Aptiv PLC vs STMicroelectronics NV — how do they compare? Aptiv PLC trades at $59.33 (market cap $12.82B), while STMicroelectronics NV trades at $69.86 (market cap $63.01B). The key difference: STMicroelectronics NV is far larger — about 4.9× Aptiv PLC's market cap, and STMicroelectronics NV pays a 0.5% dividend while Aptiv PLC pays none. Which is the better fit depends on your goals.
| APTV | STM | |
|---|---|---|
Market Cap | $12.82B | $63.01B |
Sector | Consumer Cyclical | Financials |
52-Week High | $76.82 | $79.91 |
52-Week Low | $52.57 | $21.20 |
Enterprise Value | $19.53B | $61.22B |
Dividend Yield | — | 0.5% |
Signals from Pluang's Aura AI — not financial advice
APTV trades at $60.57, up 1.19% with a bearish technical signal but strong analyst support. Recent earnings beats and a consensus price target of $78.57 suggest upside potential. Revenue grew to $20.40B in 2025, though net margins compressed to 1.77%. The company announced Q2 2026 results on August 4, 2026, with expectations of $1.42 EPS.
Outlook is mixed: bullish fundamentals from earnings momentum and low P/S of 0.64 contrast with technical weakness and margin pressures. Risks include debt levels and competitive threats, but institutional buy ratings (63.6%) highlight confidence in long-term growth from automotive technology demand.
STM trades at $71.46, up 0.1% with a bullish technical signal. The stock shows mixed earnings performance with Q3 2025 beating estimates but subsequent quarters missing. Valuation metrics appear elevated with P/E of 446.63 and P/S of 5.3, though analyst consensus remains positive with 52% buy ratings. Recent news highlights AI and automotive chip momentum as growth drivers.
Outlook remains cautiously optimistic given strong analyst support and AI/automotive exposure, but elevated valuations and declining profit margins (1.19% net margin) present risks. The stock trades near consensus price target of $72.33, suggesting limited near-term upside without earnings acceleration.
Trailing returns across standard periods
Latest headlines on both assets
Aptiv's signal and power solutions segment supplies components and systems that make up a vehicle's electrical system backbone, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The advanced safety and user experience segment provides body controls, infotainment and connectivity systems, passive and active safety electronics, advanced driver-assist technologies, and displays, as well as the development of software for these systems. Aptiv's largest customer is General Motors at roughly 12% of 2021 revenue, including sales to GM's Shanghai joint venture, followed by Stellantis at 11%, and Volkswagen at 9%. North America and Europe represented approximately 38% and 33% of total 2019 revenue, respectively.
Read more on APTV →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →