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Penske Automotive Group, Inc. (PAG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Penske Automotive Group, Inc.

PAGMarket cap $13BPrice $194.2

Country🇺🇸United States

SectorConsumer

IndustrySpecialty Retail

Sells and services new and used vehicles across the US, UK, and Europe through hundreds of dealerships, plus a growing commercial truck business. Also owns a stake in a major used-car marketplace, hedging against traditional dealership disruption.

In Bastion Portfolios?

52W Return+17%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+3%4

Rev CAGR (3y)+3%3

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1-1%3

EPS Growth Y+2+4%5

EPS Growth Y+3+1%4

Quality

Margins

EBIT Margin4%2

Net Income Margin3%3

Free Cash Flow Margin2%3

Debt

Net Debt/EBITDA5.02

Efficiency

ROE16%7

ROA5%6

Earnings Stability55

GEAR+WEAK25

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BV2.26

EV Multiples

EV/EBITDA Fwd134

EV/EBIT Fwd165

Yield

Free Cash Flow Yield4.6%6

Dividend Yield3.0%7

Momentum

Short term

1 month return-10%2

3 month return+7%8

YTD return+26%8

Mid term

Price vs 52wHigh86%7

1 year return+19%7

Long term

3 year return+38%5

5 year return+111%8

Risk Shield

Price Risk

Beta0.67

Volatility27%8

Free Cash Flow

Free Cash Flow Margin2%3

Free Cash Flow Yield4.6%6

Quality

ROCE11%6

Earnings Stability55

Net Debt/EBITDA5.02

02Growth

Is it actually growing, and how fast?

PAGPenske Automotive Group

Revenue FY25$30.5B

GROWTH RATING↗

WEAK22 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+3%4

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-1%3

EPS growth, FY27E+4%5

EPS growth, FY28E+1%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 3%/yr.

Earnings are set to grow in step with sales (EPS about 1%/yr vs revenue 3%/yr). One year dips: EPS falls 1% next year.

WEAKNESSES

Growth is the weak spot here, trailing 78% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return+7%8

YTD return+26%8

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+19%7

3-year return+38%5

5-year return+111%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +38% over three years and +111% over five, ahead of 60% of the market.

It's up 19% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+7%) and so far this year (+26%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Penske Automotive Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

PAGPenske Automotive Group

Revenue FY25$30.5B

GROWTH RATING↗

WEAK22 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+3%4

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-1%3

EPS growth, FY27E+4%5

EPS growth, FY28E+1%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 3%/yr.

Earnings are set to grow in step with sales (EPS about 1%/yr vs revenue 3%/yr). One year dips: EPS falls 1% next year.

WEAKNESSES

Growth is the weak spot here, trailing 78% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return+7%8

YTD return+26%8

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+19%7

3-year return+38%5

5-year return+111%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +38% over three years and +111% over five, ahead of 60% of the market.

It's up 19% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+7%) and so far this year (+26%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Momentum Leader

04Value

Are you paying a fair price for it?

Stop guessing on Penske Automotive Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community