COMPARE · Data as of August 21, 2026
LEA vs XPEV
Verdict: Side-by-side breakdown using the Bull Rankings model. LEA scored 62.3, XPEV scored 29.9 — LEA leads.
Compare another set
Different reporting periods. LEA's fundamentals are as of July 2026, but XPEV's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
LEA
Lear Corporation
62.3
$128.54 · $8.6B
fundamentals as of
Score gap
32.4
LEA leads
XPEV
XPeng Inc.
29.9
$12.19 · $11.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthXPEV+87.7%
- Strongest balance sheetLEA0.66
- Highest qualityLEA62 / 100
- Largest discount to fair valueLEA-33%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LEA
stronger →← stronger
XPEV
62
Qualityreturns · margins · balance sheet
24
50
Growthrevenue & earnings expansion
50
78
Valuevaluation vs sector peers
40
LEA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LEA
XPEV
$849mC+
FCF
—
+3.5%C+
Rev
+87.7%A
0.66B+
D/E
0.83B
11.7xA-
P/E
—
0.36A
PEG
—
—
P/S
1.1xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LEA
XPEV
33% below
Price vs fair valuelower is cheaper
—
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+32%
1-yr DCF upside
—
+50%
5-yr DCF upside
—
+80%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LEA
Why this score
- Buying back stock
- Cyclical growth
XPEV
Why this score
- Cyclical growth
- Foreign reporter (CNY)
The companies
LEALear Corporation
Why now
Auto Parts · market cap $8.6b. 14% off the 52-week high of $150.33. PEG 0.36 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $150.50 (implying +17% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 153% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 2.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
XPEVXPeng Inc.
Why now
Auto Manufacturers · market cap $11.7b. Down 57% from 52-week high of $28.23 — deep drawdown territory. Revenue growing +88% — in hypergrowth territory. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $22.15 (implying +82% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -1.5%) — path to GAAP profitability is the core thesis risk. Down 57% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where LEA and XPEV diverge
On the headline score the gap is 32.4 points in favor of LEA. The widest single difference is Quality, where LEA leads by 38.1 points.
- QualityLEA 62.3 · XPEV 24.2LEA +38.1
- ValueLEA 77.7 · XPEV 40.0LEA +37.7
- GrowthLEA 50.0 · XPEV 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.