Aptiv PLC (APTV)vsDana Inc (DAN)
APTV
Aptiv PLC
$70.89
-0.04%
CONSUMER CYCLICAL · Cap: $15.12B
DAN
Dana Inc
$33.66
+0.90%
CONSUMER CYCLICAL · Cap: $2.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 105% more annual revenue ($20.40B vs $9.96B). DAN leads profitability with a 55.0% profit margin vs 0.8%. APTV appears more attractively valued with a PEG of 0.83. APTV earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
DAN
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1542.3%
Fair Value
$5.10
Current Price
$70.89
$65.79 premium
Margin of Safety
-62.2%
Fair Value
$20.59
Current Price
$33.66
$13.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Keeps 55 of every $100 in revenue as profit
Revenue surging 110.0% year-over-year
Earnings expanding 2205.0% YoY
Areas to Watch
ROE of 1.9% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Earnings declined 43.4%
ROE of 5.3% — below average capital efficiency
Operating margin of 3.9%
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on PEG Ratio, Price/Book. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : DAN
The strongest argument for DAN centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 55.0% and operating margin at 3.9%. Revenue growth of 110.0% demonstrates continued momentum.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, Profit Margin, P/E Ratio. A P/E of 94.6x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : DAN
The primary concerns for DAN are Return on Equity, Operating Margin, Piotroski F-Score. A P/E of 47.9x leaves little room for execution misses.
Key Dynamics to Monitor
APTV profiles as a value stock while DAN is a growth play — different risk/reward profiles.
DAN carries more volatility with a beta of 2.16 — expect wider price swings.
DAN is growing revenue faster at 110.0% — sustainability is the question.
APTV generates stronger free cash flow (651M), providing more financial flexibility.
Bottom Line
APTV scores higher overall (58/100 vs 50/100). 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.
Aptiv PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Aptiv plc is an auto parts company headquartered in Dublin, Ireland.
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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