Aptiv PLC (APTV)vsAtmus Filtration Technologies Inc. (ATMU)
APTV
Aptiv PLC
$70.89
-0.04%
CONSUMER CYCLICAL · Cap: $15.12B
ATMU
Atmus Filtration Technologies Inc.
$60.54
+2.13%
CONSUMER CYCLICAL · Cap: $4.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 1056% more annual revenue ($20.40B vs $1.76B). ATMU leads profitability with a 11.8% profit margin vs 0.8%. ATMU trades at a lower P/E of 23.7x. APTV earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
ATMU
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1542.3%
Fair Value
$5.10
Current Price
$70.89
$65.79 premium
Margin of Safety
+37.6%
Fair Value
$101.00
Current Price
$60.54
$40.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 69 in profit
Safe zone — low bankruptcy risk
Earnings expanding 21.0% YoY
Areas to Watch
ROE of 1.9% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Earnings declined 43.4%
Trading at 13.0x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on PEG Ratio, Price/Book. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : ATMU
The strongest argument for ATMU centers on Return on Equity, Altman Z-Score, EPS Growth.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, Profit Margin, P/E Ratio. A P/E of 94.6x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : ATMU
The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
APTV carries more volatility with a beta of 1.53 — expect wider price swings.
ATMU is growing revenue faster at 9.8% — sustainability is the question.
APTV generates stronger free cash flow (651M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APTV scores higher overall (58/100 vs 55/100). ATMU offers better value entry with a 37.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aptiv PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Aptiv plc is an auto parts company headquartered in Dublin, Ireland.
Visit Website →Atmus Filtration Technologies Inc.
CONSUMER CYCLICAL · AUTO PARTS · USA
Atmus Filtration Technologies Inc. is a leading provider of advanced filtration solutions catering to the transportation and industrial sectors. Renowned for its innovative design and manufacturing of high-performance filtration products, the company enhances engine efficiency while significantly reducing emissions, thereby addressing the growing demand for sustainable technologies. With a solid foundation of intellectual property and exceptional engineering capabilities, Atmus is strategically positioned to capitalize on the trends towards cleaner energy solutions. Committed to quality and customer satisfaction, the company is well-equipped for ongoing global expansion and an increase in shareholder value.
Visit Website →Compare with Other AUTO PARTS Stocks
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