BorgWarner Inc (BWA)vsCommercial Vehicle Group Inc (CVGI)
BWA
BorgWarner Inc
$66.65
+1.46%
CONSUMER CYCLICAL · Cap: $13.49B
CVGI
Commercial Vehicle Group Inc
$3.17
+2.59%
CONSUMER CYCLICAL · Cap: $128.81M
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 2028% more annual revenue ($14.34B vs $673.98M). BWA leads profitability with a 2.9% profit margin vs -3.4%. BWA appears more attractively valued with a PEG of 0.36. BWA earns a higher WallStSmart Score of 65/100 (B-).
BWA
Strong Buy65
out of 100
Grade: B-
CVGI
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.0%
Fair Value
$103.66
Current Price
$66.65
$37.01 discount
Margin of Safety
+69.7%
Fair Value
$5.58
Current Price
$3.17
$2.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 30.1% YoY
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
0.3% revenue growth
ROE of 7.4% — below average capital efficiency
2.9% margin — thin
Smaller company, higher risk/reward
Operating margin of 1.2%
Elevated debt levels
ROE of -13.4% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CVGI
The strongest argument for CVGI centers on Price/Book, EPS Growth. Revenue growth of 13.5% demonstrates continued momentum. PEG of 1.27 suggests the stock is reasonably priced for its growth.
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.
Bear Case : CVGI
The primary concerns for CVGI are Market Cap, Operating Margin, Debt/Equity.
Key Dynamics to Monitor
BWA profiles as a value stock while CVGI is a turnaround play — different risk/reward profiles.
CVGI carries more volatility with a beta of 1.38 — expect wider price swings.
CVGI is growing revenue faster at 13.5% — sustainability is the question.
BWA generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
BWA scores higher overall (65/100 vs 56/100). CVGI offers better value entry with a 69.7% margin of safety. 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.
BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
Visit Website →Commercial Vehicle Group Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Commercial Vehicle Group, Inc. designs, manufactures, produces and sells components and assemblies to the US global vehicle and technology integrator markets in North America, Europe, and the Asia-Pacific regions. The company is headquartered in New Albany, Ohio.
Visit Website →Compare with Other AUTO PARTS Stocks
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