Asbury Automotive Group, Inc.
- Open
- 199.61
- Day high
- 202.94
- Day low
- 199.59
- Prev close
- 201.08
- Volume
- 53K
- Mkt cap
- $3.8B
- P/E (TTM)
- 7.1
- EPS (TTM)
- $28.28
- P/B
- 1.0
- P/S
- 0.2
- Yield
- —
- Per share
- —
- ▲Insiders net buying $29K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
Asbury Automotive Group, Inc. (ABG) is a Consumer Cyclical company listed on NYSE. The stock is down 19% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
Asbury Automotive Group, Inc. (ABG) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ABG earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $5.62 | $5.37 | -4.4% | $4.1B | -6.0% |
| Feb 5, 2026 | $6.70 | $6.67 | -0.4% | $4.7B | -2.9% |
| Oct 28, 2025 | $6.82 | $7.17 | +5.1% | $4.8B | -0.9% |
| Jul 29, 2025 | $6.82 | $7.43 | +8.9% | $4.4B | -3.1% |
| Jan 30, 2025 | $6.07 | $7.26 | +19.6% | $4.5B | +9.3% |
| Aug 2, 2024 | $7.31 | $6.40 | -12.4% | $4.2B | -1.5% |
| Apr 25, 2024 | $7.76 | $7.21 | -7.1% | $4.2B | -1.5% |
| Feb 8, 2024 | $7.74 | $7.12 | -8.0% | $3.8B | +4.0% |
| Jul 25, 2023 | $8.24 | $8.95 | +8.6% | $3.7B | -0.2% |
| Feb 2, 2023 | $8.23 | $9.12 | +10.8% | $3.7B | -3.9% |
| Oct 27, 2022 | $9.22 | $9.23 | +0.1% | $3.9B | -2.2% |
| Jul 28, 2022 | $8.82 | $10.04 | +13.8% | $4.0B | +1.2% |
ABG insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 22, 2026 | DiSantis B. Christopherdirector | Buy | 157 | $182.31 |
| May 6, 2026 | Clara Danieldirector, officer: Chief Executive Officer | Grant | 4,532 | — |
| Apr 3, 2026 | Milstein Jedofficer: SVP & CHRO | Tax | 367 | $164.03 |
| Mar 9, 2026 | Briesemeister Nathan Edwardofficer: VP, Controller & CAO | Grant | 254 | — |
| Mar 9, 2026 | Welch Michaelofficer: SVP & CFO | Grant | 2,852 | — |
| Mar 9, 2026 | Clara Danielofficer: Chief Operating Officer | Tax | 453 | $212.48 |
| Mar 9, 2026 | Hult David Wdirector, officer: President & CEO | Grant | 14,261 | — |
| Mar 9, 2026 | Hult David Wdirector, officer: President & CEO | Tax | 2,113 | $212.48 |
| Mar 9, 2026 | Welch Michaelofficer: SVP & CFO | Tax | 423 | $212.48 |
| Mar 9, 2026 | Milstein Jedofficer: SVP & CHRO | Tax | 302 | $212.48 |
| Mar 9, 2026 | Calloway Deanofficer: SVP, General Counsel & Sec | Grant | 2,038 | — |
| Mar 9, 2026 | Calloway Deanofficer: SVP, General Counsel & Sec | Tax | 302 | $212.48 |
| Mar 9, 2026 | Milstein Jedofficer: SVP & CHRO | Grant | 2,038 | — |
| Mar 9, 2026 | Hult David Wdirector, officer: President & CEO | Buy | 3,396 | $205.63 |
| Mar 9, 2026 | Hult David Wdirector, officer: President & CEO | Buy | 1,604 | $204.73 |
Source: ABG SEC Form 4 filings, latest May 22, 2026. For informational purposes only — not investment advice.
See the full ABG insider & 13F page →Asbury Automotive Group, Inc. company profile
Overview
Asbury Automotive Group, Inc. (NYSE:ABG) is one of the largest automotive retail companies in the United States, founded in 1996 and headquartered in Duluth, Georgia. The company went public in 2002 and has grown through both organic expansion and strategic acquisitions to become a major player in the automotive dealership industry. As of 2024, Asbury operates over 200 new vehicle franchises representing 31 automotive brands across multiple states, along with collision repair centers and various automotive services.
Business
Asbury Automotive Group operates in the automotive retail industry, functioning as a multi-brand automotive dealership network. The automotive dealership industry serves as the primary distribution channel between automobile manufacturers and consumers, providing sales, financing, and service support for vehicles throughout their lifecycle. The company's business is organized into several key segments. New vehicle sales represents the largest revenue component, involving the retail sale of new automobiles from various manufacturers including Ford, Mercedes-Benz, Hyundai, Toyota, Lexus, BMW, and Stellantis brands. This segment typically accounts for approximately 60-65% of total revenue but operates on relatively thin margins. Used vehicle sales constitutes another significant segment, involving the retail and wholesale of pre-owned vehicles. Used vehicles are sourced through trade-ins from new vehicle purchases, direct consumer purchases, and auctions. This segment generally provides higher gross profit margins than new vehicles and represents roughly 25-30% of total revenue. Parts and service operations generate the highest profit margins in the business, providing vehicle maintenance, repairs, replacement parts, and collision repair services. This segment includes both warranty work (paid by manufacturers) and customer-pay services, typically accounting for 15-20% of revenue but contributing disproportionately to profitability. Finance and insurance (F&I) services generate additional revenue by arranging vehicle financing through third-party lenders and selling insurance products, extended warranties, and other aftermarket products. While representing a smaller portion of revenue, F&I contributes significantly to per-vehicle profitability. The company also operates Clicklane, its digital retail platform that enables online vehicle sales and streamlines the purchasing process, and maintains collision repair centers that complement its service operations.
Revenue model
Asbury generates revenue through multiple complementary streams within the automotive retail ecosystem. Product sales constitute the primary revenue source, with new vehicle sales generating the largest volume but typically operating on gross margins of 8-10%. Used vehicle sales provide higher margins, often 15-20%, making them more profitable per unit despite lower volumes. Service fees from parts and service operations generate the most profitable revenue stream, with gross margins typically exceeding 55%. This includes both manufacturer-paid warranty work and higher-margin customer-pay services. The recurring nature of service revenue provides stability and predictability to the business model. Commission and fees from finance and insurance products add significant per-vehicle profitability, with F&I generating $2,000-2,500 per retail vehicle through financing arrangements and insurance product sales. The company acts as an intermediary, earning commissions from lenders and insurance providers. The company's customers are primarily individual consumers purchasing vehicles for personal use, though some commercial sales occur. Payment is typically handled through a combination of cash, trade-ins, and third-party financing arrangements that Asbury facilitates. Several factors influence Asbury's profitability margins. Inventory availability significantly impacts new vehicle margins - when manufacturer supply is constrained, dealers can maintain higher prices and reduce incentives. Interest rates affect both consumer purchasing power and F&I profitability, as higher rates can reduce financing volume but may increase lender compensation. Economic conditions directly impact consumer spending on both new vehicles and maintenance services. Manufacturer incentive programs and competition from other dealers pressure margins, while labor costs and real estate expenses represent significant fixed cost pressures. The aging vehicle fleet supports parts and service demand, while technological changes such as electric vehicles may require new service capabilities and training investments.
Competitive moat
Asbury's competitive moat is moderate and primarily derived from several structural advantages within the automotive retail industry. The company benefits from manufacturer franchise agreements that provide exclusive territorial rights to sell specific brands in defined geographic areas. These franchises create barriers to entry, as new competitors cannot simply open competing dealerships for the same brands in protected territories. The company's scale advantages provide meaningful benefits in negotiations with manufacturers, lenders, and suppliers. Operating over 200 franchises allows for better inventory allocation during supply constraints, more favorable financing terms, and operational efficiencies across multiple locations. The parts and service business creates customer stickiness, as vehicle owners typically return to authorized dealers for warranty work and often continue for maintenance due to convenience and brand trust. Geographic diversification across multiple markets reduces exposure to regional economic downturns, while the company's multi-brand portfolio provides some protection against individual manufacturer performance issues. However, Asbury's moat faces several challenges. The automotive retail industry is inherently cyclical and sensitive to economic conditions. Manufacturer consolidation and direct-to-consumer sales initiatives could potentially disrupt the traditional dealer model. Online competitors like Carvana and Vroom have challenged traditional used vehicle sales, though their recent struggles have validated some aspects of the traditional model. Electric vehicle adoption may reduce service revenue over time, as EVs typically require less maintenance than internal combustion engines. The company's moat is best characterized as moderate - sufficient to generate reasonable returns in normal conditions but not immune to industry disruption or economic pressures. Success depends heavily on operational execution, strategic acquisitions, and adapting to technological changes in the automotive industry.
Risks & safety
Asbury's margin of safety appears adequate but not exceptional, with some leverage concerns requiring monitoring. **Liquidity and Solvency:** - Cash position of $124.6 million as of Q1 2025, relatively modest for the business size - Current ratio of 1.25 indicates adequate short-term liquidity - Debt-to-equity ratio of 1.33 shows moderate leverage levels - Strong operating cash flow of $225 million in Q1 2025 supports debt service - Free cash flow of $203.6 million demonstrates cash generation capability **Valuation Metrics:** - P/E ratio of 8.2 suggests reasonable valuation relative to earnings - EV/EBITDA of 8.8 is moderate for the industry - Price-to-book ratio of 1.19 indicates trading near book value - Graham number analysis suggests potential undervaluation **Other Considerations:** - Cyclical industry exposure creates earnings volatility risk - Pending $1.34 billion acquisition of Herb Chambers will increase leverage - Strong EBITDA margins around 6% provide some cushion - Diversified revenue streams reduce single-point-of-failure risk
Recent development
Over the past few years, Asbury has pursued several strategic initiatives to modernize operations and expand market presence. The company has been implementing Tekion cloud-based dealer management system (DMS) to replace legacy systems, starting with pilot programs in select stores and planning broader rollout. This technology upgrade aims to improve operational efficiency, enhance customer communication, and potentially reduce headcount requirements. Clicklane digital retail platform has been a major growth focus, with the online sales channel showing consistent expansion. The platform has grown from handling thousands of transactions to generating over $1 billion in annual revenue, with management targeting further growth and improved market penetration. The company has pursued strategic acquisitions and divestitures to optimize its geographic footprint and brand portfolio. Recent activities include divesting underperforming locations while pursuing larger acquisitions like the pending $1.34 billion purchase of Herb Chambers Automotive Group, which would significantly expand Asbury's Northeast presence. Operational efficiency improvements have been a consistent theme, with management working to reduce SG&A expenses as a percentage of gross profit. The company has focused on parts and service growth, recognizing this segment's superior profitability and recurring revenue characteristics. Initiatives include improved multipoint inspection processes, better customer retention programs, and enhanced technical staff training. The company has also adapted to supply chain challenges and market volatility, adjusting inventory management practices and pricing strategies. Recent quarters have seen management prioritize gross profit over volume, particularly in challenging market conditions. Additionally, Asbury has been preparing for potential impacts from trade policies and tariffs while managing relationships with struggling manufacturers like Stellantis.
ABG company profile · for informational purposes only — not investment advice.
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