WallStSmart

Lithia Motors Inc (LAD)vsSonic Automotive Inc (SAH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lithia Motors Inc generates 145% more annual revenue ($37.94B vs $15.47B). LAD leads profitability with a 1.9% profit margin vs 1.4%. LAD appears more attractively valued with a PEG of 0.59. LAD earns a higher WallStSmart Score of 61/100 (C+).

LAD

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 8.0Quality: 4.5
Piotroski: 2/9Altman Z: 2.38

SAH

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 5.0Value: 6.0Quality: 5.5
Piotroski: 4/9Altman Z: 3.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LADUndervalued (+11.9%)

Margin of Safety

+11.9%

Fair Value

$363.82

Current Price

$312.32

$51.50 discount

UndervaluedFair: $363.82Overvalued
SAHSignificantly Overvalued (-23.4%)

Margin of Safety

-23.4%

Fair Value

$49.30

Current Price

$65.34

$16.04 premium

UndervaluedFair: $49.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LAD3 strengths · Avg: 9.3/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

PEG RatioValuation
0.598/10

Growing faster than its price suggests

SAH4 strengths · Avg: 8.5/10
Altman Z-ScoreHealth
3.2610/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.738/10

Growing faster than its price suggests

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

LAD4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SAH4 concerns · Avg: 2.5/10
Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

EPS GrowthGrowth
-12.3%2/10

Earnings declined 12.3%

Free Cash FlowQuality
$-217.70M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : LAD

The strongest argument for LAD centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.59 suggests the stock is reasonably priced for its growth.

Bull Case : SAH

The strongest argument for SAH centers on Altman Z-Score, PEG Ratio, P/E Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.

Bear Case : LAD

The primary concerns for LAD are Revenue Growth, Profit Margin, Operating Margin. Debt-to-equity of 2.58 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.

Bear Case : SAH

The primary concerns for SAH are Profit Margin, Operating Margin, EPS Growth. Debt-to-equity of 4.56 is elevated, increasing financial risk. Thin 1.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

LAD carries more volatility with a beta of 1.23 — expect wider price swings.

SAH is growing revenue faster at 7.6% — sustainability is the question.

LAD generates stronger free cash flow (-122M), providing more financial flexibility.

Monitor AUTO & TRUCK DEALERSHIPS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LAD scores higher overall (61/100 vs 59/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lithia Motors Inc

CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA

Lithia Motors, Inc. is an automobile retailer in the United States. The company is headquartered in Medford, Oregon.

Sonic Automotive Inc

CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA

Sonic Automotive, Inc. is an automobile retailer in the United States. The company is headquartered in Charlotte, North Carolina.

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