Industrial Segment Gains And Possible Spinoff Will Redefine Business Direction

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

06 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

8.5%

7D

1.0%

Loading

1Y

8.5%

7D

1.0%

You can edit this narrative until Dec 7 11:05 AM. Then, changes will post as Updates.

Author's Valuation

US$146.1110.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit Spinoff

Analysts have nudged their price target on Genuine Parts higher, reflecting a modest uplift of $3 to $146 per share as improving trends in both automotive and industrial segments support a more balanced risk and reward profile. Analyst Commentary Recent research updates highlight a more constructive stance on Genuine Parts as improving fundamentals in both automotive and industrial end markets ease prior valuation concerns.

Shared on 22 Nov 25

Fair value Increased 0.92%

GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff Decision

Analysts have raised their price target for Genuine Parts from $144.78 to $146.11. They cite improved trends and a more favorable risk/reward outlook across the company’s automotive and industrial businesses.

Shared on 07 Nov 25

GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup Decision

Analysts have increased their price target for Genuine Parts from $143 to $146. They cite expected leverage in the company's Industrial business as the sector outlook improves.

Shared on 23 Oct 25

Fair value Increased 1.24%

Analysts have raised their price target for Genuine Parts from $143 to $146, citing improving growth in the company's industrial segment. They also note the potential for increased leverage as market conditions evolve.

Shared on 17 Sep 25

Fair value Increased 3.21%

Genuine Parts’ consensus price target has been raised to $143.00, as analysts cite ongoing restructuring, anticipated tariff advantages, and improved margins supporting positive EPS prospects in the second half. Analyst Commentary Restructuring efforts are progressing, expected to drive operational improvements.

Shared on 07 May 25

Fair value Increased 6.91%

Shared on 30 Apr 25

Fair value Decreased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.13%

Shared on 02 Apr 25

Fair value Decreased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.031%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.38%

AnalystConsensusTarget has increased revenue growth from 3.1% to 3.8%.

AnalystConsensusTarget Fair Value

US$146.11

10.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.80%

Retail Distributors revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.70%

Calculation

US$1.34b

Earnings '28

x

19.06x

PE Ratio '28

=

US$25.58b

Market Cap '28

US$25.58b

Market Cap '28

/

140.10m

No. shares '28

=

US$182.58

Share Price '28

US$182.58 Share Price '28

Discounted to 2025 @ 7.74% p.a.

=

US$146.01

Fair Value '25