According to WarrenAI, Autoliv Inc (ALV) leads the pack of automotive suppliers with EV exposure, boasting a 27.5% one-year return and a 3.1% dividend yield. The AI identifies a 9.9% upside to its fair value. Autoliv's focus on automotive safety systems positions it well in both traditional and electric vehicle markets. This analysis offers insights into the evolving sector.

BorgWarner Inc (BWA) is another top performer, with a 44.4% one-year return, driven by its hybrid exposure. WarrenAI suggests a 6.0% upside to its fair value. The company's diverse powertrain technologies are a key advantage during the transition to EVs. These suppliers are adapting to benefit from the growing EV market, reflecting a shift in the automotive industry.

Lear Corporation (LEA) presents a compelling "value & yield combo" for investors seeking growth and income, with a 27.2% one-year return and the highest upside potential at 25.9%. It also offers the most attractive dividend yield at 3.4%. These companies demonstrate how established manufacturers can thrive in the expanding EV sector.

These rankings by WarrenAI provide investors with a data-driven perspective on potential opportunities in the EV supply chain. The use of AI to evaluate financial metrics offers a new approach to identifying promising investments. Investors should watch how these companies continue to navigate the evolving automotive industry.