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Stock impact report

Lithia Motors And Group One Automotive Look Attractive At Current Levels. [Seeking Alpha]

Lithia Motors, Inc. (LAD) 
Last lithia motors, inc. earnings: 4/22 07:00 am Check Earnings Report
US:NYSE Investor Relations: lithiainvestorrelations.com
Company Research Source: Seeking Alpha
SummaryBoth stocks are down more than 50+% and look promising for long term investors.Lithia Motors and Group One Automotive have similar business models and target market.Both stocks generate 50+% margins from segments that is generally less sensitive to changes in the economy.Lithia Motors and Group One Automotive Have Similar Business ModelsThe dealership business is the only segment that is low to moderately cyclical across the entire automotive supply chain. Large franchise dealers like Group One Automotive (GPILADNote: At the time of this article LAD was trading at around $83 (52-week low) and GPI at around $50 (4-year low).Used Vehicle and Repair & Service SegmentThere's no doubt that online entrants like Carvana, Shift, Vroom etc., are eating into auto dealers revenue and margins, but traditional players like LAD and GPI have non-digital advantages over online players like the ability to conduct test drivers, in-person inspections and repairs/service.McKinsey(McKinsey)Repair & Show less Read more
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