Operates retail automotive dealerships. Operates retail commercial truck dealerships. Now — the numbers.
This is an established company with proven profits.
Average growth of 6% a year over the last 4 years. Every year shown ended in profit.
The gap is $8.8B. In times of high interest rates, a gap like that can squeeze a company.
Executives buying with their own money is usually read as confidence in the company’s future.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
Clearly below the class average.
Clearly below the class average.
There is growth, but not at top-of-the-class tempo.
The stock has been running stronger than the market lately.
Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
Over the last 12 months, company executives reported 44 buys and 3 sells. Management buying with its own money is usually read as a good sign.
It pays out $5.64 per share each year — regular cash for whoever holds the stock.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 44/100.
Today’s price already includes part of tomorrow’s optimism. Report-card grade: 49/100.
As the slice kept from each sale thins out, so does the profit.
On our five-subject report card, PAG sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.
The takeaway: PAG 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.
Not covered, because the filings we hold do not carry it: the revenue breakdown.