Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Auto & Truck Dealerships Stocks

Auto & Truck Dealerships: CarMax, Inc. owns the largest revenue base; ACV Auctions Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Auto & Truck Dealerships moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 19% behind S&P 500. Earnings across its companies grew 0% on average over the last four reported quarters — close to flat.

BASING · +2 joined~Price down, no fundamental support7 of 18 companies ahead of S&P 500 by 5% or more over three months2 are 20% or more behind over a year while earnings grew 20% or more

RS — · 13/18 >200d (+4) · 7/18 lead (+2) · EPS 8/18↑

20030020262025202420232022 338348 TRAILING 12-MONTH EPS · 100 AT THE START0100106Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 10 reportingJun 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 11 reportingSep 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 11 reportingDec 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 11 reportingMar 2023 · trailing 12-month earnings per share at 104, against 100 at the start · up 8.7% on a year ago · 11 reportingJun 2023 · trailing 12-month earnings per share at 101, against 100 at the start · down 5.0% on a year ago · 11 reportingSep 2023 · trailing 12-month earnings per share at 97, against 100 at the start · down 11.9% on a year ago · 11 reportingDec 2023 · trailing 12-month earnings per share at 89, against 100 at the start · down 14.1% on a year ago · 11 reportingMar 2024 · trailing 12-month earnings per share at 83, against 100 at the start · down 18.5% on a year ago · 11 reportingJun 2024 · trailing 12-month earnings per share at 74, against 100 at the start · down 23.4% on a year ago · 11 reportingSep 2024 · trailing 12-month earnings per share at 70, against 100 at the start · down 22.6% on a year ago · 11 reportingDec 2024 · trailing 12-month earnings per share at 78, against 100 at the start · down 11.2% on a year ago · 11 reportingMar 2025 · trailing 12-month earnings per share at 77, against 100 at the start · down 3.2% on a year ago · 11 reportingJun 2025 · trailing 12-month earnings per share at 80, against 100 at the start · up 8.0% on a year ago · 11 reportingSep 2025 · trailing 12-month earnings per share at 79, against 100 at the start · up 0.0% on a year ago · 11 reportingDec 2025 · trailing 12-month earnings per share at 77, against 100 at the start · down 0.4% on a year ago · 11 reportingMar 2026 · trailing 12-month earnings per share at 72, against 100 at the start · down 7.5% on a year ago · 11 reportingNot reported yet — earnings trail price by a quarter or two72 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20030020262025202420232022 338348 TRAILING 12-MONTH EPS · 100 AT THE START0100106Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 10 reportingJun 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 11 reportingSep 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 11 reportingDec 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 11 reportingMar 2023 · trailing 12-month earnings per share at 104, against 100 at the start · up 8.7% on a year ago · 11 reportingJun 2023 · trailing 12-month earnings per share at 101, against 100 at the start · down 5.0% on a year ago · 11 reportingSep 2023 · trailing 12-month earnings per share at 97, against 100 at the start · down 11.9% on a year ago · 11 reportingDec 2023 · trailing 12-month earnings per share at 89, against 100 at the start · down 14.1% on a year ago · 11 reportingMar 2024 · trailing 12-month earnings per share at 83, against 100 at the start · down 18.5% on a year ago · 11 reportingJun 2024 · trailing 12-month earnings per share at 74, against 100 at the start · down 23.4% on a year ago · 11 reportingSep 2024 · trailing 12-month earnings per share at 70, against 100 at the start · down 22.6% on a year ago · 11 reportingDec 2024 · trailing 12-month earnings per share at 78, against 100 at the start · down 11.2% on a year ago · 11 reportingMar 2025 · trailing 12-month earnings per share at 77, against 100 at the start · down 3.2% on a year ago · 11 reportingJun 2025 · trailing 12-month earnings per share at 80, against 100 at the start · up 8.0% on a year ago · 11 reportingSep 2025 · trailing 12-month earnings per share at 79, against 100 at the start · up 0.0% on a year ago · 11 reportingDec 2025 · trailing 12-month earnings per share at 77, against 100 at the start · down 0.4% on a year ago · 11 reportingMar 2026 · trailing 12-month earnings per share at 72, against 100 at the start · down 7.5% on a year ago · 11 reportingNot reported yet — earnings trail price by a quarter or two72No earnings on file this far back — the price series reaches further than the filings do
Auto & Truck Dealerships, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 18 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Auto & Truck Dealerships outperforming S&P 500?

Auto & Truck Dealerships has underperformed S&P 500 by 10.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 1.4%. 8 of 17 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Rush Enterprises, Inc. is the strongest against the sector itself at +23%.

-1.4%Sector vs S&P 500 · 13 weeks
-10.7%Sector vs S&P 500 · 52 weeks
8/17Stocks leading S&P 500
10/17Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Auto & Truck Dealerships has underperformed S&P 500 by 10.7% over 52 weeks and 1.4% over 13 weeks. 8 of 17 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 17 beat the sector itself. CarMax, Inc. leads with revenue of $26,349 million, based on 7 of 17 comparable companies through Jun 2026.

Companies
17
complete canonical membership
Combined market value
$150.6B
Carvana Co.
Revenue growing
5/7
positive TTM year-on-year growth
Beating S&P 500
8/17
positive Mansfield relative strength
Comparing 5 of 17
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
OPENLANE, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 65.1% evidence confidence.
CarMax, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Penske Automotive Group, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1OPENLANE, Inc.OPLN 63.8/100Mixed-positive evidence65% evidence FADING 25.8/35 Revenue 10.1% · PAT 48.4% · OPM change 2.8 pp 83% evidence 12.6/25 ROCE 3.5% · OPM 14% 76% evidence 9.3/20 P/E 33.1× · PEG — 15% evidence 16.1/20 RS sector 21.4% · RS bench 15.9% · 1Y 43.1%11 of 12 weeks ahead 70% evidence
Exact sum: 25.8 + 12.6 + 9.3 + 16.1 = 63.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Sonic Automotive, Inc.SAH 55.5/100Thin evidence · provisional58% evidence FADING 19.7/35 Revenue — · PAT — · OPM change -0.4 pp 45% evidence 11.6/25 ROCE 4% · OPM 3.6% 76% evidence 10.1/20 P/E 13.5× · PEG — 15% evidence 14.1/20 RS sector 14.9% · RS bench 9.2% · 1Y 18.9%11 of 12 weeks ahead 100% evidence
Exact sum: 19.7 + 11.6 + 10.1 + 14.1 = 55.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Penske Automotive Group, Inc.PAG 55.2/100Thin evidence · provisional58% evidence BREAKING OUT 15.5/35 Revenue — · PAT — · OPM change -0.4 pp 45% evidence 10.9/25 ROCE 3% · OPM 3.7% 76% evidence 10.3/20 P/E 13.2× · PEG — 15% evidence 18.5/20 RS sector 21.7% · RS bench 15.4% · 1Y 25.3%9 of 12 weeks ahead 100% evidence
Exact sum: 15.5 + 10.9 + 10.3 + 18.5 = 55.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4AutoNation, Inc.AN 55.1/100Thin evidence · provisional58% evidence TURNING 21.7/35 Revenue — · PAT — · OPM change -0.2 pp 45% evidence 15.4/25 ROCE 8.1% · OPM 4.8% 76% evidence 11.1/20 P/E 8.6× · PEG — 15% evidence 6.9/20 RS sector -0.2% · RS bench -5.5% · 1Y 9.9%0 of 12 weeks ahead 100% evidence
Exact sum: 21.7 + 15.4 + 11.1 + 6.9 = 55.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Lithia Motors, Inc.LAD 53.7/100Thin evidence · provisional58% evidence BREAKING OUT 16.2/35 Revenue — · PAT — · OPM change -0.8 pp 45% evidence 9.8/25 ROCE 2.5% · OPM 3.6% 76% evidence 10.9/20 P/E 9.6× · PEG — 15% evidence 16.8/20 RS sector 14% · RS bench 7.9% · 1Y 27.1%7 of 12 weeks ahead 100% evidence
Exact sum: 16.2 + 9.8 + 10.9 + 16.8 = 53.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Valvoline Inc.VVV 53.1/100Mixed-positive evidence81% evidence BREAKING OUT 15.5/35 Revenue 11.1% · PAT -64.3% · OPM change 0.5 pp 83% evidence 13.8/25 ROCE 3.3% · OPM 17.1% 76% evidence 10.3/20 P/E 46.1× · PEG 1.38 65% evidence 13.5/20 RS sector 6% · RS bench 0.5% · 1Y 2.3%5 of 12 weeks ahead 100% evidence
Exact sum: 15.5 + 13.8 + 10.3 + 13.5 = 53.1 · Decision use: Price leads the evidence: RS versus the benchmark is 0.5%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
7Rush Enterprises, Inc.RUSHA 52.6/100Thin evidence · provisional58% evidence TURNING 15.2/35 Revenue — · PAT — · OPM change -0.1 pp 45% evidence 10.7/25 ROCE 2.5% · OPM 4.9% 76% evidence 9.9/20 P/E 22× · PEG — 15% evidence 16.8/20 RS sector 23% · RS bench 17.3% · 1Y 50%2 of 12 weeks ahead 100% evidence
Exact sum: 15.2 + 10.7 + 9.9 + 16.8 = 52.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Asbury Automotive Group, Inc.ABG 51.3/100Thin evidence · provisional58% evidence TURNING 18.8/35 Revenue — · PAT — · OPM change -0.9 pp 45% evidence 13.8/25 ROCE 5.7% · OPM 4.7% 76% evidence 11.3/20 P/E 7.5× · PEG — 15% evidence 7.4/20 RS sector -5.1% · RS bench -10.4% · 1Y 0.3%3 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 13.8 + 11.3 + 7.4 = 51.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9CarGurus, Inc.CARG 49.0/100Mixed-negative evidence69% evidence TURNING 18.4/35 Revenue — · PAT 100% · OPM change -7.4 pp 48% evidence 15.5/25 ROCE 7.9% · OPM 16.5% 76% evidence 4.7/20 P/E 22.4× · PEG 3.33 65% evidence 10.4/20 RS sector 2.6% · RS bench -2.8% · 1Y 27.2%0 of 12 weeks ahead 100% evidence
Exact sum: 18.4 + 15.5 + 4.7 + 10.4 = 49 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10CarMax, Inc.KMX 48.4/100Mixed-negative evidence85% evidence BREAKING OUT 9.1/35 Revenue -1.6% · PAT -60.2% · OPM change -0.3 pp 95% evidence 6.5/25 ROCE 0.6% · OPM 1.9% 76% evidence 14.5/20 P/E 29.2× · PEG 0.64 65% evidence 18.3/20 RS sector 18.7% · RS bench 12.1% · 1Y 4.6%8 of 12 weeks ahead 100% evidence
Exact sum: 9.1 + 6.5 + 14.5 + 18.3 = 48.4 · Decision use: Price leads the evidence: RS versus the benchmark is 12.1%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
11RideNow Group, Inc.RDNW 47.3/100Thin evidence · provisional58% evidence ASLEEP 16.6/35 Revenue -4.3% · PAT — · OPM change 1.3 pp 62% evidence 5.6/25 ROCE 1.9% · OPM 2.9% 76% evidence 11.5/20 P/E 5.6× · PEG — 15% evidence 13.6/20 RS sector 11.8% · RS bench 7.4% · 1Y 242%3 of 12 weeks ahead 70% evidence
Exact sum: 16.6 + 5.6 + 11.5 + 13.6 = 47.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12ACV Auctions Inc.ACVA 45.7/100Thin evidence · provisional55% evidence BREAKING OUT 22.7/35 Revenue 15.8% · PAT — · OPM change 3.4 pp 62% evidence 3.0/25 ROCE -1.4% · OPM -4.5% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector 2.8% · RS bench -4% · 1Y -41.3%10 of 12 weeks ahead 70% evidence
Exact sum: 22.7 + 3 + 10 + 10 = 45.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Driven Brands Holdings Inc.DRVN 45.2/100Mixed-negative evidence64% evidence FADING 18.7/35 Revenue 6.6% · PAT — · OPM change 1.7 pp 62% evidence 8.6/25 ROCE 1.7% · OPM 13.9% 76% evidence 10.7/20 P/E 11.3× · PEG — 15% evidence 7.2/20 RS sector -5% · RS bench -10.5% · 1Y -12.1%5 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 8.6 + 10.7 + 7.2 = 45.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Group 1 Automotive, Inc.GPI 39.8/100Thin evidence · provisional58% evidence ASLEEP 16.7/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence 11.1/25 ROCE 3% · OPM 4.5% 76% evidence 10.5/20 P/E 12.1× · PEG — 15% evidence 1.5/20 RS sector -26.6% · RS bench -30.9% · 1Y -32.2%0 of 12 weeks ahead 100% evidence
Exact sum: 16.7 + 11.1 + 10.5 + 1.5 = 39.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Carvana Co.CVNA 36.5/100Thin evidence · provisional58% evidence ASLEEP 13.6/35 Revenue — · PAT — · OPM change -0.3 pp 45% evidence 12.1/25 ROCE 6.6% · OPM 9% 76% evidence 9.1/20 P/E 36.4× · PEG — 15% evidence 1.7/20 RS sector -10% · RS bench -14.9% · 1Y -2.1%0 of 12 weeks ahead 100% evidence
Exact sum: 13.6 + 12.1 + 9.1 + 1.7 = 36.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Boyd Group Services Inc.BGSI 35.6/100Thin evidence · provisional58% evidence BASING 17.3/35 Revenue 9.8% · PAT 0% · OPM change 0.1 pp 62% evidence 6.2/25 ROCE 0.7% · OPM 2% 76% evidence 8.5/20 P/E 193.7× · PEG — 15% evidence 3.6/20 RS sector -28.9% · RS bench -33.1% · 1Y -22.8%0 of 12 weeks ahead 70% evidence
Exact sum: 17.3 + 6.2 + 8.5 + 3.6 = 35.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Camping World Holdings, Inc.CWH 34.1/100Thin evidence · provisional52% evidence BASING 14.2/35 Revenue — · PAT — · OPM change 0.1 pp 45% evidence 8.0/25 ROCE 3.1% · OPM 1.6% 76% evidence 8.9/20 P/E 46.1× · PEG — 15% evidence 3.0/20 RS sector -41% · RS bench -45.3% · 1Y -55.7%2 of 12 weeks ahead 70% evidence
Exact sum: 14.2 + 8 + 8.9 + 3 = 34.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 17 companies
04 · what price has already done

Market action

RideNow Group, Inc. has the strongest one-year price move in Auto & Truck Dealerships at +242%. Rush Enterprises, Inc. leads on Mansfield relative strength against the S&P 500 at +17.3%. 8 of 17 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

CarMax, Inc. has the highest Revenue among the 17 Auto & Truck Dealerships companies compared here, at $26,349 million. Boyd Group Services Inc. is next at $3,361 million. ACV Auctions Inc. has the highest Revenue growth at 15.8%, so level and change sit with different companies. 7 of 17 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: CarMax, Inc. is the scale leader at $26,349 million, 684% ahead of Boyd Group Services Inc.. ACV Auctions Inc.'s growth is 15.8% from a $782 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderCarMax, Inc. · $26,349 million
Gap684% versus #2 · Boyd Group Services Inc.
Persistence4/8 recent comparable periods
Coverage7/17 companies · 320 observations

Investor read: CarMax, Inc. is the scale benchmark; ACV Auctions Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: CarMax, Inc.'s growth falls below ACV Auctions Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1CarMax, Inc. KMX$26.3B
3OPENLANE, Inc. OPLN$2.0B
4Valvoline Inc. VVV$1.9B
Revenue growthfastest growers
Revenue · company comparison
7/17 level · 7/17 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Lithia Motors, Inc. LAD$9.3B1.0%Jun 2026
CarMax, Inc. KMX$8.0B6.2%Jun 2026
Penske Automotive Group, Inc. PAG$7.9B-1.1%Jun 2026
AutoNation, Inc. AN$6.6B-2.1%Jun 2026
Carvana Co. CVNA$6.4B52%Jun 2026
Group 1 Automotive, Inc. GPI$5.4B-1.8%Jun 2026
Asbury Automotive Group, Inc. ABG$4.1B-0.9%Jun 2026
Sonic Automotive, Inc. SAH$3.7B1.0%Jun 2026
Rush Enterprises, Inc. RUSHA$1.7B-9.0%Jun 2026
Camping World Holdings, Inc. CWH$1.4B-4.2%Jun 2026
Boyd Group Services Inc. BGSI$997M28%Mar 2026
OPENLANE, Inc. OPLN$528M15%Mar 2026
Valvoline Inc. VVV$504M25%Mar 2026
Driven Brands Holdings Inc. DRVN$484M8.0%Mar 2026
RideNow Group, Inc. RDNW$260M6.1%Mar 2026
CarGurus, Inc. CARG$244M15%Mar 2026
ACV Auctions Inc. ACVA$204M11%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

$2.4B
$2.7B
$3.9B
$4.0B
$3.9B
$3.7B
$3.6B
$3.7B
$3.7B
$3.8B
$4.2B
$4.2B
$4.2B
$4.5B
$4.1B
$4.4B
$4.8B
$4.7B
$4.1B

AutoNation, Inc. · AN

$6.4B
$6.6B
$6.8B
$6.9B
$6.7B
$6.7B
$6.4B
$6.9B
$6.9B
$6.8B
$6.5B
$6.5B
$6.6B
$7.2B
$6.7B
$7.0B
$7.0B
$6.9B
$6.6B

Boyd Group Services Inc. · BGSI

$490M
$516M
$557M
$613M
$626M
$637M
$715M
$753M
$738M
$740M
$787M
$779M
$752M
$752M
$778M
$780M
$790M
$794M
$997M

CarGurus, Inc. · CARG

$223M
$339M
$431M
$511M
$426M
$287M
$232M
$240M
$219M
$216M
$219M
$231M
$212M
$234M
$239M
$244M

CarMax, Inc. · KMX

$8.0B
$8.5B
$7.7B
$9.3B
$8.1B
$6.5B
$5.7B
$7.7B
$7.1B
$6.1B
$5.6B
$7.1B
$7.0B
$6.2B
$6.0B
$7.5B
$6.6B
$5.8B
$5.9B
$8.0B

Carvana Co. · CVNA

$3.5B
$3.8B
$3.5B
$3.9B
$3.4B
$2.8B
$2.6B
$3.0B
$2.8B
$2.4B
$3.1B
$3.4B
$3.7B
$3.5B
$4.2B
$4.8B
$5.6B
$5.6B
$6.4B

Group 1 Automotive, Inc. · GPI

$3.4B
$3.5B
$3.8B
$4.1B
$4.2B
$4.1B
$4.1B
$4.6B
$4.7B
$4.5B
$4.5B
$4.7B
$5.2B
$5.5B
$5.5B
$5.7B
$5.8B
$5.6B
$5.4B

Lithia Motors, Inc. · LAD

$6.2B
$6.3B
$6.7B
$7.2B
$7.3B
$6.9B
$7.0B
$8.1B
$8.3B
$7.7B
$8.6B
$9.2B
$9.2B
$9.2B
$9.2B
$9.6B
$9.7B
$9.2B
$9.3B

OPENLANE, Inc. · OPLN

$347M
$358M
$369M
$384M
$393M
$383M
$421M
$417M
$416M
$442M
$430M
$444M
$460M
$455M
$460M
$482M
$498M
$494M
$528M

Penske Automotive Group, Inc. · PAG

$6.5B
$6.3B
$7.0B
$6.9B
$6.9B
$7.0B
$7.3B
$7.5B
$7.4B
$7.3B
$7.4B
$7.7B
$7.6B
$7.7B
$8.0B
$7.7B
$7.7B
$8.8B
$7.9B

Rush Enterprises, Inc. · RUSHA

$1.3B
$1.3B
$1.6B
$1.8B
$1.9B
$1.9B
$1.9B
$2.0B
$2.0B
$2.0B
$1.9B
$2.0B
$1.9B
$2.0B
$1.9B
$1.9B
$1.9B
$1.8B
$1.7B

Valvoline Inc. · VVV

$295M
$287M
$296M
$317M
$335M
$333M
$345M
$376M
$390M
$373M
$389M
$421M
$436M
$414M
$403M
$439M
$454M
$462M
$504M

Revenue growth · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

53%
61%
40%
-8.4%
-5.2%
-5.2%
2.9%
17%
13%
16%
18%
-1.2%
3.0%
13%
3.8%
-0.9%

AutoNation, Inc. · AN

-1.6%
4.5%
1.8%
-5.2%
0.3%
3.4%
1.1%
1.4%
-6.0%
-4.5%
6.6%
3.2%
7.6%
6.9%
-3.9%
-2.1%

Boyd Group Services Inc. · BGSI

38%
28%
23%
28%
23%
18%
16%
10%
3.5%
1.9%
1.6%
-1.1%
0.1%
5.1%
5.6%
28%

CarGurus, Inc. · CARG

134%
91%
-15%
-46%
-53%
-49%
-6.9%
-8.8%
5.5%
-1.9%
6.9%
3.5%
15%

CarMax, Inc. · KMX

2.0%
-24%
-26%
-17%
-13%
-5.5%
-1.7%
-7.5%
-0.9%
1.2%
6.7%
6.1%
-6.0%
-6.9%
-1.0%
6.2%

Carvana Co. · CVNA

16%
-2.7%
-24%
-25%
-24%
-18%
-15%
17%
15%
32%
46%
38%
42%
55%
58%
52%

Group 1 Automotive, Inc. · GPI

14%
22%
17%
7.4%
10.0%
13%
10%
8.3%
3.0%
11%
24%
23%
21%
11%
0.6%
-1.8%

Lithia Motors, Inc. · LAD

20%
18%
10%
4.0%
12%
13%
10%
23%
14%
11%
20%
7.2%
3.8%
4.9%
0.3%
1.0%

OPENLANE, Inc. · OPLN

2.1%
13%
7.0%
14%
8.6%
5.9%
15%
2.1%
6.5%
11%
2.9%
7.0%
8.6%
8.3%
8.6%
15%

Penske Automotive Group, Inc. · PAG

-1.2%
6.5%
11%
5.2%
8.1%
7.6%
3.7%
1.5%
3.1%
1.9%
6.2%
6.8%
-0.5%
1.4%
15%
-1.1%

Rush Enterprises, Inc. · RUSHA

36%
47%
44%
22%
12%
6.3%
7.8%
-2.1%
1.2%
-4.3%
-0.9%
-1.1%
-4.7%
-0.8%
-12%
-9.0%

Valvoline Inc. · VVV

-60%
14%
16%
17%
19%
16%
12%
13%
12%
12%
11%
3.6%
4.3%
4.1%
12%
25%
06 · compare level, then change

Operating Economics & Margin Trend

Valvoline Inc. has the highest OPM among the 17 Auto & Truck Dealerships companies compared here, at 17.1%. CarGurus, Inc. is next at 16.5%. ACV Auctions Inc. has the highest Margin change at +3.4 percentage points, so level and change sit with different companies. 17 of 17 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Valvoline Inc. leads opm at 17.1%; ACV Auctions Inc. leads margin change at +3.4 percentage points.

LeaderValvoline Inc. · 17.1%
Gap3.6% versus #2 · CarGurus, Inc.
Persistence3/8 recent comparable periods
Coverage17/17 companies · 320 observations

Investor read: Valvoline Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
5Carvana Co. CVNA9.0%
Margin changefastest expanders
1ACV Auctions Inc. ACVA+3.4 pp
2OPENLANE, Inc. OPLN+2.8 pp
4RideNow Group, Inc. RDNW+1.3 pp
5Valvoline Inc. VVV+0.5 pp
Operating margin · company comparison
17/17 level · 17/17 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Valvoline Inc. VVV17%+0.5 ppMar 2026
CarGurus, Inc. CARG17%−7.4 ppMar 2026
OPENLANE, Inc. OPLN14%+2.8 ppMar 2026
Driven Brands Holdings Inc. DRVN14%+1.7 ppMar 2026
Carvana Co. CVNA9.0%−0.3 ppJun 2026
Rush Enterprises, Inc. RUSHA4.9%−0.1 ppJun 2026
AutoNation, Inc. AN4.8%−0.2 ppJun 2026
Asbury Automotive Group, Inc. ABG4.7%−0.9 ppJun 2026
Group 1 Automotive, Inc. GPI4.5%+0.3 ppJun 2026
Penske Automotive Group, Inc. PAG3.7%−0.4 ppJun 2026
Lithia Motors, Inc. LAD3.6%−0.8 ppJun 2026
Sonic Automotive, Inc. SAH3.6%−0.4 ppJun 2026
RideNow Group, Inc. RDNW2.9%+1.3 ppMar 2026
Boyd Group Services Inc. BGSI2.0%+0.1 ppMar 2026
CarMax, Inc. KMX1.9%−0.3 ppJun 2026
Camping World Holdings, Inc. CWH1.6%+0.1 ppJun 2026
ACV Auctions Inc. ACVA-4.5%+3.4 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

8.4%
8.9%
8.2%
8.5%
8.1%
8.2%
7.7%
7.7%
7.2%
3.3%
6.3%
2.4%
5.5%
5.3%
5.6%
5.9%
5.1%
2.7%
4.7%

AutoNation, Inc. · AN

7.9%
8.1%
7.7%
8.1%
7.8%
6.3%
6.9%
6.4%
6.1%
5.2%
5.2%
4.2%
5.3%
4.7%
5.0%
3.1%
5.3%
4.5%
4.8%

Boyd Group Services Inc. · BGSI

1.6%
2.8%
1.9%
4.5%
4.6%
4.6%
5.6%
6.4%
5.7%
5.5%
3.5%
4.1%
2.8%
2.5%
1.9%
3.4%
4.2%
3.4%
2.0%

CarGurus, Inc. · CARG

18%
13%
6.2%
4.6%
6.7%
10%
6.1%
7.4%
11%
12%
-43%
12%
24%
11%
23%
17%

CarMax, Inc. · KMX

2.4%
2.4%
0.5%
1.8%
0.2%
-1.1%
-0.3%
2.6%
0.7%
-0.1%
9.3%
1.3%
1.2%
0.6%
10%
2.2%
0.7%
-1.0%
9.0%
1.9%

Carvana Co. · CVNA

-0.7%
-2.8%
-12%
-8.4%
-8.8%
-16%
-5.1%
1.4%
1.7%
-1.6%
4.4%
7.6%
9.2%
7.3%
9.3%
11%
9.8%
7.6%
9.0%

Group 1 Automotive, Inc. · GPI

7.1%
6.6%
7.4%
6.9%
6.7%
5.9%
5.8%
5.9%
5.6%
4.3%
5.4%
5.1%
4.4%
3.5%
4.2%
4.4%
1.9%
2.5%
4.5%

Lithia Motors, Inc. · LAD

7.8%
7.9%
7.6%
7.2%
7.1%
5.8%
5.4%
5.9%
5.6%
4.9%
4.0%
4.3%
4.6%
4.5%
4.4%
4.4%
4.4%
3.7%
3.6%

OPENLANE, Inc. · OPLN

8.4%
9.3%
3.7%
5.8%
13%
2.3%
16%
-47%
16%
13%
8.6%
5.4%
9.2%
17%
11%
9.8%
11%
8.6%
14%

Penske Automotive Group, Inc. · PAG

5.8%
5.7%
5.8%
5.6%
5.2%
4.8%
5.1%
5.1%
4.5%
3.7%
4.4%
4.4%
4.2%
4.3%
4.1%
4.5%
3.9%
3.6%
3.7%

Rush Enterprises, Inc. · RUSHA

7.1%
6.8%
6.9%
7.5%
6.8%
7.3%
6.7%
7.1%
6.1%
5.9%
5.9%
6.1%
6.4%
5.6%
5.0%
5.7%
5.3%
5.2%
4.9%

Valvoline Inc. · VVV

30%
18%
14%
19%
20%
8.8%
18%
23%
18%
17%
20%
22%
31%
35%
17%
22%
19%
4.0%
17%

Margin change · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

0.0 pp
−0.3 pp
−0.7 pp
−0.5 pp
−0.8 pp
−0.9 pp
−4.9 pp
−1.4 pp
−5.3 pp
−1.7 pp
+2.0 pp
−0.7 pp
+3.5 pp
−0.4 pp
−2.6 pp
−0.9 pp

AutoNation, Inc. · AN

+0.5 pp
−0.1 pp
−1.8 pp
−0.8 pp
−1.7 pp
−1.7 pp
−1.1 pp
−1.7 pp
−2.2 pp
−0.8 pp
−0.5 pp
−0.2 pp
−1.1 pp
0.0 pp
−0.2 pp
−0.2 pp

Boyd Group Services Inc. · BGSI

−0.1 pp
+3.0 pp
+1.8 pp
+3.7 pp
+1.9 pp
+1.1 pp
+0.9 pp
−2.1 pp
−2.3 pp
−2.9 pp
−3.0 pp
−1.6 pp
−0.7 pp
+1.4 pp
+0.9 pp
+0.1 pp

CarGurus, Inc. · CARG

−13.1 pp
−11.3 pp
−2.6 pp
−0.1 pp
+2.8 pp
+3.8 pp
+6.1 pp
−50.2 pp
+1.4 pp
+11.7 pp
+53.4 pp
+11.0 pp
−7.4 pp

CarMax, Inc. · KMX

−2.2 pp
−3.5 pp
−0.8 pp
+0.8 pp
+0.5 pp
+1.0 pp
+9.6 pp
−1.3 pp
+0.5 pp
+0.7 pp
+0.7 pp
+0.9 pp
−0.5 pp
−1.6 pp
−1.0 pp
−0.3 pp

Carvana Co. · CVNA

−10.9 pp
−8.1 pp
−12.7 pp
+7.2 pp
+9.8 pp
+10.5 pp
+13.9 pp
+9.5 pp
+6.2 pp
+7.5 pp
+8.9 pp
+4.9 pp
+3.0 pp
+0.6 pp
+0.3 pp
−0.3 pp

Group 1 Automotive, Inc. · GPI

−0.3 pp
−0.4 pp
−0.7 pp
−1.6 pp
−1.0 pp
−1.1 pp
−1.6 pp
−0.4 pp
−0.8 pp
−1.2 pp
−0.8 pp
−1.2 pp
−0.7 pp
−2.5 pp
−1.0 pp
+0.3 pp

Lithia Motors, Inc. · LAD

−0.2 pp
−0.7 pp
−2.1 pp
−2.2 pp
−1.3 pp
−1.5 pp
−0.9 pp
−1.4 pp
−1.6 pp
−1.0 pp
−0.4 pp
+0.4 pp
+0.1 pp
−0.2 pp
−0.8 pp
−0.8 pp

OPENLANE, Inc. · OPLN

−3.1 pp
+4.3 pp
−7.0 pp
+11.8 pp
−52.5 pp
+3.3 pp
+10.7 pp
−6.9 pp
+52.1 pp
−6.8 pp
+4.4 pp
+2.6 pp
+4.4 pp
+1.8 pp
−8.8 pp
+2.8 pp

Penske Automotive Group, Inc. · PAG

−0.2 pp
−0.6 pp
−0.9 pp
−0.7 pp
−0.5 pp
−0.7 pp
−1.1 pp
−0.7 pp
−0.7 pp
−0.3 pp
+0.6 pp
−0.3 pp
+0.1 pp
−0.3 pp
−0.7 pp
−0.4 pp

Rush Enterprises, Inc. · RUSHA

+2.0 pp
−0.3 pp
+0.5 pp
−0.2 pp
−0.4 pp
−0.7 pp
−1.4 pp
−0.8 pp
−1.0 pp
+0.3 pp
−0.3 pp
−0.9 pp
−0.4 pp
−1.1 pp
−0.4 pp
−0.1 pp

Valvoline Inc. · VVV

+2.8 pp
−9.7 pp
−9.3 pp
+4.3 pp
+3.7 pp
−2.0 pp
+8.0 pp
+1.9 pp
−0.8 pp
+12.9 pp
+17.9 pp
−3.1 pp
−0.6 pp
−12.3 pp
−30.7 pp
+0.5 pp
07 · compare level, then change

Profit Scale & Acceleration

CarMax, Inc. has the highest Net profit among the 17 Auto & Truck Dealerships companies compared here, at $222 million. Driven Brands Holdings Inc. is next at $200 million. CarGurus, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: CarMax, Inc. leads with $222 million of TTM profit, 11% above Driven Brands Holdings Inc.. CarGurus, Inc. shows ≥100% on the scoring scale (387.2% uncapped) growth from a $190 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderCarMax, Inc. · $222 million
Gap11% versus #2 · Driven Brands Holdings Inc.
Persistence4/8 recent comparable periods
Coverage8/17 companies · 323 observations

Investor read: CarMax, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1CarMax, Inc. KMX$222M
3CarGurus, Inc. CARG$190M
4OPENLANE, Inc. OPLN$190M
Profit growthfastest growers
1CarGurus, Inc. CARG100%
3CarMax, Inc. KMX-60%
Net profit · company comparison
8/17 level · 4/17 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Carvana Co. CVNA$405M8.6%Jun 2026
Penske Automotive Group, Inc. PAG$235M-8.9%Jun 2026
AutoNation, Inc. AN$205M16%Jun 2026
Asbury Automotive Group, Inc. ABG$188M42%Jun 2026
CarMax, Inc. KMX$186M-11%Jun 2026
Group 1 Automotive, Inc. GPI$130M1.6%Jun 2026
Lithia Motors, Inc. LAD$102M-52%Jun 2026
Rush Enterprises, Inc. RUSHA$62M1.6%Jun 2026
Sonic Automotive, Inc. SAH$61M-14%Jun 2026
OPENLANE, Inc. OPLN$49M32%Mar 2026
Valvoline Inc. VVV$45M18%Mar 2026
CarGurus, Inc. CARG$32M-18%Mar 2026
Driven Brands Holdings Inc. DRVN$24M71%Mar 2026
RideNow Group, Inc. RDNW$-4M-1,088%Mar 2026
Boyd Group Services Inc. BGSI$-8M150%Mar 2026
ACV Auctions Inc. ACVA$-11MMar 2026
Camping World Holdings, Inc. CWH$-27M-463%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

$147M
$141M
$238M
$201M
$205M
$353M
$181M
$196M
$169M
$56M
$147M
$28M
$126M
$129M
$132M
$153M
$147M
$60M
$188M

AutoNation, Inc. · AN

$362M
$387M
$362M
$377M
$353M
$286M
$288M
$273M
$244M
$216M
$190M
$130M
$186M
$186M
$176M
$86M
$215M
$172M
$205M

Boyd Group Services Inc. · BGSI

$0M
$5M
$2M
$13M
$12M
$14M
$21M
$26M
$20M
$19M
$8M
$11M
$3M
$2M
$-3M
$5M
$11M
$5M
$-8M

CarGurus, Inc. · CARG

$29M
$34M
$19M
$18M
$19M
$23M
$12M
$14M
$19M
$-23M
$21M
$-69M
$23M
$46M
$39M
$22M
$45M
$91M
$32M

CarMax, Inc. · KMX

$285M
$269M
$160M
$252M
$126M
$38M
$69M
$228M
$119M
$82M
$50M
$152M
$133M
$125M
$90M
$210M
$95M
$62M
$-121M
$186M

Carvana Co. · CVNA

$-68M
$-182M
$-506M
$-439M
$-508M
$-1.4B
$-286M
$-105M
$741M
$-200M
$49M
$48M
$148M
$159M
$373M
$308M
$263M
$951M
$405M

Group 1 Automotive, Inc. · GPI

$173M
$163M
$201M
$199M
$197M
$157M
$159M
$170M
$164M
$109M
$147M
$138M
$117M
$95M
$128M
$140M
$13M
$43M
$130M

Lithia Motors, Inc. · LAD

$309M
$293M
$344M
$338M
$330M
$250M
$230M
$301M
$265M
$216M
$165M
$217M
$221M
$214M
$211M
$258M
$219M
$138M
$102M

OPENLANE, Inc. · OPLN

$-27M
$15M
$-8M
$-5M
$1M
$42M
$13M
$-194M
$13M
$14M
$19M
$11M
$28M
$52M
$37M
$33M
$48M
$60M
$49M

Penske Automotive Group, Inc. · PAG

$356M
$313M
$370M
$376M
$342M
$299M
$300M
$303M
$264M
$192M
$216M
$243M
$227M
$237M
$258M
$251M
$214M
$229M
$235M

Rush Enterprises, Inc. · RUSHA

$69M
$69M
$92M
$111M
$91M
$98M
$91M
$99M
$81M
$78M
$71M
$79M
$79M
$75M
$61M
$73M
$68M
$65M
$62M

Valvoline Inc. · VVV

$125M
$34M
$23M
$40M
$12M
$27M
$33M
$65M
$75M
$34M
$43M
$48M
$89M
$94M
$38M
$57M
$26M
$-32M
$45M

Profit growth · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

32%
39%
150%
-24%
-2.5%
-18%
-84%
-19%
-86%
-25%
130%
-10%
446%
17%
-53%
42%

AutoNation, Inc. · AN

-2.1%
-2.5%
-26%
-20%
-28%
-31%
-24%
-34%
-52%
-24%
-14%
-7.4%
-34%
16%
-7.5%
16%

Boyd Group Services Inc. · BGSI

30%
180%
950%
100%
67%
36%
-62%
-58%
-85%
-89%
-138%
-55%
267%
150%

CarGurus, Inc. · CARG

-33%
-34%
-32%
-37%
-22%
0.0%
-200%
75%
-593%
21%
86%
96%
98%
-18%

CarMax, Inc. · KMX

-56%
-86%
-57%
-9.5%
-5.6%
116%
-28%
-33%
12%
52%
80%
38%
-29%
-50%
-234%
-11%

Carvana Co. · CVNA

-1,076%
-80%
661%
542%
78%
498%
8.6%

Group 1 Automotive, Inc. · GPI

5.3%
14%
-3.7%
-21%
-15%
-17%
-31%
-7.6%
-19%
-29%
-13%
-13%
1.5%
-89%
-55%
1.6%

Lithia Motors, Inc. · LAD

11%
6.8%
-15%
-33%
-11%
-20%
-14%
-28%
-28%
-17%
-0.9%
28%
19%
-0.9%
-36%
-52%

OPENLANE, Inc. · OPLN

180%
1,200%
-67%
46%
115%
271%
95%
200%
71%
15%
32%

Penske Automotive Group, Inc. · PAG

11%
-3.9%
-4.5%
-19%
-19%
-23%
-36%
-28%
-20%
-14%
23%
19%
3.3%
-5.7%
-3.4%
-8.9%

Rush Enterprises, Inc. · RUSHA

91%
32%
42%
-1.1%
-11%
-11%
-20%
-22%
-20%
-2.5%
-3.9%
-14%
-7.6%
-14%
-13%
1.6%

Valvoline Inc. · VVV

-59%
-90%
-21%
43%
63%
525%
26%
30%
-26%
19%
176%
-12%
19%
-71%
-134%
18%
08 · compare level, then change

Return On Capital Employed

AutoNation, Inc. has the highest ROCE among the 17 Auto & Truck Dealerships companies compared here, at 8.1%. CarGurus, Inc. is next at 7.9%. The same company also holds the highest ROCE change, at +5.1 percentage points. 17 of 17 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AutoNation, Inc. leads ROCE at 8.1%, 0.2 percentage points above CarGurus, Inc.. AutoNation, Inc. has the strongest latest improvement at +5.1 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderAutoNation, Inc. · 8.1%
Gap2.5% versus #2 · CarGurus, Inc.
Persistence1/8 recent comparable periods
Coverage17/17 companies · 331 observations

Investor read: AutoNation, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCE changefastest improvers
1AutoNation, Inc. AN+5.1 pp
4OPENLANE, Inc. OPLN+1.1 pp
5RideNow Group, Inc. RDNW+1.1 pp
Return on capital · company comparison
17/17 level · 17/17 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
AutoNation, Inc. AN8.1%+5.1 ppJun 2026
CarGurus, Inc. CARG7.9%+0.4 ppMar 2026
Carvana Co. CVNA6.6%−0.7 ppJun 2026
Asbury Automotive Group, Inc. ABG5.7%+2.4 ppJun 2026
Sonic Automotive, Inc. SAH4.0%+4.7 ppJun 2026
OPENLANE, Inc. OPLN3.5%+1.1 ppMar 2026
Valvoline Inc. VVV3.3%−0.1 ppMar 2026
Camping World Holdings, Inc. CWH3.1%−1.1 ppJun 2026
Penske Automotive Group, Inc. PAG3.0%−0.5 ppJun 2026
Group 1 Automotive, Inc. GPI3.0%−1.0 ppJun 2026
Lithia Motors, Inc. LAD2.5%0.0 ppJun 2026
Rush Enterprises, Inc. RUSHA2.5%−1.3 ppJun 2026
RideNow Group, Inc. RDNW1.9%+1.1 ppMar 2026
Driven Brands Holdings Inc. DRVN1.7%+0.6 ppMar 2026
Boyd Group Services Inc. BGSI0.7%0.0 ppMar 2026
CarMax, Inc. KMX0.6%−0.1 ppJun 2026
ACV Auctions Inc. ACVA-1.4%+0.9 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

7.7%
5.3%
7.3%
7.3%
6.6%
4.5%
4.1%
4.2%
3.8%
1.7%
3.6%
1.4%
3.1%
3.2%
3.1%
3.3%
3.0%
1.6%
2.5%
5.7%

AutoNation, Inc. · AN

8.7%
9.2%
8.5%
9.4%
8.6%
6.8%
6.8%
6.7%
6.4%
5.4%
5.1%
4.1%
5.1%
5.2%
4.8%
3.0%
4.9%
4.0%
3.8%
8.1%

Boyd Group Services Inc. · BGSI

0.6%
1.0%
0.7%
1.8%
1.8%
1.8%
2.4%
2.8%
2.4%
2.3%
1.5%
1.7%
1.1%
1.0%
0.7%
1.3%
1.6%
1.0%
0.7%

CarGurus, Inc. · CARG

7.1%
7.3%
3.7%
3.1%
3.7%
3.7%
1.6%
2.0%
2.6%
-2.7%
3.1%
-12%
3.4%
7.5%
7.5%
3.9%
8.9%
11%
7.9%

CarMax, Inc. · KMX

1.0%
0.2%
0.7%
0.1%
-0.3%
-0.1%
0.8%
0.2%
0.0%
2.1%
0.4%
0.3%
0.1%
2.4%
0.7%
0.2%
-0.2%
2.2%
0.6%

Carvana Co. · CVNA

-0.7%
-3.1%
-12%
-5.7%
-5.0%
-8.6%
-2.7%
0.6%
0.7%
-0.7%
2.3%
4.4%
5.7%
4.1%
6.0%
7.3%
7.6%
4.5%
5.9%
6.6%

Group 1 Automotive, Inc. · GPI

7.0%
6.2%
7.3%
7.1%
6.7%
5.4%
5.2%
5.6%
5.3%
3.9%
4.6%
4.4%
4.0%
3.3%
3.8%
4.0%
1.6%
2.1%
3.8%
3.0%

Lithia Motors, Inc. · LAD

7.9%
7.0%
6.8%
5.8%
5.3%
3.9%
3.5%
4.0%
3.7%
2.8%
2.4%
2.6%
2.8%
2.6%
2.5%
2.5%
2.4%
2.0%
2.0%
2.5%

OPENLANE, Inc. · OPLN

0.7%
0.7%
0.4%
0.6%
1.5%
0.3%
2.3%
-8.1%
2.8%
2.4%
1.6%
1.1%
2.0%
3.7%
2.4%
2.3%
2.6%
2.0%
3.5%

Penske Automotive Group, Inc. · PAG

4.2%
4.0%
4.5%
4.3%
4.0%
3.6%
4.0%
4.0%
3.5%
2.7%
3.3%
3.3%
3.1%
3.2%
3.2%
3.5%
2.8%
2.9%
2.6%
3.0%

Rush Enterprises, Inc. · RUSHA

14%
4.4%
5.2%
6.2%
5.9%
6.1%
5.5%
5.9%
5.0%
4.7%
4.2%
4.7%
4.5%
4.0%
3.1%
3.8%
3.4%
3.1%
2.7%
2.5%

Valvoline Inc. · VVV

3.4%
2.0%
1.6%
2.3%
2.6%
1.1%
1.9%
3.3%
2.8%
2.5%
2.8%
4.1%
5.8%
6.5%
3.4%
4.4%
3.8%
0.7%
3.3%

ROCE change · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

−1.1 pp
−0.8 pp
−3.2 pp
−3.1 pp
−2.8 pp
−2.8 pp
−0.5 pp
−2.8 pp
−0.7 pp
+1.5 pp
−0.5 pp
+1.9 pp
−0.1 pp
−1.6 pp
−0.6 pp
+2.4 pp

AutoNation, Inc. · AN

−0.1 pp
−2.4 pp
−1.7 pp
−2.7 pp
−2.2 pp
−1.4 pp
−1.7 pp
−2.6 pp
−1.3 pp
−0.2 pp
−0.3 pp
−1.1 pp
−0.2 pp
−1.2 pp
−1.0 pp
+5.1 pp

Boyd Group Services Inc. · BGSI

+1.2 pp
+0.8 pp
+1.7 pp
+1.0 pp
+0.6 pp
+0.5 pp
−0.9 pp
−1.1 pp
−1.3 pp
−1.3 pp
−0.8 pp
−0.4 pp
+0.5 pp
0.0 pp
0.0 pp

CarGurus, Inc. · CARG

−3.4 pp
−3.6 pp
−2.1 pp
−1.1 pp
−1.1 pp
−6.4 pp
+1.5 pp
−13.9 pp
+0.8 pp
+10.2 pp
+4.4 pp
+15.8 pp
+5.5 pp
+3.2 pp
+0.4 pp

CarMax, Inc. · KMX

−1.3 pp
−0.3 pp
+0.1 pp
+0.1 pp
+0.3 pp
+2.2 pp
−0.4 pp
+0.1 pp
+0.1 pp
+0.3 pp
+0.3 pp
−0.1 pp
−0.3 pp
−0.2 pp
−0.1 pp

Carvana Co. · CVNA

−4.3 pp
−5.5 pp
+9.6 pp
+6.3 pp
+5.7 pp
+7.9 pp
+5.0 pp
+3.8 pp
+5.0 pp
+4.8 pp
+3.7 pp
+2.9 pp
+1.9 pp
+0.4 pp
−0.1 pp
−0.7 pp

Group 1 Automotive, Inc. · GPI

−0.3 pp
−0.8 pp
−2.1 pp
−1.5 pp
−1.4 pp
−1.5 pp
−0.6 pp
−1.2 pp
−1.3 pp
−0.6 pp
−0.8 pp
−0.4 pp
−2.4 pp
−1.2 pp
0.0 pp
−1.0 pp

Lithia Motors, Inc. · LAD

−2.6 pp
−3.1 pp
−3.3 pp
−1.8 pp
−1.6 pp
−1.1 pp
−1.1 pp
−1.4 pp
−0.9 pp
−0.2 pp
+0.1 pp
−0.1 pp
−0.4 pp
−0.6 pp
−0.5 pp
0.0 pp

OPENLANE, Inc. · OPLN

+0.8 pp
−0.4 pp
+1.9 pp
−8.7 pp
+1.3 pp
+2.1 pp
−0.7 pp
+9.2 pp
−0.8 pp
+1.3 pp
+0.8 pp
+1.2 pp
+0.6 pp
−1.7 pp
+1.1 pp

Penske Automotive Group, Inc. · PAG

−0.2 pp
−0.4 pp
−0.5 pp
−0.3 pp
−0.5 pp
−0.9 pp
−0.7 pp
−0.7 pp
−0.4 pp
+0.5 pp
−0.1 pp
+0.2 pp
−0.3 pp
−0.3 pp
−0.6 pp
−0.5 pp

Rush Enterprises, Inc. · RUSHA

−7.6 pp
+1.7 pp
+0.3 pp
−0.3 pp
−0.9 pp
−1.4 pp
−1.3 pp
−1.2 pp
−0.5 pp
−0.7 pp
−1.1 pp
−0.9 pp
−1.1 pp
−0.9 pp
−0.4 pp
−1.3 pp

Valvoline Inc. · VVV

−0.8 pp
−0.9 pp
+0.3 pp
+1.0 pp
+0.2 pp
+1.4 pp
+0.9 pp
+0.8 pp
+3.0 pp
+4.0 pp
+0.6 pp
+0.3 pp
−2.0 pp
−5.8 pp
−0.1 pp
09 · compare level, then change

Valuation Against Growth & Quality

CarMax, Inc. has the lowest PEG among the 17 Auto & Truck Dealerships companies compared here, at 0.64×. Valvoline Inc. is next at 1.38×. RideNow Group, Inc. has the lowest P/E at 5.62×, so level and change sit with different companies. 3 of 17 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: CarMax, Inc. has the lowest comparable PEG at 0.64×, 53.6% below Valvoline Inc.. Only 3 of 17 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderCarMax, Inc. · 0.64×
Gap53.6% versus #2 · Valvoline Inc.
Persistence0/8 recent comparable periods
Coverage3/17 companies · 27 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
3/17 level · 16/17 change
All-company data · latest reported quarter
CompanyPEGP/EReported
CarGurus, Inc. CARG3.322.4Mar 2026
Carvana Co. CVNA2.436.4Jun 2026
Valvoline Inc. VVV1.446.1Mar 2026
Lithia Motors, Inc. LAD1.29.6Jun 2026
AutoNation, Inc. AN1.28.6Jun 2026
Penske Automotive Group, Inc. PAG1.113.2Jun 2026
Rush Enterprises, Inc. RUSHA0.722.0Jun 2026
CarMax, Inc. KMX0.629.2Jun 2026
Group 1 Automotive, Inc. GPI0.612.1Jun 2026
Asbury Automotive Group, Inc. ABG0.27.5Jun 2026
Sonic Automotive, Inc. SAH0.213.5Jun 2026
OPENLANE, Inc. OPLN33.1Mar 2026
Boyd Group Services Inc. BGSI193.7Mar 2026
Driven Brands Holdings Inc. DRVN11.3Mar 2026
Camping World Holdings, Inc. CWH46.1Jun 2026
RideNow Group, Inc. RDNW5.6Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Asbury Automotive Group, Inc. · ABG

0.2
0.2
0.3
0.2
0.6
0.2

AutoNation, Inc. · AN

0.4
1.2

CarGurus, Inc. · CARG

3.3

CarMax, Inc. · KMX

4.4
0.4
0.6

Carvana Co. · CVNA

3.1
2.4

Group 1 Automotive, Inc. · GPI

0.2
0.3
0.6

Lithia Motors, Inc. · LAD

1.2
0.5
1.2

Penske Automotive Group, Inc. · PAG

1.6
1.1

Rush Enterprises, Inc. · RUSHA

0.2
0.7

Sonic Automotive, Inc. · SAH

0.4
0.2

Valvoline Inc. · VVV

1.4

P/E · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Asbury Automotive Group, Inc. · ABG

8.0
6.5
5.0
5.1
4.3
4.0
4.9
5.6
5.5
7.8
8.6
11.7
13.5
11.3
10.5
8.7
8.6
9.3
6.9
7.5

AutoNation, Inc. · AN

8.4
6.4
4.6
4.8
4.2
4.4
5.5
6.8
6.5
6.6
7.9
8.7
10.3
10.0
9.6
12.5
12.9
12.1
10.6
8.6

Boyd Group Services Inc. · BGSI

194.3
193.7

CarGurus, Inc. · CARG

35.7
22.6
53.4
40.4
29.7
127.2
82.4
182.7
83.2
27.2
25.3
24.7
22.4

CarMax, Inc. · KMX

19.5
15.7
16.9
17.8
19.4
22.8
24.8
28.5
20.3
26.2
27.5
31.8
28.5
25.9
17.8
18.0
12.8
25.7
29.2

Carvana Co. · CVNA

70.6
38.6
43.3
17,411.0
127.9
73.4
84.0
85.7
49.9
38.2
36.4

Group 1 Automotive, Inc. · GPI

6.1
6.5
4.6
4.5
3.5
3.8
4.9
5.6
5.9
7.1
6.9
7.3
10.2
11.5
10.7
12.0
15.3
15.6
12.6
12.1

Lithia Motors, Inc. · LAD

9.4
8.1
7.2
6.4
4.8
4.6
5.6
7.6
7.9
9.1
8.9
8.2
10.9
12.1
9.3
10.0
9.2
10.3
8.8
9.6

OPENLANE, Inc. · OPLN

456.0
35.2
88.8
44.1
36.0
33.0
33.1

Penske Automotive Group, Inc. · PAG

7.5
7.2
5.4
5.8
5.4
6.2
7.9
9.5
9.9
9.8
11.3
11.0
12.5
10.5
10.0
11.6
11.9
11.2
11.0
13.2

Rush Enterprises, Inc. · RUSHA

11.8
13.3
10.2
8.2
7.0
7.6
8.0
9.1
9.4
12.1
13.5
11.1
14.0
14.7
14.9
14.7
15.9
16.5
20.0
22.0

Valvoline Inc. · VVV

13.6
16.2
13.3
12.0
41.5
14.0
16.8
19.6
3.7
32.4
34.6
33.8
26.0
17.2
16.7
17.6
21.9
43.4
46.1
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Auto & Truck Dealerships comparison names 4 specific ways its own evidence can mislead, all listed below. All 17 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 17 Auto & Truck Dealerships companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Auto & Truck Dealerships company comparison FAQs

These 22 answers restate the Auto & Truck Dealerships comparison above in question form. Every one is computed from the same 17 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Auto & Truck Dealerships sector outperforming S&P 500?

Auto & Truck Dealerships has underperformed S&P 500 by 10.7% over 52 weeks and 1.4% over 13 weeks. 8 of 17 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 17 beat the sector itself.

Which Auto & Truck Dealerships company is largest by revenue?

CarMax, Inc. leads with revenue of $26,349 million, based on 7 of 17 comparable companies through Jun 2026.

Which Auto & Truck Dealerships company is growing fastest?

ACV Auctions Inc. has the fastest current revenue growth at 15.8%, across 7 of 17 comparable companies.

Which Auto & Truck Dealerships company has the strongest 4-Factor Sector Score?

OPENLANE, Inc. ranks first at 63.8/100 with 65.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Auto & Truck Dealerships company has the lowest comparable PEG?

CarMax, Inc. has the lowest comparable PEG at 0.64, among 3 of 17 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Auto & Truck Dealerships comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Auto & Truck Dealerships company is the biggest?

CarMax, Inc. is the largest, with trailing-twelve-month revenue of $26,349 million, ahead of Boyd Group Services Inc. at $3,361 million. That covers 7 of 17 companies with comparable reporting through Jun 2026.

Which Auto & Truck Dealerships company has the best profit margins?

Valvoline Inc. has the highest operating margin at 17.1%, from 17 of 17 comparable companies. ACV Auctions Inc. shows the biggest recent improvement, at +3.4 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Auto & Truck Dealerships company makes the most profit?

CarMax, Inc. earns the most, at $222 million of trailing-twelve-month net profit, from 8 of 17 comparable companies. CarGurus, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Auto & Truck Dealerships company earns the highest return on capital?

AutoNation, Inc. leads on return on capital employed at 8.1%, across 17 of 17 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Auto & Truck Dealerships stock is the cheapest?

On PEG — where a LOWER number is cheaper — CarMax, Inc. screens cheapest at 0.64×. Only 3 of 17 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Auto & Truck Dealerships sector beating the market?

Auto & Truck Dealerships has underperformed S&P 500 by 10.7% over the last 52 weeks and 1.4% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 8 of 17 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Auto & Truck Dealerships stock has the strongest price momentum?

Rush Enterprises, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Auto & Truck Dealerships company scores highest for research priority?

OPENLANE, Inc. scores 63.8 out of 100 with 65.1% evidence confidence, from 25.8 points on growth and earnings, 12.6 on capital efficiency, 9.3 on valuation and 16.1 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Auto & Truck Dealerships companies does this comparison cover, and over what period?

It compares 17 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Auto & Truck Dealerships sector?

The 17 Auto & Truck Dealerships companies on this page carry $150,558 million of combined market value. Carvana Co. is the largest at $75,798 million, about 50% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Auto & Truck Dealerships sector's P/E ratio?

The median price-to-earnings ratio across the 17 Auto & Truck Dealerships companies on this page is 22×, measured on the 16 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Auto & Truck Dealerships sector performing?

8 of the 17 covered Auto & Truck Dealerships companies are beating S&P 500 on Mansfield relative strength. The sector itself is 10.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Auto & Truck Dealerships stocks are listed in the US?

This comparison covers 17 listed Auto & Truck Dealerships companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

Chat with this pageChat with pageChatChatGPTClaudePerplexityGoogle AI