Added to YB: 2026-07-13
Pitch date: 2026-05-06
GPC [bullish]
Genuine Parts Company
+20.44%
current return
Author Info
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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
$17.3B
Pitch Price
$104.30
Price Target
151.94 (+21%)
Dividend
3.38%
EV/EBITDA
9.10
P/E
292.55
EV/Sales
0.95
Sector
Distributors
Category
value
Genuine Parts Company - $GPC
GPC: Trades trough ~9x EBITDA (-38% vs 5yr avg) as market prices NAPA as permanently impaired. Variant view: NAPA converting independents to company-owned stores (36%→50%) lifts unit economics (~25% incremental EBITDA yield); Motion underearning. 42% upside 12mo via DD% EPS beats + '27Q1 spin rerate. Risks: conversion execution, share loss to ORLY/AZO.
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