AutoNation 향후 성장
Future 기준 점검 2/6
AutoNation (는) 각각 연간 5.3% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.8% 로 예상됩니다.
핵심 정보
5.3%
이익 성장률
10.24%
EPS 성장률
| Specialty Retail 이익 성장 | 9.6% |
| 매출 성장률 | 3.0% |
| 향후 자기자본이익률 | 21.78% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 05 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • May 09
Cautious Investors Not Rewarding AutoNation, Inc.'s (NYSE:AN) Performance Completely
AutoNation, Inc.'s ( NYSE:AN ) price-to-earnings (or "P/E") ratio of 10x might make it look like a buy right now...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
새 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Feb 20
AutoNation: Electrification Efforts, And Cheap At 7x EBITDA
Summary AutoNation reported better-than-expected quarterly EPS and positive guidance for 2024 cash flow and vehicle supply and demand dynamics. The company has increased capital expenditures for growth initiatives and made cash acquisitions, making it an attractive investment. There are risks related to changes in credit markets and environmental regulations, but overall, AutoNation appears to be a buy. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 29,873 | 768 | 620 | 969 | 5 |
| 12/31/2027 | 28,825 | 782 | 791 | 1,089 | 10 |
| 12/31/2026 | 27,837 | 726 | 553 | 888 | 8 |
| 3/31/2026 | 27,493 | 679 | -104 | 187 | N/A |
| 12/31/2025 | 27,631 | 649 | -197 | 112 | N/A |
| 9/30/2025 | 27,915 | 663 | -178 | 111 | N/A |
| 6/30/2025 | 27,464 | 634 | -452 | -150 | N/A |
| 3/31/2025 | 26,970 | 678 | -342 | -32 | N/A |
| 12/31/2024 | 26,765 | 692 | -14 | 315 | N/A |
| 9/30/2024 | 26,320 | 722 | -260 | 126 | N/A |
| 6/30/2024 | 26,626 | 780 | 59 | 452 | N/A |
| 3/31/2024 | 27,036 | 923 | 100 | 509 | N/A |
| 12/31/2023 | 26,949 | 1,020 | 314 | 724 | N/A |
| 9/30/2023 | 26,879 | 1,090 | 609 | 987 | N/A |
| 6/30/2023 | 26,652 | 1,199 | 912 | 1,280 | N/A |
| 3/31/2023 | 26,631 | 1,303 | 1,167 | 1,535 | N/A |
| 12/31/2022 | 26,985 | 1,378 | 1,339 | 1,668 | N/A |
| 9/30/2022 | 26,870 | 1,479 | 1,221 | 1,512 | N/A |
| 6/30/2022 | 26,584 | 1,488 | 1,333 | 1,592 | N/A |
| 3/31/2022 | 26,693 | 1,496 | 1,514 | 1,745 | N/A |
| 12/31/2021 | 25,844 | 1,373 | 1,412 | 1,628 | N/A |
| 9/30/2021 | 25,047 | 1,138 | 1,398 | 1,603 | N/A |
| 6/30/2021 | 24,072 | 959 | 1,047 | 1,244 | N/A |
| 3/31/2021 | 21,627 | 854 | 1,465 | 1,620 | N/A |
| 12/31/2020 | 20,390 | 382 | 1,052 | 1,208 | N/A |
| 9/30/2020 | 20,154 | 388 | 1,072 | 1,268 | N/A |
| 6/30/2020 | 20,210 | 305 | 1,016 | 1,238 | N/A |
| 3/31/2020 | 21,021 | 127 | 372 | 623 | N/A |
| 12/31/2019 | 21,336 | 451 | N/A | 769 | N/A |
| 9/30/2019 | 21,199 | 386 | N/A | 641 | N/A |
| 6/30/2019 | 21,087 | 398 | N/A | 646 | N/A |
| 3/31/2019 | 21,135 | 395 | N/A | 572 | N/A |
| 12/31/2018 | 21,413 | 396 | N/A | 511 | N/A |
| 9/30/2018 | 21,685 | 455 | N/A | 618 | N/A |
| 6/30/2018 | 21,768 | 440 | N/A | 592 | N/A |
| 3/31/2018 | 21,655 | 430 | N/A | 553 | N/A |
| 12/31/2017 | 21,535 | 435 | N/A | 540 | N/A |
| 9/30/2017 | 21,332 | 399 | N/A | 494 | N/A |
| 6/30/2017 | 21,467 | 409 | N/A | 527 | N/A |
| 3/31/2017 | 21,629 | 434 | N/A | 503 | N/A |
| 12/31/2016 | 21,609 | 432 | N/A | 516 | N/A |
| 9/30/2016 | 21,468 | 414 | N/A | 511 | N/A |
| 6/30/2016 | 21,255 | 425 | N/A | 493 | N/A |
| 3/31/2016 | 21,037 | 428 | N/A | 506 | N/A |
| 12/31/2015 | 20,862 | 444 | N/A | 507 | N/A |
| 9/30/2015 | 20,570 | 463 | N/A | 508 | N/A |
| 6/30/2015 | 20,125 | 451 | N/A | 517 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AN 의 연간 예상 수익 증가율(5.3%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: AN 의 연간 수익(5.3%)이 US 시장(16.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: AN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: AN 의 수익(연간 3%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: AN 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AN의 자본 수익률은 3년 후 21.8%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 09:09 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AutoNation, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Babcock | Barclays |
| Andrew Fung | Berenberg |
| Alexander Perry | BofA Global Research |