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Lithia Motors, Inc.NYSE:LAD 株式レポート

時価総額 US$6.3b
株価
US$276.58
US$372.07
25.7% 割安 内在価値ディスカウント
1Y-11.2%
7D5.6%
1D
ポートフォリオ価値
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Lithia Motors, Inc.

NYSE:LAD 株式レポート

時価総額:US$6.3b

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Lithia Motors, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Lithia Motors
過去の株価
現在の株価US$276.58
52週高値US$360.56
52週安値US$239.78
ベータ1.28
1ヶ月の変化0%
3ヶ月変化-5.81%
1年変化-11.20%
3年間の変化14.30%
5年間の変化-21.42%
IPOからの変化2,386.11%

最新ニュース

ナラティブの更新 May 03

LAD: Share Repurchases And Higher Margins Will Support Future Upside Potential

Analysts have lifted their price target on Lithia Motors from $365.60 to about $372.07, citing updated assumptions for fair value, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News From January 1, 2026 to March 31, 2026, Lithia Motors repurchased 941,979 shares (4.01% of its stock) for US$258.99 million under its ongoing buyback program announced on March 3, 2016 (company disclosure).
ナラティブの更新 Apr 17

LAD: Share Repurchases And Acquisitions Will Support Future Upside Potential

Analysts have trimmed their price target on Lithia Motors to about $366 from roughly $395, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple. What's in the News On February 19, 2026, Lithia Motors' board amended the company bylaws to remove the upper limit on board size.

Recent updates

ナラティブの更新 May 03

LAD: Share Repurchases And Higher Margins Will Support Future Upside Potential

Analysts have lifted their price target on Lithia Motors from $365.60 to about $372.07, citing updated assumptions for fair value, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News From January 1, 2026 to March 31, 2026, Lithia Motors repurchased 941,979 shares (4.01% of its stock) for US$258.99 million under its ongoing buyback program announced on March 3, 2016 (company disclosure).
ナラティブの更新 Apr 17

LAD: Share Repurchases And Acquisitions Will Support Future Upside Potential

Analysts have trimmed their price target on Lithia Motors to about $366 from roughly $395, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple. What's in the News On February 19, 2026, Lithia Motors' board amended the company bylaws to remove the upper limit on board size.
ナラティブの更新 Apr 03

LAD: Ongoing Buybacks Will Support Attractive Future Upside

The analyst price target for Lithia Motors has shifted from $484.59 to $426.00, with analysts citing revised assumptions for revenue growth, profit margins, and future P/E as the main reasons for this change. What's in the News Board amends company bylaws to remove the upper limit on board size, with the number of directors to be set by board resolution, and sets the board at 10 directors for the 2026 Annual Meeting of Shareholders (company filing).
ナラティブの更新 Mar 20

LAD: Ongoing Buybacks And Acquisitions Will Support Attractive Future Upside

Analysts have kept their price target for Lithia Motors steady at $484.59. This reflects relatively unchanged views on fair value, along with only minor adjustments to revenue growth, profit margin, and future P/E assumptions.
ナラティブの更新 Mar 06

LAD: Continued Acquisitions And Buybacks Will Support Future Upside

Analysts have adjusted their price target for Lithia Motors slightly lower to $484.59 from $489.31, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News The Board approved an amendment to Lithia Motors' Amended and Restated Bylaws on February 19, 2026, removing the upper limit on Board size and allowing the exact number of directors to be set by Board resolution, with the Board size fixed at 10 directors for the 2026 Annual Meeting of Shareholders (company filing).
ナラティブの更新 Feb 20

LAD: Share Repurchases And Acquisitions Will Drive Future Upside Potential

Analysts have adjusted their price target for Lithia Motors slightly lower to about $395 from roughly $397, citing updated assumptions that combine a higher projected revenue growth rate with somewhat lower profit margin expectations and a modestly different future P/E input. What's in the News Lithia Motors completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 917,427 shares, or 3.76% of the company, for US$288.07 million under its ongoing program (Key Developments).
ナラティブの更新 Feb 06

LAD: Luxury Acquisitions Will Support Future Upside Potential

Analysts have nudged their price target on Lithia Motors higher to around $397 from about $395, reflecting slightly revised assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, expanding its presence in high end luxury auto retailing (Key Developments).
Seeking Alpha Feb 03

Lithia Motors: Changes In Capital Allocation Suggest Shift To Mature Strategy

Summary Lithia Motors shifts capital allocation from acquisitions toward dividends and aggressive share repurchases, signaling a transition to a more mature capital strategy. LAD’s Q3-2025 results show 5% revenue growth and a 17% increase in adjusted EPS, with buybacks totaling 5.1% of shares at $312 average price. I see LAD as undervalued, with a low PEG ratio (0.51) and a one-year price target of $356.75, justifying a Buy rating (down from Strong Buy). Management’s focus on organic growth, facility upgrades, and shareholder returns reflects a disciplined, risk-moderated approach amid evolving industry risks. Read the full article on Seeking Alpha
ナラティブの更新 Jan 21

LAD: Luxury Acquisitions And Stronger Margins Will Support Future Upside

Analysts have trimmed their price target on Lithia Motors to about US$489 from roughly US$495, citing updated assumptions that combine more conservative revenue growth and a lower future P/E with slightly stronger profit margin expectations and a modestly higher discount rate. What's in the News Lithia & Driveway completed the acquisition of Porsche Beverly Hills and Audi Santa Monica, expanding its presence in the luxury auto segment (Key Developments).
ナラティブの更新 Jan 07

LAD: Luxury Acquisitions And Ongoing Buybacks Will Support Future Upside Potential

Analysts have maintained their price target for Lithia Motors at US$394.79. They cite unchanged fair value and discount rate assumptions, along with small adjustments to revenue growth, profit margin, and future P/E expectations.
ナラティブの更新 Dec 21

LAD: Luxury Acquisitions And Buybacks Will Drive Strong Future Upside Potential

Analysts have nudged their price target on Lithia Motors slightly higher to approximately $395 per share from about $394 previously, citing steady assumptions for discount rates, long term revenue growth, profit margins, and future valuation multiples that collectively support a marginally stronger fair value outlook. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, adding an estimated $450 million in annualized revenue and expanding its presence in global luxury auto retail (Key Developments) The new luxury stores contribute to a total of $2.1 billion in expected annualized revenue acquired year to date, reinforcing Lithia's acquisition driven growth strategy (Key Developments) The acquisitions were funded using existing on balance sheet capacity, signaling sufficient liquidity to pursue further expansion without new external financing (Key Developments) Between July 1, 2025 and October 22, 2025, Lithia repurchased 1,377,225 shares for $428.11 million, equal to 5.36 percent of shares, under its ongoing buyback program (Key Developments) Since the March 3, 2016 buyback authorization, the company has cumulatively repurchased 10,444,916 shares, representing 39.42 percent of shares outstanding for $2,261.98 million (Key Developments) Valuation Changes The fair value estimate per share has risen slightly to approximately $394.79 from about $394.13.
ナラティブの更新 Dec 07

LAD: Luxury Acquisitions Will Drive Higher Long-Term Revenue Potential

Analysts have raised their price target on Lithia Motors to approximately 394 dollars per share from about 390 dollars, reflecting slightly higher long term revenue growth expectations that more than offset a modestly lower projected profit margin. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, adding an estimated 450 million dollars in annualized revenue and bringing year-to-date expected annualized revenue acquired to 2.1 billion dollars (Key Developments) The new luxury stores in Beverly Hills and Santa Monica are expected to be among the highest volume locations globally for their respective brands and were funded using existing on-balance-sheet capacity (Key Developments) Lithia & Driveway achieved position 124 on the Fortune 500 and 434 on the Fortune Global 500, while retaining the number one ranking in the Automotive Retail category for the second consecutive year (Key Developments) Recent acquisitions in Palm Beach, including Acura, Hyundai, and Genesis dealerships, expand Lithia & Driveway's luxury and import mix in the high-margin Southeast region, with potential to become some of the highest volume stores in the United States (Key Developments) Valuation Changes Fair Value Estimate increased slightly from about 390 dollars per share to roughly 394 dollars per share, reflecting modestly more optimistic long-term assumptions.
ナラティブの更新 Nov 23

LAD: New Acquisitions And Buybacks Will Strengthen Annualized Revenues

Analysts have slightly raised their price target for Lithia Motors to $390.13 from $388.71. They cited minor adjustments in future profit margin and valuation assumptions as the reason for the change.
ナラティブの更新 Nov 07

LAD: Share Buyback Acceleration Will Drive Stronger Performance This Year

Analysts have slightly increased their price target for Lithia Motors by $1 to $388.71. They cite marginal improvements in projected profit margins and fair value estimates as the reason for this adjustment.
分析記事 Oct 28

Lithia Motors, Inc. (NYSE:LAD) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Lithia Motors, Inc. ( NYSE:LAD ) had a good week, as its shares rose 4.1% to close at US$322 following the...
ナラティブの更新 Oct 23

Analysts Lift Lithia Motors Price Target as Buybacks and Expansions Drive Improved Margins

Analysts have slightly raised their price target for Lithia Motors from $381.93 to $387.71, citing updated expectations for profit margins and valuation multiples. What's in the News Lithia Motors completed a significant share repurchase, buying back 1,377,225 shares from July to October 2025.
ナラティブの更新 Sep 11

Aftersales And Digital Retail Expansion Will Unlock Future Value

Lithia Motors’ fair value estimate saw a marginal decrease, as both its future P/E ratio and consensus revenue growth forecasts remained stable. What's in the News Lithia & Driveway achieved #124 on the Fortune 500 list, retained the No. 1 spot in Automotive Retail, debuted at #434 on the Fortune Global 500, and expanded dealership presence in North America and the UK with acquisitions in the Southeast region.
分析記事 Aug 01

Lithia Motors, Inc. (NYSE:LAD) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Shareholders might have noticed that Lithia Motors, Inc. ( NYSE:LAD ) filed its quarterly result this time last week...
分析記事 Jul 14

Is It Time To Consider Buying Lithia Motors, Inc. (NYSE:LAD)?

Lithia Motors, Inc. ( NYSE:LAD ), is not the largest company out there, but it saw a significant share price rise of...
分析記事 Jun 29

An Intrinsic Calculation For Lithia Motors, Inc. (NYSE:LAD) Suggests It's 23% Undervalued

Key Insights Lithia Motors' estimated fair value is US$438 based on 2 Stage Free Cash Flow to Equity Lithia Motors is...
分析記事 Jun 13

A Piece Of The Puzzle Missing From Lithia Motors, Inc.'s (NYSE:LAD) Share Price

With a price-to-earnings (or "P/E") ratio of 10.1x Lithia Motors, Inc. ( NYSE:LAD ) may be sending bullish signals at...
分析記事 May 29

Investors Could Be Concerned With Lithia Motors' (NYSE:LAD) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Seeking Alpha Mar 31

Lithia Motors: A High-Quality Compounder That Looks To Be On Sale

Summary Lithia & Driveway, an American automotive dealership group, is now an $8 billion (by market cap) car dealership aggregator. The company has increased its dividend for 15 consecutive years, with a 10-year dividend growth rate of 13.1%. Lithia & Driveway increased its revenue from $7.9 billion in FY 2015 to $36.2 billion in FY 2024, a compound annual growth rate of 18.4%. Lithia & Driveway’s serial acquirer playbook has resulted in a very successful dealership empire, but it’s come at the expense of a heavily indebted balance sheet. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

Lithia Motors: A Solid Prospect Even In Spite Of Certain Weaknesses

Summary Lithia Motors has seen a 37.2% stock increase since May 2024, outperforming the S&P 500's 13.4% gain. Despite recent appreciation, Lithia Motors remains attractively priced, though not as cheap as before; downgraded from 'strong buy' to 'buy'. Revenue growth driven by acquisitions, with new vehicle sales up 14% and used vehicle sales up 8.5%, despite some price declines. Management aims for significant growth through acquisitions and expansion into a $3.34 trillion market opportunity, indicating further upside potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

Lithia Motors: Dividend Appears Borderline Safe With Moderate Risk

Summary Lithia & Driveway, an American automotive dealership group, is now an $8 billion (by market cap) car dealership retailer. The company has increased its dividend for 15 consecutive years, with a 10-year dividend growth rate of 14.6%. LAD advanced its revenue from $5.4 billion in FY 2014 to $31 billion in FY 2023, a compound annual growth rate of 21.4%. The company finished FY 2023 with more than ~$7 billion in long-term debt, which is approaching the company’s entire market cap of ~$8 billion. Read the full article on Seeking Alpha
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新しいナラティブ Aug 27

Tactical Moves And Tech Investments Poised To Rev Up Growth And Profitability

Diversification and strategic partnerships like Driveway and GreenCars aim to boost Lithia Motors' market share and profitability without specifying financial metrics.
Seeking Alpha Aug 04

Lithia Motors: Short Term Troubles But Long Term Still Looks Promising

Summary Lithia Motors reported better than expected quarterly results with revenue growth of 13.8% and non-GAAP EPS of $7.87. Weaknesses in same store data showed declines in new and used vehicle revenues, finance, insurance, and aftersales, impacting margins. Despite short-term challenges, LAD stock offers a long-term investment opportunity with historically strong growth and a growth-oriented management mindset. Read the full article on Seeking Alpha

株主還元

LADUS Specialty RetailUS 市場
7D5.6%5.9%1.0%
1Y-11.2%2.3%28.7%

業界別リターン: LAD過去 1 年間で2.3 % の収益を上げたUS Specialty Retail業界を下回りました。

リターン対市場: LAD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 LAD's price volatile compared to industry and market?
LAD volatility
LAD Average Weekly Movement4.6%
Specialty Retail Industry Average Movement7.5%
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: LAD 、 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: LADの 週次ボラティリティ ( 5% ) 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
194630,000Bryan DeBoerwww.lithia.com

は、米国、英国、カナダで自動車小売業を営んでいる。同社は車両事業と金融事業の2つのセグメントで事業を展開している。同社は、新車・中古車、融資・保険商品、アフターセールスの自動車修理・メンテナンスサービスなど、自動車所有のライフサイクル全体を満たす様々な商品・サービスを提供している。同社は、実店舗のネットワーク、eコマース・プラットフォーム、キャプティブ・ファイナンス・ソリューション、フリート・マネジメント、その他の相乗的な隣接事業を通じて、商品とサービスを提供している。は 1946 年に設立され、オレゴン州メドフォードに本社を置いている。

Lithia Motors, Inc. 基礎のまとめ

Lithia Motors の収益と売上を時価総額と比較するとどうか。
LAD 基礎統計学
時価総額US$6.26b
収益(TTM)US$710.50m
売上高(TTM)US$37.73b
8.9x
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
LAD 損益計算書(TTM)
収益US$37.73b
売上原価US$31.98b
売上総利益US$5.83b
その他の費用US$5.12b
収益US$710.50m

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)31.15
グロス・マージン15.45%
純利益率1.88%
有利子負債/自己資本比率241.5%

LAD 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

0.8%
現在の配当利回り
8%
配当性向

LAD 配当は確実ですか?

LAD 配当履歴とベンチマークを見る
LAD 、いつまでに購入すれば配当金を受け取れますか?
Lithia Motors 配当日
配当落ち日May 08 2026
配当支払日May 22 2026
配当落ちまでの日数16 days
配当支払日までの日数2 days

LAD 配当は確実ですか?

LAD 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2026/05/22 12:17
終値2026/05/22 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

Lithia Motors, Inc. 13 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。26

アナリスト機関
John BabcockBarclays
Michael AlbaneseBenchmark Company
Andrew FungBerenberg