-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年のPERを7.9倍と想定し、GPIの過去10年間の平均予想PER7.7倍をわずかに上回る水準とすることで、12ヶ月目標株価を10ドル引き下げ、375ドルとします。2026年の調整後EPS予想を44.40ドルから41.50ドルに、2027年の調整後EPS予想を48.40ドルから47.70ドルにそれぞれ引き下げます。異例の低調な決算発表を受け、GPI株の投資判断は「ホールド」を維持します。決算発表前、GPIの四半期決算は過去8年間で90%以上の確率で予想を上回っていましたが、第1四半期の売上高が期待外れだったため、大幅な下方修正となり、「ホールド」を維持せざるを得ませんでした。ただし、英国事業の業績改善は明るい材料と言えるでしょう。良い面としては、GPIは配当と自社株買いの両方を通じて株主への積極的な現金還元を続けており、第1四半期には発行済み株式総数の1.7%を消却した。自動車販売店を取り巻く根本的な状況は依然として厳しく、GPIはこれまで自動車小売業界で最も優れた収益実績を誇っていたが、今四半期は3四半期連続で最終利益が予想を下回った。
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