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Lithia Motors, Inc.NYSE:LAD Stock Report

Market Cap US$6.2b
Share Price
US$274.53
US$372.07
26.2% undervalued intrinsic discount
1Y-10.7%
7D-0.08%
Portfolio Value
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Lithia Motors, Inc.

NYSE:LAD Stock Report

Market Cap: US$6.2b

LAD Community Fair Values

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See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Lithia Motors, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Lithia Motors
Historical stock prices
Current Share PriceUS$274.53
52 Week HighUS$360.56
52 Week LowUS$239.78
Beta1.28
1 Month Change-1.92%
3 Month Change-6.51%
1 Year Change-10.75%
3 Year Change16.21%
5 Year Change-23.34%
Change since IPO2,367.69%

Recent News & Updates

Narrative Update May 03

LAD: Share Repurchases And Higher Margins Will Support Future Upside Potential

Analysts have lifted their price target on Lithia Motors from $365.60 to about $372.07, citing updated assumptions for fair value, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News From January 1, 2026 to March 31, 2026, Lithia Motors repurchased 941,979 shares (4.01% of its stock) for US$258.99 million under its ongoing buyback program announced on March 3, 2016 (company disclosure).
Narrative Update Apr 17

LAD: Share Repurchases And Acquisitions Will Support Future Upside Potential

Analysts have trimmed their price target on Lithia Motors to about $366 from roughly $395, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple. What's in the News On February 19, 2026, Lithia Motors' board amended the company bylaws to remove the upper limit on board size.

Recent updates

Narrative Update May 03

LAD: Share Repurchases And Higher Margins Will Support Future Upside Potential

Analysts have lifted their price target on Lithia Motors from $365.60 to about $372.07, citing updated assumptions for fair value, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News From January 1, 2026 to March 31, 2026, Lithia Motors repurchased 941,979 shares (4.01% of its stock) for US$258.99 million under its ongoing buyback program announced on March 3, 2016 (company disclosure).
Narrative Update Apr 17

LAD: Share Repurchases And Acquisitions Will Support Future Upside Potential

Analysts have trimmed their price target on Lithia Motors to about $366 from roughly $395, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple. What's in the News On February 19, 2026, Lithia Motors' board amended the company bylaws to remove the upper limit on board size.
Narrative Update Apr 03

LAD: Ongoing Buybacks Will Support Attractive Future Upside

The analyst price target for Lithia Motors has shifted from $484.59 to $426.00, with analysts citing revised assumptions for revenue growth, profit margins, and future P/E as the main reasons for this change. What's in the News Board amends company bylaws to remove the upper limit on board size, with the number of directors to be set by board resolution, and sets the board at 10 directors for the 2026 Annual Meeting of Shareholders (company filing).
Narrative Update Mar 20

LAD: Ongoing Buybacks And Acquisitions Will Support Attractive Future Upside

Analysts have kept their price target for Lithia Motors steady at $484.59. This reflects relatively unchanged views on fair value, along with only minor adjustments to revenue growth, profit margin, and future P/E assumptions.
Narrative Update Mar 06

LAD: Continued Acquisitions And Buybacks Will Support Future Upside

Analysts have adjusted their price target for Lithia Motors slightly lower to $484.59 from $489.31, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News The Board approved an amendment to Lithia Motors' Amended and Restated Bylaws on February 19, 2026, removing the upper limit on Board size and allowing the exact number of directors to be set by Board resolution, with the Board size fixed at 10 directors for the 2026 Annual Meeting of Shareholders (company filing).
Narrative Update Feb 20

LAD: Share Repurchases And Acquisitions Will Drive Future Upside Potential

Analysts have adjusted their price target for Lithia Motors slightly lower to about $395 from roughly $397, citing updated assumptions that combine a higher projected revenue growth rate with somewhat lower profit margin expectations and a modestly different future P/E input. What's in the News Lithia Motors completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 917,427 shares, or 3.76% of the company, for US$288.07 million under its ongoing program (Key Developments).
Narrative Update Feb 06

LAD: Luxury Acquisitions Will Support Future Upside Potential

Analysts have nudged their price target on Lithia Motors higher to around $397 from about $395, reflecting slightly revised assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, expanding its presence in high end luxury auto retailing (Key Developments).
Seeking Alpha Feb 03

Lithia Motors: Changes In Capital Allocation Suggest Shift To Mature Strategy

Summary Lithia Motors shifts capital allocation from acquisitions toward dividends and aggressive share repurchases, signaling a transition to a more mature capital strategy. LAD’s Q3-2025 results show 5% revenue growth and a 17% increase in adjusted EPS, with buybacks totaling 5.1% of shares at $312 average price. I see LAD as undervalued, with a low PEG ratio (0.51) and a one-year price target of $356.75, justifying a Buy rating (down from Strong Buy). Management’s focus on organic growth, facility upgrades, and shareholder returns reflects a disciplined, risk-moderated approach amid evolving industry risks. Read the full article on Seeking Alpha
Narrative Update Jan 21

LAD: Luxury Acquisitions And Stronger Margins Will Support Future Upside

Analysts have trimmed their price target on Lithia Motors to about US$489 from roughly US$495, citing updated assumptions that combine more conservative revenue growth and a lower future P/E with slightly stronger profit margin expectations and a modestly higher discount rate. What's in the News Lithia & Driveway completed the acquisition of Porsche Beverly Hills and Audi Santa Monica, expanding its presence in the luxury auto segment (Key Developments).
Narrative Update Jan 07

LAD: Luxury Acquisitions And Ongoing Buybacks Will Support Future Upside Potential

Analysts have maintained their price target for Lithia Motors at US$394.79. They cite unchanged fair value and discount rate assumptions, along with small adjustments to revenue growth, profit margin, and future P/E expectations.
Narrative Update Dec 21

LAD: Luxury Acquisitions And Buybacks Will Drive Strong Future Upside Potential

Analysts have nudged their price target on Lithia Motors slightly higher to approximately $395 per share from about $394 previously, citing steady assumptions for discount rates, long term revenue growth, profit margins, and future valuation multiples that collectively support a marginally stronger fair value outlook. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, adding an estimated $450 million in annualized revenue and expanding its presence in global luxury auto retail (Key Developments) The new luxury stores contribute to a total of $2.1 billion in expected annualized revenue acquired year to date, reinforcing Lithia's acquisition driven growth strategy (Key Developments) The acquisitions were funded using existing on balance sheet capacity, signaling sufficient liquidity to pursue further expansion without new external financing (Key Developments) Between July 1, 2025 and October 22, 2025, Lithia repurchased 1,377,225 shares for $428.11 million, equal to 5.36 percent of shares, under its ongoing buyback program (Key Developments) Since the March 3, 2016 buyback authorization, the company has cumulatively repurchased 10,444,916 shares, representing 39.42 percent of shares outstanding for $2,261.98 million (Key Developments) Valuation Changes The fair value estimate per share has risen slightly to approximately $394.79 from about $394.13.
Narrative Update Dec 07

LAD: Luxury Acquisitions Will Drive Higher Long-Term Revenue Potential

Analysts have raised their price target on Lithia Motors to approximately 394 dollars per share from about 390 dollars, reflecting slightly higher long term revenue growth expectations that more than offset a modestly lower projected profit margin. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, adding an estimated 450 million dollars in annualized revenue and bringing year-to-date expected annualized revenue acquired to 2.1 billion dollars (Key Developments) The new luxury stores in Beverly Hills and Santa Monica are expected to be among the highest volume locations globally for their respective brands and were funded using existing on-balance-sheet capacity (Key Developments) Lithia & Driveway achieved position 124 on the Fortune 500 and 434 on the Fortune Global 500, while retaining the number one ranking in the Automotive Retail category for the second consecutive year (Key Developments) Recent acquisitions in Palm Beach, including Acura, Hyundai, and Genesis dealerships, expand Lithia & Driveway's luxury and import mix in the high-margin Southeast region, with potential to become some of the highest volume stores in the United States (Key Developments) Valuation Changes Fair Value Estimate increased slightly from about 390 dollars per share to roughly 394 dollars per share, reflecting modestly more optimistic long-term assumptions.
Narrative Update Nov 23

LAD: New Acquisitions And Buybacks Will Strengthen Annualized Revenues

Analysts have slightly raised their price target for Lithia Motors to $390.13 from $388.71. They cited minor adjustments in future profit margin and valuation assumptions as the reason for the change.
Narrative Update Nov 07

LAD: Share Buyback Acceleration Will Drive Stronger Performance This Year

Analysts have slightly increased their price target for Lithia Motors by $1 to $388.71. They cite marginal improvements in projected profit margins and fair value estimates as the reason for this adjustment.
Analysis Article Oct 28

Lithia Motors, Inc. (NYSE:LAD) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Lithia Motors, Inc. ( NYSE:LAD ) had a good week, as its shares rose 4.1% to close at US$322 following the...
Narrative Update Oct 23

Analysts Lift Lithia Motors Price Target as Buybacks and Expansions Drive Improved Margins

Analysts have slightly raised their price target for Lithia Motors from $381.93 to $387.71, citing updated expectations for profit margins and valuation multiples. What's in the News Lithia Motors completed a significant share repurchase, buying back 1,377,225 shares from July to October 2025.
Narrative Update Sep 11

Aftersales And Digital Retail Expansion Will Unlock Future Value

Lithia Motors’ fair value estimate saw a marginal decrease, as both its future P/E ratio and consensus revenue growth forecasts remained stable. What's in the News Lithia & Driveway achieved #124 on the Fortune 500 list, retained the No. 1 spot in Automotive Retail, debuted at #434 on the Fortune Global 500, and expanded dealership presence in North America and the UK with acquisitions in the Southeast region.
Analysis Article Aug 01

Lithia Motors, Inc. (NYSE:LAD) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Shareholders might have noticed that Lithia Motors, Inc. ( NYSE:LAD ) filed its quarterly result this time last week...
Analysis Article Jul 14

Is It Time To Consider Buying Lithia Motors, Inc. (NYSE:LAD)?

Lithia Motors, Inc. ( NYSE:LAD ), is not the largest company out there, but it saw a significant share price rise of...
Analysis Article Jun 29

An Intrinsic Calculation For Lithia Motors, Inc. (NYSE:LAD) Suggests It's 23% Undervalued

Key Insights Lithia Motors' estimated fair value is US$438 based on 2 Stage Free Cash Flow to Equity Lithia Motors is...
Analysis Article Jun 13

A Piece Of The Puzzle Missing From Lithia Motors, Inc.'s (NYSE:LAD) Share Price

With a price-to-earnings (or "P/E") ratio of 10.1x Lithia Motors, Inc. ( NYSE:LAD ) may be sending bullish signals at...
Analysis Article May 29

Investors Could Be Concerned With Lithia Motors' (NYSE:LAD) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Seeking Alpha Mar 31

Lithia Motors: A High-Quality Compounder That Looks To Be On Sale

Summary Lithia & Driveway, an American automotive dealership group, is now an $8 billion (by market cap) car dealership aggregator. The company has increased its dividend for 15 consecutive years, with a 10-year dividend growth rate of 13.1%. Lithia & Driveway increased its revenue from $7.9 billion in FY 2015 to $36.2 billion in FY 2024, a compound annual growth rate of 18.4%. Lithia & Driveway’s serial acquirer playbook has resulted in a very successful dealership empire, but it’s come at the expense of a heavily indebted balance sheet. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

Lithia Motors: A Solid Prospect Even In Spite Of Certain Weaknesses

Summary Lithia Motors has seen a 37.2% stock increase since May 2024, outperforming the S&P 500's 13.4% gain. Despite recent appreciation, Lithia Motors remains attractively priced, though not as cheap as before; downgraded from 'strong buy' to 'buy'. Revenue growth driven by acquisitions, with new vehicle sales up 14% and used vehicle sales up 8.5%, despite some price declines. Management aims for significant growth through acquisitions and expansion into a $3.34 trillion market opportunity, indicating further upside potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

Lithia Motors: Dividend Appears Borderline Safe With Moderate Risk

Summary Lithia & Driveway, an American automotive dealership group, is now an $8 billion (by market cap) car dealership retailer. The company has increased its dividend for 15 consecutive years, with a 10-year dividend growth rate of 14.6%. LAD advanced its revenue from $5.4 billion in FY 2014 to $31 billion in FY 2023, a compound annual growth rate of 21.4%. The company finished FY 2023 with more than ~$7 billion in long-term debt, which is approaching the company’s entire market cap of ~$8 billion. Read the full article on Seeking Alpha
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New Narrative Aug 27

Tactical Moves And Tech Investments Poised To Rev Up Growth And Profitability

Diversification and strategic partnerships like Driveway and GreenCars aim to boost Lithia Motors' market share and profitability without specifying financial metrics.
Seeking Alpha Aug 04

Lithia Motors: Short Term Troubles But Long Term Still Looks Promising

Summary Lithia Motors reported better than expected quarterly results with revenue growth of 13.8% and non-GAAP EPS of $7.87. Weaknesses in same store data showed declines in new and used vehicle revenues, finance, insurance, and aftersales, impacting margins. Despite short-term challenges, LAD stock offers a long-term investment opportunity with historically strong growth and a growth-oriented management mindset. Read the full article on Seeking Alpha

Shareholder Returns

LADUS Specialty RetailUS Market
7D-0.08%2.6%-0.3%
1Y-10.7%-1.4%26.7%

Return vs Industry: LAD underperformed the US Specialty Retail industry which returned -1.4% over the past year.

Return vs Market: LAD underperformed the US Market which returned 26.7% over the past year.

Price Volatility

Is LAD's price volatile compared to industry and market?
LAD volatility
LAD Average Weekly Movement4.6%
Specialty Retail Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: LAD has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LAD's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
194630,000Bryan DeBoerwww.lithia.com

Lithia Motors, Inc. operates as an automotive retailer in the United States, the United Kingdom, and Canada. The company operates in two segments, Vehicle Operations and Financing Operations. It offers a range of products and services fulfilling the entire vehicle ownership lifecycle, including new and used vehicles, financing and insurance products, and aftersales automotive repair and maintenance services.

Lithia Motors, Inc. Fundamentals Summary

How do Lithia Motors's earnings and revenue compare to its market cap?
LAD fundamental statistics
Market capUS$6.18b
Earnings (TTM)US$710.50m
Revenue (TTM)US$37.73b
8.8x
P/E Ratio
0.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LAD income statement (TTM)
RevenueUS$37.73b
Cost of RevenueUS$31.98b
Gross ProfitUS$5.83b
Other ExpensesUS$5.12b
EarningsUS$710.50m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)31.15
Gross Margin15.45%
Net Profit Margin1.88%
Debt/Equity Ratio241.5%

How did LAD perform over the long term?

See historical performance and comparison

Dividends

0.8%
Current Dividend Yield
8%
Payout Ratio

Does LAD pay a reliable dividends?

See LAD dividend history and benchmarks
When do you need to buy LAD by to receive an upcoming dividend?
Lithia Motors dividend dates
Ex Dividend DateMay 08 2026
Dividend Pay DateMay 22 2026
Days until Ex dividend14 days
Days until Dividend pay date0 days

Does LAD pay a reliable dividends?

See LAD dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 21:59
End of Day Share Price 2026/05/21 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lithia Motors, Inc. is covered by 26 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John BabcockBarclays
Michael AlbaneseBenchmark Company
Andrew FungBerenberg