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AutoNation, Inc.NYSE:AN 株式レポート

時価総額 US$6.4b
株価
US$191.76
US$241.73
20.7% 割安 内在価値ディスカウント
1Y3.4%
7D7.4%
1D
ポートフォリオ価値
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AutoNation, Inc.

NYSE:AN 株式レポート

時価総額:US$6.4b

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AutoNation, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要AutoNation
過去の株価
現在の株価US$191.76
52週高値US$228.92
52週安値US$176.62
ベータ0.79
1ヶ月の変化-5.57%
3ヶ月変化-2.40%
1年変化3.40%
3年間の変化36.39%
5年間の変化82.06%
IPOからの変化2,060.68%

最新ニュース

ナラティブの更新 May 06

AN: Ongoing Buybacks And Solid Margins Will Support Future Upside Potential

Analysts have nudged their price target on AutoNation slightly higher to approximately $242 per share, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that leave their overall valuation view largely unchanged. What's in the News AutoNation reported that from October 1, 2025 to February 10, 2026, it repurchased 2,948,352 shares, or 8% of its stock, for US$617.42m under its ongoing buyback program (Key Developments).
ナラティブの更新 Apr 19

AN: Share Repurchases Will Sustain Earnings Power And Support Upside Potential

Analysts have trimmed their price target on AutoNation slightly. They now reflect a fair value of about $290, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions leave the overall outlook broadly unchanged.
ナラティブの更新 Apr 05

AN: Ongoing Buybacks Will Support Future Earnings Power

Analysts now see AutoNation's fair value at about $292.75 per share, with the modest adjustment from the prior $292.75 tied to small tweaks in the discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News From October 1, 2025 to February 10, 2026, AutoNation repurchased 2,948,352 shares, about 8% of its shares, for US$617.42 million under its ongoing buyback plan that began on October 24, 2007 (Key Developments).

Recent updates

ナラティブの更新 May 06

AN: Ongoing Buybacks And Solid Margins Will Support Future Upside Potential

Analysts have nudged their price target on AutoNation slightly higher to approximately $242 per share, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that leave their overall valuation view largely unchanged. What's in the News AutoNation reported that from October 1, 2025 to February 10, 2026, it repurchased 2,948,352 shares, or 8% of its stock, for US$617.42m under its ongoing buyback program (Key Developments).
ナラティブの更新 Apr 19

AN: Share Repurchases Will Sustain Earnings Power And Support Upside Potential

Analysts have trimmed their price target on AutoNation slightly. They now reflect a fair value of about $290, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions leave the overall outlook broadly unchanged.
ナラティブの更新 Apr 05

AN: Ongoing Buybacks Will Support Future Earnings Power

Analysts now see AutoNation's fair value at about $292.75 per share, with the modest adjustment from the prior $292.75 tied to small tweaks in the discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News From October 1, 2025 to February 10, 2026, AutoNation repurchased 2,948,352 shares, about 8% of its shares, for US$617.42 million under its ongoing buyback plan that began on October 24, 2007 (Key Developments).
ナラティブの更新 Mar 22

AN: Ongoing Share Repurchases Will Support Measured Future Upside Potential

Analysts have adjusted their price target for AutoNation to align with a fair value estimate of about $241.27, up from roughly $239.30. The change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
ナラティブの更新 Mar 07

AN: Ongoing Buybacks And Maryland Expansion Will Support Future Earnings Power

Analysts trimmed their fair value estimate for AutoNation slightly to $292.75 from $295.90 as they now apply a marginally higher discount rate, expect softer revenue growth and profit margins, and use a higher future P/E assumption in their models. What's in the News From October 1, 2025 to February 4, 2026, AutoNation repurchased 2,200,000 shares for $461.3 million, representing 5.97% of shares.
Seeking Alpha Mar 04

AutoNation: Shifting Gears Toward Higher-Margin Growth

Summary AutoNation (AN) is evolving from a cyclical vehicle seller to a higher-margin, recurring revenue operator, driven by aftersales and customer financing momentum. Q4'25 saw softer vehicle sales but record gross profits in Aftersales and Customer Financial Services, supporting resilient profitability despite macro headwinds. Free cash flow over $1B enabled significant share repurchases, reducing share count by 10%, and the company maintains low leverage with investment-grade credit ratings. With an undemanding valuation, strong capital returns, and a shift toward recurring revenue, I rate AN a buy for double-digit annualized returns despite near-term volume softness. Read the full article on Seeking Alpha
ナラティブの更新 Feb 21

AN: Maryland Expansion And Buybacks Will Support Stronger Long Term Earnings Power

Analysts have slightly lowered their AutoNation price target to $295.90 from $296.79, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News From October 1, 2025 to February 4, 2026, AutoNation repurchased 2,200,000 shares, or 5.97% of its stock, for US$461.3 million under its long running buyback program announced in 2007 (Key Developments).
ナラティブの更新 Feb 06

AN: Maryland Expansion Will Support Stronger Long Term Earnings Power

Analysts have raised their price target for AutoNation from about US$245 to roughly US$297, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News AutoNation acquired Jerry's Toyota from Jerry's Automotive Group in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025 (Key Developments).
ナラティブの更新 Jan 23

AN: Share Repurchases And Recent Dealership Acquisition Will Guide Measured Future Upside Potential

Analysts have nudged their price target on AutoNation higher to $239.30 from $238.10, reflecting updated assumptions around slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the forward P/E multiple. What's in the News AutoNation acquired Jerry's Toyota in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025 (Key Developments).
ナラティブの更新 Jan 08

AN: Buybacks And Modest M&A Will Support Measured Future Upside Potential

Narrative Update on AutoNation Analysts have adjusted their price target on AutoNation slightly higher to US$238.10 from US$236.60, citing refreshed fair value work that incorporates minor tweaks to the discount rate, long term revenue growth, profit margin assumptions, and future P/E estimates. What's in the News AutoNation acquired Jerry's Toyota in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025.
ナラティブの更新 Dec 25

AN: Share Repurchases Will Continue To Support Measured Upside Potential

Analysts have slightly lowered their price target on AutoNation, trimming fair value by about $3 to roughly $236.60. Modestly reduced forward earnings multiples and cautious long term profitability assumptions are tempering their outlook.
ナラティブの更新 Dec 11

AN: Share Repurchases And Acquisitions Will Continue To Support Measured Upside Potential

Analysts have lifted their price target on AutoNation slightly, reflecting a modest fair value increase from about $238 to $239 per share as they factor in somewhat stronger revenue growth expectations that more than offset a minor trim to projected profit margins and a slightly higher discount rate. What's in the News Expanded share repurchase authorization by $1.0 billion, bringing total buyback capacity to $11.5 billion as of October 31, 2025 (company announcement) Completed repurchase of 1,234,984 shares, or 3.28%, for $269.24 million between July 1 and October 21, 2025, culminating in 170,630,933 shares bought for $10.02 billion under the long running program initiated in 2007 (company filing) Continuing to pursue M&A, with about $350 million deployed year to date on transactions in Denver and Chicago to increase scale and market density (Q3 2025 earnings call) Grand re opening of the redeveloped Porsche Newport Beach retail and service center, a 60,000 sq.
分析記事 Dec 09

Is AutoNation (NYSE:AN) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Nov 26

AN: Ongoing Repurchases And Acquisitions Will Support Measured Upside Potential

Analysts have raised their price target for AutoNation from $233.00 to $238.45, citing modest improvements in revenue growth expectations and a slight reduction in discount rate assumptions. What's in the News AutoNation increased its share repurchase program by $1,000 million, bringing total authorization to $11,500 million (company announcement).
ナラティブの更新 Nov 12

AN: Expanded Share Repurchases Will Likely Drive Market Outperformance

Analysts have raised their price target for AutoNation from $228.30 to $233.00. They cite slightly improved revenue growth expectations, even though there is a marginal decrease in projected profit margins.
ナラティブの更新 Oct 29

Buybacks And Luxury Acquisitions Will Drive Market Expansion Next Year

Narrative Update: Analyst Price Target Revision for AutoNation Analysts have raised their price target for AutoNation by $2.20 to $228.30. This update is based on improved revenue growth expectations, a modest increase in profit margin forecasts, and a slightly lower projected future price-to-earnings ratio.
分析記事 Oct 28

AutoNation, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

AutoNation, Inc. ( NYSE:AN ) just released its latest third-quarter results and things are looking bullish. It was...
ナラティブの更新 Oct 14

After-Sales And Digital Evolution Will Capture US Secular Trends

Analysts have raised their price target for AutoNation from $221.91 to $226.10. This reflects improved forecasts for the company's revenue growth and profit margin.
分析記事 Sep 08

AutoNation (NYSE:AN) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Sep 05

After-Sales And Digital Evolution Will Capture US Secular Trends

With no notable changes in either the discount rate or future P/E, AutoNation’s consensus analyst price target remained essentially flat at $221.91. What's in the News Repurchased 183,982 shares for $28.99 million, representing 0.49% of shares outstanding.
分析記事 Aug 23

Investors Aren't Entirely Convinced By AutoNation, Inc.'s (NYSE:AN) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
分析記事 Jul 14

Is AutoNation, Inc. (NYSE:AN) Potentially Undervalued?

AutoNation, Inc. ( NYSE:AN ), might not be a large cap stock, but it saw a significant share price rise of 37% in the...
分析記事 Jun 21

We Like These Underlying Return On Capital Trends At AutoNation (NYSE:AN)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Apr 25

AutoNation: Tariff Resilience Makes Shares Attractive

Summary AutoNation, Inc. has shown moderate performance, with an 8% increase over the past year, driven by substantial cash flow and aggressive share repurchases. Q1 results were solid, with EPS of $4.68 beating estimates, but operating income fell 4% due to higher SG&A expenses. Despite tariff risks, AutoNation's diverse business model, particularly in maintenance and used vehicles, provides resilience and natural hedges against market fluctuations. AN shares trade at 9x earnings, presenting a compelling opportunity with fair value estimated between $190-$200, making AutoNation a buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

AutoNation: Debt Maturity Looms While EBITDA, Cash Flow And Margins Erode

Summary AutoNation's stock is expected to drop to $144/share due to declining sales, gross margin erosion, rising interest costs, and high SG&A overheads. The car dealership industry is in free-fall, with new and used car sales volumes plummeting, impacting AutoNation's EBITDA and free cash flow. AutoNation's reliance on Parts & Service for nearly half its Gross Profit highlights financial strain, with rising interest expenses and a significant drop in free cash flow. Despite a stock price increase, AutoNation faces severe financial challenges, with declining sales, higher interest costs, and looming bank debt covenants. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

AutoNation: The Bull Case Remains Intact

Summary AutoNation Inc. shares have delivered a 27% total return since my Strong Buy recommendation on November 21, 2023. The company has experienced a challenging 2024 but is likely to return to growth in 2025. The stock remains attractively valued vs the broader market and trades at a reasonable valuation relative to peers. The bull case remains intact and I am re-iterating a Strong Buy rating on the stock. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

AutoNation: There Are Better Opportunities On The Market

Summary AutoNation faces challenges with stagnating sales and declining revenue, while competitors like Carvana and Lithia Motors show strong growth and market share gains. AutoNation's high debt-to-equity ratio raises concerns about long-term sustainability and financial health. Carvana's innovative Carlypso software and e-commerce model pose a significant competitive threat to traditional automotive retailers like AutoNation. I recommend investing in Lithia Motors and Group 1 Automotive due to their solid growth, profitability, and attractive stock valuations. Read the full article on Seeking Alpha
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新しいナラティブ Aug 28

Navigating Challenges And Embracing Opportunities In Automotive Retail For Sustained Growth

Expansion in used vehicle sales and service segment improvements suggest potential for increased revenue and margins.
Seeking Alpha Jul 26

AutoNation: The Ride Isn't Over Yet

Summary AutoNation is a major automotive retail company in the US, generating revenue from vehicle sales, parts, services, and finance products. Recent financial results show mixed performance, with revenue holding steady but net income and cash flow declining. Despite challenges, the company is expected to report improved adjusted earnings for the second quarter of 2024, potentially driving additional upside for shareholders. Read the full article on Seeking Alpha
Seeking Alpha Jul 18

AutoNation: Superb Economics With Minimal Reinvestment Opportunities

Summary AutoNation stock presents with exceptional economic characteristics despite trading at <10x NOPAT. Returns on capital employed in the business persistently sit over 25%, driven by highly efficient asset utilization. With minimal reinvestment runway management is aggressively buying back shares. In my view AN is worth ~$214/share today. Read the full article on Seeking Alpha
Seeking Alpha Apr 26

AutoNation: Strong Q1 Results With Aggressive Buybacks Continuing

Summary AutoNation, Inc. shares surged over 8% after reporting strong quarterly results, bringing them back toward their highs from last summer. The company's first-quarter earnings per share beat expectations, with revenue growing by 2% to $6.5 billion. AutoNation's core source of earnings, maintenance, remains strong, offsetting the normalization of vehicle margins. I expect ongoing buybacks, which continue to boost run-rate EPS, creating further shareholder value. Read the full article on Seeking Alpha

株主還元

ANUS Specialty RetailUS 市場
7D7.4%5.4%1.2%
1Y3.4%2.6%28.7%

業界別リターン: AN過去 1 年間で2.6 % のリターンをもたらしたUS Specialty Retail業界と一致しました。

リターン対市場: ANは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is AN's price volatile compared to industry and market?
AN volatility
AN Average Weekly Movement4.0%
Specialty Retail Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: AN 、 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: ANの 週次ボラティリティ ( 4% ) 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
198024,800Mike Manleywww.autonation.com

は、子会社を通じて、米国で自動車小売業を営んでいる。同社は4つのセグメントを通して事業を行っている:国内、輸入、プレミアムラグジュアリー、オートネーションファイナンス。同社は、新車、中古車、自動車修理・整備、部品卸売り、衝突修理サービスなどの部品やサービスを含む、様々な自動車商品とサービスを提供している。また、車両サービスやその他のプロテクション商品からなる自動車金融・保険商品、間接金融、第三者金融機関を通じた車両購入のためのファイナンスの手配も行っている。同社はサンベルト地域の大都市市場に位置する店舗で新車フランチャイズを所有・運営し、AutoNationブランドの衝突修理センター、AutoNation USAの中古車店舗、AutoNationブランドの自動車オークション事業、部品流通センターも運営している。同社は以前はリパブリック・インダストリーズ社として知られていたが、1999年にオートネーション社に社名を変更した。は1980 年に法人化され、フロリダ州フォートローダーデールに本社を置いている。

AutoNation, Inc. 基礎のまとめ

AutoNation の収益と売上を時価総額と比較するとどうか。
AN 基礎統計学
時価総額US$6.36b
収益(TTM)US$679.00m
売上高(TTM)US$27.49b
9.5x
PER(株価収益率
0.2x
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
AN 損益計算書(TTM)
収益US$27.49b
売上原価US$22.55b
売上総利益US$4.94b
その他の費用US$4.26b
収益US$679.00m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)20.29
グロス・マージン17.97%
純利益率2.47%
有利子負債/自己資本比率435.2%

AN の長期的なパフォーマンスは?

過去の実績と比較を見る

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 22:14
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

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

AutoNation, Inc. 10 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。25

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