Professional
Added to YB: 2024-10-14
Pitch date: 2024-09-30
GPC [bullish]
Genuine Parts Company
-26.55%
current return
Author Info
No bio for this author
Company Info
Genuine Parts Company distributes automotive and industrial replacement parts. The company operates in three segments: North America Automotive Parts Group, International Automotive Parts Group, and Industrial Parts Group.
Market Cap
$12.8B
Pitch Price
$132.90
Price Target
N/A
Dividend
4.58%
EV/EBITDA
7.36
P/E
216.28
EV/Sales
0.77
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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