GPCGENUINE PARTS CO
Wholesale-Motor Vehicle Supplies & New Parts
- Revenue
- $24.3B
- 3.5% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $16.7B
- Employees
- 65,000
- $374K revenue each
- Net debt / EBITDA
- —
- −$400M net debt
- AI in 10-K
- 2.3
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo14× net incomeCash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo63% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo15% of assetsOver 40% of assets
- Shareholder dissentNo96% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeYes$374K · 6th pctBottom quartile of its SIC industry
- Quiet on AINo2.3 per 10K words · 60th pctBottom quartile of AI mentions in 10-Ks
- Net cashYesNet cash · 0.2× EBITDAMore cash than debt, positive EBITDA
- Buyout-sizedNo$16.7B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$668K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $18.9B | $22.1B | $23.1B | $23.5B | $24.3B | 3.5% |
| Net income | $899M | $1.2B | $1.3B | $904M | $66M | 93% |
| Operating cash flow | $1.3B | $1.5B | $1.4B | $1.3B | $891M | 29% |
| Capex | $266M | $340M | $513M | $567M | $470M | 17% |
| Stock-based comp | $26M | $38M | $57M | $41M | $49M | 20% |
| Buybacks | $334M | $223M | $261M | $150M | $0 | 100% |
| Dividends | $466M | $496M | $527M | $555M | $564M | 1.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $668K · 4
- Net
- −$668K
Pay vs performance
No pay-versus-performance disclosure yet.