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GPC

BEARISH
$106.56 Live
Genuine Parts Company · NYSE
Target $132.43 (+24.3%)
$96.08 52W Range $151.57

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$14.82B
P/E
242.18
ROE
1.3%
Profit margin
0.2%
Debt/Equity
1.49
Dividend yield
3.99%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
GPC exhibits a stable Piotroski F-Score of 6/9, but this is overshadowed by severe valuation discrepancies and unsustainable dividend metrics. The stock trades at a massive premium to its Graham Number ($17.94) and Intrinsic Value ($3.08), while the current P/E of 242.18 indicates a collapse in recent earnings. Most critically, a payout ratio of 943.75% suggests the dividend is currently unfunded by earnings, posing a significant risk of a dividend cut.

Key Strengths

Stable Piotroski F-Score (6/9) indicating baseline financial health
Positive revenue growth (6.80% YoY)
Attractive Forward P/E (12.73) suggesting expected earnings recovery
Low Price-to-Sales ratio (0.60) relative to revenue generation
Strong historical track record of earnings beats prior to recent volatility

Key Risks

Unsustainable dividend payout ratio (943.75%)
Severe overvaluation relative to Graham Number and Intrinsic Value
Poor liquidity indicated by a Quick Ratio of 0.39
Bearish technical trend (0/100) and negative 6-month price performance (-17.5%)
Extreme earnings volatility, including a recent -356.7% surprise
AI Fair Value Estimate
Based on comprehensive analysis
$22.5
-78.9% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
35
Weak
Value
15
Future
50
Past
40
Health
60
Dividend
10
AI Verdict
High Risk / Overvalued
Key drivers: Dividend sustainability crisis, Extreme P/E expansion, Technical breakdown, Valuation gap vs Graham Number
Confidence
90%
Value
15/100

Stock is trading at a massive premium to defensive fair value metrics.

Positives
  • Low Price/Sales (0.60)
Watchpoints
  • P/E of 242.18
  • Current price $106.56 vs Graham Number $17.94
Future
50/100

Future outlook depends entirely on the realization of forward earnings estimates.

Positives
  • Revenue growth of 6.8%
  • Reasonable Forward P/E of 12.73
Watchpoints
  • Negative YoY earnings growth (-2.10%)
Past
40/100

Recent performance has decoupled from historical stability.

Positives
  • Long history of earnings beats (2020-2023)
Watchpoints
  • 3-Year price change of -30.8%
  • Recent quarterly earnings collapse
Health
60/100

Operational health is stable, but liquidity is tight.

Positives
  • Piotroski F-Score of 6/9 (Stable)
Watchpoints
  • Quick Ratio of 0.39
  • Debt/Equity of 1.49
Dividend
10/100

Dividend is mathematically unsustainable based on current earnings.

Positives
  • Yield of 3.99%
Watchpoints
  • Payout ratio of 943.75%

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$106.56
Analyst Target
$132.43
Upside/Downside
+24.3%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for GPC and closest competitors.

Updated 2026-04-27
GPC
Genuine Parts Company
Primary
5Y
-1.8%
3Y
-30.8%
1Y
-6.3%
6M
-17.5%
1M
+1.5%
1W
-5.4%
AVY
Avery Dennison Corporation
Peer
5Y
+30.7%
3Y
+4.2%
1Y
-1.0%
6M
+6.6%
1M
+3.1%
1W
-0.7%
NIO
NIO Inc.
Peer
5Y
-84.8%
3Y
-42.6%
1Y
+58.3%
6M
-20.9%
1M
+27.8%
1W
+5.2%
DEC
Deckers Outdoor Corporation
Peer
5Y
+92.1%
3Y
+36.7%
1Y
-1.9%
6M
+24.8%
1M
+8.5%
1W
-3.5%
H
Hyatt Hotels Corporation
Peer
5Y
+99.6%
3Y
+45.4%
1Y
+46.0%
6M
+10.3%
1M
+15.2%
1W
-5.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
242.18
Forward P/E
12.73
PEG Ratio
1.32
P/B Ratio
3.28
P/S Ratio
0.6
EV/Revenue
0.85
EV/EBITDA
10.27
Market Cap
$14.82B

Profitability

Profit margins and return metrics

Profit Margin 0.24%
Operating Margin 5.77%
Gross Margin 37.52%
ROE 1.34%
ROA 4.54%

Growth

Revenue and earnings growth rates

Revenue Growth +6.8%
Earnings Growth -2.1%
Q/Q Revenue Growth +6.8%
Q/Q Earnings Growth -3.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.49
Moderate
Current Ratio
1.09
Good
Quick Ratio
0.39
Poor
Cash/Share
$3.63

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$6.3B
Gross Margin
37.3%
Op. Margin
5.5%
Net Margin
3.0%
Total Assets
$21.0B
Liabilities
$16.5B
Equity
$4.5B
Debt/Equity
3.68x
Operating CF
$0.1B
CapEx
$-0.1B
Free Cash Flow
$-0.0B
FCF Yield
-53%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-21
$N/A
2026-04-21
$1.77
+1.3% surprise
2026-02-17
$-4.39
-356.7% surprise
2025-10-21
$1.98
-0.5% surprise

Consumer Cyclical Sector Comparison

Comparing GPC against 386 companies in the Consumer Cyclical sector (23 bullish, 133 neutral, 230 bearish)
P/E Ratio
242.18
This Stock
vs
33.98
Sector Avg
+612.7% (Expensive)
Return on Equity (ROE)
1.34%
This Stock
vs
-43.92%
Sector Avg
-103.1% (Below Avg)
Profit Margin
0.24%
This Stock
vs
-5.4%
Sector Avg
-104.5% (Weaker)
Debt to Equity
1.49
This Stock
vs
1.51
Sector Avg
-1.2% (Lower)
Revenue Growth
6.8%
This Stock
vs
28.42%
Sector Avg
-76.1% (Slower)
Current Ratio
1.09
This Stock
vs
2.46
Sector Avg
-55.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

DONAHUE PAUL D
Chairman of the Board
Option Exercise
2026-02-23
9,730 shares · $970,276
DONAHUE PAUL D
Chairman of the Board
Gift
2025-12-23
165,902 shares
HOWE JAMES F.
Officer
Sell
2025-12-17
1,648 shares · $211,933
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
7 analysts
UBS
2026-04-22
Maintains
Neutral Neutral
Truist Securities
2026-04-22
Maintains
Hold Hold
Evercore ISI Group
2026-02-20
Maintains
Outperform Outperform
UBS
2026-02-18
Maintains
Neutral Neutral
Truist Securities
2026-02-18
down
Buy Hold
Truist Securities
2026-02-12
Maintains
Buy Buy
Evercore ISI Group
2026-02-11
Maintains
Outperform Outperform
Evercore ISI Group
2026-02-10
Maintains
Outperform Outperform
Goldman Sachs
2025-11-13
up
Sell Neutral

Past News Coverage

Recent headlines mentioning GPC from our newsroom.

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