LAD vs PAG
Lithia Motors Inc. and Penske Automotive Group, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | LAD | PAG |
|---|---|---|
| Revenue | $37.6B | $31.8B |
| Net income | $819.6M | $935.4M |
| Gross margin | 15.2% | 16.4% |
| Net margin | 2.2% | 2.9% |
| Return on equity | 12.4% | 17.1% |
| Diluted EPS | $32.32 | $14.13 |
| Dividend / share | $2.18 | $5.18 |
| Payout ratio | 6.7% | 36.8% |
| Free cash flow | $5.8M | $650.5M |
| Equity | $6.6B | $5.6B |
| Net debt / equity | 1.41× | 0.38× |
| Current ratio | 1.17× | 0.99× |
| Revenue CAGR 5y | 23.4% | 9.2% |
| Profit CAGR 5y | 11.7% | 11.5% |
LAD bills 1.2× the revenue of PAG, and PAG keeps more of each dollar of revenue as profit (2.9% against 2.2%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | LAD | PAG |
|---|---|---|
| FY2025 | $37.6B | $31.8B |
| FY2024 | $36.2B | $31.9B |
| FY2023 | $31.0B | $30.9B |
| FY2022 | $28.2B | $27.8B |
| FY2021 | $22.8B | $25.6B |
| FY2020 | $13.1B | $20.4B |
| FY2019 | $12.7B | $23.2B |
| FY2018 | $11.8B | $22.8B |
| FY2017 | $10.1B | $21.4B |
| FY2016 | $8.7B | $20.1B |
Bottom line
| Fiscal year | LAD | PAG |
|---|---|---|
| FY2025 | $819.6M | $935.4M |
| FY2024 | $796.7M | $968.9M |
| FY2023 | $1.0B | $1.1B |
| FY2022 | $1.3B | $1.4B |
| FY2021 | $1.1B | $1.2B |
| FY2020 | $470.3M | $543.6M |
| FY2019 | $271.5M | $435.8M |
| FY2018 | $265.7M | $471.0M |
| FY2017 | $245.2M | $613.3M |
| FY2016 | $197.1M | $342.9M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$5,826,400,000 | LAD |
| FY2024 | +$4,323,400,000 | LAD |
| FY2023 | +$125,800,000 | LAD |
| FY2022 | +$373,000,000 | LAD |
| FY2021 | −$2,723,000,000 | PAG |
| FY2020 | −$7,317,400,000 | PAG |
| FY2019 | −$10,506,700,000 | PAG |
| FY2018 | −$10,963,700,000 | PAG |
| FY2017 | −$11,300,400,000 | PAG |
| FY2016 | −$11,440,300,000 | PAG |
| FY2015 | −$11,420,648,000 | PAG |
| FY2014 | −$11,841,674,000 | PAG |
| FY2013 | −$10,476,751,000 | PAG |
| FY2012 | −$9,586,113,000 | PAG |
| FY2011 | −$8,406,654,000 | PAG |
| FY2010 | −$7,906,728,000 | PAG |
| FY2009 | −$7,283,588,000 | PAG |
The higher-revenue side has changed between LAD and PAG over this period. The gap has narrowed since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −0.8 pp | PAG |
| FY2024 | −0.8 pp | PAG |
| FY2023 | −0.3 pp | PAG |
| FY2022 | −0.5 pp | PAG |
| FY2021 | −0.0 pp | PAG |
| FY2020 | +0.9 pp | LAD |
| FY2019 | +0.3 pp | LAD |
| FY2018 | +0.2 pp | LAD |
| FY2017 | −0.4 pp | PAG |
| FY2016 | +0.5 pp | LAD |
| FY2015 | +0.6 pp | LAD |
| FY2014 | +0.9 pp | LAD |
| FY2013 | +0.9 pp | LAD |
| FY2012 | +1.0 pp | LAD |
| FY2011 | +0.6 pp | LAD |
| FY2010 | −0.4 pp | PAG |
| FY2009 | −0.3 pp | PAG |
The higher net margin has changed hands between LAD and PAG over this period.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
PAG's net margin has been more volatile than LAD's over the 17 comparable fiscal years — 1.1 percentage points of standard deviation against 1.0.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between LAD and PAG over these 17 fiscal years — LAD led in 9 and PAG in 8.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
LAD's return on equity has been more volatile than PAG's over the 17 comparable fiscal years — 7.0 percentage points of standard deviation against 6.6.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between LAD and PAG over these 17 fiscal years — LAD led in 9 and PAG in 8.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.