U.S. Automobiles Undervalued based on future growth

Ford Motor

Market Cap: US$43.0b

Develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles worldwide.

Aptiv

Market Cap: US$14.3b

Engages in design, manufacture, and sale of vehicle components for the automotive and commercial vehicle markets in North America, Europe, the Middle East, Africa, the Asia Pacific, South America, and internationally.

Lear

Market Cap: US$5.0b

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.

Goodyear Tire & Rubber

Market Cap: US$2.9b

Develops, manufactures, distributes, and sells tires and related products and services worldwide.

PHINIA

Market Cap: US$1.9b

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

Gentherm

Market Cap: US$970.8m

Designs, develops, manufactures, and sells thermal management and pneumatic comfort technologies in the United States and internationally.

Standard Motor Products

Market Cap: US$668.9m

Manufactures and distributes replacement automotive parts in the United States and internationally.

American Axle & Manufacturing Holdings

Market Cap: US$511.4m

Designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles.

Cooper-Standard Holdings

Market Cap: US$464.5m

Through its subsidiary, manufactures and sells sealing, fuel and brake delivery, and fluid transfer systems in the North America, Europe, the Asia Pacific, and the South America.