Rankings Autos & parts Genuine Parts
Genuine Parts
67
15070100
A view of the same findings, not a new score. How it works
A good business with a real question mark: the price, a crack, or both.
Biggest deductions
- Margin−4
- Multiples vs own history−4
- Quality of growth−3
Strengths
- Industrial segment+1
- Pension risk removed+1
How the score is built
From 100 to 67, step by step: points off for the business, the price and the cracks, back for documented strengths, then three data adjustments.
Start
Score
Hover or select a step to see what drove it. Steps with findings open them below.
Key numbers
As of 2 Nov 2026. Analyst targets tend to be optimistic; read upside as a hint, not a forecast.
- Price
- 124.61 USD
- Median analyst target
- 131.00 USD
- Upside to median
- +5.1%
- Analysts
- 11
- Target range
- 122.00 – 170.00 USD
- 52-week change
- −2%
- P/E (trailing)
- 558.9
- Forward P/E
- 15.7
- PEG
- n/a
Findings
Every deduction and every plus, with its source. Open a step to read them.
Business
Is the company getting stronger, not just bigger? · 4 findings−12 of −30
- −4MarginOperating margin has fallen from 7.8% in 2023 to 6.1% in 2025 and 5.9% TTM despite gross margin up from 35.9% to 37.6%: costs are growing faster than gross profit. North America Automotive has only an 8.2% EBITDA margin.
- −3Quality of growthComparable growth only 3.4% in Q2 2026; adjusted EPS guidance of USD 7.50-8.00 for 2026 is still below GAAP EPS of USD 9.33 in 2023, and operating income has fallen from 1.80 to 1.49bn USD since 2023.
- −3MoatNAPA is losing ground: retail sales fell about 3% in Q2, while only professional customers grew (about +4%); competitors AutoZone and O'Reilly have far higher margins.
- −2Return on capitalROIC 13.9% (TTM) vs 16.9-18.2% in 2022-2023; declining, but still above WACC.
Price
Today's multiples against the company's own history and its peers. · 2 findings−6 of −35
- −4Multiples vs own historyForward P/E 16.7 vs 14.0-14.9 in 2023-2025 and 19.6-20.6 in 2021-2022; EV/EBITDA 12.0 vs 10.5-11.5 in 2023-2025. Above the last three years, even though earnings are lower.
- −2FCF yieldFCF yield 4.1% (TTM) and P/FCF 24 vs 20-24 in 2021-2024; in 2025 FCF was only USD 421m (P/FCF 41).
Cracks
Cash flow, customers, debt, insiders, guidance and what sits behind the headline numbers. · 5 findings−12 of −35
- −2Dividend above FCFThe dividend of USD 564m in 2025 was higher than FCF of USD 421m; TTM FCF (759m) covers the dividend (575m) with a slim margin, and net debt has risen.
- −3
- −3Customer credit and asbestosQ4 2025 included a provision of about USD 150m on receivables from First Brands Group after its bankruptcy and an increase in the asbestos provision of USD 103m.
- −3Spin-off and restructuringRestructuring and separation costs of USD 69m after tax in Q2 alone; GAAP EPS guidance lowered to USD 5.90–6.40. The spin-off of Motion in Q1 2027 requires new IT, procurement and staff functions and creates dis-synergies.
- −1Macro and tariffsThe revenue outlook for Global Automotive has been moderated due to headwinds from the Iran conflict (overall sales guidance of 3–5.5% maintained).
Plus
Only documented strengths. · 2 findings+2 of +15
- +1Industrial segmentMotion (industrial) grew 7.1% to USD 2.4bn in Q2 2026 and will become a separately listed company, tax-free for shareholders.
- +1Pension risk removedThe US defined-benefit pension plan is closed and transferred to an insurance company (19 Dec 2025), so the pension risk is off the balance sheet.
Caveats
What the score does not capture, or where the data is weak.
Q3 2026 is reported on 20 Oct; TTM figures run to 30 Jun 2026. The 2025 and TTM GAAP result is crushed by a non-cash pension settlement of USD 742m before tax (Q4 2025), so trailing P/E (about 560–590) is meaningless; forward P/E on adjusted EPS is used. The spin-off of Motion (industrial) is expected in Q1 2027 and changes the company's profile. Elliott's activist role and board agreement could not be confirmed and are not scored; insider trading has not been investigated. 13F purchases give no points.
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