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Added to YB: 2025-07-15

Pitch date: 2025-07-10

ABG [neutral]

Asbury Automotive Group, Inc.

-7.66%

current return

Author Info

No bio for this author

Company Info

Asbury Automotive Group, Inc., together with its subsidiaries, operates as an automotive retailer in the United States.

Market Cap

$5.0B

Pitch Price

$263.85

Price Target

N/A

Dividend

N/A

EV/EBITDA

7.83

P/E

9.25

EV/Sales

0.55

Sector

Specialty Retail

Category

growth

Show full summary:
Black Bear Value Partners Portfolio Holding: Asbury Automotive Group, Inc.

ABG (holding update): Auto retailer with resilient P&S division (50%+ profits). Q1 saw 1% rev decline, 3% GP drop, but P&S up 5%. Pending Herb Chambers acquisition mid-2025. At $239, trades at 10-15% FCF yield ($20-30/sh FCF in normal year) vs S&P's 3-4%. TCA business worth $30-40/sh. Risks: tariffs may impact affordability.

Read full article (2 min)