Atmus Filtration Technologies Inc. (ATMU)vsBorgWarner Inc (BWA)
ATMU
Atmus Filtration Technologies Inc.
$50.45
-7.48%
CONSUMER CYCLICAL · Cap: $4.13B
BWA
BorgWarner Inc
$62.20
+3.55%
CONSUMER CYCLICAL · Cap: $12.81B
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 19.8x. BWA earns a higher WallStSmart Score of 63/100 (C+).
ATMU
Buy55
out of 100
Grade: C-
BWA
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATMU.
Margin of Safety
+39.0%
Fair Value
$103.57
Current Price
$62.20
$41.37 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 10.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
0.5% revenue growth
ROE of 6.6% — below average capital efficiency
2.5% margin — thin
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 0.53 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 P/E Ratio, Revenue Growth, Return on Equity. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ATMU carries more volatility with a beta of 1.19 — 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 (63/100 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. 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?