Aptiv PLC (APTV)
Aptiv supplies electrical architecture, sensors, and software that power advanced safety and connected-vehicle features.
APTV vs BBY: how the two businesses compare
- Bigger business: BBY, with $41.7B of yearly revenue, about 2.0× APTV's $20.4B.
- More profitable: BBY keeps 3 cents of each sales dollar as profit, against 1 cents at APTV.
- More cash from each sale: APTV turns 11 cents of each sales dollar into operating cash flow, against 5 cents at BBY.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Best Buy (BBY) is the larger business by reported revenue: $41.7B in its fiscal year ended Jan 2026, about 2.0× APTV's $20.4B (fiscal year ended Dec 2025). APTV's net margin was 0.8% and BBY's 2.6%. The SEC classifies them differently (Motor Vehicle Parts & Accessories; Retail-Radio, Tv & Consumer Electronics Stores); what connects them is shared exposure to the Tariffs & trade research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Consumer Discretionary
- Different
- Separate classifications
- Different
- APTV December 31 · BBY January 30
- Mar 18, 2026
APTV vs BBY: quick comparison
| Company fact | APTV | BBY |
|---|---|---|
| Company | Aptiv PLC | Best Buy Co., Inc. |
| Exchange | NYSE | NYSE |
| SEC industry | Motor Vehicle Parts & Accessories | Retail-Radio, Tv & Consumer Electronics Stores |
| Fiscal year-end | December 31 | January 30 |
| Latest annual filing | 10-K · 2026-02-06 | 10-K · 2026-03-18 |
APTV vs BBY: audited financials
- Scale: BBY's $41.7B of revenue is about 2.0× APTV's $20.4B.
- Net margin: BBY kept 2.6% of revenue as net income versus 0.8% at APTV.
- Cash conversion: operating cash flow equalled APTV 10.7% of revenue, or 13.2× net income; BBY 4.7% of revenue, or 1.84× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end about 1 month apart (2025-12-31 for APTV, 2026-01-31 for BBY), so each figure reflects somewhat different demand and cost conditions.
| Metric | APTV | BBY |
|---|---|---|
| Revenue | $20.4B2025-01-01 to 2025-12-31 · SEC filing | $41.7B2025-02-02 to 2026-01-31 · SEC filing |
| Net income | $165M2025-01-01 to 2025-12-31 · SEC filing | $1.1B2025-02-02 to 2026-01-31 · SEC filing |
| Operating cash flow | $2.2B2025-01-01 to 2025-12-31 · SEC filing | $2.0B2025-02-02 to 2026-01-31 · SEC filing |
| Diluted EPS | $0.752025-01-01 to 2025-12-31 · SEC filing | $5.042025-02-02 to 2026-01-31 · SEC filing |
| Net margin | 0.8%2025-01-01 to 2025-12-31 · SEC filing | 2.6%2025-02-02 to 2026-01-31 · SEC filing |
APTV: FY ending 2025-12-31 · BBY: FY ending 2026-01-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where APTV and BBY overlap, and where they don't
Overlap
- Shared research theme: Tariffs & trade.
Differences
- Different SEC industries: APTV files as Motor Vehicle Parts & Accessories; BBY as Retail-Radio, Tv & Consumer Electronics Stores.
- Offset fiscal calendars: APTV's year ends December 31 and BBY's January 30, about 1 month apart.
- Scale: BBY reported about 2.0× the annual revenue of APTV.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Best Buy Co., Inc. (BBY)
Best Buy is a consumer-electronics retailer selling computers, appliances, and gadgets with in-home tech services.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves APTV
We have not yet published a company-specific driver list for APTV. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-06.
What moves BBY
We have not yet published a company-specific driver list for BBY. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-18.
The investment question
You now know BBY reports about 2.0× APTV's revenue, and BBY keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to tariffs & trade, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. APTV's fiscal year ends December 31, while BBY's ends January 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 9 matched transaction rows for APTV and 2 matched transaction rows for BBY. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
APTV primary filings
BBY primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
APTV vs BBY FAQs
Are APTV and BBY direct competitors?
Not necessarily. Aptiv files as Motor Vehicle Parts & Accessories and Best Buy as Retail-Radio, Tv & Consumer Electronics Stores. The pair is compared because both map to the Tariffs & trade research theme, not because the filings show head-to-head competition.
Is APTV or BBY the bigger company by revenue?
Best Buy (BBY) is the larger business by reported revenue: $41.7B in its fiscal year ended Jan 2026, about 2.0× APTV's $20.4B (fiscal year ended Dec 2025). APTV's net margin was 0.8% and BBY's 2.6%. The SEC classifies them differently (Motor Vehicle Parts & Accessories; Retail-Radio, Tv & Consumer Electronics Stores); what connects them is shared exposure to the Tariffs & trade research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, APTV or BBY?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this APTV vs BBY comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Aptiv PLC and Best Buy Co., Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
APTV vs BBY compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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