Added to YB: 2025-06-16
Pitch date: 2025-06-11
AN [bullish]
AutoNation, Inc.
+7.77%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
AutoNation, Inc., through its subsidiaries, operates as an automotive retailer in the United States. The company operates through four segments: Domestic, Import, Premium Luxury, and AutoNation Finance.
Market Cap
$8.0B
Pitch Price
$192.50
Price Target
366.00 (+76%)
Dividend
N/A
EV/EBITDA
10.26
P/E
12.62
EV/Sales
0.63
Sector
Specialty Retail
Category
special_situation
Dealership Incentives: AutoNation, Inc.
AN: CEO Manley received one-time performance RSU of up to 134,365 shares (>$25MM) based on 5-year stock price targets. No specifics disclosed but likely 5-15% CAGR targets ($232-$366 price). Company trades at 9-11x forward P/E with strong buyback program, suggesting 10% CAGR potential without earnings growth.
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