NYSE
APTV
8 stories
$9.3B Market cap · 2026-10-21
My issue with the JPM $APTV downgrade is the valuation framework. The report itself acknowledges RemainCo has a higher-margin software/interconnect mix and growing non-auto exposure, then continues to frame valuation primarily through a traditional auto-supplier relative-value lens. The entire point of the spin was to change the business mix. Why shouldn’t the valuation framework change with it?
@dstressedcos I think it’s a question of what multiple to apply to $APTV post-spin…
I don’t see how $APTV isn’t asymmetric here… https://t.co/vxgTMvaals
$APTV 👀
This $APTV underperformance is interesting. 🤨 https://t.co/DHfLEh6lkf
$APTV This RemainCo looks cheap, but ugly looking chart... https://t.co/GTJKSyt0ew
Why isn’t $APTV extremely good (5:1x) R/R here? Post-spin, post-guide cut, stock @ $44.76 and sentiment completely washed… https://t.co/iTmXeDEoCA
Voss Value Fund @CapitalVoss initiated a position in Versigent PLC $VGNT, a recent spin-off of Aptiv $APTV. The Fund said the company is an entrenched global oligopolist in high-complexity automotive wire harnesses, with content in one of every six vehicles built worldwide and nine of the ten largest OEMs as customers. Yet it trades at roughly 5x EV/EBITDA, meaning there’s substantial upside.
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