Penske Automotive Group (STU:UA9) ROE %: 18.18% (As of Jun. 2026) — Near Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

STU:UA9 Penske Automotive Group Inc STU:UA9
84 GF Score
Price €189.00
GF Value €147.69
Valuation Modestly Overvalued
! 9 Warning Signs
View Full Analysis

What is Penske Automotive Group ROE %?

Penske Automotive Group STU:UA9 +0.53% 84 ROE % is 18.18% as of Jun. 2026, which is 6% below its 10-year median of 19.25. GuruFocus rates STU:UA9 with a GF Score™ of 84/100 and a GF Value™ of €147.69 (Modestly Overvalued). The stock has 9 warning signs investors should review. Among 1,305 Vehicles & Parts companies, Penske Automotive Group ranks better than 84.21% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Penske Automotive Group's annualized net income for the quarter that ended in Jun. 2026 was €904 Mil. Penske Automotive Group's average Total Stockholders Equity over the quarter that ended in Jun. 2026 was €4,973 Mil. Therefore, Penske Automotive Group's annualized ROE % for the quarter that ended in Jun. 2026 was 18.18%.

The historical rank and industry rank for Penske Automotive Group's ROE % or its related term are showing as below:

STU:UA9' s ROE % Range Over the Past 10 Years
Min: 16.13   Med: 19.25   Max: 33.58
Current: 16.5

During the past 13 years, Penske Automotive Group's highest ROE % was 33.58%. The lowest was 16.13%. And the median was 19.25%.

STU:UA9's ROE % is ranked better than
84.21% of 1305 companies
in the Vehicles & Parts industry
Industry Median: 6.66 vs STU:UA9: 16.50

Penske Automotive Group  (STU:UA9) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Jun. 2026 )
=Net Income/Total Stockholders Equity
=904.108/4973.39
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(904.108 / 29556.096)*(29556.096 / 15945.2415)*(15945.2415 / 4973.39)
=Net Margin %*Asset Turnover*Equity Multiplier
=3.06 %*1.8536*3.2061
=ROA %*Equity Multiplier
=5.67 %*3.2061
=18.18 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jun. 2026 )
=Net Income/Total Stockholders Equity
=904.108/4973.39
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (904.108 / 1228.392) * (1228.392 / 1172.148) * (1172.148 / 29556.096) * (29556.096 / 15945.2415) * (15945.2415 / 4973.39)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.736 * 1.048 * 3.97 % * 1.8536 * 3.2061
=18.18 %

Note: The net income data used here is four times the quarterly (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Penske Automotive Group ROE % Related Terms


Penske Automotive Group ROE % Historical Data

* Premium members only.

The historical data trend for Penske Automotive Group's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Penske Automotive Group ROE % Chart

Penske Automotive Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 33.28 34.66 24.65 19.50 16.12

Penske Automotive Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 18.76 14.92 16.21 16.82 18.18

STU:UA9 vs KMX, ALTB, LAD: ROE % Comparison

For the Auto & Truck Dealerships subindustry, Penske Automotive Group's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Penske Automotive Group ROE % vs Vehicles & Parts Industry

For the Vehicles & Parts industry and Consumer Cyclical sector, Penske Automotive Group's ROE % distribution charts can be found below:

* The bar in red indicates where Penske Automotive Group's ROE % falls into.


STU:UA9
84GF Score
Penske Automotive Group Inc STU:UA9
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Penske Automotive Group ROE % Calculation

Penske Automotive Group's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=798.832/( (5157.955+4750.29)/ 2 )
=798.832/4954.1225
=16.12 %

Penske Automotive Group's annualized ROE % for the quarter that ended in Jun. 2026 is calculated as

ROE %=Net Income (Q: Jun. 2026 )/( (Total Stockholders Equity (Q: Mar. 2026 )+Total Stockholders Equity (Q: Jun. 2026 ))/ count )
=904.108/( (4899.1+5047.68)/ 2 )
=904.108/4973.39
=18.18 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Jun. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 18.18% mean?
Penske Automotive Group (STU:UA9) has a ROE % of 18.18% as of Jun. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Penske Automotive Group and its competitors. This is near median its historical median of 19.25. Over the past decade, Penske Automotive Group's ROE % has ranged from 16.13 to 33.58. According to the industry distribution chart, Penske Automotive Group ranks #206 out of 1305 companies in the Vehicles & Parts industry, placing it in the top 15.8%.
Is Penske Automotive Group's ROE % too high?
Penske Automotive Group's current ROE % of 18.18% is near median its 10-year median of 19.25. Over the past 10 years, this metric has ranged from a low of 16.13 to a high of 33.58. The Vehicles & Parts industry median ROE % is 6.66. Penske Automotive Group's value of 18.18% is 173% above this industry median. Based on the distribution chart, Penske Automotive Group ranks #206 out of 1305 companies in the Vehicles & Parts industry, which is in the top quartile — a strong position relative to peers. Overall, Penske Automotive Group has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Penske Automotive Group's ROE % compare to KMX and ALTB?
According to the Vehicles & Parts industry distribution chart, Penske Automotive Group ranks #206 out of 1305 companies for ROE %. This places Penske Automotive Group in the top 16% of its industry — outperforming the majority of peers. The industry median ROE % is 6.66. Penske Automotive Group's value of 18.18% is 173% above this benchmark. Historically, Penske Automotive Group's own ROE % has ranged from 16.13 to 33.58 over the past decade. While the company's 10-year median is 19.25 vs. the industry median of 6.66, Penske Automotive Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Vehicles & Parts company?
The median ROE % among Vehicles & Parts companies is 6.66, based on 1,305 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Penske Automotive Group's current ROE % of 18.18% is 173% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Penske Automotive Group and its competitors. For the Vehicles & Parts industry, the median ROE % is 6.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Penske Automotive Group's current ROE % is 18.18%, which is near median its own 10-year median of 19.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Penske Automotive Group stock overvalued right now?
Based on GuruFocus' analysis, Penske Automotive Group (STU:UA9) is currently considered Modestly Overvalued. The stock's GF Value™ is €147.69, compared to a current price of €189.00 — trading 28% above its estimated fair value. The current ROE % is 18.18%, which is near median its 10-year median of 19.25 and 173% above the Vehicles & Parts industry median of 6.66. Penske Automotive Group's overall GF Score™ is 84/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Penske Automotive Group (STU:UA9), the current ROE % is 18.18% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Penske Automotive Group (STU:UA9) Overvalued in 2026?

Based on GuruFocus' analysis, Penske Automotive Group stock appears to be overvalued. The current stock price of €189.00 is trading 28% above its estimated GF Value™ of €147.69. GuruFocus considers Penske Automotive Group to be Modestly Overvalued.

Key valuation signals for STU:UA9:

  • ROE %: 18.18% (near median its 10-year median of 19.25)
  • GF Value™: €147.69 vs. price of €189.00 (28% above fair value)
  • GF Score™: 84/100 with 9 warning signs
  • Industry Position: 173% above the Vehicles & Parts median (#206 of 1305)

No single metric tells the full story. See the STU:UA9 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Penske Automotive Group Business Description

Other Exchanges PAG:USA
Address 2555 Telegraph Road, Bloomfield Hills, MI, USA, 48302-0954
Penske Automotive Group operates in 19 US states and overseas. It has about 150 US and Puerto Rico light-vehicle stores as well as 217 franchised dealerships overseas, primarily in the United Kingdom but also in Australia, Germany, Italy, and Japan. The company is the third-largest US publicly traded dealership in terms of light-vehicle revenue and sells more than 40 brands, with over 90% of retail automotive revenue coming from luxury and import names. Other segments are service and finance and insurance. The firm's Premier Truck Group owns 45 truck dealerships selling mostly Freightliner and Western Star brands, and Penske owns 15 used-vehicle stores, mostly in the US and UK under the CarShop (US) and Sytner Select (UK) brands. Penske is based in Bloomfield Hills, Michigan.
84GF Score

Get the complete analysis for STU:UA9

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€189.00
Price
€147.69
GF Value