Tag Archives: Auto parts


[ADNT – Adient] Self-Help Margin Expansion Opportunity, 4-Year Double

In a quick blurb from last month, I flippantly wrote: “I don’t think 10x/1x EPS/BV for a moatless auto lender at or near the peak of the auto cycle is all that cheap.”  Well, how about a sorta-moaty auto supplier trading at 7x?  My sense is that auto stocks – their single digit earnings multiples […]

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