Atmus Filtration Technologies Inc. (ATMU)vsBorgWarner Inc (BWA)
ATMU
Atmus Filtration Technologies Inc.
$45.41
0.00%
CONSUMER CYCLICAL · Cap: $3.79B
BWA
BorgWarner Inc
$66.65
+1.46%
CONSUMER CYCLICAL · Cap: $13.49B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 655% more annual revenue ($14.34B vs $1.90B). ATMU leads profitability with a 11.3% profit margin vs 2.9%. ATMU trades at a lower P/E of 17.8x. BWA earns a higher WallStSmart Score of 65/100 (B-).
ATMU
Buy57
out of 100
Grade: C
BWA
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATMU.
Margin of Safety
+37.0%
Fair Value
$103.66
Current Price
$66.65
$37.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 52 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
16.4% revenue growth
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 30.1% YoY
Areas to Watch
Trading at 8.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
0.3% revenue growth
ROE of 7.4% — below average capital efficiency
2.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ATMU
The strongest argument for ATMU centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 16.4% demonstrates continued momentum.
Bull 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.
Bear Case : ATMU
The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.20 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
ATMU profiles as a growth stock while BWA is a value play — different risk/reward profiles.
ATMU carries more volatility with a beta of 1.17 — expect wider price swings.
ATMU is growing revenue faster at 16.4% — sustainability is the question.
BWA generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
BWA scores higher overall (65/100 vs 57/100). 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.
Atmus Filtration Technologies Inc.
CONSUMER CYCLICAL · AUTO PARTS · USA
Atmus Filtration Technologies Inc. is a leading provider of advanced filtration solutions, primarily serving the transportation and industrial sectors. The company leverages its robust intellectual property portfolio and engineering capabilities to deliver high-performance products that enhance engine efficiency and reduce emissions, aligning with the increasing global demand for sustainable technologies and clean energy. With a steadfast commitment to quality and customer satisfaction, Atmus is well-positioned for sustained growth, seeking to generate significant shareholder value in an evolving market landscape.
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
Want to dig deeper into these stocks?