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

General Motors

Market Cap: US$68.6b

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

Ford Motor

Market Cap: US$54.0b

Develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles in the United States, Canada, the United Kingdom, Mexico, and internationally.

BorgWarner

Market Cap: US$13.1b

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

Autoliv

Market Cap: US$8.9b

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$8.0b

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

Garrett Motion

Market Cap: US$6.0b

Designs, manufactures, and sells turbocharging, air and fluid compression, and high-speed electric motor technologies to original equipment manufacturers and independent aftermarket distributors in the mobility and industrial fields.

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.

Dorman Products

Market Cap: US$4.2b

Supplies replacement and upgrade parts for the motor vehicle aftermarket industry in the United States and internationally.

PHINIA

Market Cap: US$2.9b

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

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.

LCI Industries

Market Cap: US$2.6b

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

Gentherm

Market Cap: US$1.1b

Designs, develops, manufactures, and sells thermal management and pneumatic comfort technologies in the United States, China, Germany, Czech Republic, South Korea, Mexico, Slovakia, Romania, Japan, United Kingdom and internationally.

Strattec Security

Market Cap: US$316.0m

Designs, develops, manufactures, and markets automotive security, access control, and user interface controls products in North America and internationally.