BorgWarner Inc (BWA)vsHesai Group Sponsored ADR (HSAI)
BWA
BorgWarner Inc
$77.03
-1.30%
CONSUMER CYCLICAL · Cap: $15.28B
HSAI
Hesai Group Sponsored ADR
$18.49
-8.69%
CONSUMER CYCLICAL · Cap: $2.85B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 350% more annual revenue ($14.33B vs $3.18B). HSAI leads profitability with a 14.8% profit margin vs 2.5%. HSAI appears more attractively valued with a PEG of 0.64. BWA earns a higher WallStSmart Score of 61/100 (C+).
BWA
Buy61
out of 100
Grade: C+
HSAI
Buy57
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
-16.2%
Fair Value
$22.36
Current Price
$18.49
$3.87 premium
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 29.6% year-over-year
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
Premium valuation, high expectations priced in
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Earnings declined 13.9%
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 : HSAI
The strongest argument for HSAI centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.64 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 : HSAI
The primary concerns for HSAI are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
BWA profiles as a value stock while HSAI is a growth play — different risk/reward profiles.
HSAI carries more volatility with a beta of 1.34 — expect wider price swings.
HSAI is growing revenue faster at 29.6% — sustainability is the question.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (61/100 vs 57/100). 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.
BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
Visit Website →Hesai Group Sponsored ADR
CONSUMER CYCLICAL · AUTO PARTS · China
Hesai Group, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR). The company is headquartered in Shanghai, China.
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