Honda Motor ADR vs Ferrari NV

Honda Motor ADR (HMC) is fairly valued and Ferrari NV (RACE) is overvalued.

Both trade above our estimate of their intrinsic value. HMC is the closer of the two: -5%, against -65% for RACE.

Values as of the 22 Sept 2026 close.

Honda Motor ADR (HMC)

A 0.7x revenue multiple, discounted for its losses, values the shares at $31.00; the price of $32.42 is 5% above that value.

Leak Score 0/100 on 2 of 12 signals

Ferrari NV (RACE)

Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $251.06; the price of $413.32 is 65% above that value, and 75% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricHMCRACE
VerdictFairly valuedOvervalued
Price$32.42$413.32
Intrinsic value$31.00$251.06
Margin of safety-5%-65%
Leak Score0/100 (2/12)59/100 (3/12)
Market cap$42.1B$65.8B
Revenue growth, 5 years3.1%15.4%
Operating margin-0.5%29.8%
Net margin-0.7%22.3%
Return on equity-1.4%45.8%
Debt to equity1.140.87
P/E38.4x
Forward P/E7.8x32.5x
P/B0.6x17.4x
Dividend yield4.2%1.1%

All stocks in Auto Manufacturers