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LAD vs. AN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LAD and AN is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

LAD vs. AN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lithia Motors, Inc. (LAD) and AutoNation, Inc. (AN). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

LAD:

0.50

AN:

0.36

Sortino Ratio

LAD:

0.99

AN:

0.81

Omega Ratio

LAD:

1.11

AN:

1.10

Calmar Ratio

LAD:

0.43

AN:

0.64

Martin Ratio

LAD:

1.39

AN:

1.29

Ulcer Index

LAD:

12.55%

AN:

10.07%

Daily Std Dev

LAD:

38.56%

AN:

33.24%

Max Drawdown

LAD:

-95.17%

AN:

-87.79%

Current Drawdown

LAD:

-20.50%

AN:

-2.29%

Fundamentals

Market Cap

LAD:

$8.41B

AN:

$7.23B

EPS

LAD:

$31.71

AN:

$16.81

PE Ratio

LAD:

10.19

AN:

11.30

PEG Ratio

LAD:

0.68

AN:

0.91

PS Ratio

LAD:

0.23

AN:

0.27

PB Ratio

LAD:

1.25

AN:

3.01

Total Revenue (TTM)

LAD:

$36.80B

AN:

$26.97B

Gross Profit (TTM)

LAD:

$5.64B

AN:

$4.81B

EBITDA (TTM)

LAD:

$2.09B

AN:

$1.59B

Returns By Period

In the year-to-date period, LAD achieves a -10.04% return, which is significantly lower than AN's 12.28% return. Over the past 10 years, LAD has outperformed AN with an annualized return of 12.66%, while AN has yielded a comparatively lower 11.80% annualized return.


LAD

YTD

-10.04%

1M

10.36%

6M

-13.70%

1Y

19.27%

5Y*

26.12%

10Y*

12.66%

AN

YTD

12.28%

1M

16.35%

6M

14.21%

1Y

11.89%

5Y*

39.96%

10Y*

11.80%

*Annualized

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Risk-Adjusted Performance

LAD vs. AN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LAD
The Risk-Adjusted Performance Rank of LAD is 6767
Overall Rank
The Sharpe Ratio Rank of LAD is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of LAD is 6565
Sortino Ratio Rank
The Omega Ratio Rank of LAD is 6161
Omega Ratio Rank
The Calmar Ratio Rank of LAD is 7070
Calmar Ratio Rank
The Martin Ratio Rank of LAD is 6767
Martin Ratio Rank

AN
The Risk-Adjusted Performance Rank of AN is 6565
Overall Rank
The Sharpe Ratio Rank of AN is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of AN is 6060
Sortino Ratio Rank
The Omega Ratio Rank of AN is 5757
Omega Ratio Rank
The Calmar Ratio Rank of AN is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AN is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LAD vs. AN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) and AutoNation, Inc. (AN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current LAD Sharpe Ratio is 0.50, which is higher than the AN Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of LAD and AN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

LAD vs. AN - Dividend Comparison

LAD's dividend yield for the trailing twelve months is around 0.67%, while AN has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
LAD
Lithia Motors, Inc.
0.67%0.58%0.58%0.79%0.46%0.42%0.81%1.49%0.93%0.98%0.71%0.70%
AN
AutoNation, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LAD vs. AN - Drawdown Comparison

The maximum LAD drawdown since its inception was -95.17%, which is greater than AN's maximum drawdown of -87.79%. Use the drawdown chart below to compare losses from any high point for LAD and AN. For additional features, visit the drawdowns tool.


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Volatility

LAD vs. AN - Volatility Comparison

Lithia Motors, Inc. (LAD) has a higher volatility of 11.40% compared to AutoNation, Inc. (AN) at 7.57%. This indicates that LAD's price experiences larger fluctuations and is considered to be riskier than AN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

LAD vs. AN - Financials Comparison

This section allows you to compare key financial metrics between Lithia Motors, Inc. and AutoNation, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


3.00B4.00B5.00B6.00B7.00B8.00B9.00B20212022202320242025
9.18B
6.69B
(LAD) Total Revenue
(AN) Total Revenue
Values in USD except per share items

LAD vs. AN - Profitability Comparison

The chart below illustrates the profitability comparison between Lithia Motors, Inc. and AutoNation, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%16.0%17.0%18.0%19.0%20.0%20212022202320242025
15.4%
18.2%
(LAD) Gross Margin
(AN) Gross Margin
LAD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lithia Motors, Inc. reported a gross profit of 1.41B and revenue of 9.18B. Therefore, the gross margin over that period was 15.4%.

AN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AutoNation, Inc. reported a gross profit of 1.22B and revenue of 6.69B. Therefore, the gross margin over that period was 18.2%.

LAD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lithia Motors, Inc. reported an operating income of 406.30M and revenue of 9.18B, resulting in an operating margin of 4.4%.

AN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AutoNation, Inc. reported an operating income of 336.00M and revenue of 6.69B, resulting in an operating margin of 5.0%.

LAD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lithia Motors, Inc. reported a net income of 209.50M and revenue of 9.18B, resulting in a net margin of 2.3%.

AN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AutoNation, Inc. reported a net income of 175.50M and revenue of 6.69B, resulting in a net margin of 2.6%.