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Distributes automotive replacement parts (NAPA) and industrial parts/components globally.
Distributes automotive replacement parts (NAPA) and industrial parts/components globally.
Buys parts from manufacturers and resells them through its distribution centres to repair shops and NAPA stores, many independently owned, while Motion sells bearings, drives and other industrial parts to factories; profit depends on stocking the right part and delivering it quickly. Its European business came with the 2017 purchase of Alliance Automotive Group.
Moat: narrow (brand, distribution, scale). NAPA's branded store network and industrial distribution scale give a reach that is hard to replicate quickly.
Headquarters: Atlanta, Georgia, USA · Founded: 1928 · Employees: 65,000
Size Genuine Parts (GPC) is a United States Consumer Discretionary company (Wholesale Distributors) with a market value of $16.9B, the 554th largest of 3,117 United States companies the cockpit tracks. Shares closed at $122.80 on 6 Nov 2026.
Performance Over six months the shares gained 18.5%, against +12.7% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 14 in its peer set.
Growth Revenue grew 5.3% over the last twelve months (peer median +18.6%); the operating margin is 4.9% (peer median 9.3%).
Valuation It trades at 15.5× forward earnings against a peer median of 17.5× (4th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.7 points above its cost of capital (7.4% WACC).
Credit Genuine Parts has 5 bonds outstanding ($2.55B), rated BBB- by the agencies and trading like BBB- at a weighted spread of 120 bp.
Short interest Short interest is 4.9% of the free float (15 Oct 2026).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $25.3B | $24.3B | $23.5B | $23.1B | $22.1B |
| Revenue growth | — | +3% | +2% | +5% | — |
| Gross profit | $8.82B | $8.40B | $8.12B | $7.94B | $7.39B |
| EBITDA | $1.81B | $1.77B | $1.89B | $2.10B | $2.04B |
| Net income | $31.0M | $65.9M | $904M | $1.32B | $1.18B |
| Free cash flow | $763M | $421M | $684M | $923M | $1.13B |
| Capital expenditure | $434M | $470M | $567M | $513M | $340M |
| Total debt | $6.82B | $6.93B | $6.09B | $5.18B | $4.45B |
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 |
|---|---|---|---|---|---|---|
| Genuine Parts GPC | $16.9B | +19% | +5% | 5% | 15.5× | 7.5% |
| O’Reilly Automotive ORLY | $72.3B | -3% | +9% | 20% | 25.2× | 4.1% |
| AutoZone AZO | $51.8B | -8% | +7% | 18% | 19.0× | -2.8% |
| Advance Auto Parts AAP | $2.75B | -19% | -1% | 4% | 19.2× | 5.6% |
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 | GPC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.2% | -2.8% | 7th lowest of 14 |
| 6-month return | +18.5% | +12.7% | 7th highest of 14 |
| Distance from 52-week high | -17.4% | -23.9% | 6th highest of 14 |
| Revenue growth (TTM) | +5.3% | +18.6% | 5th lowest of 14 |
| Operating margin | 4.9% | 9.3% | 3rd lowest of 14 |
| Forward P/E | 15.5× | 17.5× | 4th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 7.5% | 5.9% | 4th most demanding of 8 |
| Growth delivered (Del g) | +8.0% | +8.5% | 4th lowest of 8 |
| Hurdle (Req g minus delivered) | -0.5 pp | -0.2 pp | 4th least demanding of 8 |
| ROIC minus cost of capital | +1.7 pp | -1.1 pp | 5th highest of 14 |
| EV / EBITDA | 12.7× | 20.2× | 5th cheapest of 12 |
| Net debt / EBITDA | 3.4× | 0.1× | 4th most indebted of 13 |
| Bond spread | 120 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Genuine Parts GPC | United States | $16.9B | +19% | +5% | 5% | 15.5× | 7.5% | +8.0% |
| Pool POOL | United States | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% | +6.1% |
| Adani Enterprises ADANIENT.NS | India | $39.3B | +9% | +37% | 8% | 50.6× | n/a | n/a |
| Aegis Logistics AEGISLOG.NS | India | $4.23B | +54% | +20% | 21% | 27.3× | 26.9% | +16.7% |
| Grafton GFTU.L | United Kingdom | $2.59B | +25% | +9% | 6% | 13.6× | 8.8% | +8.5% |
| GigaCloud Technology GCT | United States | $2.08B | +45% | +23% | 12% | 11.1× | 8.0% | +36.2% |
| Cricut CRCT | United States | $1.84B | +104% | -1% | 17% | 31.3× | -10.4% | -5.9% |
| Gujarat Mineral Development GMDCLTD.NS | India | $1.56B | -34% | +19% | 15% | 16.0× | n/a | n/a |
| Lloyds Enterprises LLOYDSENT.NS | India | $988M | -12% | +33% | 8% | n/a | n/a | n/a |
| MMTC MMTC.NS | India | $847M | -20% | -20% | -6,724% | n/a | n/a | n/a |
| ARKO Petroleum APC | United States | $704M | -23% | -12% | 2% | 17.5× | 4.8% | -7.6% |
| Sharda Cropchem SHARDACROP.NS | India | $655M | -39% | +17% | 14% | 9.3× | -2.6% | +17.1% |
| Marine Electricals (India) MARINE.NS | India | $571M | +66% | +22% | 9% | n/a | n/a | n/a |
| SBC Exports SBC.NS | India | $346M | +102% | +63% | 8% | n/a | n/a | n/a |
Genuine Parts has 5 bonds outstanding with $2.55B face value. The agencies rate it BBB-; its bonds trade like BBB-. Weighted yield 5.77%, a spread of 120 bp over government bonds.