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APTV
ACCE-researched

Aptiv PLC Ordinary Shares (APTV) fair value

Consumer Cyclical · Auto Parts · NYSE · United States
$42.69-2.56%
Market cap $9.3BNext earnings 2026-11-03Updated Oct 21, 2026
Add earnings to calendarGoogle
Our verdict
Trades 37% below our fair value
Price
$42.69
Model fair valueConfidence: good
$67.51
Model range
$27.31 to $108
Fair value $67.51
Price $42.69
3 models fit Aptiv PLC Ordinary Shares and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Large discount(i)Bronze52
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionAptiv PLC Ordinary Shares (APTV)
Fair value (3 models)
$67.51
ACCE price target
$52.60
Rating
Undervalued
Horizon
12 months
Fair value published on 16 Oct 2026, 00:00 CEST; previously $68.87 since 12 Oct 2026, 00:00 CEST.
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $80.00 since 11 May 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 11:06 CEST.
Price used: $42.69 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
36.8% below
+58.1% to fair value
ACCE score
40
out of 100
Analysts
80% buy
20 covering
P/E
43.4x
forward 6.4x
1-year return
-49.8%
Dividend yield
0.00%

Aptiv PLC Ordinary Shares in four questions

Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Aptiv designs and sells the wiring harnesses, electrical architecture and advanced safety and autonomous-driving systems that go into vehicles from most major automakers. Its moat is the switching cost of being designed into a platform years before launch, which locks in revenue for the life of a model. Revenue growth is only 2.3% and ROE is 5.2%, so the case rests on margins and a cheap forward multiple: the stock trades at 6.4 times forward earnings against a trailing P/E of 44.4, a gap that signals earnings are expected to recover sharply or are currently depressed. The 12.7% operating margin and 19.3% gross margin are the numbers to test, since any sustained improvement in them would matter far more than the top line. With a composite score of 41/100 and no index membership, the name needs a deeper look at the earnings bridge and customer concentration before it earns a place on the list.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
  • high
    Earnings sharply down
    Earnings fell 35.3% year over year and 35.6% quarter over quarter, while revenue grew only 2.3%. Net margin of 1.1% leaves little cushion.
  • moderate
    Elevated short interest
    Short interest stands at 6.1% of float, which is notable alongside falling earnings and a trailing P/E of 43.8.
  • moderate
    Leverage on equity
    Debt to equity of 0.88 is meaningful for a business with a 1.1% net margin, so earnings weakness raises the sensitivity of equity holders.

AI research notes

AI-assisted·How I use AIWritten Oct 16, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Free cash flow over the last twelve months reached $1.5B, and the stock's free cash flow yield stands at 16.6%.
  • The consensus fair value of $68.87 sits 55.6% above the $44.26 share price, and the latest quarterly EPS beat expectations by 14.8%.
Why it could disappoint
  • Net margin is only 1.1% and return on invested capital is 0.8%, so the business earns very little on each dollar of sales.
  • Revenue grew just 2.3% over the past year, far below the 9.3% average annual growth of the last five years.
  • Only 3 of 5 valuation models back the consensus fair value, and the trailing P/E of 43.8x is far above the sector's 17.5x forward median.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

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Valuation

INVESTOR
Where APTV's valuation models land
Price
$42.69
Model fair value
$67.51
Model range
$27.31 to $108
Fair value $67.51
Price $42.69
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.

Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish80% buy · 20 covering analysts
● Strong buy 11● Buy 5● Hold 4● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
Do politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-4.8%
1 month
-5.5%
3 months
-24.5%
6 months
-29.0%
YTD
-43.9%
1 year
-49.8%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
21 Oct 2026, 11:06 CESTRatingUndervaluedfirst publication$45.06
18 Oct 2026, 00:00 CESTACCE price target$52.60$80.00$44.86
16 Oct 2026, 00:00 CESTFair value$68.03$68.87$43.83
12 Oct 2026, 00:00 CESTFair value$68.87$63.81$43.80
8 Oct 2026, 00:00 CESTFair value$63.81$62.56$44.72
5 Oct 2026, 00:00 CESTFair value$62.56$63.41$43.54
1 Oct 2026, 00:00 CESTFair value$63.41$64.08$43.37
20 Sept 2026, 00:00 CESTFair value$64.08$64.85$43.59
17 Sept 2026, 00:00 CESTFair value$64.85$65.59$43.75
13 Sept 2026, 00:00 CESTFair value$65.59$67.06$45.54

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth19Value81Quality43Momentum17Total40
Valuation
Trailing P/E
43.4x
Forward P/E
6.4x
PEG
0.95
P/B
1.07x
EV / Revenue
0.7x
Book value/sh
$42.01
Enterprise value
$14.3B
Profitability
ROE
5.2%
FCF yield
16.49%
ROIC
0.8%
Health and risk
Debt / equity
0.88
Dividend yield
0.00%
Beta
1.36

Price

-50.5% · 1Y

Ask anything about APTV

Answered from Aptiv PLC Ordinary Shares fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 20% of peers
low 7.1x43.4xhigh 66.8x
ROEbetter than 33% of peers
low -46%5%high 28%
Div yieldbetter than 17% of peers
low 0.0%0.0%high 3.5%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
APTV Aptiv PLC Ordinary Shares$42.69$6837% below43.4x5.2%4340
7259.T Aisin Corporation¥2142.50--20.6x8.4%4343
AUR Aurora Innovation Inc. Class A Common Stock$4.86----45.6%3137
ALSN Allison Transmission Holdings Inc. Common Stock$109.57$9219% above16.9x28.3%7166
HLE.DE HELLA GmbH & Co. KGaA€69.70€34102% above66.8x3.8%4352
5334.T Niterra Co., Ltd.¥3375.00--7.1x24.8%8372
ALV Autoliv Inc. Common Stock$118.88$1277% below13.5x25.9%6261

Sector report card

Where APTV ranks against its sector peers on each metric.

Computing percentiles…
  • GlobeNewswire•Oct 13, 2026
    Automotive ECU Market Forecasts Growth from $113.27B (2026) to $160.59B by 2033, Profiling Bosch, Denso, ZF, Aptiv, Aumovio & 5 Other Key Players
  • Business Wire•Oct 7, 2026
    Aptiv to Release Third Quarter 2026 Financial Results on November 3
  • GlobeNewswire•Oct 1, 2026
    EV Charging Cable Market to Reach $5.63 Billion by 2033 at 15.8% CAGR as High-Power DC Charging Drives Demand for Liquid-Cooled Cables
8 more press releases · full archive on Investor+.INVESTOR
40 filings
August 2026
Aug 17
Form 4Insider transactionPeriod 2026-08-13
View on SEC →
Aug 13
Form 4Insider transactionPeriod 2026-08-12
View on SEC →
Aug 12
Form 4Insider transactionPeriod 2026-08-11
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR