GENUINE PARTS CO vs TD SYNNEX CORPORATION, two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GPC and SNX diverge most: on debt / equity, GPC reads 1.04 and SNX reads 0.13; on gross margin, GPC reads 37.8% and SNX reads 6.8%. The rest of the comparable metrics sit closer together. On valuation, today's GPC price has a different growth bar priced in than SNX (-2.4% implied for GPC vs -1.0% for SNX); the higher figure is the steeper assumption to clear, not a better or worse stock. What GPC's price implies is a bet that sits within the historical range (whole-company basis). What SNX's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GPC | SNX |
|---|---|---|
| Price | $124.38 | $255.71 |
| Market cap | $17.2B | $20.4B |
| Sector | Distribution | Distribution |
| Stage | Mature | Growth |
| Implied growth (priced in) | -2.4% | -1.0% |
| P/E | 19.0 | 18.3 |
| P/B | 3.78 | 2.28 |
| P/S | 0.68 | 0.29 |
| EV/EBITDA | 38.7 | 10.8 |
| Revenue growth | +5.5% | +16.3% |
| Gross margin | 37.8% | 6.8% |
| Operating margin | — | 2.6% |
| Net margin | 3.6% | 1.6% |
| Return on equity | 20.0% | 12.7% |
| Return on assets | 4.3% | 3.0% |
| Return on invested capital | — | 13.8% |
| FCF yield | 4.4% | 1.8% |
| Dividend yield | 3.3% | 0.7% |
| Debt / equity | 1.04 | 0.13 |
| Current ratio | 1.16 | 1.20 |
| Altman Z (solvency) | 7.59 | 2.57 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.