ALV Stock Analysis — Autoliv
Sector: Automotive Safety
AI Verdict
ALV trades cheap for the growth you’re getting, and the moat from OEM lock-in makes the earnings ramp look credible.
Competitive Moat
Autoliv is the world’s largest supplier of automotive airbags and seatbelts, benefiting from deep integration with global automakers and high regulatory barriers that make switching suppliers costly and risky. Its scale and long-term OEM relationships create a durable moat in a safety-critical niche.
Summary
Autoliv’s forward P/E of 10.6x and 17.8% expected EPS growth make it a rare value in auto safety suppliers.
Where It Stands
With a forward P/E of 10.6x—well below the industrials sector median of 20x—and 17.8% forecast EPS growth, ALV offers growth at a bargain multiple.
Key Metrics
- Trailing P/E: 12.5x
- Forward P/E: 10.6x
- PEG Ratio: 0.70
- Earnings Growth: +0.2%
- Revenue Growth: +0.1%
- Dividend Yield: 0.03%
- 52-Week High: $130.14
- 52-Week Low: $98.45
Analyst Consensus
16 Buy · 8 Hold · 0 Sell (24 analysts)
Bull Case
A 17.8% expected EPS jump against a 10.6x forward P/E means you’re paying a low price for double-digit growth in a defensive niche.
Bear Case
If ALV’s P/E reverts even halfway to the sector median (from 10.6x to 15x), the stock could see a sharp rerating risk if growth disappoints.
Catalyst to Watch
Watch for major OEM contract wins or regulatory changes—either could materially shift earnings visibility and sentiment.