BorgWarner Inc (BWA)vsDorman Products Inc (DORM)
BWA
BorgWarner Inc
$77.03
-1.33%
CONSUMER CYCLICAL · Cap: $15.28B
DORM
Dorman Products Inc
$127.03
-0.79%
CONSUMER CYCLICAL · Cap: $3.82B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 566% more annual revenue ($14.33B vs $2.15B). DORM leads profitability with a 8.8% 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+
DORM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.7%
Fair Value
$104.52
Current Price
$77.03
$27.49 discount
Margin of Safety
-14.3%
Fair Value
$116.55
Current Price
$127.03
$10.48 premium
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
Safe zone — low bankruptcy risk
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
4.2% revenue growth
Earnings declined 23.5%
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 : DORM
The strongest argument for DORM centers on Altman Z-Score, Price/Book. PEG of 1.17 suggests the stock is reasonably priced for its growth.
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 : DORM
The primary concerns for DORM are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BWA carries more volatility with a beta of 1.06 — expect wider price swings.
DORM is growing revenue faster at 4.2% — sustainability is the question.
DORM generates stronger free cash flow (35M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (61/100 vs 53/100). 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 →Dorman Products Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Dorman Products, Inc. supplies replacement parts and fasteners for passenger cars, light trucks and heavy duty trucks to the automotive aftermarket industry in the United States, Canada, Mexico, Europe, the Middle East and Australia. The company is headquartered in Colmar, Pennsylvania.
Visit Website →Compare with Other AUTO PARTS Stocks
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