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Canada Tariffs Hit Stellantis as Buyers Pay a 34% Cash Premium

Stellantis logoStellantis
Sig2.35Sen-1.25Env0.00Soc0.00Gov0.00

A Canada tariff shock is described as being passed to buyers via a 34% premium on cash, with Stellantis facing guided full-year net tariff costs of about €1.0–€1.2 billion. The summary argues the tariff selloff is an overreaction: Stellantis’ €13.2 billion market cap versus €10.0 billion net cash implies only ~€3.2 billion for the carmaking business, and suggests valuation stress exceeds fundamentals.

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