Motorcar Parts of America, Inc.

Motorcar Parts of America, Inc.

MPAAยทNASDAQ

$10.55

-2.1%
Consumer CyclicalAuto - Parts

Motorcar Parts of America, Inc. manufactures, remanufactures, and distributes heavy-duty truck, industrial, marine, and agricultural application replacement parts. The company offers rotating electrical products, including alternators and starters; wheel hub assemblies and bearings; and brake-related products comprising brake calipers, brake boosters, brake rotors, brake pads, and brake master cylinders. It also offers test solutions and diagnostic equipment for electric vehicle powertrain development and manufacturing, including electric motor test systems, e-axle test systems, advanced power emulators, and charging unit test systems, as well as test systems for alternators, starters, belt starter generator, and bench-top testers, as well as turbochargers and test services for electric vehicle inverters. The company sells its products to automotive retail chain stores and warehouse distributors, as well as various automobile manufacturers for their aftermarket programs and warranty replacement programs in North America. Motorcar Parts of America, Inc. was founded in 1968 and is headquartered in Torrance, California.

At a Glance

Live Snapshot
Market Cap$202.68M
EPS-0.9900
P/E Ratio-10.66
Earnings Date06/08/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -10.7).

Valuation inputs: P/E -10.7, earnings yield N/A, momentum -2.1%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -7.6%, ROIC +5.6%).

Profitability stack: net margin -2.6%, ROE -7.6%, ROIC +5.6%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +73.1%, momentum -2.1%, net margin -2.6%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

mpaa

Motorcar Parts of America, Inc. Market vs Earnings Trajectory

MPAA ยท NASDAQ

Loading price and EPS data...

Motorcar Parts of America, Inc.

Motorcar Parts of America, Inc. Fair Value Envelope

MPAA ยท NASDAQ

Our analysis suggests that MPAA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $10.55, this represents a potential HIDDEN relative to our calculated worth for Motorcar Parts of America, Inc..

Intrinsic Value
Current Price: $10.55
3Y-354.0%
5Y+154.0%
10Y-271.0%
3Y+16.0%
5Y+41.0%
10Y+105.0%
3Y-365.0%
5Y+167.0%
10Y-284.0%
3Y-201.0%
5Y+142.0%
10Y+197.0%
3Y-178.0%
5Y+782.0%
10Y+253.0%
3Y-6.0%
5Y+23.0%
10Y+132.0%
Motorcar Parts of America, Inc.

Motorcar Parts of America, Inc. Profit Bridge

MPAA ยท NASDAQ
Revenue757.35M
Cost of Goods Sold (603.53M)
Gross Profit153.83M
Operating Expenses (113.91M)
Operating Income39.92M
Interest Expense (55.55M)
Other Income/Expense-55.61M
Pretax Income-15.69M
Income Tax (3.78M)
Net Income-19.47M
Net Income
-19.47M

Profitability Analysis

Gross Margin

20.3%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

5.3%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

-2.6%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Non-operating losses: Core business is profitable but other expenses (interest, taxes, one-time items) are driving net losses. Review capital structure and non-operating items.

20.31%
Gross Profit Margin
10%
3Y+12.0%
5Y-8.0%
10Y-26.0%
5.27%
Operating Profit Margin
-18%
3Y+19.0%
5Y+294.0%
10Y-49.0%
-2.57%
Net Profit Margin
-63%
3Y-327.0%
5Y+89.0%
10Y-190.0%
-7.56%
Return on Equity
-56%
3Y-424.0%
5Y+186.0%
10Y-251.0%
-2.03%
Return on Assets
-58%
3Y-381.0%
5Y+117.0%
10Y-180.0%
5.64%
Return on Invested Capital
-9%
3Y+165.0%
5Y+455.0%
10Y-10.0%
MPAA

Motorcar Parts of America, Inc. Cash Conversion Engine

MPAA ยท NASDAQ
Net Income-19.47M
Depreciation & Amortization10.40M
Stock-Based Compensation3.88M
Change in Working Capital-8.97M
Others61.44M
Capital Expenditures-4.58M
Free Cash Flow40.90M

Cash Flow Quality Analysis

FCF Conversion Rate

-210.1%

Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.

CapEx Intensity

10.1%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+7.1%

Steady FCF growth indicates consistent cash generation improvement. On a positive trajectory.

Working Capital Impact

-$8.97M

Moderate working capital outflow. Typical for growing businesses, but ensure it's supporting revenue growth, not inefficiency.

mpaa

Motorcar Parts of America, Inc. Funding & Solvency Profile

MPAA ยท NASDAQ
Cash & Cash Equivalents17.51M
Net Receivables405.77M
Inventory398.98M
Other Current Assets-266.56M
Total Current Assets558 M
Property, Plant & Equipment96.53M
Goodwill & Intangible Assets3.53M
Long-Term Investments0.00
Other Non-Current Assets327.64M
Total Non-Current Assets424 M
Total Assets
991.31M

Financial Health Analysis

Current Ratio

1.43x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

2.83x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

167 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

56% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

mpaa

Motorcar Parts of America, Inc. Street Expectations Map

MPAA ยท NASDAQ

Wall Street analysts project that MPAA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.

Lowest Target
20.00
89.57%
Consensus Target
20.00
89.57%
Highest Target
20.00
89.57%

The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+89.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

mpaa

Motorcar Parts of America, Inc. Insider Positioning

MPAA ยท NASDAQ

During the last 12 months, insiders have purchased $10K and sold $19K worth of MPAA shares, resulting in $9K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

1.0K

9.67K

Sold

0

0.00

Net Activity

+10K

+$10K

6-9 Months

Bought

0

0.00

Sold

1.1K

18.52K

Net Activity

-19K

-$19K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
BD

Bryan David

Director

1.0K sharesโ€ข1 transactions

$10K

Top Sellers

1
BGD

Burlingame Glenn Daniel

Officer: Vp, General Counsel And Sec.

1.1K sharesโ€ข1 transactions

$19K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $9K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.52:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

No Dividend Yield Data

MPAA has not reported any dividend yield values in the available annual periods.

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mpaa Dividend History

MPAA
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%