Magna International Inc (MGA)vsGentherm Inc (THRM)
MGA
Magna International Inc
$66.09
-3.02%
CONSUMER CYCLICAL · Cap: $18.17B
THRM
Gentherm Inc
$36.25
-4.43%
CONSUMER CYCLICAL · Cap: $1.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Magna International Inc generates 2651% more annual revenue ($42.32B vs $1.54B). MGA leads profitability with a 1.6% profit margin vs 1.5%. MGA appears more attractively valued with a PEG of 0.39. MGA earns a higher WallStSmart Score of 55/100 (C-).
MGA
Buy55
out of 100
Grade: C-
THRM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$108.60
Current Price
$66.09
$42.51 discount
Margin of Safety
+72.3%
Fair Value
$116.90
Current Price
$36.25
$80.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Moderate valuation
3.1% revenue growth
ROE of 5.6% — below average capital efficiency
1.6% margin — thin
Smaller company, higher risk/reward
ROE of 3.2% — below average capital efficiency
1.5% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MGA
The strongest argument for MGA centers on PEG Ratio, Price/Book. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : THRM
The strongest argument for THRM centers on Price/Book. Revenue growth of 11.3% demonstrates continued momentum. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : MGA
The primary concerns for MGA are P/E Ratio, Revenue Growth, Return on Equity. Thin 1.6% margins leave little buffer for downturns.
Bear Case : THRM
The primary concerns for THRM are Market Cap, Return on Equity, Profit Margin. A P/E of 48.7x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
MGA carries more volatility with a beta of 1.85 — expect wider price swings.
THRM is growing revenue faster at 11.3% — sustainability is the question.
MGA generates stronger free cash flow (452M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MGA scores higher overall (55/100 vs 53/100). THRM offers better value entry with a 72.3% 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.
Magna International Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Magna International Inc. designs, designs and manufactures components, assemblies, systems, subsystems and modules for vehicle and light truck original equipment manufacturers worldwide. The company is headquartered in Aurora, Canada.
Gentherm Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Gentherm Incorporated designs, develops, manufactures and markets thermal management technologies. The company is headquartered in Northville, Michigan.
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