Digital Auto Care Factbook 2018 - 24

Financial Profiles of Select Auto Care Companies
Automotive Aftermarket Stock Performance (Cont.)
DEALER STOCK PERFORMANCE(1)
As of 3/31/2017

30%

Slipping

Last Twelve Months' Return

25%
Penske Automotive
Group

20%
15%

Leading

S&P 500 Q1-2017
Return 5.5%

Group 1 Automotive

AutoCanada

CarMax

10%

S&P 500 LTM
Return 14.7%

Sonic Automotive

5%
Asbury

0%
Lithia Motors

(5%)
AutoNation

(10%)

Lagging

Improving

(15%)
(15%)

(10%)

(5%)

0%

5%

10%

Source: Capital IQ, Jefferies LLC
Notes:
(1) Bubble size is reflective of relative market capitalization
(2) Excludes Rush Enterprises (Q1-2017 Return: 1.0%; Last Twelve Months' Return: 70.8%)

Q1-2017 Return

Q2-2017 TRAILING TWELVE MONTHS' SALES GROWTH
30%

19.3%

20%
12.8%

19.3%

17.8%

17.1%

13.7%
8.9%

10%

18.1%

18.1%

7.9%

7.1%
3.3%

1.3%

6.9%
3.3% 4.3%

3.1% 0.4%

1.3%

NA

0%
(0.4%) (1.6%)

(1.7%)
(7.8%)

(10%)

(11.7%)

Suppliers

Parts Retailers & Distributors

RSP

LKQ Corporation

KAR Auction Services, Inc.

Fenix Parts, Inc.

Copart, Inc.

Boyd Group Income Fund

Valvoline Inc.

Boyd Group Income Fund

Monro Muffler Brake, Inc.

Uni-Select Inc.

U.S. Auto Parts Network, Inc.

Snap-on Incorporated

O'Reilly Automotive, Inc.

LKQ Corporation

Genuine Parts Company

AutoZone, Inc.

Advance Auto Parts, Inc.

Valvoline Inc.

Standard Motor Products, Inc.

Snap-on Incorporated

Motorcar Parts of America, Inc.

Horizon Global Corporation

The Goodyear Tire & Rubber Company

Dorman Products, Inc.

Cooper Tire & Rubber Company

Axalta Coating Systems Ltd.

(20%)

Collision

Source: Capital IQ, Jefferies LLC

Automotive Aftermarket | March 31, 2017

24

The 2018 Digital Factbook is Copyright © 1990 Auto Care Association and/or its licensor. 
All other rights reserved.  Use of the 2018 Digital Factbook is subject to compliance with the Legal Terms and Conditions found on page 119 of this report.

Jefferies.com



http://www.Jefferies.com

Table of Contents for the Digital Edition of Digital Auto Care Factbook 2018

Digital Auto Care Factbook 2018 - Intro
Digital Auto Care Factbook 2018 - I
Digital Auto Care Factbook 2018 - II
Digital Auto Care Factbook 2018 - III
Digital Auto Care Factbook 2018 - IV
Digital Auto Care Factbook 2018 - 1
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Digital Auto Care Factbook 2018 - 3
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Digital Auto Care Factbook 2018 - 120
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