Atmus Filtration Technologies (NYSE:ATMU) versus PHINIA (NYSE:PHIN) Head to Head Analysis

Atmus Filtration Technologies (NYSE:ATMU) and PHINIA (NYSE:PHIN) are both industrials companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, dividends, profitability, valuation, earnings, risk and institutional ownership.

Insider and Institutional Ownership

32.7% of Atmus Filtration Technologies shares are held by institutional investors. Comparatively, 90.9% of PHINIA shares are held by institutional investors. 0.4% of Atmus Filtration Technologies shares are held by insiders. Comparatively, 1.5% of PHINIA shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares Atmus Filtration Technologies and PHINIA’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Atmus Filtration Technologies	11.12%	120.81%	17.99%
PHINIA	2.32%	10.12%	4.45%

Dividends

Atmus Filtration Technologies pays an annual dividend of $0.20 per share and has a dividend yield of 0.5%. PHINIA pays an annual dividend of $1.08 per share and has a dividend yield of 2.4%. Atmus Filtration Technologies pays out 9.0% of its earnings in the form of a dividend. PHINIA pays out 61.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Earnings and Valuation

This table compares Atmus Filtration Technologies and PHINIA”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Atmus Filtration Technologies	$1.67 billion	1.90	$185.60 million	$2.21	17.24
PHINIA	$3.40 billion	0.53	$79.00 million	$1.75	25.29

Atmus Filtration Technologies has higher earnings, but lower revenue than PHINIA. Atmus Filtration Technologies is trading at a lower price-to-earnings ratio than PHINIA, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of current ratings and target prices for Atmus Filtration Technologies and PHINIA, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Atmus Filtration Technologies	0	1	4	0	2.80
PHINIA	0	1	3	1	3.00

Atmus Filtration Technologies currently has a consensus target price of $42.80, indicating a potential upside of 12.31%. PHINIA has a consensus target price of $55.50, indicating a potential upside of 25.39%. Given PHINIA’s stronger consensus rating and higher possible upside, analysts clearly believe PHINIA is more favorable than Atmus Filtration Technologies.

Risk & Volatility

Atmus Filtration Technologies has a beta of 1.83, suggesting that its share price is 83% more volatile than the S&P 500. Comparatively, PHINIA has a beta of 1.38, suggesting that its share price is 38% more volatile than the S&P 500.

Summary

Atmus Filtration Technologies beats PHINIA on 9 of the 17 factors compared between the two stocks.

About Atmus Filtration Technologies

Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand name in North America, Europe, South America, Asia, Australia, Africa, and internationally. The company offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, coolants, and fuel additives, as well as other chemicals; and fuel water separators and other filtration systems to original equipment manufacturers, dealers/distributors, and end-users. Its products are used in on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. The company was founded in 1958 and is headquartered in Nashville, Tennessee.

About PHINIA

PHINIA Inc. engages in the development, design, and manufacture of integrated components and systems that optimize performance, increase efficiency, and reduce emissions in combustion and hybrid propulsion for commercial and light vehicles, and industrial applications. The company operates through Fuel Systems and Aftermarket segments. The Fuel Systems segment provides advanced fuel injection systems, including pumps, injectors, fuel rail assemblies, and engine control modules; fuel delivery modules; canisters; sensors; and electronic control modules. The segment also offers complete systems comprising associated software and calibration services, that reduce emissions and improve fuel economy for traditional and hybrid applications. The Aftermarket segment is involved in the sale of starters, alternators, and other new and remanufactured products, as well as maintenance, test equipment, and vehicle diagnostics solutions. It servs original equipment manufacturers of passenger cars, trucks, vans, sport-utility vehicles, medium-duty and heavy-duty trucks, and buses, as well as other off-highway construction, marine, and agricultural and industrial applications. PHINIA Inc. was incorporated in 2023 and is based in Auburn Hills, Michigan.