Digital Auto Care Factbook 2018 - 22
Financial Profiles of Select Auto Care Companies
INVESTMENT BANKING
Automotive Aftermarket
JEFFERIES GLOBAL AUTOMOTIVE AFTERMARKET REVIEW
March 31, 2017
Twelve Month Price Performance
Suppliers
Retail Service Providers
JEF Automotive Aftermarket Index
Automotive Aftermarket Equity
Index Returns
Parts Retailers & Distributors
Collision
S&P 500
150%
Q1-2017
LTM
140%
130%
S&P 500
5.5%
14.7%
JEF Automotive Aftermarket Index
1.9%
(2.0%)
120%
Suppliers
4.0%
2.9%
110%
Parts Retailers & Distributors
0.5%
(1.9%)
100%
Retail Service Providers
1.8%
0.6%
90%
Collision
Source: Capital IQ
0.3%
(2.7%)
80%
115.0%
112.9%
106.8%
105.1%
102.6%
100.5%
Suppliers: AXTA, CTB, DORM, GT, HZN, MPAA, SMP, SNA, VVV; Parts Retailers & Distributors: AAP, AZO, GPC, LKQ, ORLY, PRTS, SNA, UNS; Retail Service Providers: BYD.UN;
MNRO, VVV; Collision: BYD.UN, CPRT, FENX, KAR, LKQ
LTM Trading Multiples (EV / LTM EBITDA)
Automotive Aftermarket
Suppliers
Parts Retailers & Distributors
Retail Service Providers
Collision
JEF Automotive Aftermarket Index
Trading Multiples
16.0x
3/31/2017 1 Year Ago
15.0x
14.0x
13.5x
11.5x
12.2x
13.0x
9.7x
10.0x
12.0x
13.0x
11.9x
11.5x
Parts Retailers & Distributors
11.9x
13.1x
Retail Service Providers
13.0x
15.5x
9.0x
Collision
13.5x
13.3x
8.0x
JEF Automotive Aftermarket Index
Suppliers
11.0x
10.0x
9.7x
Source: Capital IQ
MILES TRAVELED AND AVERAGE GASOLINE PRICE PER GALLON
6.0%
$2.90
5.0%
$2.70
4.5%
4.0%
1.8%
2.0%
1.6%
$2.50
3.6%
3.0%
2.7%
$2.30
2.2%
1.3%
0.9%
0.7%
$2.10
0.5%
$1.90
0.0%
$1.70
(0.2%)
(2.0%)
Average Gasoline Price Per Gallon
Vehicle Miles Traveled (YoY Change)
8.0%
$1.50
Feb-16
Mar-16
Apr-16
May-16
Jun-16
Jul-16
Aug-16
Sep-16
Oct-16
Nov-16
Dec-16
Jan-17
Feb-17
Source:
Miles Traveled - U.S. Department of Transportation
Gas Prices - U.S. Energy Information Administration
Automotive Aftermarket | March 31, 2017
22
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.
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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
Digital Auto Care Factbook 2018 - 2
Digital Auto Care Factbook 2018 - 3
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Digital Auto Care Factbook 2018 - 5
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Digital Auto Care Factbook 2018 - 120
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