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Upturn AI SWOT - About
Lithia Motors Inc (LAD)
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Upturn Advisory Summary
04/01/2025: LAD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -16% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.80B USD | Price to earnings Ratio 10.01 | 1Y Target Price 427.62 |
Price to earnings Ratio 10.01 | 1Y Target Price 427.62 | ||
Volume (30-day avg) 340982 | Beta 1.69 | 52 Weeks Range 241.29 - 404.99 | Updated Date 04/1/2025 |
52 Weeks Range 241.29 - 404.99 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.72% | Basic EPS (TTM) 29.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.22% | Operating Margin (TTM) 4.54% |
Management Effectiveness
Return on Assets (TTM) 4.64% | Return on Equity (TTM) 12.68% |
Valuation
Trailing PE 10.01 | Forward PE 8.4 | Enterprise Value 21258450146 | Price to Sales(TTM) 0.22 |
Enterprise Value 21258450146 | Price to Sales(TTM) 0.22 | ||
Enterprise Value to Revenue 0.59 | Enterprise Value to EBITDA 9.66 | Shares Outstanding 26272400 | Shares Floating 23478796 |
Shares Outstanding 26272400 | Shares Floating 23478796 | ||
Percent Insiders 1.22 | Percent Institutions 107.49 |
Analyst Ratings
Rating 4.31 | Target Price 397.56 | Buy 3 | Strong Buy 9 |
Buy 3 | Strong Buy 9 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Lithia Motors Inc
Company Overview
History and Background
Lithia Motors Inc. was founded in 1946 in Ashland, Oregon, by Walt DeBoer as a single Chrysler-Plymouth dealership. Over the decades, it expanded through acquisitions and organic growth, becoming one of the largest automotive retailers in the United States.
Core Business Areas
- New Vehicle Sales: Sales of new vehicles across a wide range of brands including domestic, import, and luxury models.
- Used Vehicle Sales: Sales of used vehicles acquired through trade-ins, auctions, and other sources.
- Service, Parts, and Collision Repair: Providing maintenance, repair, and parts services for vehicles. Includes collision repair services.
- Finance and Insurance Products: Offering vehicle financing and insurance products to customers.
Leadership and Structure
Lithia Motors Inc. is led by Bryan DeBoer, the President and CEO. The company operates with a decentralized structure, with regional leadership teams managing individual dealerships.
Top Products and Market Share
Key Offerings
- New Vehicle Sales: Sales of new cars, trucks, and SUVs from various manufacturers. Market share data varies by region and brand. Competitors include AutoNation, Penske Automotive Group, and Group 1 Automotive.
- Used Vehicle Sales: Sales of used vehicles. Competitors include CarMax, AutoNation, and online marketplaces like Carvana and Vroom.
- Service and Parts: Maintenance, repair, and parts services for vehicles. Competitors include independent repair shops and manufacturer-owned service centers.
- Finance and Insurance (F&I): Arranging auto loans and selling insurance products. Competitors include dealership-owned F&I departments and independent finance companies.
Market Dynamics
Industry Overview
The automotive retail industry is cyclical and influenced by economic conditions, interest rates, and consumer confidence. Consolidation is occurring as larger players acquire smaller dealerships.
Positioning
Lithia Motors Inc. is a large automotive retailer with a diversified portfolio of brands and a focus on growth through acquisitions. Their competitive advantage lies in their scale, geographic reach, and online presence.
Total Addressable Market (TAM)
The total addressable market for automotive retail in the US is in the hundreds of billions of dollars annually. Lithia is positioned to capture a larger share through continued expansion.
Upturn SWOT Analysis
Strengths
- Large scale and geographic diversification
- Strong brand portfolio
- Experienced management team
- Acquisition strategy
- Driveway e-commerce platform
Weaknesses
- Dependence on economic conditions
- High debt levels due to acquisitions
- Exposure to manufacturer recalls and warranty costs
- Intense competition
Opportunities
- Further consolidation in the automotive retail market
- Growth in online vehicle sales
- Expansion into new geographic markets
- Increased demand for electric vehicles (EVs)
- Growth of subscription services
Threats
- Economic recession or slowdown
- Rising interest rates
- Changes in consumer preferences
- Increased competition from online retailers
- Disruptive technologies (e.g., autonomous vehicles)
Competitors and Market Share
Key Competitors
- AN
- PAG
- GPI
- KMX
- CVNA
Competitive Landscape
Evaluate Lithia Motors Incu2019s advantages and disadvantages compared to its competitors.
Major Acquisitions
Roush Fenway Racing Stake
- Year: 2023
- Acquisition Price (USD millions): 100
- Strategic Rationale: Brand exposure to racing fans.
Growth Trajectory and Initiatives
Historical Growth: Lithia Motors Inc. has experienced significant growth through acquisitions and organic expansion.
Future Projections: Provide projections for Lithia Motors Inc's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Lithia Motors Inc.
Summary
Lithia Motors is a growing company in the automotive retail space, expanding rapidly through acquisitions. Its strengths lie in its large scale and diverse brand portfolio. However, it faces challenges related to economic cycles, competition, and debt. The company needs to watch out for the rising interest rates and the adoption of electric vehicles.
Similar Companies
ABG
Asbury Automotive Group Inc
ABG
Asbury Automotive Group Inc
AN
AutoNation Inc
AN
AutoNation Inc
CVNA
Carvana Co
CVNA
Carvana Co
GPI
Group 1 Automotive Inc
GPI
Group 1 Automotive Inc
KMX
CarMax Inc
KMX
CarMax Inc
PAG
Penske Automotive Group Inc
PAG
Penske Automotive Group Inc
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lithia Motors Inc
Exchange NYSE | Headquaters Medford, OR, United States | ||
IPO Launch date 1996-12-18 | CEO, President & Director Mr. Bryan B. DeBoer | ||
Sector Consumer Cyclical | Industry Auto & Truck Dealerships | Full time employees 30000 | Website https://www.lithiadriveway.com |
Full time employees 30000 | Website https://www.lithiadriveway.com | ||
Lithia Motors, Inc. operates as an automotive retailer in the United States, the United Kingdom, and Canada. It operates in two segments, Vehicle Operations and Financing Operations. The Vehicle Operations segment sells new and used vehicles and parts; and provides repair and maintenance services, as well as vehicle finance and insurance products. The Financing Operations segment offers financing to customers buying and leasing retail vehicles. It sells its products and services through the Driveway and Greencars brand names through a physical location, e-commerce platforms, and finance and fleet management solutions. The company was founded in 1946 and is headquartered in Medford, Oregon.
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