BorgWarner Inc (BWA)vsCommercial Vehicle Group Inc (CVGI)
BWA
BorgWarner Inc
$77.03
-0.45%
CONSUMER CYCLICAL · Cap: $15.28B
CVGI
Commercial Vehicle Group Inc
$4.76
-13.77%
CONSUMER CYCLICAL · Cap: $185.91M
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 2103% more annual revenue ($14.33B vs $650.70M). BWA leads profitability with a 2.5% profit margin vs -2.7%. CVGI appears more attractively valued with a PEG of 0.45. BWA earns a higher WallStSmart Score of 61/100 (C+).
BWA
Buy61
out of 100
Grade: C+
CVGI
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.7%
Fair Value
$104.52
Current Price
$77.03
$27.49 discount
Margin of Safety
+74.3%
Fair Value
$6.57
Current Price
$4.76
$1.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 61.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Areas to Watch
0.5% revenue growth
ROE of 6.6% — below average capital efficiency
2.5% margin — thin
Premium valuation, high expectations priced in
1.0% revenue growth
Smaller company, higher risk/reward
Operating margin of 1.0%
ROE of -13.4% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CVGI
The strongest argument for CVGI centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.45 suggests the stock is reasonably priced for its growth.
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.
Bear Case : CVGI
The primary concerns for CVGI are Revenue Growth, Market Cap, Operating Margin.
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 1.35 — expect wider price swings.
CVGI is growing revenue faster at 1.0% — sustainability is the question.
BWA generates stronger free cash flow (9M), providing more financial flexibility.
Bottom Line
BWA scores higher overall (61/100 vs 50/100). CVGI offers better value entry with a 74.3% margin of safety. 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.
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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