BorgWarner (BWA) vs Lear (LEA)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
BorgWarner (BWA) has outperformed Lear (LEA) over the past year, gaining 47.1% versus a gain of 20.4%. Over five years, BWA leads with a +50.6% price change compared with -33.2% for LEA. BorgWarner is the larger company by market cap ($12.57 billion vs $5.85 billion), about 2.2 times the size.
On valuation, Lear trades at a lower forward P/E (7.0x vs 10.4x for BorgWarner). Lear offers the higher dividend yield (2.60% vs 1.10%). BorgWarner converts more of its revenue into profit, with a net margin of 1.9% versus 1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BWA | LEA |
|---|---|---|
| Share price | $61.72 | $118.53 |
| Market cap | $12.57B | $5.85B |
| 1-day change | -1.03% | -0.92% |
| YTD return | +38.39% | +4.39% |
| 1-year return | +47.14% | +20.36% |
| 5-year return | +50.63% | -33.19% |
| P/E ratio (TTM) | 30.86 | 11.04 |
| Forward P/E | 10.43 | 7.02 |
| EPS (TTM) | $2.00 | $10.74 |
| Dividend yield | 1.10% | 2.60% |
| Annual dividend | $0.68 | $3.08 |
| Revenue (latest FY) | $14.32B | $23.26B |
| Revenue growth (YoY) | +1.63% | -0.20% |
| Net income (latest FY) | $277.00M | $436.80M |
| Gross margin | 18.68% | 6.47% |
| Operating margin | 3.74% | 3.34% |
| Net margin | 1.93% | 1.88% |
| 52-week high | $78.82 | $150.33 |
| 52-week low | $40.50 | $96.04 |
| Distance from 52-week high | -21.70% | -21.15% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +31.68% | +26.31% |
| Average volume | 2.24M | 639.11K |
| Shares outstanding | 203.67M | 49.32M |
| Employees | 37,500 | 164,300 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Auto Parts:O.E.M. | Auto Parts:O.E.M. |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- BorgWarner is about 2.2 times larger than Lear by market value ($12.57B vs $5.85B).
- BWA has outperformed LEA by 26.8 percentage points over the past year.
- BorgWarner trades at a higher earnings multiple (30.9x vs 11.0x trailing P/E).
- Lear offers a meaningfully higher dividend yield (2.60% vs 1.10%).
About BorgWarner
BWA stock →BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments.
Consumer Discretionary · Auto Parts:O.E.M. · 37,500 employees
About Lear
LEA stock →Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, keyseat components, seat trim covers, seat mechanisms, thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products, seat cushioning, and headrests, as well as surface materials, such as leather and fabric for light trucks, compact cars, pick-up trucks, and sport utility vehicles.
Consumer Discretionary · Auto Parts:O.E.M. · 164,300 employees
BWA vs LEA FAQ
Which is bigger, BorgWarner or Lear?
BorgWarner (BWA) is larger, with a market capitalization of $12.57B compared with $5.85B for Lear (LEA).
Which stock has performed better over the past year, BWA or LEA?
BWA returned +47.14% over the past 12 months, compared with +20.36% for LEA (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BWA or LEA?
LEA has the lower trailing P/E at 11.0, versus 30.9 for BWA. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, BorgWarner or Lear?
Lear has the higher yield at 2.60%, compared with 1.10% for BorgWarner.
Are BorgWarner and Lear in the same industry?
Yes. Both are classified in the Auto Parts:O.E.M. industry within the Consumer Discretionary sector.