Professional
Added to YB: 2024-10-14
Pitch date: 2024-09-30
GPC [bullish]
Genuine Parts Company
-1.91%
current return
Author Info
No bio for this author
Company Info
Genuine Parts Company distributes automotive and industrial replacement parts. It operates in two segments, Automotive Parts Group and Industrial Parts Group.
Market Cap
$17.4B
Pitch Price
$134.12
Price Target
N/A
Dividend
3.29%
EV/EBITDA
9.56
P/E
21.59
EV/Sales
0.97
Sector
Distributors
Category
value
Oakmark Equity and Income Fund New Position: Genuine Parts Company
GPC: Auto & industrial parts distributor (NAPA, Motion). Steady demand from replacement parts. Fragmented markets favor scale players. NAPA's 6,800-store network hard to replicate. Motion leads with 2x revenue of closest rival. High ROIC, organic growth + tuck-ins. Trades at P/E discount to peers & market.
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