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Advance Auto Parts, Inc.NYSE:AAP 株式レポート

時価総額 US$3.5b
株価
US$55.13
US$56.76
2.9% 割安 内在価値ディスカウント
1Y11.1%
7D11.3%
1D
ポートフォリオ価値
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Advance Auto Parts, Inc.

NYSE:AAP 株式レポート

時価総額:US$3.5b

Advance Auto Parts(AAP)株式概要

アドバンスオートパーツ社は、自動車アフターマーケット部品を提供している。 詳細

AAP ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績1/6
財務の健全性3/6
配当金3/6

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Advance Auto Parts, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Advance Auto Parts
過去の株価
現在の株価US$55.13
52週高値US$70.00
52週安値US$37.89
ベータ1.08
1ヶ月の変化-5.24%
3ヶ月変化9.30%
1年変化11.15%
3年間の変化-50.86%
5年間の変化-71.68%
IPOからの変化296.62%

最新ニュース

Seeking Alpha May 21

Advance Auto Parts: Stellar Q1 Shows The Turnaround Is Working

Summary Advance Auto Parts delivered strong Q1 results, with EPS of $0.77 and 3.5% same-store sales growth, signaling tangible turnaround progress. Gross margin improved 130bps to 45.1%, and operating margin expanded 410bps to 3.8%, reflecting successful merchandising and cost control initiatives. AAP maintained conservative full-year guidance despite Q1 outperformance, with EPS expected at $2.40-$3.10 and same-store sales growth of 1%-2%. I view AAP as a 'Hold' at the current valuation (~20x 2026E EPS), favoring entry on pullbacks below $54 given ongoing execution and macro risks. Read the full article on Seeking Alpha
ナラティブの更新 May 11

AAP: Completed Buybacks And 2026 Sales Guidance Will Support Future Multiple

Analysts have kept their $70.00 price target on Advance Auto Parts unchanged, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E that refine their outlook without shifting the overall valuation anchor. What's in the News Advance Auto Parts issued full year 2026 earnings guidance, with expected net sales between $8,485 million and $8,575 million.

Recent updates

Seeking Alpha May 21

Advance Auto Parts: Stellar Q1 Shows The Turnaround Is Working

Summary Advance Auto Parts delivered strong Q1 results, with EPS of $0.77 and 3.5% same-store sales growth, signaling tangible turnaround progress. Gross margin improved 130bps to 45.1%, and operating margin expanded 410bps to 3.8%, reflecting successful merchandising and cost control initiatives. AAP maintained conservative full-year guidance despite Q1 outperformance, with EPS expected at $2.40-$3.10 and same-store sales growth of 1%-2%. I view AAP as a 'Hold' at the current valuation (~20x 2026E EPS), favoring entry on pullbacks below $54 given ongoing execution and macro risks. Read the full article on Seeking Alpha
ナラティブの更新 May 11

AAP: Completed Buybacks And 2026 Sales Guidance Will Support Future Multiple

Analysts have kept their $70.00 price target on Advance Auto Parts unchanged, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E that refine their outlook without shifting the overall valuation anchor. What's in the News Advance Auto Parts issued full year 2026 earnings guidance, with expected net sales between $8,485 million and $8,575 million.
ナラティブの更新 Apr 23

AAP: Completed Buybacks And 2026 Sales Guidance Will Support Future Multiple

Analysts have kept their $70.00 price target on Advance Auto Parts steady, citing only small adjustments in the modeled discount rate, revenue growth, profit margin, and future P/E assumptions as the reason to keep their valuation view largely unchanged. What's in the News Advance Auto Parts issued earnings guidance for full year 2026, with expected net sales in a range of $8,485m to $8,575m (company guidance).
ナラティブの更新 Apr 08

AAP: Completed Buybacks And Lower Discount Rate Will Support Future Multiple

Analysts have raised their price target on Advance Auto Parts to $70 from $65, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Advance Auto Parts reported that from October 5, 2025 to January 3, 2026, it repurchased 0 shares for $0 million, and stated that it has completed the previously announced buyback program with a total of 12,114,059 shares repurchased for $2,152.86 million, representing 18.62% of shares under the program announced on August 13, 2019 (Key Developments).
ナラティブの更新 Mar 25

AAP: Modest Margin Outlook And Cautious Guidance Will Likely Limit Future Upside

Analysts have modestly adjusted their price target for Advance Auto Parts to about $40.63 per share, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Advance Auto Parts reported that between October 5, 2025 and January 3, 2026, it repurchased 0 shares for $0 under its existing buyback, and stated that it has completed repurchases of 12,114,059 shares, or 18.62%, totaling $2,152.86m under the buyback announced on August 13, 2019 (Key Developments).
ナラティブの更新 Mar 10

AAP: Softer Long Term Revenue Outlook Will Likely Cap Future Upside

Analysts have lifted their price target for Advance Auto Parts from about $34.51 to roughly $40.63, pointing to a lower assumed discount rate and higher future P/E, even as they now model softer revenue growth and slightly lower profit margins. What's in the News Issued full year 2026 earnings guidance with expected net sales between US$8.485b and US$8.575b, giving investors a clearer view of management's current top line outlook (Corporate Guidance).
ナラティブの更新 Feb 24

AAP: New House-Brand Rollout And Guidance Will Shape Balanced Outlook

Analysts have lifted their price target for Advance Auto Parts by about $5 to $57. This reflects updated views on fair value, a lower discount rate and revised assumptions for revenue growth, profit margin and future P/E.
ナラティブの更新 Feb 10

AAP: Value-Focused Product Launch Will Support Stronger Future Earnings Multiple

Analysts have modestly revised their price target framework for Advance Auto Parts, keeping fair value unchanged at $65.00 while fine tuning assumptions such as a 12.33% discount rate, 2.29% revenue growth, a 4.02% profit margin, and a 14.91x future P/E to better reflect their current outlook on the business. What's in the News Advance Auto Parts launched ARGOS, a new owned oil and fluids brand aimed at customers looking for high quality, lower priced auto care products, following extensive surveys, market analysis and field testing with both DIY and professional users (Key Developments).
ナラティブの更新 Jan 27

AAP: New Private Label Launch And Modest Outlook Will Shape Measured Upside

Analysts have trimmed their implied fair value estimate for Advance Auto Parts from about US$54.30 to roughly US$51.29. This reflects slightly lower assumptions for revenue growth, profit margins and future P/E multiples.
ナラティブの更新 Jan 12

AAP: Higher Future P/E Will Reflect Stronger Revenue Outlook

Analysts have maintained their fair value estimate for Advance Auto Parts at $65.00. They have adjusted their assumptions to reflect modestly higher revenue growth, lower profit margins, and a higher future P/E, which together underpin the latest price target narrative.
分析記事 Jan 06

Advance Auto Parts (NYSE:AAP) Will Pay A Dividend Of $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) will pay a dividend of $0.25 on the 23rd of January. Based on this payment, the...
分析記事 Jan 01

Advance Auto Parts, Inc.'s (NYSE:AAP) Popularity With Investors Under Threat As Stock Sinks 26%

Unfortunately for some shareholders, the Advance Auto Parts, Inc. ( NYSE:AAP ) share price has dived 26% in the last...
ナラティブの更新 Dec 27

AAP: Higher Revenue Outlook Will Support Improved Forward Earnings Multiple

Analysts have raised their price target on Advance Auto Parts from 61.41 dollars to 65.00 dollars, citing expectations for stronger revenue growth and a modest re rating of future earnings multiples, despite slightly lower projected profit margins and a higher discount rate. What's in the News Updated buyback disclosure shows no share repurchases between July 13 and October 4, 2025, and confirms completion of a 12.1 million share program totaling approximately 18.6% of shares for about $2.15 billion under the 2019 authorization (Key Developments).
分析記事 Dec 23

Advance Auto Parts' (NYSE:AAP) Dividend Will Be $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the 23rd of...
ナラティブの更新 Dec 12

AAP: Higher Risk Profile Will Likely Limit Upside Despite Margin Improvement

Analysts have raised their price target on Advance Auto Parts by about 3 percent to approximately 34.51 dollars, citing improving revenue growth expectations, higher projected profit margins, and a more attractive future earnings multiple despite a slightly higher discount rate. What's in the News Advance Auto Parts raised its full year 2025 net sales guidance to a range of 8,550 million dollars to 8,600 million dollars, up from the prior 8,400 million dollars to 8,600 million dollars range (Company guidance filing).
ナラティブの更新 Nov 27

AAP: Revenue Outlook And Completed Buyback Will Support Measured Upside

Analysts have raised their price target for Advance Auto Parts from $53.20 to $54.30. This change is based on strengthened revenue growth expectations, even with a higher discount rate and modestly lower profit margins.
分析記事 Nov 08

Advance Auto Parts (NYSE:AAP) Is Due To Pay A Dividend Of $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) will pay a dividend of $0.25 on the 23rd of January. This means the dividend...
分析記事 Oct 09

Advance Auto Parts (NYSE:AAP) Is Due To Pay A Dividend Of $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the 24th of...
分析記事 Aug 18

Advance Auto Parts (NYSE:AAP) Is Due To Pay A Dividend Of $0.25

The board of Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the...
ナラティブの更新 Aug 16

Supply Chain Consolidation And Vendor Partnerships Will Boost Efficiency By 2027

The notable upward revision in Advance Auto Parts’ price target reflects improved revenue growth forecasts and an increase in expected future P/E, resulting in a new consensus analyst price target of $52.60. What's in the News Advance Auto Parts expects 2025 net sales of $8.4 billion to $8.6 billion and guided Q2 net sales at $1.98 billion to $2.00 billion, with flat to slightly positive comparable store sales.
分析記事 Jul 13

Optimistic Investors Push Advance Auto Parts, Inc. (NYSE:AAP) Shares Up 29% But Growth Is Lacking

Despite an already strong run, Advance Auto Parts, Inc. ( NYSE:AAP ) shares have been powering on, with a gain of 29...
分析記事 Jun 30

Advance Auto Parts (NYSE:AAP) Is Paying Out A Dividend Of $0.25

The board of Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend on the 25th of July, with...
分析記事 Jun 10

Advance Auto Parts (NYSE:AAP) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 May 23

Advance Auto Parts, Inc.'s (NYSE:AAP) 49% Price Boost Is Out Of Tune With Revenues

Advance Auto Parts, Inc. ( NYSE:AAP ) shares have had a really impressive month, gaining 49% after a shaky period...
Seeking Alpha Apr 16

Advance Auto Parts: Solid Turnaround Progress, But Near-Term Weakness Cannot Be Ignored

Summary I maintain a hold rating on Advance Auto Parts due to ongoing execution risks and the need for sustained same-store-sales growth and valuation below 16x. AAP's financial flexibility has significantly improved with reduced net debt and increased cash, allowing management to focus on operational execution without financial distress. Turnaround initiatives, including store closures and new operational strategies, are progressing faster than expected, showing early signs of positive impact on performance. Read the full article on Seeking Alpha
分析記事 Apr 08

What Is Advance Auto Parts, Inc.'s (NYSE:AAP) Share Price Doing?

Advance Auto Parts, Inc. ( NYSE:AAP ), might not be a large cap stock, but it received a lot of attention from a...
Seeking Alpha Mar 28

Advance Auto Parts: Growth Strategy May Prove Too Aggressive

Summary Advance Auto Parts has struggled, losing half its value, but plans to add stores, signaling hopes for a potential turnaround. Despite store expansion, same-store sales and revenue have declined, raising concerns about the company's growth strategy and timing. The company has significant liquidity from asset sales but faces challenges with cash flow, debt reduction, and achieving EBITDA growth targets. Tariffs on imported vehicles and parts present mixed impacts, with potential cost increases and demand shifts, and I still view the stock as a sell. Read the full article on Seeking Alpha
分析記事 Mar 24

Advance Auto Parts (NYSE:AAP) Has Announced A Dividend Of $0.25

The board of Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the...
Seeking Alpha Mar 11

Advance Auto Parts: Ready For A Major Turnaround

Summary Advance Auto Parts may be down 85% from its peak, but it's beginning to show plenty of promise, with investors no where close to pricing in the potential upside. Despite disappointing Q4 results, including a significant EPS crash and margin contraction, the company's restructuring efforts and future guidance offer plenty of optimism. The sale of Worldpac for $1.45 billion will also help to drastically reduce debt, while ahead-of-schedule store closures are expected to boost EPS and financial stability going into H2. Read the full article on Seeking Alpha
分析記事 Mar 04

More Unpleasant Surprises Could Be In Store For Advance Auto Parts, Inc.'s (NYSE:AAP) Shares After Tumbling 27%

Advance Auto Parts, Inc. ( NYSE:AAP ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 Mar 01

Advance Auto Parts (NYSE:AAP) Has Announced A Dividend Of $0.25

Advance Auto Parts, Inc.'s ( NYSE:AAP ) investors are due to receive a payment of $0.25 per share on 25th of April...
分析記事 Feb 17

Be Wary Of Advance Auto Parts (NYSE:AAP) And Its Returns On Capital

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
分析記事 Feb 04

Is Advance Auto Parts (NYSE:AAP) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
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新しいナラティブ Jan 24

Investments In Supply Chain And Merchandising Will Strengthen Future Performance

Advance Auto Parts aims to boost long-term net margins through merchandising, supply chain, and operational efficiency enhancements, targeting improved earnings.
Seeking Alpha Jan 17

Advance Auto Parts: Near-Term Headwinds Overshadow Promising Recovery Plans

Summary Hold rating for Advance Auto Parts due to execution risks and near-term financial weakness, despite a promising turnaround plan and favorable industry backdrop. Management's multi-year strategy focuses on optimizing store operations, supply chain efficiency, and merchandising excellence to improve EBIT margins. Execution risks are significant, with poor past performance and a restrictive balance sheet posing challenges to successful implementation. Valuation concerns arise as AAP trades at a premium to peers, with the potential for de-rating if improvements aren't seen soon. Read the full article on Seeking Alpha

株主還元

AAPUS Specialty RetailUS 市場
7D11.3%5.8%2.5%
1Y11.1%0.4%26.4%

業界別リターン: AAP過去 1 年間で0.4 % の収益を上げたUS Specialty Retail業界を上回りました。

リターン対市場: AAPは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is AAP's price volatile compared to industry and market?
AAP volatility
AAP Average Weekly Movement8.1%
Specialty Retail Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: AAP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AAPの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
192941,141Shane O’Kellyshop.advanceautoparts.com

アドバンスオートパーツ社は自動車アフターマーケット部品を提供している。バッテリーとバッテリーアクセサリー、ベルトとホース、ブレーキとブレーキパッド、シャーシ部品、空調制御部品、クラッチとドライブシャフト、エンジンとエンジン部品、排気システムと部品、ハブアセンブリ、点火部品とワイヤー、ラジエーターと冷却部品、スターターとオルタネーター、ステアリングとアライメント部品を提供している。また、エアコン用ケミカルとアクセサリー、芳香剤、不凍液とウォッシャー液、電線とヒューズ、電子機器、フロアマット、シートカバー、インテリアアクセサリー、ハンドツールと特殊工具、照明製品、パフォーマンスパーツ、シーラント、接着剤、コンパウンド、タイヤ修理アクセサリー、ベントシェード、ミラー、エクステリアアクセサリー、洗車、ワックス、クリーニング用品、ワイパーブレードも提供している。さらに、エアフィルター、燃料・オイル添加剤、燃料フィルター、グリース・潤滑剤、モーターオイル、オイルフィルター、部品クリーナー・トリートメント、トランスミッションフルードも提供している。さらに、バッテリーとワイパーの取り付け、エンジンランプのスキャン、バッテリー、スターター、オルタネーターを含む電気系統のテスト、オイルとバッテリーのリサイクル、工具の貸し出しサービスも提供している。同社はプロの取り付け業者やDIYの顧客にサービスを提供している。米国、カナダ、プエルトリコ、米領ヴァージン諸島、メキシコ、カリブ海の島々で、主にAdvance Auto PartsとCarquestのブランドで店舗と個人経営のブランド店舗を運営している。同社はオンラインでも製品を提供している。同社は1929年に設立され、ノースカロライナ州ローリーに本社を置いている。

Advance Auto Parts, Inc. 基礎のまとめ

Advance Auto Parts の収益と売上を時価総額と比較するとどうか。
AAP 基礎統計学
時価総額US$3.50b
収益(TTM)US$68.00m
売上高(TTM)US$8.63b
48.9x
PER(株価収益率
0.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AAP 損益計算書(TTM)
収益US$8.63b
売上原価US$4.79b
売上総利益US$3.84b
その他の費用US$3.77b
収益US$68.00m

直近の収益報告

Apr 25, 2026

次回決算日

該当なし

一株当たり利益(EPS)1.13
グロス・マージン44.51%
純利益率0.79%
有利子負債/自己資本比率154.3%

AAP の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.8%
現在の配当利回り
88%
配当性向

AAP 配当は確実ですか?

AAP 配当履歴とベンチマークを見る
AAP 、いつまでに購入すれば配当金を受け取れますか?
Advance Auto Parts 配当日
配当落ち日Jul 10 2026
配当支払日Jul 24 2026
配当落ちまでの日数43 days
配当支払日までの日数57 days

AAP 配当は確実ですか?

AAP 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 21:08
終値2026/05/26 00:00
収益2026/04/25
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Advance Auto Parts, Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
null nullArgus Research Company
Craig KennisonBaird
Michael LasserBarclays