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Professional

[BLOG] Dan Shuart

Added to YB: 2024-07-16

Pitch date: 2024-07-13

AAP [bullish]

Advance Auto Parts, Inc.

-7.38%

current return

Author Info

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

$3.4B

Pitch Price

$60.44

Price Target

N/A

Dividend

1.76%

EV/EBITDA

5.30

P/E

50.21

EV/Sales

0.69

Sector

Specialty Retail

Category

turnaround

Show full summary:
Advance Auto Parts: Will this Turnaround Finally Turn?

AAP: Underperforming vs peers (O'Reilly, AutoZone) despite similar industry. New CEO/CFO, activists involved. Turnaround plan: divest Worldpac (~$2B), improve working capital (potential $500M release), consolidate supply chain, boost margins. If successful, 25%+ annual returns possible. Risks: historical execution issues. Upside from closing gap to peers.

Read full article (10 min)