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UBS Maintains a 'Buy' on Advance Auto Parts (AAP); Expecting a Smoother Ride

January 30, 2012 11:15 AM EST
AAP Hot Sheet
Rating Summary:
    2 Buy, 14 Hold, 0 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 18 | Down: 7 | New: 23
UBS maintains a 'Buy' on Advance Auto Parts (NYSE: AAP) price target raised from $74 to $90.

UBS analyst said, "Our thesis is that the company is primed for more consistent execution following several years of changes under the current leadership team. As AAP develops a steadier track record of performance, it will provide the basis to believe that a 12% LT op. margin is achievable (especially vs. O'Reilly's (Nasdaq: ORLY) 14.6% margin and AutoZone's (NYSE: AZO) of 18.5%.) This credibility will enable its valuation to close the gap with its peer group. AAP’s PE currently stands at a 20% discount to its peers, which ignores the potential of its relative performance, in our view."

UBS slightly raises FY11 EPS estimate from $4.98 to $5.00 and FY12 from $5.67 to $5.75.

For an analyst ratings summary and ratings history on Advance Auto Parts click here. For more ratings news on Advance Auto Parts click here.

Shares of Advance Auto Parts closed at $75.35 yesterday, with a 52 week range of $49.50-$76.49.


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