Added to YB: 2026-03-03
Pitch date: 2026-02-28
AUTO.L [neutral]
Autotrader Group plc
-1.68%
current return
Author Info
Company Info
Autotrader Group plc operates an automotive platform in the United Kingdom. It operates through Auto Trader and Autorama segments.
Market Cap
GBP 4.1B
Pitch Price
GBP 4.93
Price Target
3.56 (-28%)
Dividend
2.21%
EV/EBITDA
10.14
P/E
14.83
EV/Sales
6.70
Sector
Interactive Media and Services
Category
growth
AutoTrader Group - $AUTO.L
AUTO.L (overview): UK's largest digital automotive marketplace w/ 75%+ market share, 10x larger than nearest competitor. 70% op margin on subscription model, £3k ARPR driven by AI Co-Driver toolkit (10k+ retailers, 1M+ ads). Bull: market dominance + network effects + proprietary data moat + Deal Builder adoption. Bear: 25-30% supply drop in 5-7yr old vehicles, FCA motor finance redress scheme, Autorama losses. DCF yields £3.56 fair value vs £4.92 current (overvalued).
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