Added to YB: 2026-06-24
Pitch date: 2026-06-22
GPC [neutral]
Genuine Parts Company
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
$14.5B
Pitch Price
N/A
Price Target
189.20 (+76%)
Dividend
4.04%
EV/EBITDA
8.01
P/E
244.78
EV/Sales
0.84
Sector
Distributors
Category
special_situation
Monday Delight: 22/06/2026 - Genuine Parts Company
GPC (quick overview): Distribution play (NAPA auto + Motion industrial) splitting into 2 standalone cos, each ~$1.1B EBITDA. Industrial trades mid-high teens EV/EBITDA, auto low-teens; SOTP implies $25-30B vs current ~$20B EV = 30-80% upside. MCap $13.5B, ROIC 12.8%, 17.6x EV/FCF.
Read full article (1 min)