Inside the research
Lithia Motors, Inc.
LAD Research profile · latest available data
Price overview
$316.42
▲ +6.82 (+2.2%)
| 52w hi | $426.68 |
|---|---|
| 52w lo | $242.07 |
| Vol | 262.70K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.01
| Short | +0.15 |
|---|---|
| Medium | -0.08 |
| Long | -0.18 |
computed 2026-09-27
Key fundamentals
Lithia Motors, Inc.
Consumer Cyclical · Auto & Truck Dealerships
| Market cap | $6.96B |
|---|---|
| Enterprise value | $23.43B |
| Trailing P/E | 10.48x |
| Forward P/E | 7.42x |
| EV / EBITDA | 12.18x |
| P / S (ttm) | 0.18x |
| Profit margin | 1.9% |
| Return on equity | 10.7% |
| Revenue growth | +2.2% |
| Earnings growth | +16.9% |
| Debt / equity | 257.70 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.18 | |
| Sector | -0.03 | |
| Technical | +0.05 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Lithia Motors, Inc. operates as an automotive retailer in the United States, the United Kingdom, and Canada. The company operates in two segments, Vehicle Operations and Financing Operations. It offers a range of products and services fulfilling the entire vehicle ownership lifecycle, including new and used vehicles, financing and insurance products, and aftersales automotive repair and maintenance services. The company provides its products and services through a network of physical locations, e-commerce platforms, captive finance solutions, fleet management offerings, and other synergistic adjacencies. Lithia Motors, Inc. was founded in 1946 and is headquartered in Medford, Oregon.
Risk Metrics
| Beta vs SPX | 0.93 |
|---|---|
| Corr SPX | 0.40 |
| Annual vol | 37.5% |
| Annual ret | +9.6% |
| Sharpe | 0.26 |
| Max DD | -38.4% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Other Material Event… | read |
| 2026-05-01 | Shareholder Vote, Exhibits | read |
| 2026-04-29 | Earnings Release, Other Material Event… | read |
| 2026-03-04 | Material Agreement, Exhibits | read |
| 2026-02-20 | Bylaws Amendment, Exhibits | read |
| 2026-02-13 | Officer / Director Change, Exhibits | read |
| 2026-02-11 | Earnings Release, Other Material Event… | read |
| 2025-10-22 | Earnings Release, Other Material Event… | read |
| 2025-10-02 | Officer / Director Change, Exhibits | read |
| 2025-09-10 | Material Agreement, Material Obligation… | read |
| 2025-09-03 | Other Material Event, Exhibits | read |
| 2025-09-03 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | DEBOER SIDNEY B | Withheld for tax | 81 | $31.22K | |
| 2026-06-12 | Loretz Congdon Stacy | Sell | 75 | $23.62K | |
| 2026-06-10 | McIntyre Shauna | Sell | 165 | $50.43K | |
| 2026-05-26 | Bailey Richard J Jr | Sell | 297 | $83.33K | |
| 2026-05-11 | McIntyre Shauna | Sell | 245 | $72.19K | |
| 2026-04-30 | Miramontes Louis | Grant | 715 | — | |
| 2026-04-30 | McKinney Cassandra M. | Grant | 715 | — | |
| 2026-04-30 | McIntyre Shauna | Grant | 715 | — | |
| 2026-04-30 | Loretz Congdon Stacy | Grant | 715 | — | |
| 2026-04-30 | Lentz James E. | Grant | 715 | — |
Flow & Concentration
| Insider 180d net | -$229.57K |
|---|---|
| Insider buys / sells | 0 / 4 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 0.53% |
|---|---|
| $ / share (TTM) | $1.67 |
| 5y CAGR | +12.3% |
Annual dividend per share
| 2021 | $1.36 |
|---|---|
| 2022 | $1.61 |
| 2023 | $1.92 |
| 2024 | $2.09 |
| 2025 | $2.18 |
| 2026 | $1.12 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $37.63B | +20.7% | |
| Gross profit | $5.23B | +21.9% | |
| Operating income | $1.59B | +31.4% | |
| Net income | $819.60M | +37.9% | |
| Cash from ops | $356.70M | +27.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $310.29 | $316.88 | $306.32 | $316.42 | 262.70K |
| Sep 24 | $308.23 | $312.22 | $302.18 | $309.60 | 388.50K |
| Sep 23 | $311.83 | $312.70 | $306.62 | $307.02 | 297.80K |
| Sep 22 | $319.29 | $320.55 | $308.84 | $312.32 | 367.30K |
| Sep 21 | $318.93 | $319.99 | $314.24 | $316.15 | 227.70K |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →