Added to YB: 2025-12-16
Pitch date: 2025-10-27
AAP [bullish]
Advance Auto Parts, Inc.
-18.92%
current return
Author Info
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Company Info
Advance Auto Parts, Inc. engages in the provision of automotive aftermarket parts in the United States and internationally.
Market Cap
$2.8B
Pitch Price
$56.07
Price Target
149.04 (+221%)
Dividend
2.16%
EV/EBITDA
5.83
P/E
-4.85
EV/Sales
0.61
Sector
Specialty Retail
Category
turnaround
Advance Auto Parts, Inc. - $AAP
AAP: Turnaround led by CEO Shane O'Kelly targeting 7% op margin by 2027 vs street's 4.5%. Bold actions: sold Worldpac $1.5B, closed 500 stores, rationalized DC network. Tariff inflation benefits inelastic auto parts demand. $2.2B capital return potential once investment grade. Trading 6.1x vs peers 16.3x EV/EBITDA. Price target $149, 166% upside.
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