BorgWarner vs Autoliv
This page compares BorgWarner Inc. and Autoliv, Inc., outlining their business models, financial performance, and market context in a clear, neutral way. It covers strategic approaches, product portfolios, and how market factors influence each company’s position. The aim is to provide accessible, factual information for readers seeking a neutral understanding of the two organisations. Educational content, not financial advice.
This page compares BorgWarner Inc. and Autoliv, Inc., outlining their business models, financial performance, and market context in a clear, neutral way. It covers strategic approaches, product portfo...
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
Auto Suppliers (Stellantis Beneficiaries) May Gain
Stellantis is investing $13 billion to dramatically increase its U.S. vehicle production, creating a ripple effect across the domestic auto industry. This theme focuses on the American automotive suppliers and industrial companies poised to benefit from the automaker's major expansion.
Published: October 15, 2025
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Published: October 5, 2025
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Published: September 24, 2025
Explore BasketAmerican Autos: Driving Past Tariffs
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Explore BasketFallout from Stellantis Recall
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Explore BasketInvestment Analysis
BorgWarner
BWA
Pros
- BorgWarner has a strong brand moat built on decades of dependable product delivery, which bolsters trust among risk-averse customers.
- The company is well-positioned in both traditional combustion engine components and electric vehicle technologies, benefiting from a slower-than-expected EV transition.
- BorgWarner displays solid financial resilience with strong margins, upward earnings revisions, and a diversified business model across four technology-driven segments.
Considerations
- The stock trades at a significant premium to fair value, indicating high investor expectations that may limit near-term price appreciation.
- BorgWarner faces high uncertainty due to the evolving automotive industry and the transition from internal combustion to electrification.
- Return on assets remains relatively low, reflecting potential efficiency challenges despite solid revenues and margin performance.
Autoliv
ALV
Pros
- Autoliv reported strong Q3 2025 results with record sales, a 31% EPS increase, and improved operating margin of around 10%, highlighting enhanced profitability.
- The company shows robust free cash flow growth supported by cost reduction, dividend hikes, and share repurchases, reflecting sound capital discipline.
- Autoliv holds a leading position in automotive safety systems, including airbags and seatbelts, underpinning steady demand and resilience in its market.
Considerations
- Organic sales growth, while positive, slightly lagged global light vehicle production trends, suggesting some exposure to end-market cyclicality.
- Autoliv's net profit margin at 4.5% indicates moderate profitability that might constrain upside during industry downturns.
- The company operates in a competitive mid-cap space where scaling innovation and managing tariffs apply ongoing execution risks.
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