Aurora Innovation, Inc. (AUR) vs BorgWarner Inc. (BWA)

Aurora Innovation, Inc. and BorgWarner Inc. are both Auto Parts companies. Aurora Innovation, Inc. and BorgWarner Inc. are of similar size ($12.3B and $12.1B). Aurora Innovation, Inc. has negative trailing earnings, so its P/E is not meaningful; BorgWarner Inc. trades at 30.4×. BorgWarner Inc. grew revenue faster over the last twelve months: 2.16% against −81.5%. BorgWarner Inc. has the higher net margin (2.89% vs −18,000.0%) and the higher return on invested capital (6.20% vs −82.4%). Across the 18 metrics below, BorgWarner Inc. leads on 14 and Aurora Innovation, Inc. on 4.

Valuation

Metric AUR BWA Auto Parts median
P/E n/m 30.36 17.92
P/S 2,387.01 0.87 0.64
P/B 6.11 2.15 1.15
Price to free cash flow n/m 9.69 12.82
EV/EBITDA n/m 9.94 7.66
EV/Sales 2,143.61 0.97 0.73
Earnings yield (7.78%) 3.29% 2.73%
Free cash flow yield (6.29%) 10.31% 3.47%

Profitability

Metric AUR BWA Auto Parts median
Gross margin (400.00%) 19.47% 22.64%
Operating margin (19,400.00%) 4.99% 3.67%
Net margin (18,000.00%) 2.89% 1.68%
Free cash flow margin (15,020.00%) 8.95% 2.31%
Return on equity (45.64%) 6.99% 2.35%
Return on assets (41.09%) 2.93% 0.89%
Return on invested capital (82.37%) 6.20% 4.55%

Growth

Metric AUR BWA Auto Parts median
Revenue growth (TTM) (81.48%) 2.16% 5.00%
EPS growth (last fiscal year) 4.35% (14.67%) —
Revenue growth, 5-year CAGR — 7.09% 7.78%
Net income growth, 5-year CAGR 0.00% (11.14%) 0.00%

Health

Metric AUR BWA Auto Parts median
Debt to equity 0.00 0.67 0.38
Current ratio 11.38 2.13 1.78
Net debt to EBITDA 1.47 1.26 1.26

Dividend

Metric AUR BWA Auto Parts median
Dividend yield — 1.85% 2.37%
Payout ratio 0.00 0.17 0.00

Size

Metric AUR BWA Auto Parts median
Market cap 12.27b 12.06b 914.31m

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