Genuine Parts Company (GPC)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
$126.40+1.71%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
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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: Revenue growth: 4.17%.
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 4.2% revenue growth has to keep compounding to justify the price. The company plans to split into two public entities in early 2027. Revenue grew 4.2% year over year in the latest quarter. The company missed its earnings estimate by 1% in Q3 2026. GPC trades at 17x earnings versus a 16x peer median. The price reflects less growth than our forecast suggests. The primary pillar is under pressure as growth sits at 4.17%. Our model puts the next-quarter miss probability near 28%. Peer multiples imply a price about 10% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. GPC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering GPC (as of Nov 2026).
Based on 6 Wall Street analysts offering 12-month price targets for GPC in the last 4 months.
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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 2026-11-04. 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 the separation of 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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $126.40
The last 12 months of price, then the range of analyst 12-month targets from today’s $126.40.
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.
Official confirmation of spin-off value creation strategy.
Advances: Complete planned separation of Global Automotive and Industrial
Spinoff aligns with planned separation of Global Automotive and Industrial.
Advances: Complete planned separation of Global Automotive and Industrial
Supports planned separation of Global Automotive and Industrial.
Advances: Complete planned separation of Global Automotive and Industrial
Leadership announcement supports planned separation of Global Automotive and Industrial.
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.