Atmus Filtration Technologies Inc. (ATMU)vsBorgWarner Inc (BWA)
ATMU
Atmus Filtration Technologies Inc.
$45.91
-2.75%
CONSUMER CYCLICAL · Cap: $4.07B
BWA
BorgWarner Inc
$77.03
-0.45%
CONSUMER CYCLICAL · Cap: $15.28B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 685% more annual revenue ($14.33B vs $1.83B). ATMU leads profitability with a 11.6% profit margin vs 2.5%. ATMU trades at a lower P/E of 19.5x. BWA earns a higher WallStSmart Score of 61/100 (C+).
ATMU
Buy55
out of 100
Grade: C-
BWA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATMU.
Margin of Safety
+28.7%
Fair Value
$104.52
Current Price
$77.03
$27.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 52 in profit
Safe zone — low bankruptcy risk
Earnings expanding 61.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 9.3x book value
Elevated debt levels
0.5% revenue growth
ROE of 6.6% — below average capital efficiency
2.5% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATMU
The strongest argument for ATMU centers on Return on Equity, Altman Z-Score. Revenue growth of 14.6% demonstrates continued momentum.
Bull 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.
Bear Case : ATMU
The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.62 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
ATMU carries more volatility with a beta of 1.25 — expect wider price swings.
ATMU is growing revenue faster at 14.6% — sustainability is the question.
ATMU generates stronger free cash flow (26M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (61/100 vs 55/100). 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.
Atmus Filtration Technologies Inc.
CONSUMER CYCLICAL · AUTO PARTS · USA
Atmus Filtration Technologies Inc. specializes in advanced filtration solutions designed for both transportation and industrial sectors, emphasizing high-performance products that improve engine efficiency and significantly lower emissions. By harnessing extensive intellectual property and engineering expertise, Atmus is strategically positioned to capitalize on the growing demand for sustainable technologies, which aligns with global trends toward clean energy. Committed to delivering quality and customer satisfaction, the company is well-prepared for sustained growth and aims to create substantial value for its shareholders in a dynamic market environment.
Visit Website →BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
Visit Website →Compare with Other AUTO PARTS Stocks
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