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← CockpitCompetitor Analysis › STLAP.PA Stellantis N.V.Open in the cockpit ↗

Stellantis N.V.STLAP.PACompetitor analysis, valuation and peers

France · EUR·Consumer Discretionary›Motor Vehicles

Global automaker formed from Peugeot-Citroen and Fiat Chrysler, selling Jeep, Ram, Chrysler, Peugeot, Citroen, Opel and Fiat vehicles.

Momentum laggard 10
Mkt cap
$17.0B
US dollars, full cap
Free float
69%
of shares outstanding
$/day
$24.0M
20-day average traded
Fwd P/E
8.2×
forward earnings
ROIC−WACC
-25.2 pp
WACC 6.5%
Hurdle
n/a
no reverse DCF
Next earnings
117 days
3 Mar 2027
Close · EUR€4.02
1D+1.4%
1W-3.0%
1M+0.7%
3M-15.4%
6M-40.0%
YTD-57.2%
1Y-56.7%
ATR %4.9%
52w lowhigh61.7% off high

What Stellantis does

Global automaker formed from Peugeot-Citroen and Fiat Chrysler, selling Jeep, Ram, Chrysler, Peugeot, Citroen, Opel and Fiat vehicles.

Sells vehicles to dealers, who sell on to buyers, with the large Jeep and Ram vehicles in North America earning far more per unit than its smaller cars in Europe. Exor, the Agnelli family's holding company, is the largest shareholder alongside the Peugeot family and the French state investment bank Bpifrance.

Products and services

  • Jeep SUVs
  • Ram pickup trucks
  • Peugeot/Citroen/Opel (Europe)
  • Chrysler/Fiat/Maserati
  • Free2Move mobility/EV charging

Customers

  • Retail consumers (North America & Europe)
  • Fleet buyers
  • Dealer networks

Where it sits in the supply chain

  • Automotive
  • Vehicle manufacturing
  • Mass-market & light-truck brands

What could go right

  • North American truck/SUV demand
  • Cost synergies from FCA-PSA merger
  • EV/hybrid model launches

What could go wrong

  • North American market share losses
  • EV transition costs
  • Tariffs on cross-border vehicle trade

Moat: narrow (scale, brand, distribution). Strong North American truck/SUV franchises (Jeep, Ram) but thin economic moat versus other mass automakers.

Headquarters: Amsterdam, Netherlands · Founded: 2021 · Employees: 258,668

Named competitors

Stellantis at a glance

Size Stellantis (STLAP.PA) is a France Consumer Discretionary company (Motor Vehicles) with a market value of $17.0B, the 37th largest of 206 France companies the cockpit tracks. Shares closed at €4.02 on 6 Nov 2026.

Performance Over six months the shares fell 40.0%, against -3.1% for the median peer and -0.4% for the France market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 2.1% over the last twelve months (peer median +8.0%); the operating margin is -14.5% (peer median 6.3%).

Valuation It trades at 8.2× forward earnings against a peer median of 11.7× (6th cheapest of 19).

Capital Return on invested capital runs 25.2 points below its cost of capital (6.5% WACC).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 98STLAP.PA 62
Six months, rebased to 100: Stellantis against the median of its 20 peers (local-currency closes).

Stellantis financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/a€154B€157B€190B€180B
Revenue growth—-2%-17%+6%—
Gross profitn/a-€4.21B€18.4B€36.0B€33.4B
EBITDAn/a-€15.2B€12.7B€30.5B€27.9B
Net incomen/a-€22.4B€5.47B€18.6B€16.8B
Free cash flown/a-€13.8B-€9.53B€12.3B€10.9B
Capital expendituren/a€9.14B€11.1B€10.2B€9.01B
Total debt€61.1B€45.9B€37.2B€29.5B€27.2B

Quarterly statements and history in the cockpit →

Stellantis competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-10%0%+10%TMCV9973600104HYUNDAI23338TRARIVN0175EICHERMOTTVSMOTOR20157270HEROMOTOCO7309TMPV992772690002706000667272STLAP.PA6-month return →1-month return →
Up and to the right = strong over both horizons. Stellantis is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×25×50×75×9973600104HYUNDAI23338TRA0175EICHERMOTTVSMOTORHEROMOTOCO7309TMPV99276000667272STLAP.PARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Stellantis is the large dot.

Stellantis competitors and peer comparison

Head to head with its named competitors (STLAP.PA vs GM vs F vs VOW.DE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Stellantis STLAP.PA$17.0B-40%-2%-14%8.2×n/a
General Motors GM$72.7B+10%0%2%6.1×23.9%
Ford Motor F$48.8B+2%-1%2%7.0×25.6%
Volkswagen VOW.DE$39.1B-24%-3%7%5.5×n/a
Renault RNO.PA$9.39B+2%+6%6%4.9×3.4%
Toyota Motor 7203.T$251B+10%+7%7%10.6×n/a

How Stellantis compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Stellantis against its 20 peers (data as of 6 Nov 2026)
MeasureSTLAP.PAPeer medianRank in peer set
1-month return+0.7%+3.0%10th lowest of 21
6-month return-40.0%-3.1%3rd lowest of 21
Distance from 52-week high-61.7%-21.4%3rd lowest of 21
Revenue growth (TTM)-2.1%+8.0%4th lowest of 20
Operating margin-14.5%6.3%2nd lowest of 21
Forward P/E8.2×11.7×6th cheapest of 19
ROIC minus cost of capital-25.2 pp+1.7 pp3rd lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Stellantis STLAP.PAFrance$17.0B-40%-2%-14%8.2×n/an/a
Tata Motors TMCV.NSIndia$16.6B-2%n/a9%20.7×17.8%n/a
Chery Automobile 9973.HKHong Kong$17.8B-22%+11%5%5.8×n/an/a
SAIC Motor 600104.SSChina$17.8B-24%-3%2%11.9×-14.7%-2.4%
Hyundai Motor India HYUNDAI.NSIndia$18.3B+16%+8%7%33.0×26.6%+11.8%
Great Wall Motor 2333.HKHong Kong$15.7B-48%+13%2%5.9×-5.1%+15.6%
Traton 8TRA.DEGermany$18.9B+2%+1%6%6.1×n/an/a
Rivian Automotive RIVNUnited States$19.9B-4%+11%-53%n/an/an/a
Geely Auto 0175.HKHong Kong$20.1B-34%+27%4%6.5×-9.3%+29.3%
Eicher Motors EICHERMOT.NSIndia$22.3B+5%+28%21%33.0×36.0%+21.8%
TVS Motor TVSMOTOR.NSIndia$22.6B+21%+34%12%42.5×n/an/a
Li Auto-w 2015.HKHong Kong$12.4B-32%-24%-7%n/an/an/a
Subaru 7270.TJapan$12.3B+16%0%3%12.0×2.7%+11.1%
Hero Motocorp HEROMOTOCO.NSIndia$11.7B+3%+27%12%19.1×14.1%+9.2%
Shimano 7309.TJapan$11.5B+29%+5%12%35.8×6.0%+4.3%
Tata Motors Passenger Vehicles TMPV.NSIndia$11.4B-19%-22%0%10.7×n/an/a
Seres 9927.HKHong Kong$11.4B-54%-2%-4%90.9×n/an/a
Suzuki Motor 7269.TJapan$27.3B+26%+14%9%9.1×-0.8%+14.6%
Kia 000270.KSSouth Korea$28.3B-34%+8%7%5.4×-12.9%+14.0%
Yutong Bus 600066.SSChina$10.1B-12%+3%14%11.5×-10.0%+13.8%
Yamaha Motor 7272.TJapan$10.1B+54%+10%6%9.3×4.2%+11.5%

Questions

Who are Stellantis's main competitors?
Named competitors: General Motors (GM), Ford Motor (F), Volkswagen (VOW.DE), Renault (RNO.PA), Toyota Motor (7203.T). The cockpit's measured peer set (industry) also includes Tata Motors (TMCV.NS), Chery Automobile (9973.HK), SAIC Motor (600104.SS), Hyundai Motor India (HYUNDAI.NS), Great Wall Motor (2333.HK), Traton (8TRA.DE).
Is Stellantis expensive compared with its peers?
On forward p/e it trades at 8.2× against a peer median of 11.7×, 6th cheapest of 19 in its peer set.
How has Stellantis stock performed?
Over six months to 6 Nov 2026 the shares returned -40.0% against -3.1% for the median peer; over one year -56.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.