BorgWarner Inc (BWA)vsGenuine Parts Co (GPC)
BWA
BorgWarner Inc
$52.23
-0.38%
CONSUMER CYCLICAL · Cap: $11.08B
GPC
Genuine Parts Co
$96.38
-2.73%
CONSUMER CYCLICAL · Cap: $14.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Genuine Parts Co generates 70% more annual revenue ($24.30B vs $14.32B). GPC leads profitability with a 27.0% profit margin vs 1.9%. BWA appears more attractively valued with a PEG of 0.38. BWA earns a higher WallStSmart Score of 58/100 (C).
BWA
Buy58
out of 100
Grade: C
GPC
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-659.8%
Fair Value
$8.70
Current Price
$52.23
$43.53 premium
Margin of Safety
-4564.4%
Fair Value
$3.20
Current Price
$96.38
$93.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 150 in profit
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
3.9% revenue growth
ROE of 5.9% — below average capital efficiency
1.9% margin — thin
Premium valuation, high expectations priced in
4.1% revenue growth
0.0% earnings growth
Grey zone — moderate risk
Operating margin of 4.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : BWA
The strongest argument for BWA centers on PEG Ratio, Price/Book. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : GPC
The strongest argument for GPC centers on Return on Equity, Profit Margin, Price/Book. Profitability is solid with margins at 27.0% and operating margin at 4.8%. PEG of 1.32 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 40.5x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : GPC
The primary concerns for GPC are Revenue Growth, EPS Growth, Altman Z-Score. A P/E of 221.3x leaves little room for execution misses.
Key Dynamics to Monitor
BWA carries more volatility with a beta of 1.02 — expect wider price swings.
GPC is growing revenue faster at 4.1% — sustainability is the question.
BWA generates stronger free cash flow (486M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (58/100 vs 48/100). Both earn "Buy" and "Hold" 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 →Genuine Parts Co
CONSUMER CYCLICAL · AUTO PARTS · USA
Genuine Parts Company (GPC) is an American service organization engaged in the distribution of automotive replacement parts, industrial replacement parts, office products and electrical/electronic materials.
Visit Website →Compare with Other AUTO PARTS Stocks
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