U.S. Automobiles Healthy potentially undervalued

Dana

Market Cap: US$2.9b

Provides power-conveyance and energy-management solutions for on-highway vehicles in North America, Europe, South America, and the Asia Pacific.

Autoliv

Market Cap: US$9.1b

Through its subsidiaries, develops, manufactures, and supplies passive safety systems to the automotive industry in the Americas, Europe, China, and Asia.

Versigent

Market Cap: US$3.0b

Designs, manufactures, and distributes low- and high-voltage power electrical architectures.

LCI Industries

Market Cap: US$3.1b

Manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally.

Lear

Market Cap: US$7.4b

Designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America.

PHINIA

Market Cap: US$3.0b

Engages in the development, design, and manufacture of integrated components and systems.

Patrick Industries

Market Cap: US$2.9b

Manufactures and distributes component and materials for recreational vehicle, marine, powersports, manufactured housing, and industrial markets in the United States, Mexico, China, and Canada.

Gentex

Market Cap: US$5.1b

Designs, develops, manufactures, markets, and supplies digital vision, connected car, dimmable glass, fire protection technologies, audio products, medical devices, and consumer electronics.

Visteon

Market Cap: US$2.8b

An automotive technology company, engages in the design, manufacture, and sale of automotive electronics and connected car solutions for vehicle manufacturers.