BorgWarner Inc (BWA)vsMiller Industries Inc (MLR)
BWA
BorgWarner Inc
$77.03
-0.45%
CONSUMER CYCLICAL · Cap: $15.28B
MLR
Miller Industries Inc
$47.94
-1.74%
CONSUMER CYCLICAL · Cap: $545.51M
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 1823% more annual revenue ($14.33B vs $745.48M). BWA leads profitability with a 2.5% profit margin vs 2.1%. BWA 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+
MLR
Hold42
out of 100
Grade: D
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
-52.4%
Fair Value
$29.22
Current Price
$47.94
$18.72 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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
2.1% margin — thin
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 : MLR
The strongest argument for MLR centers on Price/Book, Debt/Equity, Altman Z-Score.
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 : MLR
The primary concerns for MLR are P/E Ratio, Market Cap, Return on Equity. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
MLR carries more volatility with a beta of 1.13 — expect wider price swings.
BWA is growing revenue faster at 0.5% — sustainability is the question.
MLR generates stronger free cash flow (23M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWA scores higher overall (61/100 vs 42/100). Both earn "Buy" and "Hold" 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 →Miller Industries Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Miller Industries, Inc., manufactures and sells towing and recovery equipment. The company is headquartered in Ooltewah, Tennessee.
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