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 | 65.07 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) | -26.23% | 5.97% |
| Total Return (3Y, Annualized) | 6.08% | -6.77% |
| Total Return (5Y, Annualized) | 13.36% | -4.85% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 36.41% | 47.29% |
| Beta (5Y) | 0.91 | 1.30 |
| Max Drawdown (5Y) | -39.22% | -73.10% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.83 | 0.04 |
| Sortino Ratio (1Y) | -1.08 | 0.08 |
Profitability
ROE (TTM)
Ferrari (RACE) posts ROE of 41.97%, 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
41.97%
Group distribution
- RACE
- 41.97%
- Max
- 41.97%
- Q3
- 11.32%
- Median
- 5.13%
- Q1
- -14.13%
- Min
- -49.98%
Largest peers
- RACE
- 41.97%
- TM
- 10.23%
- TSLA
- 4.90%
- GM
- 4.02%
- HMC
- -2.85%
- F
- -14.81%
- RIVN
- -65.69%
Net Margin (TTM)
Ferrari (RACE) keeps 22.19% 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
22.19%
Group distribution
- RACE
- 22.19%
- Max
- 15.12%
- Q3
- 4.33%
- Median
- 1.47%
- Q1
- -3.14%
- Min
- -13.87%
Largest peers
- RACE
- 22.19%
- TM
- 7.59%
- TSLA
- 3.95%
- GM
- 1.38%
- HMC
- -1.95%
- F
- -3.22%
- RIVN
- -63.62%
Operating Margin (TTM)
Ferrari (RACE) turns 29.48% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
RACE
Automobiles & Components industry group
29.48%
Group distribution
- RACE
- 29.48%
- Max
- 29.48%
- Q3
- 8.69%
- Median
- 3.45%
- Q1
- -5.57%
- Min
- -19.36%
Largest peers
- RACE
- 29.48%
- GM
- 9.36%
- F
- 5.74%
- TM
- 4.57%
- TSLA
- 4.20%
- HMC
- -17.28%
- RIVN
- -63.79%
Profitability Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| ROE (TTM) | 41.97% | 5.13% |
| ROA (TTM) | 13.08% | 2.23% |
| Net Margin (TTM) | 22.19% | 1.47% |
| Operating Margin (TTM) | 29.48% | 3.45% |
| Gross Margin (TTM) | 51.61% | 16.76% |
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% | 3.03% |
| Revenue Growth (3Y CAGR) | 11.93% | 5.75% |
| EPS Growth (YoY) | 5.91% | -16.76% |
| EPS Growth (3Y CAGR) | 20.74% | -6.85% |
Financial Strength
Current Ratio (MRQ)
Ferrari (RACE) has current ratio of 2.57, 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
2.57
Group distribution
- Max
- 4.97
- Q3
- 2.67
- RACE
- 2.57
- Median
- 1.83
- Q1
- 1.12
- Min
- 0.06
Largest peers
- RACE
- 2.57
- RIVN
- 2.10
- TSLA
- 2.04
- HMC
- 1.28
- TM
- 1.27
- GM
- 1.15
- F
- 1.09
Debt / Equity (MRQ)
Ferrari (RACE) has debt-to-equity ratio of 0.72, 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
0.72
Group distribution
- Max
- 2.53
- Q3
- 1.19
- RACE
- 0.72
- Median
- 0.72
- Q1
- 0.26
- Min
- 0.00
Largest peers
- F
- 4.26
- GM
- 1.99
- RIVN
- 1.18
- HMC
- 1.14
- TM
- 1.07
- RACE
- 0.72
- TSLA
- 0.19
Financial Strength Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 2.57 | 1.83 |
| Debt / Equity (MRQ) | 0.72 | 0.72 |
| Net Debt / EBITDA | 0.46 | 1.73 |
Dividends
Dividend Yield (TTM)
Ferrari (RACE) has dividend yield of 0.97%, 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
0.97%
Group distribution
- Max
- 4.30%
- Q3
- 1.80%
- RACE
- 0.97%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- HMC
- 248.49%
- TM
- 53.21%
- F
- 4.29%
- RACE
- 0.97%
- TSLA
- 0.00%
- GM
- 0.00%
- RIVN
- 0.00%
Dividend Payout Ratio (TTM)
Ferrari (RACE) has payout ratio of 33.21%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.
RACE
Automobiles & Components industry group
33.21%
Group distribution
- Max
- 82.28%
- Q3
- 33.54%
- RACE
- 33.21%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- F
- 64.10%
- HMC
- 55.35%
- RACE
- 33.21%
- TM
- 31.40%
- GM
- 22.99%
- TSLA
- 0.00%
- RIVN
- 0.00%
Dividend Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.97% | 0.00% |
| Dividend Payout Ratio (TTM) | 33.21% | 0.00% |
Valuation
P/E Ratio (TTM)
Ferrari (RACE) trades at P/E ratio of 36.24, 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
36.24
Group distribution
- Max
- 48.85
- RACE
- 36.24
- Q3
- 30.60
- Median
- 21.90
- Q1
- 13.74
- Min
- 5.99
Largest peers
- TSLA
- 344.48
- RACE
- 36.24
- GM
- 27.71
- TM
- 9.79
- F
- --
- HMC
- --
- RIVN
- --
P/S Ratio (TTM)
Ferrari (RACE) trades at 9.03 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
9.03
Group distribution
- RACE
- 9.03
- Max
- 4.13
- Q3
- 1.94
- Median
- 0.61
- Q1
- 0.30
- Min
- 0.00
Largest peers
- TSLA
- 14.54
- RACE
- 9.03
- RIVN
- 4.65
- GM
- 0.39
- F
- 0.30
- TM
- 0.00
- HMC
- 0.00
P/B Ratio (MRQ)
Ferrari (RACE) trades at 14.12 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
14.12
Group distribution
- RACE
- 14.12
- Max
- 4.22
- Q3
- 2.21
- Median
- 1.33
- Q1
- 0.69
- Min
- -1.46
Largest peers
- TSLA
- 16.92
- TM
- 15.26
- RACE
- 14.12
- RIVN
- 5.08
- F
- 1.52
- GM
- 1.18
- HMC
- 0.51
Valuation Metrics
| Metric | Current stock: RACE | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 36.24 | 21.90 |
| P/S Ratio (TTM) | 9.03 | 0.61 |
| P/B Ratio (MRQ) | 14.12 | 1.33 |
| Free Cash Flow Yield (TTM) | 1.52% | 5.01% |