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GPC · NYSE · STOCK

Genuine Parts (GPC) Stock Analysis

Consumer Cyclical Updated August 25, 2026
$135.74
52W $90.78 – $151.57
52/100
$18.71B
521.9
0.65
AI Committee Verdict
Watch
52/100
Conviction: Moderate · 60% agreement · 5 analysts
+0.1%
-0.4%
0.26:1
Moderate

Is GPC Bullish or Bearish?

Mixed. Innellis AI committee rates Genuine Parts Company (GPC) Watch with a composite score of 52/100 , based on 5 analysts with 60% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.63 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.37 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

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 & Bear Case

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
  • Trend and market structure agree -- coherent bullish picture — 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
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
52/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 77%
of 178 Consumer Cyclical peers
Value Analyst bearish
35 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ Dividend yield of 2.8% pays you to wait
− P/E of 563.1 is expensive by classic value standards
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -95.7% YoY despite any revenue growth
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 52.4 to 52.4.

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
62.9
Neutral
MACD Histogram
-0.434
Bearish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$135.18
Resistance
$135.90
Bollinger %B
0.76
Inside Bands
Price vs Moving Averages
EMA 9
$133.83 Above
EMA 21
$131.40 Above
EMA 50
$124.79 Above
EMA 200
$119.96 Above

Fundamental Analysis

Valuation
53
Growth
60
Profitability
13
Financial Health
41
Cash Flow
70
Valuation
P/E Ratio 521.9×
P/B Ratio 4.13×
PEG Ratio -5.46
Dividend Yield 3.08%
52W High $151.57
52W Low $90.78
Quality & Growth
ROE 149.1%
ROA 31.7%
Gross Margin 3621.7%
Operating Margin 400.9%
Revenue Growth YoY
Debt / Equity 1.47
AI Fundamental Assessment
P/E ratio of 521.9 (rich relative to a 15-40x range); Price-to-book of 4.1x; PEG ratio of -5.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 1.5%; Return on assets of 0.3%; Net margin of 0.1%; Gross margin of 36.2%; Current ratio of 1.16 (tight short-term liquidity); Debt-to-equity of 1.47; Free cash flow per share is positive (5.51); Most recent quarter beat estimates by 2.6%; EPS growth accelerating (+14.2% -> +21.5% QoQ); Average YoY EPS growth of 2.4%; Analyst estimates rising over recent quarters
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