- Entry
- $8.52
- Now
- $8.52 +0.0%
- Target
- —
- Score
- —
You've prob seen SOTP discounts before, but this one is absurd. At €75/share, €38Bn MktCap. Volkswagen (VOW.DE, or $VWAGY) trades at a **62% discount** to a conservative SOTP (€100Bn) Volkswagen's stake in **Porsche** (75%) and **TRATON** (87.5%); both are publicly listed, worth **\~€45Bn \~= 1.2x VW's worth.** **You get paid** to own VW, Audi, Bentley, Lambo, Financial arm, minority equity stakes in QuantumScape Gotion, XPeng, 2 football clubs, etc. **You also get paid** \~7% div yield to wait for re-rating, …
— ORIGINAL POST ·
Volkswagen - People's Car, Priced as Scrap
· r/ValueInvesting
· Jul 22, 2026