Event-Driven Stocks

LITHIA MOTORS INC

LAD

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs4 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$37.63B$36.19B$31.04B$28.19B$22.83B$13.13B
Operating income$1.59B$1.57B$1.69B$1.94B$1.66B$692.7M
Net income$819.6M$796.7M$1.00B$1.25B$1.06B$470.3M
Total assets$25.11B$23.12B$19.63B$15.01B$11.15B$7.90B
Total liabilities$18.48B$16.45B$13.35B$9.76B$6.48B$5.24B
Equity$6.60B$6.65B$6.21B$5.21B$4.63B$2.66B
EPS (diluted)$32.32$29.45$36.29$44.17$36.54$19.53
Shares out.26.3M27.5M27.3M29.5M29.5M24.1M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
4.2%
Net margin
2.2%
Return on equity
12.4%
Return on assets
3.3%
Return on capital (ROCE)
8.7%
Liabilities / assets
73.6%
Debt / equity
2.80×
Book value / share
$251.20
Revenue growth (YoY)
4.0%
Net income growth (YoY)
2.9%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
1.95grey zone
Accruals / assets
1.8%clean
Piotroski F-Score
3/9weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
70
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 67Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

2 warning4 good
  • High leverage (liabilities > 70% of assets)
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20262.5M8.1+5.0%
Apr 30, 20262.4M7.6-7.1%
Apr 15, 20262.5M7.7+8.0%
Mar 31, 20262.4M6.5+5.6%
Mar 13, 20262.2M6.3+5.1%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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