Division ValuationThe move of the CFO to lead the ECG division could be a signal that this division will be reported separately, enhancing investor valuation.
Growth PotentialAPTV's long-term growth remains intact, helped by U.S. and EU EV regulations and ADAS, with strong free cash flow also supportive.
Stock ValuationAPTV now trades at just 8 times the 2025 EPS, a discount to peer average despite long-term growth and solid free cash flow.