Autonation Inc vs Penske Automotive Group Inc

Autonation Inc (AN) is undervalued and Penske Automotive Group Inc (PAG) is fairly valued.

Against our estimates of intrinsic value, AN trades at the wider discount: a margin of safety of +35%, against +0% for PAG.

Values as of the 22 Sept 2026 close.

Autonation Inc (AN)

Discounting its cash flows at 6.6% (average of 3 methods) values the shares at $261.45; the price of $169.61 is 35% below that value, and 84% of that value comes from beyond year five.

Leak Score 86/100 on 3 of 12 signals

Penske Automotive Group Inc (PAG)

Discounting its cash flows at 7.9% (average of 2 methods) values the shares at $210.83; the price of $209.86 sits right on that value, and 80% of that value comes from beyond year five.

Leak Score 30/100 on 3 of 12 signals

MetricANPAG
VerdictUndervaluedFairly valued
Price$169.61$209.86
Intrinsic value$261.45$210.83
Margin of safety+35%+0%
Leak Score86/100 (3/12)30/100 (3/12)
Market cap$5.6B$13.8B
Revenue growth, 5 years6.3%9.2%
Operating margin4.7%3.4%
Net margin2.8%2.8%
Return on equity32.8%15.6%
Debt to equity5.021.61
P/E7.9x15.4x
Forward P/E6.8x14.5x
P/B2.5x2.4x
Dividend yield2.0%

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