WallStSmart

Lithia Motors Inc (LAD)vsValvoline Inc (VVV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lithia Motors Inc generates 2041% more annual revenue ($37.63B vs $1.76B). VVV leads profitability with a 4.9% profit margin vs 2.2%. LAD appears more attractively valued with a PEG of 0.44. VVV earns a higher WallStSmart Score of 69/100 (B-).

LAD

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 2.51

VVV

Strong Buy

69

out of 100

Grade: B-

Growth: 8.7Profit: 7.5Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 1.31
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LADSignificantly Overvalued (-45.8%)

Margin of Safety

-45.8%

Fair Value

$219.84

Current Price

$254.20

$34.36 premium

UndervaluedFair: $219.84Overvalued
VVVSignificantly Overvalued (-20.4%)

Margin of Safety

-20.4%

Fair Value

$32.29

Current Price

$35.20

$2.91 premium

UndervaluedFair: $32.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LAD3 strengths · Avg: 10.0/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

VVV4 strengths · Avg: 8.5/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Operating MarginProfitability
26.2%8/10

Strong operational efficiency at 26.2%

Revenue GrowthGrowth
28.1%8/10

Revenue surging 28.1% year-over-year

EPS GrowthGrowth
40.3%8/10

Earnings expanding 40.3% YoY

Areas to Watch

LAD4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Profit MarginProfitability
2.2%3/10

2.2% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

VVV4 concerns · Avg: 2.8/10
Price/BookValuation
14.5x4/10

Trading at 14.5x book value

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

P/E RatioValuation
49.8x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.312/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : LAD

The strongest argument for LAD centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.44 suggests the stock is reasonably priced for its growth.

Bull Case : VVV

The strongest argument for VVV centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum. PEG of 1.10 suggests the stock is reasonably priced for its growth.

Bear Case : LAD

The primary concerns for LAD are Revenue Growth, Profit Margin, Operating Margin. Thin 2.2% margins leave little buffer for downturns.

Bear Case : VVV

The primary concerns for VVV are Price/Book, Profit Margin, P/E Ratio. A P/E of 49.8x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

LAD profiles as a value stock while VVV is a growth play — different risk/reward profiles.

LAD carries more volatility with a beta of 1.20 — expect wider price swings.

VVV is growing revenue faster at 28.1% — sustainability is the question.

LAD generates stronger free cash flow (66M), providing more financial flexibility.

Bottom Line

VVV scores higher overall (69/100 vs 58/100) and 28.1% revenue growth. Both earn "Strong 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.

Valvoline Inc

CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA

Valvoline Inc. manufactures, markets and supplies automotive and engine maintenance products and services. The company is headquartered in Lexington, Kentucky.

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