WallStSmart

Aptiv PLC (APTV)vsDouglas Dynamics Inc (PLOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Aptiv PLC generates 3009% more annual revenue ($20.40B vs $656.05M). PLOW leads profitability with a 7.1% profit margin vs 0.8%. APTV appears more attractively valued with a PEG of 0.83. PLOW earns a higher WallStSmart Score of 67/100 (B-).

APTV

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 4.7Quality: 8.0
Piotroski: 6/9Altman Z: 2.02

PLOW

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 10.0Quality: 8.0
Piotroski: 4/9Altman Z: 2.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APTVSignificantly Overvalued (-1542.3%)

Margin of Safety

-1542.3%

Fair Value

$5.10

Current Price

$70.89

$65.79 premium

UndervaluedFair: $5.10Overvalued
PLOWUndervalued (+54.7%)

Margin of Safety

+54.7%

Fair Value

$91.73

Current Price

$42.93

$48.80 discount

UndervaluedFair: $91.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APTV2 strengths · Avg: 8.0/10
PEG RatioValuation
0.838/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

PLOW2 strengths · Avg: 9.0/10
EPS GrowthGrowth
63.9%10/10

Earnings expanding 63.9% YoY

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

Areas to Watch

APTV4 concerns · Avg: 2.5/10
Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
0.8%3/10

0.8% margin — thin

P/E RatioValuation
94.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-43.4%2/10

Earnings declined 43.4%

PLOW3 concerns · Avg: 3.0/10
Market CapQuality
$955.02M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.1%3/10

7.1% margin — thin

Debt/EquityHealth
1.083/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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 : PLOW

The strongest argument for PLOW centers on EPS Growth, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum. PEG of 1.15 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 : PLOW

The primary concerns for PLOW are Market Cap, Profit Margin, Debt/Equity.

Key Dynamics to Monitor

APTV profiles as a value stock while PLOW is a growth play — different risk/reward profiles.

APTV carries more volatility with a beta of 1.53 — expect wider price swings.

PLOW is growing revenue faster at 28.6% — sustainability is the question.

APTV generates stronger free cash flow (651M), providing more financial flexibility.

Bottom Line

PLOW scores higher overall (67/100 vs 58/100) and 28.6% revenue growth. 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.

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Douglas Dynamics Inc

CONSUMER CYCLICAL · AUTO PARTS · USA

Douglas Dynamics, Inc. is a manufacturer and conditioner of commercial work truck accessories and equipment in North America. The company is headquartered in Milwaukee, Wisconsin.

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