Autoliv (ALV)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-14
$118.50-2.17%
Close 2026-09-14 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-14
Research Workspace
Put ALV beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted operating margin of 10.5-11% in FY26: FY26 guidance 10.75% vs target 10.75%.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAutoliv's growth has to keep compounding to justify the price. Revenue grew 3.3% year over year, and the last quarter beat expectations. It trades at 12.1× P/E versus a peer median of 12.9×. The price reflects less growth than forecasted, indicating modest expectations. The primary risk is the pressure to achieve an adjusted operating margin of 10.5-11% in FY26. Peer multiples imply a price roughly in line with where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-09-14. ALV is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering ALV (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare ALV with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ALV Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ALV next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Discontinue manufacturing operations in Türkiye
Exit from Türkiye aligns with product strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Achieve adjusted operating margin of 10.5-11%
Earnings miss impacts margin objective progress.
Advances: Achieve adjusted operating margin of 10.5-11%
Reiterates margin outlook and plans significant savings.
Advances: Achieve adjusted operating margin of 10.5-11%
Beating revenue supports margin improvement objective.
Threatens: Achieve adjusted operating margin of 10.5-11%
Earnings miss could hinder margin objectives.
Strategic partnership enhances growth potential and operational synergies.
Partnership enhances product offerings and market position.
Strengthens strategic position and potential for margin improvement.