Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

LAD Relative to the S&P 500

LAD Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Lithia Motors, Inc. (NYSE:LAD) seasonal charts above shows that a Buy Date of May 24 and a Sell Date of August 16 has resulted in a geometric average return of 9.4% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 4.06% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Consumer Discretionary sector, which runs from October 17 to April 12. The seasonal chart for the broad sector is available via the following link: Consumer Discretionary Sector Seasonal Chart.

Lithia Motors is a retailer of new and used vehicles and related services. The company offers 40 brands of vehicles at 278 stores in 25 states at year-end 2021 and entered Canada in mid-2021 with the purchase of Pfaff Automotive. The company has expanded largely through the acquisition of dealerships in smaller regional markets but now seeks to grow in any part of the U.S. and we expect more deals over time in Canada or perhaps Europe. Annual revenue in 2021 was $22.8 billion and we see over $50 billion possible in 2025. In 2021, new-car sales were about 49% of total revenue. Lithia was founded in 1946, went public in 1996, and is now one of the largest U.S. auto dealerships. It is based in Medford, Oregon.

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Stocks mentioned in this post: LAD