Genuine Parts Company (GPC)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-14
$133.21-0.35%
Close 2026-09-14 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-14
Research Workspace
Put GPC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve sales growth of 3% to 5.5% in FY26: rev +6.0% vs 3.0%-5.5% target.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGPC's growth has to keep compounding to justify the price. Revenue grew 6% year over year, and the last quarter beat expectations. It trades at 18× P/E versus a 14× peer median, indicating the market is pricing in more growth than we forecast. The primary risk is achieving sales growth of 3% to 5.5% in FY26, as the latest guidance was reaffirmed but remains under pressure. Peer multiples imply a price about 14% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-14. GPC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering GPC (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for GPC in the last 4 months.
Continue this research
Compare GPC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GPC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put GPC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete planned separation of Global Automotive and Industrial
Leadership announcement supports planned separation of Global Automotive and Industrial.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $133.21
The last 12 months of price, then the range of analyst 12-month targets from today’s $133.21.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase quarterly cash dividend
Dividend raise supports capital allocation objectives.
Advances: Increase quarterly cash dividend
Dividend hike supports capital allocation and growth objectives.
Threatens: Achieve total sales growth of 3% to 5.5% in 2026
Lowered EPS guidance impacts sales growth expectations.
Threatens: Complete planned separation of Global Automotive and Industrial
Earnings dip may hinder planned separation execution.
Threatens: Achieve total sales growth of 3% to 5.5% in 2026
Margin concerns could hinder sales growth objectives.
Advances: Establish EPS guidance of $6.1 to $6.6
New EPS guidance exceeds previous targets, enhancing growth outlook.
Advances: Achieve sales growth of 3% to 5.5%
Sales beat supports growth target of 3% to 5.5%.