Added to YB: 2025-03-19
Pitch date: 2025-01-29
AAP [bullish]
Advance Auto Parts, Inc.
-4.22%
current return
Author Info
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Company Info
Advance Auto Parts, Inc. engages in the provision of automotive aftermarket parts in the United States and internationally.
Market Cap
$3.3B
Pitch Price
$48.41
Price Target
100.00 (+116%)
Dividend
1.83%
EV/EBITDA
5.96
P/E
-5.47
EV/Sales
0.65
Sector
Specialty Retail
Category
turnaround
Advance Auto Parts, Inc. - $AAP
AAP: New CEO implementing turnaround: closing 727 stores, exiting West Coast, optimizing supply chain. FY27 targets: $9B rev, 7% op margin. Industry tailwinds: aging vehicles, rising miles driven. Valuation attractive at 4x FY27 EBITDA vs peers 15-20x. $100 PT, >100% upside. Downside limited by $2-2.5B RE, working capital opportunity.
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