1
- 0.82
- Min
- -0.56
Largest peers
- RACE
- 17.01
- TSLA
- 16.10
- TM
- 16.03
- HSAI
- 2.22
- F
- 1.63
- GM
- 1.24
- HMC
- 0.54
Valuation Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 38.17 | 19.78 |
| P/S Ratio (TTM) | 9.80 | 0.61 |
| P/B Ratio (MRQ) | 17.01 | 1.32 |
| Free Cash Flow Yield (TTM) | 1.39% | 6.30% |