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Genuine Parts Company

GPC Consumer Cyclical Unknown Updated July 31, 2026
$124.38
52W $90.78 – $151.57
55/100
$17.15B
478.3
0.64
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+4.0%
-1.8%
2.24:1
Contested

Is GPC Bullish or Bearish?

Mixed. Innellis AI committee rates Genuine Parts Company (GPC) Watch with a composite score of 55/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.39 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 — -14.61 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. News Analyst sees a compelling case — news sentiment is positive (+0.47 across 55 articles, 14d). Value Analyst remains cautious — p/e of 524.2 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 3.4% pays you to wait — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.47 across 55 articles, 14d) — News
Bear Case
  • P/E of 524.2 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 July 31, 2026
Overall Committee Score
55/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 37%
of 124 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 3.4% pays you to wait
− P/E of 524.2 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
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
73 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.47 across 55 articles, 14d)
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 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 55.5 to 54.6.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: score 79->73 (-6); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: score 46->54 (+8).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
50.1
Neutral
MACD Histogram
-0.459
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$122.14
Resistance
$129.41
Bollinger %B
0.48
Inside Bands
Price vs Moving Averages
EMA 9
$125.25 Below
EMA 21
$122.68 Above
EMA 50
$116.83 Above
EMA 200
$117.60 Above

Fundamental Analysis

Valuation
55
Growth
60
Profitability
0
Financial Health
41
Cash Flow
37
Valuation
P/E Ratio 478.3×
P/B Ratio 3.78×
PEG Ratio -5.01
Dividend Yield 0.03%
52W High $151.57
52W Low $90.78
Quality & Growth
ROE 1.5%
ROA 0.3%
Gross Margin 36.2%
Operating Margin 4.0%
Revenue Growth YoY
Debt / Equity 1.47
AI Fundamental Assessment
P/E ratio of 478.3 (rich relative to a 15-40x range); Price-to-book of 3.8x; PEG ratio of -5.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.4%; Current ratio of 1.16 (tight short-term liquidity); Debt-to-equity of 1.47; Free cash flow margin of 0.6% (thin cash generation); 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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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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