AA
Advance Auto Parts Inc
AAP · Consumer Discretionary - Specialty Retail
Company brief
AA
AAPConsumer Discretionary - Specialty Retail$2.8B

Advance Auto Parts Inc

Leading automotive aftermarket parts retailer with integrated supply chain, inventory management, and commercial customer solutions

Moat score
7/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$59.62
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+37%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
19.0x

Forward P/E around 19.0x means investors pay about $19.0 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
64.7x

A P/E around 64.7x means investors pay about $64.7 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$0.73
Market Cap
$2.8B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Investors focus on Advance Auto Parts as a steady aftermarket retailer with mixed execution, where valuation stays anchored to the forward P/E and the business keeps working through competitive pressure.

Watch signal

Forward P/E around 19.0x remains broadly in line with the company’s growth and operating trend.

What you own

Advance Auto Parts Inc is exposure to consumer discretionary - specialty retail operating model with medium switching costs and 108% net revenue retention.

Base thesis

Dense store network creates convenience moat but faces Amazon competition

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

Pro access unlocks the workflow simulator for this company brief.

Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
7Moat Score
Net Revenue Retention108%
Retention RiskMedium
AI Disruption RiskMedium
Switching CostsMedium
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Dense store network creates convenience moat but faces Amazon competition
  • Commercial/Pro segment has higher switching costs due to credit terms and relationships
  • Private label brands (DieHard, Duralast) create differentiation and margin protection
  • Inventory optimization systems reduce working capital but are replicable
  • Same-day delivery and BOPIS capabilities essential for competing with Amazon
  • Professional installer relationships provide defensive moat against online pure-plays