Aptiv PLC (APTV)vsBorgWarner Inc (BWA)
APTV
Aptiv PLC
$43.62
+0.65%
CONSUMER CYCLICAL · Cap: $9.96B
BWA
BorgWarner Inc
$62.27
+2.39%
CONSUMER CYCLICAL · Cap: $13.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 43% more annual revenue ($20.52B vs $14.34B). BWA leads profitability with a 2.9% profit margin vs 1.1%. BWA appears more attractively valued with a PEG of 0.36. BWA earns a higher WallStSmart Score of 65/100 (B-).
APTV
Buy56
out of 100
Grade: C
BWA
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.3%
Fair Value
$107.86
Current Price
$43.62
$64.24 discount
Margin of Safety
+38.4%
Fair Value
$103.43
Current Price
$62.27
$41.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 30.1% YoY
Areas to Watch
2.3% revenue growth
ROE of 2.5% — below average capital efficiency
1.1% margin — thin
Earnings declined 35.3%
Premium valuation, high expectations priced in
0.3% revenue growth
ROE of 7.4% — below average capital efficiency
2.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on Price/Book, PEG Ratio. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : BWA
The strongest argument for BWA centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Revenue Growth, Return on Equity, Profit Margin. Thin 1.1% margins leave little buffer for downturns.
Bear Case : BWA
The primary concerns for BWA are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
APTV carries more volatility with a beta of 1.33 — expect wider price swings.
APTV is growing revenue faster at 2.3% — sustainability is the question.
BWA generates stronger free cash flow (490M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (65/100 vs 56/100). APTV offers better value entry with a 22.3% margin of safety. Both earn "Strong 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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