Genuine Parts Company (GPC)
NYSEConsumer DiscretionaryAuto PartsSnapshot 2026-07-07
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Track GPC free→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.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 43%, softest on returns on capital.
View QualityManagement screens weak on earnings delivery, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 25% growth a year, above the roughly 5% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGenuine Parts (GPC) must improve its growth to justify its current price. Revenue grew 6.8% year over year, and the last quarter beat expectations. It trades at 19× P/E, below the 23× peer median, indicating the market expects more growth than we forecast. If GPC cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 25% below where it trades; this read is provisional.
Trailing returns as of 2026-07-07. 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 Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 12 valuation methods, at three horizons. Current price $128.71. As of 2026-07-08. 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.




Advances: Separation of Global Automotive and Industrial
Separation aligns with growth strategy and could enhance focus.
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 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Bid from O'Reilly could lead to strategic separation.

Interest from O'Reilly could affect strategic direction.

Threatens: Separation of Global Automotive and Industrial
Deconsolidation increases operational complexity and risk.
Advances: Separation of Global Automotive and Industrial
Analyst upgrade supports separation strategy and growth potential.
Threatens: Separation of Global Automotive and Industrial
Separation may impact margins and dividend sustainability.
Advances: Achieve sales growth of 3% to 5.5%
Sales forecast raise supports growth objectives.
