BorgWarner Inc (BWA)vsDana Inc (DAN)
BWA
BorgWarner Inc
$77.03
-3.30%
CONSUMER CYCLICAL · Cap: $15.28B
DAN
Dana Inc
$35.37
-3.60%
CONSUMER CYCLICAL · Cap: $3.31B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 89% more annual revenue ($14.33B vs $7.59B). DAN leads profitability with a 15.1% profit margin vs 2.5%. BWA appears more attractively valued with a PEG of 0.64. BWA earns a higher WallStSmart Score of 61/100 (C+).
BWA
Buy61
out of 100
Grade: C+
DAN
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.1%
Fair Value
$104.30
Current Price
$77.03
$27.27 discount
Intrinsic value data unavailable for DAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 61.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 5660.0% YoY
Reasonable price relative to book value
Areas to Watch
0.5% revenue growth
ROE of 6.6% — below average capital efficiency
2.5% margin — thin
Premium valuation, high expectations priced in
4.9% revenue growth
Operating margin of 3.4%
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BWA
The strongest argument for BWA centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : DAN
The strongest argument for DAN centers on EPS Growth, Price/Book. Profitability is solid with margins at 15.1% and operating margin at 3.4%.
Bear Case : BWA
The primary concerns for BWA are Revenue Growth, Return on Equity, Profit Margin. A P/E of 43.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : DAN
The primary concerns for DAN are Revenue Growth, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
DAN carries more volatility with a beta of 1.94 — expect wider price swings.
DAN is growing revenue faster at 4.9% — sustainability is the question.
BWA generates stronger free cash flow (9M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (61/100 vs 58/100). 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.
BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
Visit Website →Dana Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Dana Incorporated provides energy management and energy transportation solutions for vehicles and machinery in North America, Europe, South America, and Asia Pacific. The company is headquartered in Maumee, Ohio.
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