Consumer Discretionary · Distributors · US stock · price as of 16 Oct 2026
Key indicators
Price
$133.96
52-week range
$89.11 – $147.43
Market cap
$18.5B
P/E (trailing)
566.9×
EV / EBITDA
33.9×
Free-cash-flow yield
4.1%
Dividend yield
3.1%
Revenue (last 12 months)
$25.1B
Revenue growth (3y a year)
3.2%
Operating margin
0.5%
Return on invested capital
1.2%
Net debt / EBITDA
7.3×
Fair value
Blended fair value$63.31 range $63 – $63
Versus priceOvervalued−53% to fair value
Peer multiples
$63.31
Fundamentals-adjusted multiple
$7.79
10-year DCF (market-scaled)
n/m
Earnings power value (floor, not blended)
$70.28
Model uncertainty
Medium
X-Ray Score
29/ 100 · High confidence · ahead of 6% of sector peers
Valuation17
Growth29
Profitability26
Financial health38
Dividends51
Five-year price chart navy: price · brown: 200-day average · blue band: fair value range
Executive summary
Replacement parts are the focus of Genuine Parts, which distributes them to automotive and industrial customers. Its automotive business supplies car and truck parts, accessories and service items, much of it under the NAPA name, through a network of distribution centres and parts stores. Its industrial business, known as Motion, distributes bearings, power transmission parts and other industrial components. Customers include repair shops, independent parts stores, fleet operators and industrial maintenance teams.
Distributing parts to workshops, retailers and industrial customers is a high-volume, thin-margin business that brought in $25.1 billion of revenue over the last twelve months. Revenue was $25.1 billion over the last twelve months and has grown at 3.2% a year across the last three years. The operating margin is 0.5%, the business earns 1% on the capital invested in it, and net debt is 7.3 times EBITDA. The dividend yield is 3.1%.
StocksXray gives Genuine Parts Co an X-Ray Score of 29 out of 100 (high confidence), ahead of 6% of the S&P 500 stocks in its sector. Its strongest lens is dividends (51) and its weakest is valuation (17).
Our fair value blend is $63.31 (range $63.31 to $63.31). At $133.96 the stock trades 112% above that blend, so the label is "Overvalued" with medium model uncertainty. Fair value is a range, not a price target.
XStocksXray
Genuine Parts Co (GPC)
Valuation history multiples at each fiscal year-end price; the last column uses today's price and the last twelve months
FY2021
FY2022
FY2023
FY2024
FY2025
Now
Price
$122.11
$154.87
$126.80
$110.03
$119.60
$133.96
Market cap
$17.6B
$22.0B
$17.9B
$15.4B
$16.7B
$18.5B
P/E
19.6×
18.6×
13.6×
17.0×
254.5×
566.9×
EV / revenue
1.0×
1.1×
0.9×
0.8×
0.9×
0.9×
EV / EBITDA
12.4×
12.4×
9.6×
11.4×
28.3×
33.9×
Price / free cash flow
17.8×
19.6×
19.4×
22.5×
39.6×
24.3×
Free-cash-flow yield
5.6%
5.1%
5.2%
4.5%
2.5%
4.1%
Price / book
5.0×
5.8×
4.1×
3.5×
3.8×
4.1×
Dividend yield
2.67%
2.31%
3.00%
3.64%
3.44%
3.15%
Fundamentals checklist ● 2 Good · ● 5 Average · ● 9 Bad · each check graded against the sector
Cash quality
Earnings backed by cash−5.5%Average
Free-cash-flow yield4.1%Average
Risk models
Altman Z score1.5×Average
Piotroski F-Score5 of 9Bad
Growth
EPS growth (3y)−61.6%Bad
Free-cash-flow growth (3y)−28.0%Bad
Revenue growth (3y)3.2%Bad
Growth consistency100%Good
Balance sheet
Current ratio1.2×Average
Net debt / EBITDA7.3×Bad
Interest coverno interest costGood
Valuation
Fair value vs price0.5×Bad
EBIT / EV yield0.6%Bad
Profitability
Return on invested capital1.2%Bad
Operating margin0.5%Bad
Gross profitability43.9%Average
XStocksXray
Genuine Parts Co (GPC)
Financials US$ millions, from SEC filings; last column is the last twelve months
Income statement
FY21
FY22
FY23
FY24
FY25
LTM
Revenue
18,871
22,096
23,091
23,487
24,300
25,072
Gross profit
6,634
7,740
8,291
8,524
8,941
9,252
Operating income
1,262
1,646
1,807
1,273
216
131
Net income
899
1,183
1,317
904
66
33
Diluted EPS ($)
6.23
8.31
9.33
6.47
0.47
0.24
Free cash flow
992
1,127
923
684
421
759
Gross margin
35.2%
35.0%
35.9%
36.3%
36.8%
36.9%
Operating margin
6.7%
7.5%
7.8%
5.4%
0.9%
0.5%
Net margin
4.8%
5.4%
5.7%
3.8%
0.3%
0.1%
Balance sheet
FY21
FY22
FY23
FY24
FY25
LTM
Total assets
14,352
16,495
17,968
19,283
20,796
21,058
Cash
715
653
1,102
480
477
559
Total debt
2,409
3,329
3,906
4,284
5,139
5,662
Equity
3,491
3,790
4,401
4,337
4,423
4,526
Dividend per share ($)
3.26
3.58
3.80
4.00
4.12
4.19
Revenue and net income US$ billions: navy revenue, teal net income
Margins blue gross, teal operating, brown net
Latest quarters
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2026
Revenue ($M)
5,866
6,164
6,260
6,009
6,265
6,537
Growth vs a year earlier
+1.4%
+3.4%
+4.9%
+4.1%
+6.8%
+6.0%
Net income ($M)
194
255
226
-609
189
228
Diluted EPS ($)
1.40
1.83
1.62
–
1.37
1.65
XStocksXray
Genuine Parts Co (GPC)
Peers in Distributors
Company
X-Ray
GPC · Genuine Parts Co
29
Market Compass outlook for Consumer Discretionary: Neutral (53/100). It blends regime history, macro sensitivity, momentum and valuation.
Every number comes from SEC filings, end-of-day prices and the StocksXray models described on the methodology page. The X-Ray Score ranks each metric against the company's own sector. Fair value blends three models and carries a typical error of about 40%, so treat it as a range. Analyst ratings, price targets and earnings-call summaries are not part of this report. Educational research, not financial advice; read the disclaimer.