Aptiv PLC (APTV)vsLear Corporation (LEA)
APTV
Aptiv PLC
$70.89
-0.04%
CONSUMER CYCLICAL · Cap: $15.12B
LEA
Lear Corporation
$122.23
+1.53%
CONSUMER CYCLICAL · Cap: $6.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Lear Corporation generates 14% more annual revenue ($23.26B vs $20.40B). LEA leads profitability with a 1.9% profit margin vs 0.8%. LEA appears more attractively valued with a PEG of 0.36. APTV earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
LEA
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
-146.9%
Fair Value
$56.24
Current Price
$122.23
$65.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
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%
4.8% revenue growth
1.9% margin — thin
Operating margin of 4.4%
Weak financial health signals
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 : LEA
The strongest argument for LEA centers on PEG Ratio, Price/Book, P/E Ratio. PEG of 0.36 suggests the stock is reasonably priced for its 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 : LEA
The primary concerns for LEA are Revenue Growth, Profit Margin, Operating Margin. 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 55/100). 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 →Lear Corporation
CONSUMER CYCLICAL · AUTO PARTS · USA
Lear Corporation designs, develops, designs, manufactures, assembles, and supplies automotive seats, electrical distribution systems, and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. The company is headquartered in Southfield, Michigan.
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