LAD

Lithia Motors, Inc.

Consumer Cyclical · $6.4B market cap

Share price

$307.77

close of Oct 3, 2026

Fair value

$459.63

Sticker Price

Payback Price

$183.85

buy price

Undervalued

LAD is Undervalued: at $307.77 it trades 33% below its fair value of $459.63. Its buy price (Payback Price) is $183.85, 40% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth22.5% a year✓

Equity per share growth19.7% a year✓

Sales growth20.8% a year✓

Free cash flow growth9.1% a year✗

Return on invested capital5.6%✗

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Superinvestors

6 of the investors we track hold LAD. In Q2 2026, 1 added and 1 sold out. Who we track

David Abrams

Abrams Capital Management · as of Q2 2026

$723.5M

2,490,534 shares

Bill Nygren

Oakmark Funds · as of Q2 2026

$556.4M

1,915,329 shares

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$19.2M

65,976 shares

Steven Check

Check Capital Management · as of Q2 2026

$988K

2,350 shares

Ruane Cunniff LP

Ruane Cunniff LP · as of Q2 2026

$852K

2,933 shares

Show all 6 holders

Bill Miller

Miller Value Partners · as of Q2 2026

$788K

2,712 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Sold out: Greg Alexander

Insider activity

Since Jun 12, 2026: no open-market purchases, 2 sales worth $143K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Stork David

Chief Administrative Officer · 2026-09-08

Sold

$120K

Loretz Congdon Stacy

director · 2026-06-12

Sold

$24K

Other filings

DEBOER SIDNEY B

director · 2026-08-03

Tax withholding

$31K

About Lithia Motors, Inc.

Lithia Motors, Inc. operates as a prominent automotive retail enterprise throughout the United States. Its business is strategically divided into three key segments: Domestic, Import, and Luxury vehicle sales. The company's comprehensive offerings encompass the sale of both brand-new and pre-owned automobiles, alongside a full spectrum of vehicle financing solutions. Customers can also access extended warranties…

Auto - Dealerships

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works