This auto supplier special sit gets no love

(Hint: it's not GTX)

Another special situation in the auto supplier world (Garrett Motion, GTX) has been grabbing the headlines and finally starting to work.

But this company has a better balance sheet, well communicated growth plans (>2x sales in 6 years), the same level of FCF generation (11% yield), and less attention/coverage (1 analyst covering, little mention on Twitter/X).

The reason to own this stock is straightforward

1. Top line is growing

2. They have industry-best EBITDA margins (along with GTX!)

3. It’s the cheapest stock in a cheap sector

4. It has the lowest leverage in the sector