COMP <GO>
LAD vs AN // RETURN ON INVESTED CAPITAL (ROIC)
Lithia Motors Inc. (NYSE) VS. AutoNation Inc. (NYSE) • 15-METRIC TALLY: LAD 6
— AN 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AN
LAST: $299.72 (+0.90%) • MKT CAP: $6.48B
roic
11.10%
LAST: $179.64 (+6.08%) • MKT CAP: $5.94B
roic
18.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAD VS. AN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAD | AN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 15.20% | 17.90% | -2.70 | AN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.10% | 18.90% | -7.80 | AN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.9x | 5.6x | +0.30 | AN | /valuation <GO> |
| Free Cash Flow Yield | 0.09% | -3.53% | +3.62 | LAD | /fcf-yield <GO> |
| Operating Margin | 4.20% | 4.50% | -0.30 | AN | /operating-margins <GO> |
| Net Profit Margin | 2.20% | 2.30% | -0.10 | AN | /net-margins <GO> |
| Revenue Growth (YoY) | 4.00% | 3.20% | +0.80 | LAD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 0.00% | +0.86 | LAD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.34 | 3.20 | -0.86 | AN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | LAD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.1 | 60.3 | -10.20 | AN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.07 | -0.14 | AN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 7.3x | 8.0x | -0.70 | LAD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.48B | $5.94B | $541.0M | LAD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAD REV | AN REV | LAD GROSS % | AN GROSS % | LAD FCF | AN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $37.63B | $27.63B | 15.2% | 17.9% | $5.8M | -$197.5M |
| FY 2024 | $36.19B | $26.77B | 15.4% | 17.9% | $73.7M | -$13.8M |
| FY 2023 | $31.04B | $26.95B | — | — | -$1.87B | -$488.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAD // BETA 0.93
AN // BETA 1.07