ALV vs APH vs BWA vs APTV vs MGA

For growth investors, Amphenol Corporation (APH) is the stronger pick with 51.

7% revenue growth year-over-year, versus -0. 2% for Magna International Inc. (MGA). Autoliv, Inc. (ALV) offers the better valuation at 12. 7x trailing P/E (11. 5x forward), making it the more compelling value choice. Analysts rate Amphenol Corporation (APH) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Autoliv, Inc.

(ALV) is the cheapest at 12. 7x versus Aptiv PLC at 76. 1x. On forward P/E, Aptiv PLC is actually cheaper at 8. 7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Autoliv, Inc. wins at 0. 33x versus Magna International Inc. 's 2. 60x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Amphenol Corporation (APH) delivered a total return of +308.

8%, compared to -61. 6% for Aptiv PLC (APTV). Over 10 years, the gap is even starker: APH returned +899. 3% versus APTV's +9. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), BorgWarner Inc.

(BWA) is the lower-risk stock at 1. 01β versus Amphenol Corporation's 1. 62β — meaning APH is approximately 60% more volatile than BWA relative to the S&P 500. On balance sheet safety, Magna International Inc. (MGA) carries a lower debt/equity ratio of 65% versus 115% for Amphenol Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Amphenol Corporation (APH) is pulling ahead at 51.

7% versus -0. 2% for Magna International Inc. (MGA). On earnings-per-share growth, the picture is similar: Amphenol Corporation grew EPS 74. 0% year-over-year, compared to -89. 2% for Aptiv PLC. Over a 3-year CAGR, APH leads at 22. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Amphenol Corporation (APH) is the more profitable company, earning 18.

5% net margin versus 0. 8% for Aptiv PLC — meaning it keeps 18. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APH leads at 25. 9% versus 5. 0% for MGA. At the gross margin level — before operating expenses — APH leads at 36. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Autoliv, Inc. (ALV) is the more undervalued stock at a PEG of 0. 33x versus Magna International Inc. 's 2. 60x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Aptiv PLC (APTV) trades at 8. 7x forward P/E versus 29. 3x for Amphenol Corporation — 20. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APTV: 66. 0% to $94. 75.

In this comparison, MGA (3.

2% yield), ALV (2. 6% yield), BWA (0. 9% yield), APH (0. 5% yield) pay a dividend. APTV does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, BorgWarner Inc.

(BWA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 01), 0. 9% yield, +114. 1% 10Y return). Both have compounded well over 10 years (BWA: +114. 1%, APTV: +9. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (ALV (Consumer Cyclical) and APH (Technology) and BWA (Consumer Cyclical) and APTV (Consumer Cyclical) and MGA (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ALV is a small-cap deep-value stock; APH is a mid-cap high-growth stock; BWA is a mid-cap quality compounder stock; APTV is a mid-cap quality compounder stock; MGA is a mid-cap income-oriented stock. ALV, BWA, MGA pay a dividend while APH, APTV do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.