GPC vs HOG
Genuine Parts Company vs Harley-Davidson — AI-powered side-by-side comparison
GPC
Genuine Parts Company
52
Watch
VS
HOG
Harley-Davidson
63
Buy
| Metric | GPC | HOG |
|---|
| AI Score |
52
|
63
|
| Price |
$138.00
|
$27.51
|
| P/E Ratio |
521.88×
|
17.04×
|
| ROE |
1.5%
|
10.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
36.2%
|
23.9%
|
| Debt / Equity |
1.47×
|
0.74×
|
| Dividend Yield |
3.1%
|
2.6%
|
| RSI (14) |
62.9
|
69.2
|
| Beta |
0.646
|
1.29
|
| Expected Upside |
+0.1%
|
+1.6%
|
AI Committee View
Current Innellis committee reasoning for GPC versus HOG.
HOG leads by 11 points.
HOG scores 63/100 (Buy) versus GPC at 52/100 (Watch).
GPC Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — p/e of 563.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Dividend yield of 2.8% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 563.1 is expensive by classic value standards — Value
- ROE of only 0.7% -- cheap may mean cheap for a reason — Value
- EPS declining -95.7% YoY despite any revenue growth — Growth
HOG Committee View
67% agreement
6 analysts
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 13.5 is inexpensive for the broad market. Growth Analyst remains cautious — revenue declining -5.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 13.5 is inexpensive for the broad market — Value
- Price-to-book of 0.8x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Revenue declining -5.2% YoY -- this is not a growth story right now — Growth
- EPS declining -16.3% YoY despite any revenue growth — Growth
- Bollinger bandwidth of 18.2% signals elevated volatility — Risk