Tearsheet

Motorcar Parts of America (MPAA)


Market Price (5/5/2026): $11.16 | Market Cap: $216.4 Mil
Sector: Consumer Discretionary | Industry: Automotive Parts & Equipment

Motorcar Parts of America (MPAA)


Market Price (5/5/2026): $11.16
Market Cap: $216.4 Mil
Sector: Consumer Discretionary
Industry: Automotive Parts & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31%

Attractive yield
FCF Yield is 13%

Megatrend and thematic drivers
Megatrends include Circular Economy & Recycling, Electrification of Everything, and Sustainable Consumption. Themes include Automotive Parts Remanufacturing, Show more.

Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.13

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 82%

Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 111x

Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -9.9%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.1%

Key risks
MPAA key risks include [1] a significant debt load and persistent financial underperformance, Show more.

0 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31%
1 Attractive yield
FCF Yield is 13%
2 Megatrend and thematic drivers
Megatrends include Circular Economy & Recycling, Electrification of Everything, and Sustainable Consumption. Themes include Automotive Parts Remanufacturing, Show more.
3 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.13
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 82%
5 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 111x
6 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -9.9%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.1%
8 Key risks
MPAA key risks include [1] a significant debt load and persistent financial underperformance, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Motorcar Parts of America (MPAA) stock has lost about 10% since 1/31/2026 because of the following key factors:

1. Missed Q3 Fiscal 2026 Earnings and Revenue Forecasts.

Motorcar Parts of America reported lower-than-expected financial results for its fiscal third quarter ended December 31, 2025, which were announced on February 9, 2026. Net sales for the quarter were $167.7 million, missing analyst expectations of $202.5 million. Diluted earnings per share (EPS) were $0.09, falling short of the estimated $0.36. This significant earnings miss caused the shares to plunge by 20.62% to $10.43 following the announcement.

2. Downward Revision of Fiscal 2026 Sales Guidance.

Concurrent with its Q3 earnings report, Motorcar Parts of America revised its full fiscal year 2026 sales guidance downward to a range of $750 million to $760 million. This was a notable reduction from earlier projections and was primarily attributed to an approximately $50 million impact from reduced ordering by a large customer. The lowered guidance signaled a weaker financial outlook for the company's near-term performance.

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Stock Movement Drivers

Fundamental Drivers

The -10.4% change in MPAA stock from 1/31/2026 to 5/4/2026 was primarily driven by a -19.0% change in the company's Net Income Margin (%).
(LTM values as of)13120265042026Change
Stock Price ($)12.4311.13-10.4%
Change Contribution By: 
Total Revenues ($ Mil)789771-2.3%
Net Income Margin (%)0.3%0.3%-19.0%
P/E Multiple97.8110.913.4%
Shares Outstanding (Mil)1919-0.1%
Cumulative Contribution-10.4%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/4/2026
ReturnCorrelation
MPAA-10.4% 
Market (SPY)3.6%28.0%
Sector (XLY)-2.7%36.5%

Fundamental Drivers

The -34.7% change in MPAA stock from 10/31/2025 to 5/4/2026 was primarily driven by a -44.4% change in the company's P/E Multiple.
(LTM values as of)103120255042026Change
Stock Price ($)17.0611.13-34.7%
Change Contribution By: 
Total Revenues ($ Mil)776771-0.7%
Net Income Margin (%)0.2%0.3%18.4%
P/E Multiple199.4110.9-44.4%
Shares Outstanding (Mil)1919-0.1%
Cumulative Contribution-34.7%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/4/2026
ReturnCorrelation
MPAA-34.7% 
Market (SPY)5.5%12.4%
Sector (XLY)-1.5%20.2%

Fundamental Drivers

The 25.0% change in MPAA stock from 4/30/2025 to 5/4/2026 was primarily driven by a 19.8% change in the company's P/S Multiple.
(LTM values as of)43020255042026Change
Stock Price ($)8.9111.1325.0%
Change Contribution By: 
Total Revenues ($ Mil)7547712.2%
P/S Multiple0.20.319.8%
Shares Outstanding (Mil)20192.0%
Cumulative Contribution25.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/4/2026
ReturnCorrelation
MPAA25.0% 
Market (SPY)30.4%19.1%
Sector (XLY)20.3%23.5%

Fundamental Drivers

The 128.6% change in MPAA stock from 4/30/2023 to 5/4/2026 was primarily driven by a 92.7% change in the company's P/S Multiple.
(LTM values as of)43020235042026Change
Stock Price ($)4.8711.13128.6%
Change Contribution By: 
Total Revenues ($ Mil)65277118.1%
P/S Multiple0.10.392.7%
Shares Outstanding (Mil)19190.4%
Cumulative Contribution128.6%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/4/2026
ReturnCorrelation
MPAA128.6% 
Market (SPY)78.7%24.3%
Sector (XLY)63.2%23.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MPAA Return-13%-31%-21%-19%62%-9%-43%
Peers Return39%-10%-1%-2%11%1%37%
S&P 500 Return27%-19%24%23%16%6%92%

Monthly Win Rates [3]
MPAA Win Rate33%42%50%42%50%80% 
Peers Win Rate70%40%42%47%53%60% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
MPAA Max Drawdown-18%-42%-63%-49%-26%-23% 
Peers Max Drawdown-3%-29%-16%-19%-19%-10% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DORM, SMP, LKQ, GPC, BWA.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/4/2026 (YTD)

How Low Can It Go

EventMPAAS&P 500
2025 US Tariff Shock
  % Loss-17.8%-18.8%
  % Gain to Breakeven21.6%23.1%
  Time to Breakeven36 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-24.5%-9.5%
  % Gain to Breakeven32.4%10.5%
  Time to Breakeven20 days24 days
2023 SVB Regional Banking Crisis
  % Loss-67.2%-6.7%
  % Gain to Breakeven204.5%7.1%
  Time to Breakeven839 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.8%-24.5%
  % Gain to Breakeven32.9%32.4%
  Time to Breakeven111 days427 days
2020 COVID-19 Crash
  % Loss-45.5%-33.7%
  % Gain to Breakeven83.4%50.9%
  Time to Breakeven221 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-33.1%-19.2%
  % Gain to Breakeven49.4%23.7%
  Time to Breakeven711 days105 days

Compare to DORM, SMP, LKQ, GPC, BWA

In The Past

Motorcar Parts of America's stock fell -17.8% during the 2025 US Tariff Shock. Such a loss loss requires a 21.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventMPAAS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-24.5%-9.5%
  % Gain to Breakeven32.4%10.5%
  Time to Breakeven20 days24 days
2023 SVB Regional Banking Crisis
  % Loss-67.2%-6.7%
  % Gain to Breakeven204.5%7.1%
  Time to Breakeven839 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.8%-24.5%
  % Gain to Breakeven32.9%32.4%
  Time to Breakeven111 days427 days
2020 COVID-19 Crash
  % Loss-45.5%-33.7%
  % Gain to Breakeven83.4%50.9%
  Time to Breakeven221 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-33.1%-19.2%
  % Gain to Breakeven49.4%23.7%
  Time to Breakeven711 days105 days
2014-2016 Oil Price Collapse
  % Loss-24.3%-6.8%
  % Gain to Breakeven32.1%7.3%
  Time to Breakeven104 days15 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-45.7%-17.9%
  % Gain to Breakeven84.3%21.8%
  Time to Breakeven746 days123 days
2008-2009 Global Financial Crisis
  % Loss-70.2%-53.4%
  % Gain to Breakeven235.8%114.4%
  Time to Breakeven601 days1085 days

Compare to DORM, SMP, LKQ, GPC, BWA

In The Past

Motorcar Parts of America's stock fell -17.8% during the 2025 US Tariff Shock. Such a loss loss requires a 21.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Motorcar Parts of America (MPAA)

Motorcar Parts of America, Inc. manufactures, remanufactures, and distributes heavy-duty truck, industrial, marine, and agricultural application replacement parts. The company offers rotating electrical products, including alternators and starters; wheel hub assemblies and bearings; and brake-related products comprising brake calipers, brake boosters, brake rotors, brake pads, and brake master cylinders. It also offers test solutions and diagnostic equipment for electric vehicle powertrain development and manufacturing, including electric motor test systems, e-axle test systems, advanced power emulators, and charging unit test systems, as well as test systems for alternators, starters, belt starter generator, and bench-top testers used in the automotive retail segment and turbochargers. The company sells its products to automotive retail chain stores and warehouse distributors, as well as various automobile manufacturers for their aftermarket programs and warranty replacement programs in North America. Motorcar Parts of America, Inc. was founded in 1968 and is headquartered in Torrance, California.

AI Analysis | Feedback

Here are 1-2 brief analogies for Motorcar Parts of America (MPAA):

  • Think of them as a primary supplier for major auto parts retailers like AutoZone or O'Reilly Auto Parts, making and remanufacturing everything from alternators to brake calipers for cars and trucks.
  • They also function like a crucial industrial parts provider, similar to a specialized Grainger, supplying heavy-duty replacement components for trucks, farm equipment, and marine applications.

AI Analysis | Feedback

  • Rotating Electrical Products: Manufactures and remanufactures alternators and starters for heavy-duty truck, industrial, marine, and agricultural applications.
  • Wheel Hub Assemblies and Bearings: Provides crucial components for vehicle wheel systems.
  • Brake-Related Products: Offers a comprehensive range including brake calipers, boosters, rotors, pads, and master cylinders.
  • Turbochargers: Manufactures and distributes devices used to increase an engine's power output.
  • Electric Vehicle (EV) Powertrain Test Systems: Develops test solutions and diagnostic equipment for EV motors, e-axles, power emulators, and charging units.
  • Automotive Aftermarket Test Systems: Provides diagnostic equipment for alternators, starters, belt starter generators, and general bench-top testing in the automotive retail segment.

AI Analysis | Feedback

Motorcar Parts of America (MPAA) sells its products primarily to other companies (B2B) in North America. The provided background information does not list specific customer company names. However, it identifies the following categories of business customers:

  • Automotive retail chain stores
  • Warehouse distributors
  • Automobile manufacturers (for their aftermarket programs and warranty replacement programs)

AI Analysis | Feedback

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AI Analysis | Feedback

Selwyn Joffe, Chairman, President and Chief Executive Officer

Selwyn Joffe was appointed Chief Executive Officer in February 2003, and has served as Chairman of the Board since 1999 and a director since 1994. Prior to joining Motorcar Parts of America, Mr. Joffe served as chairman and chief executive officer of Protea Group, Inc., a company specializing in consulting and acquisition services. He was also president and chief executive officer of Netlock Technologies. Mr. Joffe co-founded Palace Entertainment, Inc., a roll-up of amusement parks, where he served as president and chief operating officer. Earlier, he was president and chief executive officer of Wolfgang Puck Food Company. He is a certified public accountant and holds degrees in both business and law from Emory University.

David Lee, Chief Financial Officer

David Lee has served as Chief Financial Officer since February 2008. Before this, he held roles within Motorcar Parts of America as Vice President, Finance & Strategic Planning (2006–2008) and Director of Finance & Strategic Planning (2005–2006). He is a Certified Public Accountant with a Bachelor of Arts in Economics from UC San Diego and an MBA from UCLA Anderson. His earlier career included various corporate controller and finance positions for several domestic companies, including Palace Entertainment, where he worked with Selwyn Joffe, and audit experience at Deloitte LLP.

Juliet Stone, Senior Vice President, Government Affairs and Special Projects

Juliet Stone transitioned to the newly created position of Senior Vice President, Government Affairs and Special Projects in June 2025. She previously served as the company's General Counsel. This new role is considered particularly important due to the geopolitical environment and its impact on business.

Glenn Burlingame, Vice President, General Counsel and Secretary

Glenn Burlingame was appointed Vice President, General Counsel and Secretary in June 2025. He brings over 30 years of experience representing corporate clients. His career includes serving as a partner at Sichenzia Ross Ference Carmel LLP, where his focus was on corporate governance, securities law compliance, securities offerings, acquisitions, and financings. He also served as a partner at Zeicher Ellman & Krause LLP and began his career as an associate at Cravath Swaine & Moore LLP. Mr. Burlingame earned his Juris Doctor degree from New York University School of Law.

Kamlesh Shah, Chief Accounting Officer

Kamlesh Shah was promoted to Chief Accounting Officer in February 2008. Prior to this, he served as Vice President, Controller, and Assistant Controller for Motorcar Parts of America. His earlier experience includes finance positions at Nestle S.A. and Galadari Brothers. He is a Certified Public Accountant and holds a Bachelor of Science degree in accounting from the University of Bombay, India.

AI Analysis | Feedback

The key risks to Motorcar Parts of America (MPAA) are:
  • Shift to Electric Vehicles (EVs): The long-term shift towards electric vehicles poses a significant technological challenge to Motorcar Parts of America. As the U.S. Hybrid & Electric Vehicle Manufacturing industry grows, the addressable market for MPAA's traditional internal combustion engine-related products, such as alternators and starters, is expected to shrink. While the company is focusing on non-electrical parts and its D&V Electronics segment to mitigate this, the core business remains exposed to this evolving market trend.
  • High Financial Leverage: Motorcar Parts of America carries a substantial amount of debt, with its liabilities significantly outweighing its cash and near-term receivables. In March 2025, the company had $126.0 million in debt. Its interest coverage ratio is notably low, indicating potential difficulty in easily paying off its debt obligations, which casts a shadow over the company's financial stability.
  • Customer Concentration: The company faces a considerable risk due to its reliance on a limited number of major customers. In fiscal year 2025, sales to the three largest customers collectively represented 86% of the company's net sales, with the single largest customer accounting for 39%. A substantial reduction in sales or the loss of any of these key customers could have a materially adverse impact on Motorcar Parts of America's business, financial condition, and results of operations.

AI Analysis | Feedback

The widespread adoption of electric vehicles (EVs) poses a significant emerging threat to Motorcar Parts of America's traditional business segments. As the global vehicle fleet transitions from internal combustion engine (ICE) vehicles to EVs, the demand for many of MPAA's core products, such as alternators, starters, and certain brake-related components (due to regenerative braking in EVs), will diminish substantially over time. This technological shift directly impacts the necessity for many of the replacement parts that form the foundation of their manufacturing, remanufacturing, and distribution operations for heavy-duty truck, industrial, marine, and agricultural applications, as these sectors also increasingly explore electrification.

AI Analysis | Feedback

Motorcar Parts of America (MPAA) operates in several addressable markets for its diverse range of products and services.

Rotating Electrical Products (Alternators and Starters)

  • The global automotive electrical products market, which includes alternators and starters, is projected to grow from USD 45.15 billion in 2023 to USD 78.21 billion by 2033.

Wheel Hub Assemblies and Bearings

  • The global wheel hub assembly market is estimated to reach USD 6.11 billion in 2025 and is projected to grow to USD 9.72 billion by 2030.
  • The global automotive bearing market was valued at USD 15.74 billion in 2025 and is projected to reach USD 23.12 billion by 2034.
  • The global automotive wheel hub bearing aftermarket is projected to grow from USD 1.068 billion in 2024 to an estimated USD 1.602 billion by 2032.

Brake-Related Products (Brake Calipers, Boosters, Rotors, Pads, Master Cylinders)

  • The global automotive brake components aftermarket was valued at USD 56.08 billion in 2025 and is expected to increase to USD 74.30 billion by 2030.
  • The global automotive aftermarket brake friction parts market increased from USD 12.42 billion in 2025 to USD 13.32 billion in 2026, with a projection to reach USD 20.34 billion by 2032.

Test Solutions and Diagnostic Equipment for EV Powertrain Development and Manufacturing

  • The global automotive powertrain testing market expanded from USD 19.32 billion in 2025 to USD 21.32 billion in 2026 and is projected to reach USD 41.29 billion by 2032.

Turbochargers

  • The global turbochargers aftermarket market reached USD 12.1 billion in 2024 and is projected to reach USD 22.7 billion by 2033.
  • The overall global turbocharger market was estimated at USD 37.09 billion in 2024 and is predicted to increase to USD 73.12 billion by 2034.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Motorcar Parts of America (MPAA) over the next 2-3 years:

  1. Growth in Existing Product Lines, particularly Brake-Related Products and Rotating Electrical Products: Motorcar Parts of America anticipates continued sales growth from its current product offerings. The company has explicitly mentioned focusing on growing sales of existing product lines. Its brake-related product lines, including brake calipers, brake pads, and brake rotors, are experiencing growth, with expectations for improved operating efficiencies as volumes increase. The company has also expanded its product coverage programs for starters, alternators, and brake products, adding over 120 new part numbers covering an additional thirty million vehicles in operation.
  2. Expansion in the Electric Vehicle (EV) Test Solutions and Diagnostic Equipment Market: MPAA is strategically positioned in the evolving EV market through its D&V Electronics subsidiary, which offers advanced test solutions and diagnostic equipment for EV powertrain development. The company has invested in research and development for next-generation emulators, believing they will be a significant product for the EV market. Furthermore, the acquisition of E&M Power has expanded D&V Electronics' EV powertrain portfolio and provided entry into the aerospace market, with management highlighting that the increasing complexity of electric powertrain systems is a key growth catalyst. The diagnostic business overall is also showing promising growth.
  3. Geographic Expansion, notably in the Mexican Market: The company is experiencing strong growth in its Mexican market sales and expects this momentum to continue and expand throughout the region. Management has highlighted increased demand for its aftermarket parts in Mexico and expressed confidence in utilizing its established footprint to meet this growing demand, with plans to expand its business across Latin America.
  4. Benefiting from Favorable Industry Dynamics: Motorcar Parts of America is poised to benefit from macro-level automotive aftermarket trends, including an aging vehicle fleet and an increase in miles driven. Analysts and company management point to record net sales and strong cash flow supported by the demand for nondiscretionary repairs. The average age of U.S. light vehicles is rising, supporting increased replacement part opportunities, which provides a long-term tailwind for the company's core business.
  5. New Business Commitments and Market Share Gains: The company has secured significant new business commitments driven by a changing competitive landscape and industry dynamics, including the bankruptcy of a competitor. Motorcar Parts of America has reported continued market share gains in key areas, particularly within its brake business. These gains, coupled with efforts to improve pricing and operational efficiencies, are expected to contribute to future revenue growth.

AI Analysis | Feedback

Share Repurchases

  • In December 2025, Motorcar Parts of America's board of directors authorized a $20 million increase to its share repurchase program, raising the total authorization to $57 million from the previous $37 million.
  • During fiscal year 2025, the company repurchased 542,134 shares for $4.8 million.
  • As of February 24, 2026, Motorcar Parts of America had returned $8.4 million to shareholders through its ongoing share repurchase program year-to-date.

Share Issuance

  • The number of shares outstanding experienced minor fluctuations in recent years, with a 0.76% increase in 2024 and a 2.11% decrease in 2025.
  • Restricted Stock Unit (RSU) awards were granted to company directors in September 2025.

Capital Expenditures

  • Capital expenditures were approximately $4.6 million as of March 8, 2026.
  • For fiscal year 2025, the net investment, which likely includes capital expenditures, was -$4.47 million.
  • Recent infrastructure investments by the company are focused on enabling more effective leverage and driving expansion.

Better Bets vs. Motorcar Parts of America (MPAA)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Motorcar Parts of America Earnings Notes12/16/2025
Title
0ARTICLES

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

MPAADORMSMPLKQGPCBWAMedian
NameMotorcar.Dorman P.Standard.LKQ Genuine .BorgWarn. 
Mkt Price11.13110.8537.3427.75103.5256.2646.80
Mkt Cap0.23.40.87.114.211.85.2
Rev LTM7712,1511,82913,92224,69914,3168,037
Op Inc LTM483351481,0721,2161,322703
FCF LTM2871398085481,208309
FCF 3Y Avg3315148802628834389
CFO LTM33106761,0109961,648551
CFO 3Y Avg36190861,0871,1481,476639

Growth & Margins

MPAADORMSMPLKQGPCBWAMedian
NameMotorcar.Dorman P.Standard.LKQ Genuine .BorgWarn. 
Rev Chg LTM2.2%5.0%18.3%1.5%4.8%1.6%3.5%
Rev Chg 3Y Avg5.8%6.2%10.2%2.9%3.1%0.3%4.4%
Rev Chg Q-9.9%4.2%9.1%4.3%6.8%3.9%4.2%
QoQ Delta Rev Chg LTM-2.3%1.0%2.1%1.0%1.6%0.9%1.0%
Op Inc Chg LTM-11.4%5.2%50.5%-15.6%-12.1%1.1%-5.2%
Op Inc Chg 3Y Avg107.1%36.1%16.6%-9.5%-9.9%1.5%9.0%
Op Mgn LTM6.2%15.6%8.1%7.7%4.9%9.2%7.9%
Op Mgn 3Y Avg6.7%14.7%7.0%8.9%6.1%9.1%7.9%
QoQ Delta Op Mgn LTM-1.4%-1.2%0.3%-0.3%-0.1%-0.1%-0.2%
CFO/Rev LTM4.3%4.9%4.1%7.3%4.0%11.5%4.6%
CFO/Rev 3Y Avg4.8%9.4%5.6%7.9%4.9%10.4%6.8%
FCF/Rev LTM3.6%3.3%2.2%5.8%2.2%8.4%3.4%
FCF/Rev 3Y Avg4.5%7.5%3.2%5.8%2.7%5.9%5.2%

Valuation

MPAADORMSMPLKQGPCBWAMedian
NameMotorcar.Dorman P.Standard.LKQ Genuine .BorgWarn. 
Mkt Cap0.23.40.87.114.211.85.2
P/S0.31.60.50.50.60.80.5
P/Op Inc4.510.05.66.611.78.97.8
P/EBIT3.711.85.67.265.918.99.5
P/E110.817.618.013.7237.142.630.3
P/CFO6.631.610.97.014.37.29.0
Total Yield0.9%5.7%8.9%11.7%4.4%2.9%5.1%
Dividend Yield0.0%0.0%3.4%4.4%4.0%0.6%2.0%
FCF Yield 3Y Avg17.9%4.6%6.7%7.7%3.5%10.1%7.2%
D/E0.90.20.90.70.50.30.6
Net D/E0.80.20.80.70.40.10.6

Returns

MPAADORMSMPLKQGPCBWAMedian
NameMotorcar.Dorman P.Standard.LKQ Genuine .BorgWarn. 
1M Rtn3.2%9.9%5.0%-1.6%0.0%6.5%4.1%
3M Rtn-14.9%-12.4%-11.1%-13.8%-26.0%17.2%-13.1%
6M Rtn-35.6%-17.0%2.1%-7.0%-14.8%29.3%-10.9%
12M Rtn17.2%-3.8%38.6%-26.8%-11.1%94.9%6.7%
3Y Rtn137.4%25.4%12.2%-46.9%-34.8%49.2%18.8%
1M Excs Rtn-6.2%0.5%-4.4%-11.0%-9.3%-2.9%-5.3%
3M Excs Rtn-18.2%-15.6%-14.3%-17.0%-29.3%14.0%-16.3%
6M Excs Rtn-39.1%-23.1%-8.4%-14.7%-23.5%22.8%-18.9%
12M Excs Rtn-5.7%-32.1%11.3%-53.0%-37.1%71.5%-18.9%
3Y Excs Rtn68.5%-44.7%-58.3%-121.2%-106.6%-34.4%-51.5%

Comparison Analyses

null

Financials

Segment Financials

Assets by Segment
$ Mil20252024202320222021
Hard Parts1,0201,0331,017  
Other555047  
Elimination of intersegment assets-63-54-49  
Total1,0121,0291,016  


Price Behavior

Price Behavior
Market Price$11.13 
Market Cap ($ Bil)0.2 
First Trading Date03/23/1994 
Distance from 52W High-37.2% 
   50 Days200 Days
DMA Price$10.85$13.04
DMA Trendindeterminatedown
Distance from DMA2.6%-14.6%
 3M1YR
Volatility51.3%62.9%
Downside Capture0.870.56
Upside Capture53.3094.64
Correlation (SPY)28.0%19.1%
MPAA Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.300.821.000.570.961.08
Up Beta1.371.201.06-0.160.610.64
Down Beta5.661.230.710.701.231.22
Up Capture58%79%71%17%99%244%
Bmk +ve Days15223166141428
Stock +ve Days13223260132370
Down Capture111%23%126%120%100%106%
Bmk -ve Days4183056108321
Stock -ve Days9203164118370

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MPAA
MPAA23.8%62.9%0.60-
Sector ETF (XLY)19.7%18.8%0.8223.4%
Equity (SPY)29.7%12.5%1.8318.9%
Gold (GLD)39.6%27.2%1.21-2.9%
Commodities (DBC)50.7%18.0%2.18-5.5%
Real Estate (VNQ)12.1%13.5%0.6014.5%
Bitcoin (BTCUSD)-19.0%42.2%-0.399.2%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MPAA
MPAA-12.4%61.0%0.03-
Sector ETF (XLY)6.6%23.8%0.2427.2%
Equity (SPY)12.8%17.1%0.5929.6%
Gold (GLD)20.1%17.9%0.91-2.8%
Commodities (DBC)14.1%19.1%0.607.1%
Real Estate (VNQ)3.3%18.8%0.0825.9%
Bitcoin (BTCUSD)7.3%56.2%0.349.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MPAA
MPAA-10.6%54.4%0.02-
Sector ETF (XLY)12.6%22.0%0.5332.8%
Equity (SPY)14.9%17.9%0.7134.7%
Gold (GLD)13.4%15.9%0.70-3.2%
Commodities (DBC)9.7%17.7%0.4613.7%
Real Estate (VNQ)5.6%20.7%0.2329.3%
Bitcoin (BTCUSD)67.1%66.9%1.069.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity0.9 Mil
Short Interest: % Change Since 3312026-6.7%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest12.1 days
Basic Shares Quantity19.4 Mil
Short % of Basic Shares4.8%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/9/2026-17.5%-23.6%-22.5%
11/10/2025-26.0%-24.7%-21.9%
6/9/2025-18.5%-10.2%0.1%
2/10/202510.6%61.7%84.5%
11/12/202414.7%12.5%33.5%
6/11/2024-8.7%17.1%22.3%
2/9/2024-10.2%1.3%-13.8%
11/9/2023-1.3%8.8%14.6%
...
SUMMARY STATS   
# Positive7910
# Negative1198
Median Positive10.6%12.5%18.4%
Median Negative-10.2%-16.7%-17.9%
Max Positive16.9%61.7%84.5%
Max Negative-26.0%-26.3%-44.6%

SEC Filings

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Report DateFiling DateFiling
12/31/202502/09/202610-Q
09/30/202511/10/202510-Q
06/30/202508/11/202510-Q
03/31/202506/09/202510-K
12/31/202402/10/202510-Q
09/30/202411/12/202410-Q
06/30/202408/08/202410-Q
03/31/202406/11/202410-K
12/31/202302/09/202410-Q
09/30/202311/09/202310-Q
06/30/202308/09/202310-Q
03/31/202306/14/202310-K
12/31/202202/09/202310-Q
09/30/202211/09/202210-Q
06/30/202208/09/202210-Q
03/31/202206/14/202210-K