Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MPAA
HOLDREMOVEMotorcar Parts of America, Inc. · Consumer Cyclical · United States · $289M · Avg Vol: $2M/d
An automotive aftermarket parts manufacturer. This is a highly leveraged turnaround story with thin margins, directly violating the Terry Smith lens of avoiding turnarounds.
COMPANY DESCRIPTION
Motorcar Parts of America, Inc. is a leading manufacturer, remanufacturer, and distributor of aftermarket parts for motor vehicles, specializing in products like alternators, starters, and wheel hub assemblies. The company's competitive strength lies in its extensive product catalog, efficient remanufacturing capabilities, and established distribution relationships with major automotive aftermarket retailers across North America.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | 650.3M | 683.1M | 717.7M | 757.4M | 789.8M | 5.0% |
| EPS | 0.38 | -0.22 | -2.51 | -0.99 | 0.64 | 13.9% |
| Shares | 19.1M | 19.5M | 19.7M | 19.4M | 18.9M | -0.9% |
| Debt | 259.3M | 277.2M | 239.3M | 201.3M | 199.6M | -6.3% |
| Equity | 315.3M | 320.5M | 285.1M | 257.7M | 266.0M | -4.2% |
| Op CF | -44.9M | -21.8M | 39.2M | 45.5M | 19.2M | -30.1% |
| Inv CF | -7.9M | -4.2M | -0.5M | -4.5M | -3.6M | — |
| Fin CF | 60.2M | 14.3M | -36.4M | -44.7M | -11.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of MPAA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MPAA | Motorcar Parts of America, Inc.(you) | $289M | 58 | HOLD |
| HLLY | Holley Inc. | $297M | 49 | HOLD |
| MNRO | Monro, Inc. | $457M | 50 | HOLD |
| CVGI | Commercial Vehicle Group, Inc. | $160M | 70 | BUY |
| 1316.HK | Nexteer Automotive Group Limited | $1.3B | 61 | HOLD |
| THRM | Gentherm Incorporated | $1.1B | 71 | BUY |
| CPS | Cooper-Standard Holdings Inc. | $528M | 28 | SELL |
| MLR | Miller Industries, Inc. | $572M | 89 | STRONG BUY |
| XPEL | XPEL, Inc. | $1.3B | 73 | BUY |
| FOXF | Fox Factory Holding Corp. | $770M | 32 | SELL |
Peer medians: ROE 10.3% · P/E 22.7x · Gross margin 37.7%