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One of the largest US automotive retailers, operating franchised new/used vehicle dealerships and collision/parts centers.
One of the largest US automotive retailers, operating franchised new/used vehicle dealerships and collision/parts centers.
Selling vehicles earns a thin margin, so profit leans heavily on parts and service work and on finance and insurance products sold at the dealership. Franchise agreements with carmakers supply its new cars, while used vehicles are sourced separately. Its used-car stores under its own name are a newer format.
Moat: narrow (scale, brand, distribution). One of the largest, most diversified US dealership networks with recurring parts/service revenue, though auto retail is thin-margin and cyclical.
Headquarters: Fort Lauderdale, Florida, United States · Founded: 1996 · Employees: 24,800
Size AutoNation (AN) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $5.88B, the 1075th largest of 3,117 United States companies the cockpit tracks. Shares closed at $184.00 on 6 Nov 2026.
Performance Over six months the shares fell 10.7%, against +5.6% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue fell 1.8% over the last twelve months (peer median +6.1%); the operating margin is 4.6% (peer median 5.0%).
Valuation It trades at 8.3× forward earnings against a peer median of 15.4× (5th cheapest of 21).
Capital Return on invested capital runs 0.8 points above its cost of capital (6.6% WACC).
Backlog Backlog (remaining performance obligations) was $119M at 30 Sep 2026, up 3% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Credit AutoNation has 7 bonds outstanding ($3.45B), rated BBB- by the agencies and trading like BBB- at a weighted spread of 105 bp.
Short interest Short interest is 9.3% of the free float (15 Oct 2026).
Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $27.4B | $27.6B | $26.8B | $26.9B | $27.0B |
| Revenue growth | — | +3% | -1% | 0% | — |
| Gross profit | $4.61B | $4.70B | $4.54B | $4.91B | $5.07B |
| EBITDA | $1.52B | $1.59B | $1.52B | $1.87B | $2.24B |
| Net income | $722M | $649M | $692M | $1.02B | $1.38B |
| Free cash flow | -$74.8M | -$198M | -$13.8M | $314M | $1.34B |
| Capital expenditure | $288M | $309M | $328M | $410M | $329M |
| Total debt | $11.4B | $10.2B | $8.70B | $8.08B | $6.42B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| AutoNation AN | $5.88B | -11% | -2% | 5% | 8.3× | n/a |
| Penske Automotive PAG | $13.9B | +22% | +6% | 3% | 15.2× | 12.6% |
| Lithia Motors LAD | $6.68B | +5% | +1% | 4% | 8.0× | n/a |
| Group 1 Automotive GPI | $3.12B | -27% | -3% | 5% | 7.1× | -6.1% |
| CarMax KMX | $7.31B | +28% | +4% | 2% | 15.5× | 17.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.1% | +5.4% | 7th highest of 21 |
| 6-month return | -10.7% | +5.6% | 6th lowest of 21 |
| Distance from 52-week high | -22.0% | -17.9% | 6th lowest of 21 |
| Revenue growth (TTM) | -1.8% | +6.1% | 5th lowest of 21 |
| Operating margin | 4.6% | 5.0% | 9th lowest of 21 |
| Forward P/E | 8.3× | 15.4× | 5th cheapest of 21 |
| ROIC minus cost of capital | +0.8 pp | +3.3 pp | 10th lowest of 21 |
| EV / EBITDA | 11.2× | 9.3× | 9th most expensive of 19 |
| Net debt / EBITDA | 7.4× | 2.2× | 3rd most indebted of 21 |
| Bond spread | 105 bp | 156 bp | tightest of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| AutoNation AN | United States | $5.88B | -11% | -2% | 5% | 8.3× | n/a | n/a |
| Ultrapar Participacoes S.A. Sponsored ADR UGP | United States | $6.12B | -11% | +20% | 5% | 7.0× | -12.6% | +12.2% |
| Frasers FRAS.L | United Kingdom | $5.64B | +44% | +8% | 7% | 9.1× | n/a | n/a |
| Rush Enterprises RUSHA | United States | $5.54B | +6% | -3% | 5% | 15.4× | 7.9% | +9.4% |
| Kalyan Jewellers India KALYANKJIL.NS | India | $6.47B | +44% | +46% | 6% | 37.6× | n/a | n/a |
| Lithia Motors LAD | United States | $6.68B | +5% | +1% | 4% | 8.0× | n/a | n/a |
| PriceSmart PSMT | United States | $5.02B | +3% | +12% | 5% | 27.2× | 10.5% | +10.2% |
| Pepco Group BV PCO.WA | Poland | $7.18B | +58% | -42% | 15% | 16.8× | 4.6% | +4.5% |
| CarMax KMX | United States | $7.31B | +28% | +4% | 2% | 15.5× | 17.6% | +6.7% |
| Endeavour EDV.AX | Australia | $4.48B | +10% | +1% | 4% | 21.4× | 14.9% | +1.0% |
| Signet Jewelers SIG | United States | $4.37B | +34% | +1% | 7% | 9.4× | -1.3% | +5.4% |
| Bath & Body Works BBWI | United States | $4.31B | +8% | -2% | 15% | 8.3× | -8.8% | +2.5% |
| Academy Sports and Outdoors ASO | United States | $4.14B | +24% | +4% | 10% | 9.9× | -1.2% | +1.2% |
| Murphy USA MUSA | United States | $9.45B | -10% | +20% | 4% | 17.5× | -9.4% | +11.5% |
| Asbury Automotive ABG | United States | $3.64B | +1% | -1% | 5% | 7.6× | -2.4% | +20.3% |
| Sanrio 8136.T | Japan | $9.78B | +33% | +28% | 39% | 22.4× | 1.9% | +36.4% |
| MINISO 9896.HK | Hong Kong | $3.34B | -25% | +31% | 13% | 9.9× | 1.5% | +18.5% |
| Eagers Automotive APE.AX | Australia | $3.18B | -31% | +19% | 4% | 16.5× | 5.9% | +8.3% |
| Warby Parker WRBY | United States | $3.15B | -14% | +11% | 0% | 57.8× | n/a | n/a |
| Group 1 Automotive GPI | United States | $3.12B | -27% | -3% | 5% | 7.1× | -6.1% | +16.3% |
| TRIAL Holdings.Inc 141A.T | Japan | $3.12B | +2% | +69% | 2% | 43.1× | 11.0% | +53.9% |
AutoNation has 7 bonds outstanding with $3.45B face value. The agencies rate it BBB-; its bonds trade like BBB-. Weighted yield 5.60%, a spread of 105 bp over government bonds.
AutoNation reported $119M of remaining performance obligations at 30 Sep 2026, up 3% from a year earlier and up 1% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 1.00.