Added to YB: 2026-05-20
Pitch date: 2026-03-13
GPC [bullish]
Genuine Parts Company
-12.54%
current return
Author Info
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Company Info
Genuine Parts Company distributes automotive and industrial replacement parts. The company operates in three segments: North America Automotive Parts Group, International Automotive Parts Group, and Industrial Parts Group.
Market Cap
$12.8B
Pitch Price
$105.73
Price Target
170.00 (+84%)
Dividend
4.58%
EV/EBITDA
7.36
P/E
216.28
EV/Sales
0.77
Sector
Distributors
Category
special_situation
Genuine Parts Company - $GPC
GPC: Elliott-backed plan to spin Motion Industries from NAPA Automotive by Q1'27. Motion (37% sales, $8.9B rev) trades embedded at discount vs peer AIT at 16.5x EV/EBITDA. NAPA (63% sales, 80% DIFM) lost share to ORLY/AZO but franchisee buybacks + Europe restructuring offer upside. At 8.5x EV/EBITDA vs 10yr avg, SOTP values Motion at $20.5B (vs $14.7B mkt cap) + Auto at 7x = $170 PT, 20%+ IRR over 2-3yr. Risks: EV penetration, miles driven, PMI <50, spin execution.
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