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What smart money is saying about Asbury Automotive Group, Inc.United States flag

ABG · Consumer Cyclical · Auto - Dealerships · Market cap $4.56B

3 funds in our archive have pitched Asbury Automotive Group, Inc. — most recently LRT Capital Management in June 2025.

Company profile

Asbury Automotive Group, Inc., together with its subsidiaries, operates as an automotive retailer in the United States. It offers a range of automotive products and services, including new and used vehicles; and vehicle repair and maintenance services, replacement parts, and collision repair services. The company also provides finance and insurance products, including arranging vehicle financing through third parties; and aftermarket products, such as extended service contracts, guaranteed asset protection debt cancellation, prepaid maintenance, and credit life and disability insurance. As of December 31, 2021, the company owned and operated 205 new vehicle franchises representing 31 brands of automobiles at 155 dealership locations; and 35 collision centers in the United States. Asbury Automotive Group, Inc. was founded in 1996 and is headquartered in Duluth, Georgia.

Fund coverage · 3 theses

  • LRT Capital Management
    June 2025

    Asbury Automotive Group, Inc. is a leading consolidator in the U.S. automotive retail sector, leveraging a resilient business model focused on high-margin parts and services, strategic acquisitions, and innovative digital solutions for sustainable, long-term growth.

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  • Black Bear
    March 2025

    Asbury Group is an auto dealership operator in the U.S. with a strong profit model in parts and services, facing tariff impacts on vehicle affordability, yet expected to generate $20-$30 in free cash flow per share in a normal year, indicating a 9-14% annual yield.

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  • Black Bear value partners
    December 2024

    Asbury Group is a highly profitable automotive dealership operator leveraging a razor-razorblade model and an omni-channel sales approach, with potential for significant free-cash flow and stock buybacks.

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