Sonic Automotive (SAH)
Market Price (12/25/2025): $64.48 | Market Cap: $2.2 BilSector: Consumer Discretionary | Industry: Automotive Retail
Sonic Automotive (SAH)
Market Price (12/25/2025): $64.48Market Cap: $2.2 BilSector: Consumer DiscretionaryIndustry: Automotive Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.0%, Dividend Yield is 2.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.9%, FCF Yield is 20% | Weak multi-year price returns2Y Excs Rtn is -25%, 3Y Excs Rtn is -36% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 185% |
| Low stock price volatilityVol 12M is 39% | Key risksSAH key risks include threats to its traditional dealership model from [1] the rise of direct-to-consumer sales and [2] the potential for reduced high-margin service revenue due to the market's shift toward lower-maintenance electric vehicles. | |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Online Marketplaces, Direct-to-Consumer Brands, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.0%, Dividend Yield is 2.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.9%, FCF Yield is 20% |
| Low stock price volatilityVol 12M is 39% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Online Marketplaces, Direct-to-Consumer Brands, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -25%, 3Y Excs Rtn is -36% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 185% |
| Key risksSAH key risks include threats to its traditional dealership model from [1] the rise of direct-to-consumer sales and [2] the potential for reduced high-margin service revenue due to the market's shift toward lower-maintenance electric vehicles. |
Why The Stock Moved
Qualitative Assessment
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For the approximate time period from August 31, 2025, to December 25, 2025, Sonic Automotive (SAH) stock experienced a decline of approximately 20.9% due to several key factors, primarily stemming from its third-quarter 2025 financial results released on October 23, 2025.1. Adjusted Earnings Per Share (EPS) Miss: Sonic Automotive reported adjusted earnings per share of $1.41 for the third quarter of 2025, significantly missing analyst expectations which ranged from $1.73 to $1.82 per share. This substantial earnings surprise, reported as -22.53% by one source, led to a pre-market stock price decline of 15.2% on the day of the announcement.
2. Increase in Operating Expenses: The company's reported net income for Q3 2025 decreased by 37% year-over-year to $46.8 million, with GAAP earnings per share at $1.33, down 38% year-over-year. This decline was primarily attributed to a significant increase in medical expenses, which negatively impacted the bottom line and was projected to continue as a headwind into the fourth quarter.
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Stock Movement Drivers
Fundamental Drivers
The -17.6% change in SAH stock from 9/24/2025 to 12/24/2025 was primarily driven by a -20.0% change in the company's Net Income Margin (%).| 9242025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 78.08 | 64.33 | -17.61% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 14695.80 | 15178.10 | 3.28% |
| Net Income Margin (%) | 1.07% | 0.86% | -19.99% |
| P/E Multiple | 16.87 | 16.87 | -0.01% |
| Shares Outstanding (Mil) | 34.10 | 34.20 | -0.29% |
| Cumulative Contribution | -17.61% |
Market Drivers
9/24/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SAH | -17.6% | |
| Market (SPY) | 4.4% | 20.4% |
| Sector (XLY) | 2.3% | 27.4% |
Fundamental Drivers
The -19.4% change in SAH stock from 6/25/2025 to 12/24/2025 was primarily driven by a -49.1% change in the company's Net Income Margin (%).| 6252025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 79.77 | 64.33 | -19.36% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 14491.60 | 15178.10 | 4.74% |
| Net Income Margin (%) | 1.69% | 0.86% | -49.10% |
| P/E Multiple | 11.06 | 16.87 | 52.61% |
| Shares Outstanding (Mil) | 33.90 | 34.20 | -0.88% |
| Cumulative Contribution | -19.36% |
Market Drivers
6/25/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SAH | -19.4% | |
| Market (SPY) | 14.0% | 21.9% |
| Sector (XLY) | 15.3% | 36.1% |
Fundamental Drivers
The 2.4% change in SAH stock from 12/24/2024 to 12/24/2025 was primarily driven by a 54.9% change in the company's P/E Multiple.| 12242024 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 62.82 | 64.33 | 2.40% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 13913.30 | 15178.10 | 9.09% |
| Net Income Margin (%) | 1.41% | 0.86% | -39.04% |
| P/E Multiple | 10.89 | 16.87 | 54.90% |
| Shares Outstanding (Mil) | 34.00 | 34.20 | -0.59% |
| Cumulative Contribution | 2.39% |
Market Drivers
12/24/2024 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SAH | 2.4% | |
| Market (SPY) | 15.8% | 44.7% |
| Sector (XLY) | 5.3% | 51.3% |
Fundamental Drivers
The 44.7% change in SAH stock from 12/25/2022 to 12/24/2025 was primarily driven by a 272.2% change in the company's P/E Multiple.| 12252022 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 44.47 | 64.33 | 44.67% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 13595.00 | 15178.10 | 11.64% |
| Net Income Margin (%) | 2.76% | 0.86% | -68.91% |
| P/E Multiple | 4.53 | 16.87 | 272.21% |
| Shares Outstanding (Mil) | 38.30 | 34.20 | 10.70% |
| Cumulative Contribution | 43.02% |
Market Drivers
12/25/2023 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SAH | 19.0% | |
| Market (SPY) | 48.9% | 41.1% |
| Sector (XLY) | 38.7% | 46.0% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SAH Return | 26% | 29% | 2% | 17% | 15% | 3% | 131% |
| Peers Return | 45% | 44% | -7% | 48% | 13% | 5% | 247% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| SAH Win Rate | 58% | 50% | 67% | 67% | 50% | 50% | |
| Peers Win Rate | 70% | 60% | 50% | 60% | 50% | 55% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| SAH Max Drawdown | -68% | 0% | -29% | -20% | -14% | -12% | |
| Peers Max Drawdown | -59% | -3% | -23% | -1% | -14% | -13% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: LAD, PAG, AN, GPI, ABG. See SAH Returns vs. Peers.
[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] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | SAH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -38.8% | -25.4% |
| % Gain to Breakeven | 63.5% | 34.1% |
| Time to Breakeven | 70 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -70.2% | -33.9% |
| % Gain to Breakeven | 235.3% | 51.3% |
| Time to Breakeven | 105 days | 148 days |
| 2018 Correction | ||
| % Loss | -49.2% | -19.8% |
| % Gain to Breakeven | 96.7% | 24.7% |
| Time to Breakeven | 212 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -97.1% | -56.8% |
| % Gain to Breakeven | 3358.9% | 131.3% |
| Time to Breakeven | 3,884 days | 1,480 days |
Compare to CPRT, LAD, AN, KMX, ABG
In The Past
Sonic Automotive's stock fell -38.8% during the 2022 Inflation Shock from a high on 9/27/2021. A -38.8% loss requires a 63.5% gain to breakeven.
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Sonic Automotive, Inc. operates as an automotive retailer in the United States. It operates in two segments, Franchised Dealerships and EchoPark. The Franchised Dealerships segment is involved in the sale of new and used cars and light trucks, and replacement parts; provision of vehicle maintenance, manufacturer warranty repair, and paint and collision repair services; and arrangement of extended warranties, service contracts, financing, insurance, and other aftermarket products for its guests. The EchoPark segment sells used cars and light trucks; and arranges finance and insurance product sales for its guests in pre-owned vehicle specialty retail locations. As of December 31, 2021, the company operated 140 new vehicle franchises representing 28 brands of cars and light trucks; 17 collision repair centers in 17 states; and 46 EchoPark stores in 16 states, including 11 Northwest Motorsport pre-owned vehicle stores. Sonic Automotive, Inc. was incorporated in 1997 and is based in Charlotte, North Carolina.
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Here are 1-3 brief analogies for Sonic Automotive (SAH):
- The Best Buy of car sales
- A Home Depot for vehicles
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- New Vehicle Sales: Selling a wide range of new cars, trucks, and SUVs from various manufacturers.
- Pre-Owned Vehicle Sales: Selling certified and non-certified used cars, trucks, and SUVs, including through their EchoPark Automotive brand.
- Parts & Service (Automotive Maintenance & Repair Services): Providing maintenance, repair, and collision services, along with selling genuine manufacturer and aftermarket parts.
- Finance & Insurance Products (Financial Services & Insurance Services): Offering vehicle financing options, extended service contracts, vehicle protection plans, and other insurance products.
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Sonic Automotive (SAH) Major Customers
Sonic Automotive (SAH) is a public company that operates as an automotive retailer, owning and operating franchised dealerships for new vehicles and standalone used vehicle stores (primarily through its EchoPark Automotive brand). As such, the company sells primarily to **individuals**. The up to three major categories of customers that Sonic Automotive serves are:- New Vehicle Buyers: Individuals who purchase brand new cars, trucks, and SUVs from the various manufacturer brands represented by Sonic Automotive's franchised dealerships (e.g., Mercedes-Benz, BMW, Honda, Toyota, Ford, Chevrolet, etc.).
- Used Vehicle Buyers: Individuals seeking to purchase pre-owned vehicles. This category is significantly served by Sonic Automotive's EchoPark Automotive brand, which specializes in a transparent and streamlined used car buying experience, as well as used vehicle sales from their new car dealerships.
- Service & Parts Customers: Individuals who utilize Sonic Automotive's dealership service departments for vehicle maintenance, repairs, and the purchase of automotive parts and accessories. These customers may or may not have originally purchased their vehicle from a Sonic Automotive dealership.
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```htmlDavid Bruton Smith
Chairman and Chief Executive Officer
David Bruton Smith was elected Chief Executive Officer of Sonic Automotive in September 2018 and Chairman of the Board in July 2022. He has been with Sonic's organization since 1998, serving in various leadership capacities including Executive Vice Chairman, Chief Strategic Officer, Vice Chairman, Executive Vice President, Senior Vice President of Corporate Development, and Vice President of Corporate Strategy. Earlier in his career, he worked as a Dealer Operator and General Manager for several Sonic dealerships. Mr. Smith also serves as a director and officer of Sonic Financial Corporation, the company's largest stockholder, and is a co-owner and director of Speedway Motorsports, a company founded by his father, Bruton Smith.
Heath R. Byrd
Executive Vice President and Chief Financial Officer
Heath R. Byrd has served as Executive Vice President and Chief Financial Officer of Sonic Automotive since April 2013. He initially joined Sonic in November 2007 as Chief Information Officer and Vice President. Prior to his tenure at Sonic, Mr. Byrd held multiple leadership roles at HRAmerica, including President, Chief Operating Officer, and Chief Financial Officer. He was also a Manager in the Management Consulting Group at Ernst & Young, where he specialized in financial strategy and mergers & acquisitions, and served as Vice President of Operations at Union Memorial Hospital. Notably, Mr. Byrd was a partner and president of an IT and HR outsourcing company that he and his partners sold in 2007.
Jeff Dyke
President and Director
Jeff Dyke has over 25 years of experience in the automotive retail industry. He has been the President of Sonic Automotive since October 2018 and was elected to the company's Board of Directors in July 2019. Mr. Dyke joined Sonic in October 2005 as Vice President of Retail Strategy and subsequently held positions such as Division Vice President - Eastern Division, Division Chief Operating Officer – Southeast Division, and Executive Vice President of Operations. In his role as Executive Vice President of Operations, he was responsible for the direct oversight of Sonic's retail automotive operations and EchoPark Automotive.
C. G. Saffer
Vice President & Chief Accounting Officer
C. G. Saffer has served as the Chief Accounting Officer and Vice President of Sonic Automotive Inc since April 2002.
Stephen Carvelli
Chief Technology Officer
Stephen Carvelli is the Chief Technology Officer at Sonic Automotive.
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The key risks to Sonic Automotive's business include:
- Intense Competition and the Evolution of Automotive Retail: Sonic Automotive operates in a highly competitive automotive retail market, facing pressure from traditional competitors as well as new entrants and technology-focused companies. A significant aspect of this risk is the emergence of direct-to-consumer sales models favored by manufacturers like Tesla and Carvana, which challenge the traditional dealership model and could erode both new and used vehicle sales and compress gross margins long-term. Additionally, the increasing adoption of electric vehicles (EVs) poses a threat, as EVs generally require less service and maintenance, potentially impacting Sonic Automotive's high-margin after-sales service revenue streams.
- Economic Uncertainties and Cyclicality of Automotive Sales: Sonic Automotive's revenue is highly vulnerable to economic fluctuations due to its dependence on the cyclical automotive sales market. Key economic indicators such as inflation, interest rates, and consumer confidence directly impact consumer vehicle purchasing power, leading to significant fluctuations in demand. Periods of economic uncertainty or contraction can negatively affect vehicle sales volume and profitability.
- Cybersecurity Risks: As the automotive retail industry increasingly digitalizes its operations, cybersecurity risks represent a significant threat to Sonic Automotive. Such risks could lead to disruptions in information systems, data breaches, and other adverse impacts, affecting the company's operations and financial results.
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- Direct-to-consumer (DTC) sales models by automotive manufacturers, particularly for Electric Vehicles (EVs), directly threaten the traditional franchised dealership model. Manufacturers like Tesla, Rivian, and Lucid operate without traditional dealerships, and established OEMs such as Ford and GM are exploring or implementing variations for their EV lines, potentially bypassing or significantly altering the role of the dealer in new car sales.
- The accelerating shift towards Electric Vehicles (EVs) presents a threat to Sonic Automotive's highly profitable service and parts business. EVs typically require significantly less routine maintenance (e.g., no oil changes, spark plug replacements, or complex exhaust systems) compared to internal combustion engine vehicles, potentially leading to a long-term erosion of a key revenue and profit stream for dealerships.
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Sonic Automotive (SAH) operates primarily in the United States, with its main products and services encompassing several key segments of the automotive market. The addressable markets for these services are as follows:
- Used Car Market (U.S.): The U.S. used car market was valued at approximately $322.01 billion in 2024 and is projected to reach nearly $539.70 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 5.30% between 2025 and 2034. Other estimates place the 2024 market size at $248.17 billion, growing to $1.20 trillion by 2030 at a CAGR of 2.71% from 2025 to 2030, or $253.47 billion in 2024, expected to reach $591.12 billion by 2035 with a CAGR of approximately 8.20% from 2025 to 2034. The market also reached 38.6 million units in 2025 and is estimated to reach 51.4 million units by 2034, with a CAGR of 3.23% from 2026-2034.
- New Car Market (U.S.): While Sonic Automotive sells new cars through its franchised dealerships, specific addressable market size figures for new car sales by value were not readily available in the provided search results.
- Automotive Aftermarket (U.S.) - including parts, service, collision repair, extended warranties, and F&I: The entire U.S. automotive aftermarket, including light, medium, and heavy-duty vehicles, is projected at nearly $535 billion in 2024 and is expected to be around $574 billion in 2026. More specifically, the U.S. light-duty aftermarket parts market is projected to be over $400 billion in 2024, with a CAGR of nearly 6% projected through 2026. Another report estimates the U.S. automotive aftermarket industry size at $228.19 billion in 2024, growing to approximately $350.64 billion by 2034, at a CAGR of 4.39% from 2025 to 2034. The U.S. automotive aftermarket industry size was also estimated at $205.81 billion in 2022 and is expected to grow to $281.98 billion by 2030, with a CAGR of 4.1% from 2023 to 2030.
- Powersports Market (U.S.): Information on the specific addressable market size for the Powersports segment in the U.S. was not found in the provided search results.
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Sonic Automotive (SAH) is expected to experience future revenue growth driven by several key factors over the next two to three years:
- Expansion and Performance Improvement in the EchoPark Segment: Sonic Automotive anticipates a resumption of disciplined long-term growth for its EchoPark used vehicle segment as market conditions for used vehicles continue to improve. The expansion of EchoPark stores presents a significant opportunity to capitalize on the increasing demand for used vehicles, diversify the company's revenue base, and tap into a market segment that often offers higher margins than new vehicle sales. In Q3 2024, EchoPark's retail unit sales volume saw a 2% year-over-year increase on a same-market basis.
- Strategic Acquisitions, Particularly of Luxury Dealerships: The company's strategy includes the ongoing optimization of its dealership portfolio through strategic acquisitions, focusing on high-performing, luxury-branded stores in growing markets. For example, the acquisition of Jaguar Land Rover Santa Monica is projected to boost annual revenues by $125 million and enhance Sonic Automotive's position in the luxury segment. Such acquisitions are expected to lead to market consolidation and increased market share.
- Growth in Fixed Operations (Parts, Service, and Collision Repair): Sonic Automotive has demonstrated strong performance in its fixed operations, which include parts, service, and collision repair. In Q3 2024, same-store fixed operations gross profit increased by 8%. This segment's revenue growth is also expected to benefit from an aging vehicle fleet and the increasing complexity of repairs. This diversified revenue stream provides stability and multiple avenues for growth.
- Expansion of the Powersports Segment: The Powersports segment is identified as a growth area for Sonic Automotive. This segment generated revenues of $59.4 million and gross profit of $17.7 million in the third quarter of 2024. Furthermore, the Powersports segment achieved record revenues and adjusted EBITDA in Q3 2025.
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Share Repurchases
- Sonic Automotive spent an average of $151 million annually on share repurchases between 2020 and 2023.
- As of March 31, 2024, $260 million remained under the company's current share buyback authorization.
- The company reduced its total shares outstanding by more than one-fifth through buybacks from the first quarter of 2020 to the first quarter of 2024.
Share Issuance
- Class A Common Stock shares issued increased from 69,396,726 at December 31, 2024, to 70,130,223 at September 30, 2025, indicating some net issuance, likely related to stock compensation plans.
Outbound Investments
- In the third quarter of 2025, Sonic Automotive completed the acquisition of Jaguar Land Rover Santa Monica.
Capital Expenditures
- Capital expenditures have been consistent, averaging between $40 million and $80 million per quarter.
- These expenditures are primarily focused on the purchase of land and buildings, the construction of new franchised dealerships, EchoPark stores, collision repair centers, building improvements, and equipment for these operations.
- In the three months ended March 31, 2022, capital expenditures totaled approximately $58.8 million, with significant allocations to both the Franchised Dealerships and EchoPark segments.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to SAH. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.3% | 13.3% | 0.0% |
| 11262025 | HRB | H&R Block | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.3% | 5.3% | -0.1% |
| 11262025 | LRN | Stride | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.4% | 3.4% | -4.4% |
| 11212025 | ABNB | Airbnb | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.8% | 1.8% | -1.6% |
| 09302022 | SAH | Sonic Automotive | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 26.9% | 12.9% | -8.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Sonic Automotive
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 226.58 |
| Mkt Cap | 6.6 |
| Rev LTM | 25,227 |
| Op Inc LTM | 1,149 |
| FCF LTM | 464 |
| FCF 3Y Avg | 147 |
| CFO LTM | 683 |
| CFO 3Y Avg | 437 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.2% |
| Rev Chg 3Y Avg | 5.9% |
| Rev Chg Q | 8.8% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 4.3% |
| Op Mgn 3Y Avg | 4.9% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 3.5% |
| CFO/Rev 3Y Avg | 1.9% |
| FCF/Rev LTM | 2.3% |
| FCF/Rev 3Y Avg | 0.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.6 |
| P/S | 0.2 |
| P/EBIT | 5.9 |
| P/E | 11.8 |
| P/CFO | 8.5 |
| Total Yield | 9.6% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | 3.1% |
| D/E | 1.3 |
| Net D/E | 1.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 5.8% |
| 3M Rtn | -3.6% |
| 6M Rtn | -1.5% |
| 12M Rtn | -0.0% |
| 3Y Rtn | 67.3% |
| 1M Excs Rtn | 2.5% |
| 3M Excs Rtn | -6.7% |
| 6M Excs Rtn | -13.9% |
| 12M Excs Rtn | -15.7% |
| 3Y Excs Rtn | -15.7% |
Comparison Analyses
Segment Financials
Assets by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Franchised Dealerships Segment revenues | 4,111 | 4,364 | 3,935 | 3,097 | 3,798 |
| EchoPark Segment revenues | 668 | 268 | 741 | 479 | 244 |
| Floor plan deposit balance | 345 | ||||
| Powersports Segment revenues | 212 | 118 | |||
| Cash and cash equivalents | 29 | 229 | 299 | 170 | 29 |
| Corporate and other: Other corporate assets | 0 | ||||
| Total | 5,365 | 4,978 | 4,975 | 3,746 | 4,071 |
Price Behavior
Price Behavior
| Market Price | $64.33 | |
| Market Cap ($ Bil) | 2.2 | |
| First Trading Date | 11/12/1997 | |
| Distance from 52W High | -26.8% | |
| 50 Days | 200 Days | |
| DMA Price | $64.62 | $69.82 |
| DMA Trend | down | down |
| Distance from DMA | -0.4% | -7.9% |
| 3M | 1YR | |
| Volatility | 43.8% | 39.5% |
| Downside Capture | 98.49 | 100.83 |
| Upside Capture | -12.13 | 88.50 |
| Correlation (SPY) | 20.1% | 44.8% |
SAH Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.08 | 0.59 | 0.70 | 0.94 | 0.90 | 0.98 |
| Up Beta | -0.69 | 0.53 | 0.67 | 1.37 | 1.01 | 1.13 |
| Down Beta | 0.30 | 1.61 | 1.09 | 0.94 | 0.68 | 0.64 |
| Up Capture | 171% | -53% | -28% | 42% | 77% | 95% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 12 | 21 | 34 | 74 | 134 | 375 |
| Down Capture | 158% | 74% | 119% | 109% | 103% | 102% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 8 | 21 | 29 | 52 | 114 | 370 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of SAH With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| SAH | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 4.2% | 8.3% | 19.2% | 71.9% | 8.9% | 6.0% | -10.4% |
| Annualized Volatility | 39.4% | 24.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | 0.20 | 0.27 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 51.4% | 44.7% | -4.6% | 5.2% | 44.1% | 24.8% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of SAH With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| SAH | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 12.0% | 9.8% | 14.9% | 18.7% | 11.7% | 4.8% | 32.6% |
| Annualized Volatility | 42.7% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.40 | 0.37 | 0.70 | 0.97 | 0.51 | 0.17 | 0.59 |
| Correlation With Other Assets | 44.3% | 42.1% | 3.5% | 14.4% | 40.8% | 16.2% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of SAH With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| SAH | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 12.3% | 13.1% | 14.7% | 14.9% | 6.9% | 5.2% | 69.2% |
| Annualized Volatility | 47.8% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.42 | 0.55 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 48.0% | 46.9% | -2.3% | 20.4% | 45.7% | 12.3% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/23/2025 | -15.9% | -19.1% | -23.2% |
| 7/24/2025 | -5.7% | -9.7% | -2.1% |
| 4/24/2025 | 1.8% | 2.9% | 13.9% |
| 2/12/2025 | -4.0% | -3.4% | -20.2% |
| 10/24/2024 | 3.6% | 6.3% | 13.9% |
| 8/5/2024 | 3.4% | 7.0% | 7.9% |
| 4/25/2024 | 10.9% | 12.1% | 9.4% |
| 2/14/2024 | -2.1% | -10.4% | -9.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 14 | 13 |
| # Negative | 14 | 10 | 11 |
| Median Positive | 5.6% | 5.6% | 13.9% |
| Median Negative | -3.0% | -6.0% | -9.4% |
| Max Positive | 20.2% | 14.1% | 46.5% |
| Max Negative | -15.9% | -20.0% | -64.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10232025 | 10-Q 9/30/2025 |
| 6302025 | 7242025 | 10-Q 6/30/2025 |
| 3312025 | 4242025 | 10-Q 3/31/2025 |
| 12312024 | 2192025 | 10-K 12/31/2024 |
| 9302024 | 10242024 | 10-Q 9/30/2024 |
| 6302024 | 8082024 | 10-Q 6/30/2024 |
| 3312024 | 4252024 | 10-Q 3/31/2024 |
| 12312023 | 2222024 | 10-K 12/31/2023 |
| 9302023 | 10262023 | 10-Q 9/30/2023 |
| 6302023 | 7272023 | 10-Q 6/30/2023 |
| 3312023 | 4272023 | 10-Q 3/31/2023 |
| 12312022 | 2172023 | 10-K 12/31/2022 |
| 9302022 | 10282022 | 10-Q 9/30/2022 |
| 6302022 | 7282022 | 10-Q 6/30/2022 |
| 3312022 | 4282022 | 10-Q 3/31/2022 |
| 12312021 | 2252022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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