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Added to YB: 2025-12-16

Pitch date: 2025-10-27

AAP [bullish]

Advance Auto Parts, Inc.

-13.27%

current return

Author Info

No bio for this author

Company Info

Advance Auto Parts, Inc. provides automotive aftermarket parts. The company offers batteries and battery accessories; belts and hoses; brakes and brake pads; chassis parts; climate control parts; clutches and drive shafts; engines and engine parts; exhaust systems and parts; hub assemblies; ignition components and wires; radiators and cooling parts; starters and alternators; and steering and alignment parts.

Market Cap

$3.0B

Pitch Price

$55.74

Price Target

149.04 (+208%)

Dividend

1.99%

EV/EBITDA

4.96

P/E

44.54

EV/Sales

0.65

Sector

Specialty Retail

Category

turnaround

Show full summary:
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.

Read full article (7 min)