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Autoliv Inc.ALVCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Auto Parts: OEM

World's largest maker of automotive safety systems—airbags and seatbelts—supplying nearly all major automakers globally.

Momentum strong 67
Mkt cap
$8.89B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$106M
20-day average traded
Fwd P/E
11.0×
forward earnings
ROIC−WACC
+9.3 pp
WACC 10.5%
Hurdle
-5 pp
Req g minus delivered
Next earnings
84 days
29 Jan 2027
Close · USD$123.47
1D-0.5%
1W+5.0%
1M+11.2%
3M+1.4%
6M+1.5%
YTD+4.0%
1Y+1.7%
ATR %2.8%
Beta1.02
52w lowhigh6.6% off high

What Autoliv does

World's largest maker of automotive safety systems—airbags and seatbelts—supplying nearly all major automakers globally.

Wins supply contracts for specific car models years before production, then ships parts as those cars are built, so revenue follows global vehicle output. Spun off its electronics and radar business as Veoneer in 2018 to focus on passive safety, the airbags and seatbelts that act in a crash.

Products and services

  • Airbags
  • Seatbelts
  • Steering wheels

Customers

  • Nearly all global automakers (Toyota, VW, GM, Ford

Where it sits in the supply chain

  • Consumer discretionary
  • Auto safety systems
  • Airbag and seatbelt manufacturing

What could go right

  • Global vehicle production growth
  • Rising safety-content per vehicle from regulation

What could go wrong

  • Auto production cyclicality
  • Raw material cost inflation

Moat: narrow (scale, customer qualification, IP / patents). Global scale and decades of crash-safety engineering IP make it the default safety-system supplier.

Headquarters: Stockholm, Sweden · Founded: 1997 · Employees: 64,300

Named competitors

Autoliv at a glance

Size Autoliv (ALV) is a United States Consumer Discretionary company (Auto Parts: OEM) with a market value of $8.89B, the 837th largest of 3,117 United States companies the cockpit tracks. Shares closed at $123.47 on 6 Nov 2026.

Performance Over six months the shares gained 1.5%, against -10.9% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 4.3% over the last twelve months (peer median +6.2%); the operating margin is 9.9% (peer median 7.7%).

Valuation It trades at 11.0× forward earnings against a peer median of 22.2× (5th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -5 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 9.3 points above its cost of capital (10.5% WACC).

Short interest Short interest is 5.9% of the free float (15 Oct 2026).

Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026ALV 102Peer median 91
Six months, rebased to 100: Autoliv against the median of its 20 peers (local-currency closes).

Autoliv financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$11.1B$10.8B$10.4B$10.5B$8.84B
Revenue growth—+4%-1%+18%—
Gross profit$2.10B$2.03B$1.89B$1.78B$1.36B
EBITDA$1.53B$1.50B$1.39B$1.27B$929M
Net income$623M$735M$647M$488M$423M
Free cash flow$729M$716M$479M$409M$127M
Capital expenditure$413M$441M$580M$573M$585M
Total debt$2.09B$2.32B$2.07B$2.04B$1.92B

Quarterly statements and history in the cockpit →

Autoliv competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%+20%5334HLEALSNUNOMINDADCI7259600741TREL-B002920601689CUMMINSIND600418301550000559002625SONACOMSSHA0BRELEA603179ALV6-month return →1-month return →
Up and to the right = strong over both horizons. Autoliv is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%20×40×60×5334HLEALSNUNOMINDADCI7259600741TREL-B002920601689CUMMINSIND600418301550000559002625SONACOMSSHA0BRELEA603179ALVRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Autoliv is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%5334HLEUNOMINDADCI7259600741TREL-B601689CUMMINSIND000559SONACOMSSHA0BRELEAALVGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Autoliv is the large dot.

Autoliv competitors and peer comparison

Head to head with its named competitors (ALV vs CON.DE vs 012330.KS vs 7282.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Autoliv ALV$8.89B+2%+4%10%11.0×2.6%
Continental CON.DE$15.8B+2%-35%n/a12.1×-0.2%
Mobis 012330.KS$22.3B-18%+4%6%8.3×-1.0%
Toyoda Gosei 7282.T$3.81B+26%+13%7%9.8×0.5%
Tokai Rika 6995.T$1.57B0%+5%5%9.9×-4.6%

How Autoliv compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Autoliv against its 20 peers (data as of 6 Nov 2026)
MeasureALVPeer medianRank in peer set
1-month return+11.2%+1.3%5th highest of 21
6-month return+1.5%-10.9%7th highest of 21
Distance from 52-week high-6.6%-29.3%4th highest of 21
Revenue growth (TTM)+4.3%+6.2%9th lowest of 21
Operating margin9.9%7.7%9th highest of 21
Forward P/E11.0×22.2×5th cheapest of 21
Growth the price implies (Req g, 7 yrs)2.6%9.6%5th least demanding of 16
Growth delivered (Del g)+7.7%+7.7%8th highest of 16
Hurdle (Req g minus delivered)-5.2 pp-2.6 pp6th least demanding of 16
ROIC minus cost of capital+9.3 pp+1.6 pp2nd highest of 21
EV / EBITDA7.0×10.4×4th cheapest of 13
Net debt / EBITDA1.2×1.1×6th most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Autoliv ALVUnited States$8.89B+2%+4%10%11.0×2.6%+7.7%
Niterra 5334.TJapan$9.01B+5%+16%19%9.9×4.0%+11.3%
HELLA GmbH & Co. KGaA HLE.DEGermany$8.26B-7%-1%5%34.7×2.4%+6.1%
Allison Transmission ALSNUnited States$9.65B-6%+71%20%11.0×2.6%+7.7%
UNO Minda UNOMINDA.NSIndia$8.11B+16%+19%8%53.6×46.9%+25.0%
Donaldson DCIUnited States$9.77B-2%+5%16%19.5×8.3%+6.4%
Aisin 7259.TJapan$9.78B-14%+6%4%10.0×-0.3%+7.7%
Huayu Automotive Systems 600741.SSChina$7.87B-11%+1%3%7.9×-15.5%+6.6%
Trelleborg TREL-B.STSweden$10.1B+19%+2%19%22.9×9.6%+2.6%
Huizhou Desay SV Automotive 002920.SZChina$7.12B-23%+12%7%17.5×n/an/a
Ningbo Tuopu 601689.SSChina$11.7B-26%+11%9%29.9×15.3%+35.4%
Cummins India CUMMINSIND.NSIndia$11.9B-25%+15%19%43.5×39.5%+22.7%
Anhui Jianghuai Automobile 600418.SSChina$6.48B-60%+23%-2%44.4×n/an/a
Zhejiang Sling Intelligent Drive 301550.SZChina$6.34B+14%+7%19%230.9×n/an/a
Wanxiang Qianchao 000559.SZChina$6.24B-22%-4%8%36.7×21.2%+4.2%
Kuang-Chi Technologies 002625.SZChina$6.05B-52%-7%20%21.6×n/an/a
Sona BLW Precision Forgings SONACOMS.NSIndia$5.94B+56%+42%17%63.7×48.2%+23.6%
Schaeffler SHA0.DEGermany$5.83B-45%-1%2%18.4×10.7%+13.3%
Brembo BRE.MIItaly$5.62B-11%-3%7%13.7×17.3%+10.9%
Lear LEAUnited States$5.31B-21%+4%4%6.9×-1.3%+6.4%
Jiangsu Xinquan Automotive Trim 603179.SSChina$5.07B+5%+12%6%33.5×n/an/a

Questions

Who are Autoliv's main competitors?
Named competitors: ZF Friedrichshafen (private or unlisted), Joyson Safety Systems (private or unlisted), Continental (CON.DE), Hyundai Mobis (012330.KS), Toyoda Gosei (7282.T), Tokai Rika (6995.T). The cockpit's measured peer set (industry) also includes Niterra (5334.T), HELLA GmbH & Co. KGaA (HLE.DE), Allison Transmission (ALSN), UNO Minda (UNOMINDA.NS), Donaldson (DCI), Aisin (7259.T).
Is Autoliv expensive compared with its peers?
On forward p/e it trades at 11.0× against a peer median of 22.2×, 5th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -5 pp: the price already allows for a slowdown.
How has Autoliv stock performed?
Over six months to 6 Nov 2026 the shares returned +1.5% against -10.9% for the median peer; over one year +1.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.