kab60 on X
@Adam17609412325 @BillRoman15 Earnings quality legit? Say what? Doing $40/share isn't a high hurdle for $GPI to clear next year (even if they stumbled on the used car side in Q2 and might have a bit of a rebranding headwind in H2 '26).
NYSE
Group 1 Automotive INC
GPI
6 articles
$3.2B Market cap · 2026-09-02
kab60 on X
@BillRoman15 Yes, I broadly agree. $ABG and $LAD went big on M&A, now switched to buybacks. $GPI was more flexible, now a pretty sizeable deal. $AN and $SAH both with failed used dealership investments. As for $AN, you mean buying CIG Financial to launch their own DFC initiative?
kab60 on X
@BillRoman15 It looks rich vs. the stock today, but I think $GPI mngmt has done a great job clustering stores and balancing M&A with buybacks. Don't agree on empire building - they divested stores worth almost 400m in H1.
kab60 on X
@B_Archibald I think that's a personal thing. I don't mind having 25-30% in a single sector, so I'm >20% in $GPI and $ABG currently. I find them easy to average down into given how resilient they are + few Q's around terminal value (imo), but again, miles vary (widely).
kab60 on X
I'm fishing but also tend to be early! At 6x earnings for the best store footprint+brand mix, $GPI looks dirt cheap to me. As does $ABG after change of CEO and change in capital allocation. $PAG launching a take-private & $LAD & $ABG hitting buybacks suggest ok outlook. https://t.co/nKPTwKHuDY
kab60 on X
Anyone seen any transcripts from JPM Automotive? $GPI $ABG or other dealership notes?
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