BorgWarner Inc (BWA)vsStoneridge Inc (SRI)
BWA
BorgWarner Inc
$66.65
-4.08%
CONSUMER CYCLICAL · Cap: $13.49B
SRI
Stoneridge Inc
$7.27
+1.25%
CONSUMER CYCLICAL · Cap: $204.79M
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 1499% more annual revenue ($14.34B vs $896.90M). BWA leads profitability with a 2.9% profit margin vs -13.3%. SRI appears more attractively valued with a PEG of 0.26. BWA earns a higher WallStSmart Score of 65/100 (B-).
BWA
Strong Buy65
out of 100
Grade: B-
SRI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.0%
Fair Value
$103.66
Current Price
$66.65
$37.01 discount
Margin of Safety
+24.6%
Fair Value
$11.99
Current Price
$7.27
$4.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 30.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 194.8% YoY
15.1% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
0.3% revenue growth
ROE of 7.4% — below average capital efficiency
2.9% margin — thin
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -48.4% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BWA
The strongest argument for BWA centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bull Case : SRI
The strongest argument for SRI centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 15.1% demonstrates continued momentum. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bear Case : BWA
The primary concerns for BWA are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.9% margins leave little buffer for downturns.
Bear Case : SRI
The primary concerns for SRI are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
BWA profiles as a value stock while SRI is a growth play — different risk/reward profiles.
SRI carries more volatility with a beta of 1.89 — expect wider price swings.
SRI is growing revenue faster at 15.1% — sustainability is the question.
BWA generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
BWA scores higher overall (65/100 vs 58/100). SRI offers better value entry with a 24.6% margin of safety. 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.
BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
Visit Website →Stoneridge Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Stoneridge, Inc., designs and manufactures electrical and electronic components, modules, and systems designed for the automotive, commercial, off-highway, motorcycle, and agricultural vehicle markets in North America, South America, Europe, and internationally. The company is headquartered in Novi, Michigan.
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