Lithia Motors, Inc. (LAD)

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Lithia Motors, Inc. (LAD) is down 12.2% since the beginning of the year. At $291 per share, LAD is trading 19.4% below its 52-week high of $361. Investors who bought $1,000 worth of LAD shares 5 years ago would now be looking at an investment worth $891.

Lithia Motors, Inc. (LAD) has returned -12.18% so far this year and -8.48% over the past 12 months. Looking at the last ten years, LAD has achieved an annualized return of 14.85%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Dec 18, 1996, LAD's average daily return is +0.11%, while the average monthly return is +1.94%. At this rate, an investment would double in approximately 3.0 years.

Historically, 54% of months were positive and 46% were negative. The best month was May 2009 with a return of +88.7%, while the worst month was Oct 2009 at -46.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 9 months.

On a daily basis, LAD closed higher 49% of trading days. The best single day was Oct 29, 2008 with a return of +122.5%, while the worst single day was Feb 21, 2008 at -31.6%.

Lithia Motors, Inc. has an annualized alpha of 16.34%, beta of 1.18, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since December 19, 1996.

• This stock captured 162.47% of S&P 500 Index gains and 131.28% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LAD ranks 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) and compare them to S&P 500 Index.

Lithia Motors, Inc. provided a 0.76% dividend yield over the last twelve months, with an annual payout of $2.22 per share. The company has been increasing its dividends for 12 consecutive years.

The table displays the monthly dividend distributions for Lithia Motors, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Lithia Motors, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lithia Motors, Inc. was 95.17%, occurring on Oct 27, 2008. Recovery took 974 trading sessions.

The current Lithia Motors, Inc. drawdown is 27.32%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Lithia Motors, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Lithia Motors, Inc. is priced in the market compared to other companies in the Auto & Truck Dealerships industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.