Professional
Added to YB: 2024-04-16
Pitch date: 2024-04-08
PAG [bullish]
Penske Automotive Group, Inc.
+14.94%
current return
Author Info
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Company Info
Penske Automotive Group, Inc., a diversified transportation services company, operates automotive and commercial truck dealerships worldwide.
Market Cap
$11.6B
Pitch Price
$145.84
Price Target
N/A
Dividend
2.80%
EV/EBITDA
10.25
P/E
12.70
EV/Sales
0.65
Sector
Specialty Retail
Category
value
Show full summary:
Black Bear Value Partners Portfolio Holding: Penske Automotive Group, Inc.
PAG: Undervalued auto & truck dealer w/ hidden asset in Penske Truck Solutions (PTS). PTS stake worth $2.5-3.5B, 22-32% of mkt cap. High margin & sticky truck parts/service biz. Equity method accounting for PTS obscures value. Mgmt aligned w/ 17% buyback in 2 yrs.
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