Lithia Motors

ISIN US5367971034

 | 

WKN 914076

Market cap (in EUR)
7,063 m
Country
United States
Sector
Consumer Cyclicals
Dividend yield
0.64%
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Overview

Quote

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Description

Lithia Motors, Inc. is a global automotive retailer providing a wide array of products and services throughout the vehicle ownership lifecycle. In addition to retailing new and used vehicles, the company offerings include comprehensive fleet management services, captive finance solutions, and other synergistic adjacencies. It operates through the Vehicle Operations and Financing Operations segments. The Vehicle Operations segment consists of auto merchandising and service operations, including retail automotive, recreational vehicles, and motorcycle franchises that sell new vehicles, used vehicles, parts, repair and maintenance services, and vehicle F&I products. The Financing Operations segment provides financing to customers buying and leasing retail vehicles. The company was founded by Walt DeBoer and Sidney B. DeBoer in 1946 and is headquartered in Medford, OR.
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Consumer Cyclicals Miscellaneous Retail Auto Retail United States

Chart

Financials

Key metrics

Market capitalisation, EUR 7,063 m
EPS, EUR 31.31
P/B ratio 1.2
P/E ratio 9.9
Dividend yield 0.64%

Income statement (2024)

Revenue, EUR 33,455 m
Net income, EUR 741 m
Profit margin 2.22%
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Capital at risk

What ETF is Lithia Motors in?

There are 44 ETFs which contain Lithia Motors. All of these ETFs are listed in the table below. The ETF with the largest weighting of Lithia Motors is the VanEck Morningstar US SMID Moat UCITS ETF A.
ETF Weight Investment focus Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.19%
Equity
World
Small Cap
Climate Change
3
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.14%
Equity
United States
Small Cap
53
Amundi MSCI World IMI Value Advanced UCITS ETF Acc 0.12%
Equity
World
Value
Climate Change
2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.02%
Equity
United States
Multi-Factor Strategy
8
VanEck Morningstar US SMID Moat UCITS ETF A 1.27%
Equity
United States
Small Cap
Moat
11
Xtrackers MSCI World Small Cap UCITS ETF 1D Distribution 0.10%
Equity
World
Small Cap
2
Invesco FTSE RAFI All World 3000 UCITS ETF 0.03%
Equity
World
Fundamental/Quality
136
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.14%
Equity
United States
Small Cap
179
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.02%
Equity
United States
Multi-Factor Strategy
29
Invesco Global Buyback Achievers UCITS ETF 0.16%
Equity
World
Buyback
122
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged 0.03%
Equity
United States
Fundamental/Quality
1
WisdomTree US Quality Dividend Growth UCITS ETF USD 0.03%
Equity
United States
Fundamental/Quality
152
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
143
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis 0.36%
Equity
World
Small Cap
Climate Change
21
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0.28%
Equity
United States
Small Cap
263
iShares MSCI World Small Cap UCITS ETF 0.08%
Equity
World
Small Cap
6,227
SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.09%
Equity
World
Small Cap
24
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
North America
Social/Environmental
305
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C Capitalisation 0.14%
Equity
World
Small Cap
8
SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc) 0.53%
Equity
United States
Mid Cap
4
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.00%
Equity
World
3,910
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.16%
Equity
United States
Small Cap
35
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.02%
Equity
United States
Multi-Factor Strategy
93
SPDR MSCI World Small Cap UCITS ETF 0.09%
Equity
World
Small Cap
1,385
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
485
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.00%
Equity
World
70
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.02%
Equity
United States
Multi-Factor Strategy
26
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc 0.36%
Equity
World
Small Cap
Climate Change
611
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.21%
Equity
United States
Small Cap
1,803
Xtrackers MSCI World Small Cap UCITS ETF 1C Capitalisation 0.10%
Equity
World
Small Cap
65
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.03%
Equity
United States
Value
238
Invesco FTSE RAFI US 1000 UCITS ETF 0.05%
Equity
United States
Fundamental/Quality
566
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
771
SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.39%
Equity
United States
Small Cap
703
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist) 0.26%
Equity
United States
Mid Cap
16
SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist) 0.26%
Equity
United States
Mid Cap
7
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc) 0.26%
Equity
United States
Mid Cap
3,768
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.15%
Equity
World
Small Cap
178
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.01%
Equity
North America
Social/Environmental
27
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0.21%
Equity
World
Small Cap
121
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
717
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.16%
Equity
United States
Small Cap
25
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc 0.03%
Equity
United States
Fundamental/Quality
549
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc 0.03%
Equity
United States
Fundamental/Quality
32

Performance

Returns overview

YTD -10.94%
1 month +9.62%
3 months +2.80%
6 months +1.69%
1 year -11.87%
3 years +52.75%
5 years -
Since inception (MAX) -13.00%
2024 +10.21%
2023 +52.84%
2022 -22.01%
2021 -

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 36.29%
Volatility 3 years 36.66%
Volatility 5 years -
Return per risk 1 year -0.33
Return per risk 3 years 0.41
Return per risk 5 years -
Maximum drawdown 1 year -32.11%
Maximum drawdown 3 years -32.88%
Maximum drawdown 5 years -
Maximum drawdown since inception -45.08%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.