On the stock market since 2019, it operates in the world of heavy industry. It has 4,816 employees. Now — the numbers.
This is an established company with proven profits.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
Average growth of 12% a year over the last 4 years. Every year shown ended in profit.
The gap is $2.2B. In times of high interest rates, a gap like that can squeeze a company.
The stock trades 39% below its peak. The market has trimmed its expectations for the company.
Over the last 3 years, sales grew about 15% a year on average.
The average analyst price target is $50.00 — 25% above today’s price.
Since the drop from its peak, buyer appetite hasn’t come back.
On our five-subject report card, IAA sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: IAA is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.