U.S. Automobiles Undervalued over 20% based on DCF

General Motors

Market Cap: US$77.2b

Designs, builds, and sells trucks, crossovers, cars, and automobile parts worldwide.

BorgWarner

Market Cap: US$13.8b

Provides technology solutions for combustion, hybrid, and electric vehicles worldwide.

Autoliv

Market Cap: US$9.2b

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

Mobileye Global

Market Cap: US$7.7b

Develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally.

Gentex

Market Cap: US$5.0b

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.

PHINIA

Market Cap: US$2.7b

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

LCI Industries

Market Cap: US$2.5b

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

Adient

Market Cap: US$1.5b

Engages in the design, development, manufacture, and market of seating systems and components for passenger cars, commercial vehicles, and light trucks in United States.

XPEL

Market Cap: US$1.4b

Manufactures, installs, sells, and distributes protective films, coatings and related services.

Standard Motor Products

Market Cap: US$862.6m

Manufactures and distributes replacement automotive parts in the United States, Europe, Canada, Mexico, Poland, and internationally.