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PAG

NEUTRAL
$171.52 Live
Penske Automotive Group, Inc. · NYSE
Target $177.22 (+3.3%)
$140.12 52W Range $189.51

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$11.28B
P/E
12.23
ROE
17.1%
Profit margin
2.9%
Debt/Equity
1.58
Dividend yield
3.47%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
PAG presents a stable but stagnating profile, characterized by a Piotroski F-Score of 6/9 indicating stable financial health. While the stock trades near its Graham Number ($163.41), it is significantly above its growth-based intrinsic value ($98.21), suggesting the market is pricing in stability rather than growth. Negative YoY revenue (-3.10%) and earnings (-19.10%) growth are primary concerns, though these are offset by a very low P/E ratio (12.23) relative to the sector average. The overall outlook is tempered by bearish technical trends and insider selling.

Key Strengths

Low valuation relative to sector (P/E 12.23 vs Sector Avg 31.83)
Strong Return on Equity (ROE) of 17.05%
Diversified revenue streams across Retail Automotive, Commercial Trucks, and PTS investment
Sustainable dividend profile with a low payout ratio of 36.66%
Strong long-term price performance (5Y Change +113.7%)

Key Risks

Negative YoY earnings growth (-19.10%) and revenue growth (-3.10%)
Poor short-term liquidity indicated by a Quick Ratio of 0.18
Regulatory risk in the UK regarding EV mandates and emissions penalties
High cyclicality inherent to the automotive and truck dealership industry
Bearish technical trend and negative insider sentiment
AI Fair Value Estimate
Based on comprehensive analysis
$161.5
-5.8% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
65
Strong
Value
70
Future
40
Past
75
Health
60
Dividend
80
AI Verdict
Stable Value Play with Growth Headwinds
Key drivers: Low P/E ratio, Negative YoY growth, Stable Piotroski score, Strong ROE
Confidence
90%
Value
70/100

Ref P/E 12.23, Graham Number $163.41

Positives
  • P/E is significantly lower than sector average
  • Price is close to Graham Number
Watchpoints
  • Trades at a significant premium to growth-based intrinsic value ($98.21)
Future
40/100

Ref Growth rates

Positives
  • Positive Q/Q revenue growth (14.59%)
Watchpoints
  • Negative YoY earnings growth (-19.10%)
  • Exposure to strict UK EV regulations
Past
75/100

Ref Historical trends

Positives
  • Strong 5-year price appreciation
  • Consistent historical earnings beats over a 25-quarter window
Watchpoints
  • Recent trend of missing earnings estimates (1/4 beats in last 4 quarters)
Health
60/100

Ref Piotroski F-Score 6/9

Positives
  • Piotroski F-Score of 6/9 indicates stability
Watchpoints
  • Very low Quick Ratio (0.18)
  • Debt/Equity of 1.58 is moderate to high
Dividend
80/100

Ref Yield 3.47%, Payout 36.66%

Positives
  • Healthy yield of 3.47%
  • Conservative payout ratio (36.66%)
Watchpoints
  • Dividend growth not explicitly provided

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$171.52
Analyst Target
$177.22
Upside/Downside
+3.3%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30
PAG
Penske Automotive Group, Inc.
Primary
5Y
+113.7%
3Y
+30.1%
1Y
+13.8%
6M
+8.4%
1M
+14.7%
1W
+7.2%
CCK
Crown Holdings, Inc.
Peer
5Y
-2.5%
3Y
+20.9%
1Y
+12.8%
6M
+3.1%
1M
+2.0%
1W
-3.2%
GME
GameStop Corp.
Peer
5Y
-43.1%
3Y
+31.7%
1Y
-7.9%
6M
+8.0%
1M
+15.0%
1W
+2.0%
CAV
CAVA Group, Inc.
Peer
5Y
+118.5%
3Y
+118.5%
1Y
+5.1%
6M
+50.4%
1M
+19.2%
1W
+0.9%
WYN
Wynn Resorts, Limited
Peer
5Y
-12.9%
3Y
-4.9%
1Y
+34.7%
6M
-15.4%
1M
+2.8%
1W
-1.1%

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
12.23
Forward P/E
12.02
PEG Ratio
1.81
P/B Ratio
2.03
P/S Ratio
0.35
EV/Revenue
0.61
EV/EBITDA
13.32
Market Cap
$11.28B

Profitability

Profit margins and return metrics

Profit Margin 2.94%
Operating Margin 3.35%
Gross Margin 16.4%
ROE 17.05%
ROA 4.62%

Growth

Revenue and earnings growth rates

Revenue Growth -3.1%
Earnings Growth -19.1%
Q/Q Revenue Growth +14.59%
Q/Q Earnings Growth -20.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.58
High debt
Current Ratio
0.99
Weak
Quick Ratio
0.18
Poor
Cash/Share
$0.98

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-29
$N/A
2026-04-29
$3.05
+5.7% surprise
2026-02-11
$2.85
-7.9% surprise
2025-10-29
$3.23
-5.0% surprise

Consumer Cyclical Sector Comparison

Comparing PAG against 443 companies in the Consumer Cyclical sector (26 bullish, 160 neutral, 257 bearish)
P/E Ratio
12.23
This Stock
vs
31.75
Sector Avg
-61.5% (Discount)
Return on Equity (ROE)
17.05%
This Stock
vs
-48.71%
Sector Avg
-135.0% (Below Avg)
Profit Margin
2.94%
This Stock
vs
-5.64%
Sector Avg
-152.2% (Weaker)
Debt to Equity
1.58
This Stock
vs
1.62
Sector Avg
-2.1% (Lower)
Revenue Growth
-3.1%
This Stock
vs
25.87%
Sector Avg
-112.0% (Slower)
Current Ratio
0.99
This Stock
vs
2.48
Sector Avg
-60.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

KURNICK ROBERT H JR
President
Stock Award
2026-02-25
9,987 shares
KURNICK ROBERT H JR
President
Stock Award
2026-02-25
9,984 shares
SPRADLIN SHANE M
General Counsel
Stock Award
2026-02-25
4,994 shares
SPRADLIN SHANE M
General Counsel
Stock Award
2026-02-25
4,992 shares
DENKER CLAUDE H III
Officer
Stock Award
2026-02-25
4,994 shares
DENKER CLAUDE H III
Officer
Stock Award
2026-02-25
4,992 shares
HULGRAVE MICHELLE C
Chief Financial Officer
Stock Award
2026-02-25
4,994 shares
HULGRAVE MICHELLE C
Chief Financial Officer
Stock Award
2026-02-25
4,992 shares
PENSKE ROGER S
Chief Executive Officer
Stock Award
2026-02-25
39,949 shares
PENSKE ROGER S
Chief Executive Officer
Stock Award
2026-02-25
39,935 shares
EISENSON MICHAEL R
Director
Stock Award
2025-12-16
1,488 shares
SMITH GREGORY C
Director
Stock Award
2025-12-16
1,488 shares
PIERCE SANDRA E
Director
Stock Award
2025-12-16
1,488 shares
DAVIS LISA ANN
Director
Stock Award
2025-12-16
1,488 shares
THOMPSON H. BRIAN
Director
Stock Award
2025-12-16
1,801 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-Q
10-Q
2026-04-30

PAG filed its quarterly 10-Q report on April 30, 2026. The provided documentation references a section on risk factors, although specific financial highlights and detailed risk descriptions were not included in the excerpt.

8-K
8-K
2026-04-29

PAG filed an 8-K on April 29, 2026, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2026-03-20

PAG filed a Definitive Proxy Statement (DEF 14A) on March 20, 2026, providing shareholders with necessary information and voting materials for its upcoming annual meeting.

10-K
10-K
2026-02-27

PAG is a diversified international transportation services company whose 2025 performance was driven by Retail Automotive (86.4% of revenue) and $192.8 million in equity earnings from its PTS investment. The company maintains a global footprint, with the U.S. and U.K. accounting for 88% of total revenue. Primary risks include the cyclicality of the automotive sector and stringent EV and emissions regulations, particularly in the U.K., which may adversely affect profitability and vehicle sales mix.

8-K
8-K
2026-02-11

PAG filed a current report on February 11, 2026, likely announcing its annual financial results.

8-K
8-K
2025-11-19
10-Q
10-Q
2025-10-30

PAG filed its quarterly 10-Q report on October 30, 2025. While specific financial metrics were not provided in the excerpt, the filing includes a detailed section on Risk Factors under Item 1A.

8-K
8-K
2025-10-29

PAG filed an 8-K on October 29, 2025, likely to report its third-quarter financial results.

8-K
8-K
2025-10-15
10-Q
10-Q
2025-07-31

PAG faces significant regulatory risks associated with the transition to Zero Emissions Vehicles (ZEVs), specifically regarding EPA and CARB mandates such as the Advanced Clean Cars II and Advanced Clean Trucks rules. The company is further exposed to tariffs, trade risks, and potential shifts in federal regulatory scrutiny from the U.S. executive branch and Congress. No specific financial performance highlights were provided in the available excerpts.

8-K
8-K
2025-07-30
8-K
8-K
2025-07-23
8-K
8-K
2025-05-16
10-Q
10-Q
2025-05-01
8-K
8-K
2025-04-30
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
9 analysts
JP Morgan
2026-04-17
Maintains
Neutral Neutral
Citigroup
2026-04-08
Maintains
Buy Buy
Barclays
2026-04-07
Maintains
Overweight Overweight
JP Morgan
2026-03-20
Maintains
Neutral Neutral
Barclays
2026-02-17
Maintains
Overweight Overweight
Barclays
2026-01-21
Maintains
Overweight Overweight
Barclays
2025-11-12
init
Overweight
JP Morgan
2025-11-05
Maintains
Neutral Neutral

Past News Coverage

Recent headlines mentioning PAG from our newsroom.

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