Lithia Motors Inc (LAD) is undervalued and Openlane Inc (OPLN) is overvalued.
Against our estimates of intrinsic value, LAD trades at the wider discount: a margin of safety of +67%, against -175% for OPLN.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 6.9% (average of 2 methods) values the shares at $940.77; the price of $312.32 is 67% below that value, and 84% of that value comes from beyond year five.
Leak Score 41/100 on 3 of 12 signals
Discounting its cash flows at 8.9% (average of 2 methods) values the shares at $12.61; the price of $34.63 is 175% above that value, and 75% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
| Metric | LAD | OPLN |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $312.32 | $34.63 |
| Intrinsic value | $940.77 | $12.61 |
| Margin of safety | +67% | -175% |
| Leak Score | 41/100 (3/12) | 0/100 (2/12) |
| Market cap | $6.9B | $4.3B |
| Revenue growth, 5 years | 23.4% | -2.4% |
| Operating margin | 3.8% | 17.0% |
| Net margin | 1.9% | -4.1% |
| Return on equity | 10.7% | 10.1% |
| Debt to equity | 2.59 | 1.57 |
| P/E | 10.3x | — |
| Forward P/E | 7.3x | 20.0x |
| P/B | 1.1x | 2.7x |
| Dividend yield | 0.7% | — |