Aptiv PLC (APTV)vsGentherm Inc (THRM)
APTV
Aptiv PLC
$70.89
-0.04%
CONSUMER CYCLICAL · Cap: $15.12B
THRM
Gentherm Inc
$28.75
-0.14%
CONSUMER CYCLICAL · Cap: $840.39M
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 1261% more annual revenue ($20.40B vs $1.50B). THRM leads profitability with a 1.2% profit margin vs 0.8%. APTV appears more attractively valued with a PEG of 0.83. APTV earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
THRM
Buy51
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
-708.2%
Fair Value
$4.01
Current Price
$28.75
$24.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
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%
Smaller company, higher risk/reward
ROE of 2.7% — below average capital efficiency
1.2% margin — thin
Premium valuation, high expectations priced in
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 : THRM
The strongest argument for THRM centers on Price/Book. PEG of 1.02 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 : THRM
The primary concerns for THRM are Market Cap, Return on Equity, Profit Margin. A P/E of 46.7x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
APTV carries more volatility with a beta of 1.53 — expect wider price swings.
THRM is growing revenue faster at 8.5% — 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 51/100). 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 →Gentherm Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Gentherm Incorporated designs, develops, manufactures and markets thermal management technologies. The company is headquartered in Northville, Michigan.
Compare with Other AUTO PARTS Stocks
Want to dig deeper into these stocks?