Added to YB: 2026-09-30
Pitch date: 2026-09-24
AUTO.L [bullish]
Autotrader Group plc
+16.61%
current return
Author Info
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Company Info
Autotrader Group plc operates an automotive platform in the United Kingdom. The company operates through Autotrader and Autorama segments.
Market Cap
GBP 3.5B
Pitch Price
GBP 4.58
Price Target
N/A
Dividend
2.58%
EV/EBITDA
8.96
P/E
13.17
EV/Sales
5.94
Sector
Interactive Media and Services
Category
value
Not aMUSEd: The UK 'Portal Pain Basket' - Autotrader (AUTO.L)
AUTO.L: Autotrader leads the UK online car market with an estimated 75-80% share, exceptional profitability and a major committed buyback. AI fears have weighed on portal stocks, while Autotrader’s P/E and EV/EBIT are at absolute lows near half their historical means. Initiated at 1% within a UK portal basket, the trade seeks 30-50% total upside including dividends over 15-18 months if some normalization occurs; Amazon’s planned 2026 entry and prolonged AI-loser sentiment remain risks.
Read full article (6 min)