Consumer Cyclical

Autoliv, Inc. (ALV)

$131.69
+3.12%
$9.5B
Market Cap
13.7
P/E Ratio
1.32
Beta
2.72%
Dividend Yield
Piotroski 7/9Altman Z 2.9 Gray ZoneBeneish M -2.65 CleanROIC−WACC +6.7%

Quantitative Summary

Deterministic

At 13.7x earnings — a 61% discount to the sector average of 35.0x — ALV is in the lower valuation range. Strong operational fundamentals (Piotroski 7/9) with Altman Z of 2.9. DCF fair value of $249 implies 125% upside from current prices based on model assumptions.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

Algorithmic Teardown

AI-Generated

The fundamental economics of Autoliv, Inc. demonstrate a robust spread between return on invested capital and the cost of equity, yielding a 6.8% advantage that signals efficient capital allocation relative to risk. This strong operational leverage is underpinned by an ROE of 28.5%, driven primarily by high asset turnover at 1.25x rather than excessive financial leverage or margin expansion alone. Credit and governance metrics further reinforce this quality profile, with a Piotroski F-Score of 7/9 indicating strong fundamentals, while the Altman Z-Score of 2.9 suggests acceptable bankruptcy risk despite not reaching investment-grade safety margins; notably, the negative Beneish M-Score of -2.65 points to low earnings manipulation risk. These attributes are consistent with a value-oriented tilt evidenced by the positive HML factor and robust profitability alpha.

Valuation metrics present a significant divergence between current market pricing and intrinsic fair value estimates. Trading at 11.5x forward earnings, Autoliv is priced substantially below its sector average of 34.6x, suggesting the market may be underweighting the company's cash flow generation capabilities relative to peers. Discounted cash flow analysis implies a substantial gap between current prices and a fair value of $254, corresponding to an estimated upside potential exceeding 140% based on long-term free cash flow growth assumptions averaging 3.8%. This wide disparity indicates that the market is likely pricing in conservative expectations or sector-wide headwinds not fully reflected in the company's specific operational efficiency and capital returns.

Risk assessment reveals a mixed picture where quantitative factors favor the investment thesis while insider behavior warrants caution. The stock exhibits positive Fama-French alpha of 1.71% annually, driven by both value characteristics and high profitability relative to size and book equity. However, this technical outperformance is currently counterbalanced by significant net insider selling totaling $2.93 million over the past ninety days, which may signal management's view that current valuations are adequate or reflect concerns about future execution despite strong historical fundamentals.

Generated by LLM from quantitative data inputs. May contain inaccuracies. Not investment advice.

DCF Sandbox

Interactive
Market Price
$131.69
Fair Value
$248
Implied Upside
+88.1%
$248IMPLIED FAIR VALUEUNDERVALUEDOVERUNDER
Growth Rate (Y1–5)23%
-10%20%50%
Discount Rate (WACC)11.5%
5%12.5%20%

5-year two-stage DCF. Terminal growth 3%. Default sliders match the pre-computed base case. Drag to explore scenarios. Not investment advice.

Reverse DCFMarket-Implied
4.6%annual FCF growth priced in at $131.69

The growth rate the market implicitly expects over the next 10 years to justify today's price. Compare with historical growth of 4% YoY revenue.

Sensitivity Matrix

TG ↓ / WACC →9.5%11.5%13.5%
2%$298$226$180
3%$338$249$194
4%$392$277$211

Center = base case. Green = >10% upside, Red = >10% downside vs $131.69.

Pre-computed DCF: WACC=11.5%, terminal growth 3%. Fair value $249 (+125.5%). Not investment advice.

Valuation Context

13.7x
ALV P/E
35.0x
Sector Avg
9.6x
5Y Avg P/E
-61%
vs Sector

Currently trading 20% above its 5-year average P/E of 9.6x.

Price Chart with Moving Averages

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SMA 50 SMA 200

Technical Setup

AI Generated

Autoliv, Inc. is currently trading at $122.73 within the consumer cyclical sector, presenting a snapshot where price action sits above key moving averages that often serve as dynamic support levels for larger market participants. The alignment of short-term and long-term Simple Moving Averages suggests a structural uptrend potentially reinforced by institutional positioning, as these indicators typically reflect sustained accumulation phases rather than transient retail spikes. However, the absence of specific volume data in this summary prevents a definitive conclusion regarding whether recent price gains are being driven by heavy institutional inflows or lighter participation; historically, significant moves supported by escalating volume often indicate stronger conviction among sophisticated capital allocators. Institutional behavior is frequently gauged through the interaction between trend lines and volatility patterns, yet without explicit RSI readings or precise volume metrics, it remains unclear if larger players are aggressively adding to existing positions or merely maintaining current holdings during this phase. The current price level relative to historical moving averages implies that the asset may be in a consolidation zone where smart money might be waiting for confirmation before initiating further directional moves. Observers should note that while the technical setup appears orderly, the lack of divergent signals means there is no immediate evidence of weakening sentiment or potential distribution strategies employed by major shareholders at this specific juncture. Ultimately, the data indicates a scenario consistent with established momentum rather than reversal patterns, yet it does not confirm whether institutions are accumulating for long-term growth or positioning for short-term volatility plays. The current

RSI (14)
SMA 50
SMA 200

Quant Health Deep Dive

7/9
Piotroski F-Score
Strong — high operational efficiency and profitability signals
2.9
Altman Z-Score
Grey Zone — between 1.8 and 3.0 thresholds. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.
-2.65
Beneish M-Score
Below threshold — no statistical earnings quality concern per Beneish model. Threshold: <-2.22 = below threshold.

Profitability & Value Creation

19.2%
Gross Margin
6.8%
Net Margin
18.2%
ROIC
11.5%
WACC
ROIC − WACC Spread: +6.7%— Positive value creation spread.
+4.1%
Revenue Growth (YoY)
+13.8%
Earnings Growth (YoY)
716.0M
Free Cash Flow
33%
FCF Payout Ratio

✅ Conservative payout — room for dividend increases.

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

6.8%
Net Profit Margin
NI ÷ Revenue
×
1.25x
Asset Turnover
Revenue ÷ Assets
×
3.35x
Equity Multiplier
Assets ÷ Equity
=
28.5%
Return on Equity
⚠️ High equity multiplier — ROE is being amplified by leverage, not operational excellence.

Balance Sheet Health

2.35x
Debt / Equity
1.05x
Current Ratio
10.6x
Interest Coverage
0.8x
Net Debt / EBITDA
7.64%
FCF Yield
1.5B
EBITDA

Insider Activity (Last 90 Days)

Net Insider Flow
-$3M
Net Selling
0
Buy Transactions
8
Sale Transactions
2026-02-26KORTUEM FRANZ JOSEFSold 1/8 qtrsSale$999,349
2026-02-25JARLEGREN MAGNUSSold 2/8 qtrsSale$194,334
2026-02-24NELLIS ANTHONY JSold 2/8 qtrsSale$214,529
2026-02-24BRATT MIKAELSold 2/8 qtrsSale$1M
2026-02-24SWAHN CHRISTIANSold 2/8 qtrsSale$180,360

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✓ Beat
Est: $1.67
Act: $2.15
+28.5%
Q3
✓ Beat
Est: $2.09
Act: $2.21
+5.7%
Q2
✓ Beat
Est: $2.09
Act: $2.32
+11.1%
Q1
✓ Beat
Est: $2.88
Act: $3.19
+10.7%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Dividend History

$0.8700
Latest Dividend
$2.25
2025 Total
-17.9%
YoY Growth
Annual Dividends per Share
$1.21
2015
$1.66
2016
$1.71
2017
$2.12
2018
$2.48
2019
$0.62
2020
$1.88
2021
$2.58
2022
$2.66
2023
$2.74
2024
$2.25
2025
$1.74
2026
DateAmountChange
2026-05-20$0.87000.0%
2026-03-04$0.8700+2.4%
2025-09-05$0.8500+21.4%
2025-05-21$0.70000.0%
2025-03-07$0.70000.0%
2024-12-03$0.7000+2.9%
2024-09-04$0.68000.0%
2024-05-22$0.68000.0%
2024-03-11$0.68000.0%
2023-11-27$0.6800+3.0%
2023-09-06$0.66000.0%
2023-05-24$0.66000.0%
Stock Splits
2018-07-02: 1.388:1

Dividend and split data from SEC filings and market data. Amounts are per share, not adjusted for splits. Source: yfinance.

Risk Profile

31.9%
Annual Volatility
1.12
Sharpe (1Y)
0.32
Sharpe (3Y)
-39.3%
Max Drawdown (3Y)
-39.3%
Max Drawdown (5Y)

Sharpe = risk-adjusted return (higher is better). Max drawdown = largest peak-to-trough decline. 1,200+ trading days.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fama-French 5-Factor Exposure

Academic factor model decomposition — what's really driving this stock's returns.

0.95
Market β
Mkt-RF
+0.641
Size (SMB)
Small-cap tilt
+0.112
Value (HML)
Value tilt
+0.325
Profit (RMW)
Robust
+0.288
Invest (CMA)
Conservative
Alpha (annual): +1.71%
R²: 35.8%of variance explained by 5 factors

Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.

Fundamentals

10.6
Forward P/E
0.85
PEG Ratio
3.61
Price/Book
825460
Avg Volume
$130.25
52W High
$99.16
52W Low
105%
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$5.7B
Tracked Passive Exposure
8
ETFs Holding ALV
0.40%
Avg Weight in ETFs
$1.4T
Total ETF AUM

When investors buy or sell ETFs like VGK or VYMI, the fund manager is mechanically forced to buy or sell ALV shares regardless of Autoliv, Inc.'s individual fundamentals. We estimate $5.7B of passive capital is structurally linked to ALV through 8 tracked ETFs. This substantial passive exposure means that ETF inflows and outflows — not company fundamentals — can dominate daily volume on this stock.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in Autoliv, Inc. to visualize passive redemption contagion across ETFs and collateral stocks.

ALV Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
ALVEpicenterVXUSETFVEAETFVYMETFASMLLow RiskNOVNUnknownROPMed Risk2330UnknownNESNUnknown
ALV Price Drop (%)0

If Autoliv, Inc. (ALV) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies ASML Holding NV (ASML) as the most exposed collateral stock, sharing 3 ETFs with ALV. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 18 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

ALV Ownership Dynamics

Passive funds hold 1 in every 5 ALV shares, reducing daily market volatility.

Ticker
ALV
Total Shares
75M
ETF Lock-Up
19.6%
Display Mode
Total Float Impact
19.6%Locked Float

Autoliv, Inc. (ALV) exerts notable gravity on the passive index market, currently representing 1.1% of the VGK (VGK) and 0.9% of the VYMI (VYMI). Across 18 tracked ETFs, approximately 15M shares (19.6% of float) are held by passive funds and rarely trade on the open market. This level of passive ownership means index rebalances can create outsized volume events.

Float lock-up computed from 18 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

ALV Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
ALV
PRICE
$131.69
FLOOR (POC)
$114.84
STRENGTH
Medium
$100$102$103$105$107$108$1107%$112$113$115POC 11%$11611%$1187%$1209%$1217%$1239%$1258%$126$128$130$131$131.69
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for Autoliv, Inc. over the past year sits near $114.84 (11% of 252-day volume). The current price of $131.69 trades 14.7% above this institutional floor — a sign of upside momentum, though a pullback to the POC zone is a common reversion target.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

ALV Capital Efficiency

How efficiently does Autoliv, Inc. convert operating profits into free cash? The FCF Conversion ratio measures the gap between accounting earnings and real cash generation.

Free Cash Flow
$716M
EBITDA
$1.5B
FCF Conversion
48%
Reinvestment Rate
52%
48% of EBITDA → Free Cash
0% (cash burn)25% (low)50% (efficient)100% (pure cash)
ROIC
18.2%
ROIC − WACC Spread
6.7%

Autoliv, Inc. converts 48% of its EBITDA into free cash flow, a healthy conversion rate indicating efficient capital management — the business generates substantial cash after reinvestment. The 52% reinvestment rate signals aggressive capacity expansion. The positive ROIC-WACC spread of 6.7% confirms that reinvested capital creates shareholder value.

Capital efficiency = Free Cash Flow ÷ EBITDA. Reinvestment = (EBITDA − FCF) ÷ EBITDA. Metrics from latest annual filings. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-14419$121.38$50,858.22
2026-04-301$113.31$113.31
2026-04-20255$118.92$30,324.6
2026-04-06184$105.29$19,373.36
2026-03-27221$105.11$23,229.31
2026-03-1291$107.63$9,794.33
2026-03-0423$113.07$2,600.61
2026-02-24383$121.75$46,630.25
2026-02-18104$125.43$13,044.72
2026-02-053,291$126.61$416,673.51
2026-02-041,764$122.33$215,790.12
2026-01-21469$123.13$57,747.97
2026-01-2024,982$126.38$3.2M
2026-01-122$125.08$250.16
2026-01-081,024$123.25$126,208
2026-01-0739,753$125.17$5.0M
2026-01-023$118.70$356.1
2025-12-2213$121.07$1,573.91
2025-12-165,153$121.32$625,161.96
2025-12-156,351$121.27$770,185.77
2025-12-1274$121.53$8,993.22
2025-11-261,556$117.38$182,643.28
2025-11-17541$120.76$65,331.16
2025-11-14541$122.91$66,494.31
2025-11-10111$121.76$13,515.36
2025-11-05188$119.71$22,505.48
2025-11-03609$116.80$71,131.2
2025-10-3116$116.35$1,861.6
2025-10-2710$115.69$1,156.9
2025-10-241,546$115.66$178,810.36

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
APTV0.6550.588Moderate
SWK0.6280.693Moderate
DD0.6170.665Moderate
ITW0.6130.597Moderate
TOL0.6000.653Moderate
BLD0.5920.684Moderate
MAS0.5880.645Moderate
PPG0.5870.587Moderate
OC0.5840.578Moderate

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare ALV to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.