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One of the largest US new/used vehicle dealership groups, also operating a growing online used-car and financing platform (Driveway).
One of the largest US new/used vehicle dealership groups, also operating a growing online used-car and financing platform (Driveway).
Buys local dealerships and keeps their brands, so revenue is vehicle sales, with financing, insurance and servicing adding profit on each customer. Driveway Finance Corporation, its own lender, funds some buyers. Expansion is acquisition-led, including a move into the UK and Canada.
Moat: narrow (scale, distribution). Rapid acquisition-driven scale across many brands/regions, though auto retail margins are thin and cyclical.
Headquarters: Medford, Oregon, United States · Founded: 1946 · Employees: 30,000
Size Lithia Motors (LAD) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $6.68B, the 983rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $308.77 on 6 Nov 2026.
Performance Over six months the shares gained 5.0%, against +9.3% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 1.5% over the last twelve months (peer median +3.9%); the operating margin is 3.8% (peer median 5.3%).
Valuation It trades at 8.0× forward earnings against a peer median of 13.6× (3rd cheapest of 21).
Capital Return on invested capital runs 2.2 points below its cost of capital (7.1% WACC).
Backlog Backlog (remaining performance obligations) was $638M at 31 Dec 2025, up 55% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Credit Lithia Motors has 2 bonds outstanding ($1.35B), rated BB+ by the agencies and trading like BB at a weighted spread of 156 bp.
Short interest Short interest is 7.9% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $38.2B | $37.6B | $36.2B | $31.0B | $28.2B |
| Revenue growth | — | +4% | +17% | +10% | — |
| Gross profit | $5.51B | $5.47B | $5.32B | $5.03B | $4.99B |
| EBITDA | $1.81B | $1.88B | $1.90B | $1.98B | $2.11B |
| Net income | $788M | $820M | $797M | $1.00B | $1.25B |
| Free cash flow | -$479M | $192M | -$121M | -$1.07B | -$1.19B |
| Capital expenditure | $346M | $351M | $351M | $230M | $303M |
| Total debt | $16.9B | $15.6B | $14.0B | $11.4B | $8.05B |
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 |
|---|---|---|---|---|---|---|
| Lithia Motors LAD | $6.68B | +5% | +1% | 4% | 8.0× | n/a |
| AutoNation AN | $5.88B | -11% | -2% | 5% | 8.3× | n/a |
| Penske Automotive PAG | $13.9B | +22% | +6% | 3% | 15.2× | 12.6% |
| 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 | LAD | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.9% | +7.5% | 11th highest of 21 |
| 6-month return | +5.0% | +9.3% | 9th lowest of 21 |
| Distance from 52-week high | -29.7% | -16.1% | 4th lowest of 21 |
| Revenue growth (TTM) | +1.5% | +3.9% | 10th lowest of 21 |
| Operating margin | 3.8% | 5.3% | 4th lowest of 21 |
| Forward P/E | 8.0× | 13.6× | 3rd cheapest of 21 |
| ROIC minus cost of capital | -2.2 pp | +4.7 pp | 4th lowest of 21 |
| Net debt / EBITDA | 9.1× | 2.2× | 2nd most indebted of 21 |
| Bond spread | 156 bp | 126 bp | 2nd widest of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lithia Motors LAD | United States | $6.68B | +5% | +1% | 4% | 8.0× | n/a | n/a |
| Kalyan Jewellers India KALYANKJIL.NS | India | $6.47B | +44% | +46% | 6% | 37.6× | n/a | n/a |
| Pepco Group BV PCO.WA | Poland | $7.18B | +58% | -42% | 15% | 16.8× | 4.6% | +4.5% |
| Ultrapar Participacoes S.A. Sponsored ADR UGP | United States | $6.12B | -11% | +20% | 5% | 7.0× | -12.6% | +12.2% |
| CarMax KMX | United States | $7.31B | +28% | +4% | 2% | 15.5× | 17.6% | +6.7% |
| AutoNation AN | United States | $5.88B | -11% | -2% | 5% | 8.3× | n/a | n/a |
| 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% |
| PriceSmart PSMT | United States | $5.02B | +3% | +12% | 5% | 27.2× | 10.5% | +10.2% |
| Murphy USA MUSA | United States | $9.45B | -10% | +20% | 4% | 17.5× | -9.4% | +11.5% |
| Sanrio 8136.T | Japan | $9.78B | +33% | +28% | 39% | 22.4× | 1.9% | +36.4% |
| 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% |
| Carrefour CA.PA | France | $11.1B | -21% | -8% | 3% | 8.4× | -1.2% | +3.1% |
| Nitori 9843.T | Japan | $11.7B | +47% | 0% | 13% | 20.0× | 2.7% | +4.9% |
| Asbury Automotive ABG | United States | $3.64B | +1% | -1% | 5% | 7.6× | -2.4% | +20.3% |
| Dick's Sporting Goods DKS | United States | $12.5B | -35% | +54% | 6% | 11.8× | 8.7% | +12.4% |
| MINISO 9896.HK | Hong Kong | $3.34B | -25% | +31% | 13% | 9.9× | 1.5% | +18.5% |
| BJ's Wholesale Club BJ | United States | $13.8B | +18% | +9% | 4% | 22.4× | -0.7% | +6.8% |
Lithia Motors has 2 bonds outstanding with $1.35B face value. The agencies rate it BB+; its bonds trade like BB. Weighted yield 6.11%, a spread of 156 bp over government bonds.
Lithia Motors reported $638M of remaining performance obligations at 31 Dec 2025, up 55% from a year earlier. That is 0.0 years of trailing revenue already under contract.