Professional
Added to YB: 2026-03-11
Pitch date: 2026-03-09
AAP [neutral]
Advance Auto Parts, Inc.
+3.74%
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
$50.76
Price Target
N/A
Dividend
1.99%
EV/EBITDA
4.96
P/E
44.54
EV/Sales
0.65
Sector
Specialty Retail
Category
turnaround
iMGP Small Company Fund Portfolio Holding: Advance Auto Parts, Inc.
AAP (holding update): Largest detractor in quarter. Under new leadership executing ROIC-enhancing turnaround, but earnings yet to inflect. Timing of inflection pushed out by inflation & consumer behavior. Remains high conviction long-term ROIC opportunity holding despite near-term headwinds & market focus on current results only.
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