Aptiv PLC (APTV)vsBorgWarner Inc (BWA)
APTV
Aptiv PLC
$68.10
-1.55%
CONSUMER CYCLICAL · Cap: $15.56B
BWA
BorgWarner Inc
$52.23
-0.38%
CONSUMER CYCLICAL · Cap: $11.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 42% more annual revenue ($20.40B vs $14.32B). APTV leads profitability with a 81.0% profit margin vs 1.9%. BWA appears more attractively valued with a PEG of 0.38. BWA earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
BWA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1520.1%
Fair Value
$5.17
Current Price
$68.10
$62.93 premium
Margin of Safety
-659.8%
Fair Value
$8.70
Current Price
$52.23
$43.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 81 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 1.9% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 43.4%
3.9% revenue growth
ROE of 5.9% — below average capital efficiency
1.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on Profit Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 81.0% and operating margin at 10.3%. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : BWA
The strongest argument for BWA centers on PEG Ratio, Price/Book. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, P/E Ratio, EPS Growth. A P/E of 94.8x leaves little room for execution misses.
Bear Case : BWA
The primary concerns for BWA are Revenue Growth, Return on Equity, Profit Margin. A P/E of 40.5x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
APTV carries more volatility with a beta of 1.53 — expect wider price swings.
APTV is growing revenue faster at 5.0% — 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 58/100), backed by strong 81.0% margins. 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 →BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
Visit Website →Compare with Other AUTO PARTS Stocks
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