Added to YB: 2025-12-16
Pitch date: 2025-10-27
AAP [bullish]
Advance Auto Parts, Inc.
-13.27%
current return
Author Info
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Company Info
Advance Auto Parts, Inc. provides automotive aftermarket parts. The company offers batteries and battery accessories; belts and hoses; brakes and brake pads; chassis parts; climate control parts; clutches and drive shafts; engines and engine parts; exhaust systems and parts; hub assemblies; ignition components and wires; radiators and cooling parts; starters and alternators; and steering and alignment parts.
Market Cap
$3.0B
Pitch Price
$55.74
Price Target
149.04 (+208%)
Dividend
1.99%
EV/EBITDA
4.96
P/E
44.54
EV/Sales
0.65
Sector
Specialty Retail
Category
turnaround
Advance Auto Parts, Inc. - $AAP
AAP: Turnaround led by CEO Shane O'Kelly targeting 7% op margin by 2027 vs street's 4.5%. Bold actions: sold Worldpac $1.5B, closed 500 stores, rationalized DC network. Tariff inflation benefits inelastic auto parts demand. $2.2B capital return potential once investment grade. Trading 6.1x vs peers 16.3x EV/EBITDA. Price target $149, 166% upside.
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