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BBY vs PAG
Which Stock Would AI Choose? Best Buy (BBY) vs. Penske Automotive Group (PAG) Stock Comparison
Key Takeaways
- BBY has shown resilience in consumer electronics retail amid AI product cycles, with recent analyst upgrades highlighting potential replacement demand.
- PAG delivered Q2 2026 revenue growth of 6% to $8.5 billion, beating estimates, supported by strong retail automotive volumes and surging commercial truck orders.
- Both stocks trade near multi-month highs with market capitalizations in the $14-18 billion range, reflecting solid year-to-date performance relative to broader indices.
- BBY faces upcoming earnings and leadership transitions, while PAG benefits from dividend growth and acquisitions in luxury dealerships.
- Sector exposure differs markedly: BBY in specialty retail electronics versus PAG in automotive retail and commercial trucks.
- Relative momentum favors stability in PAG’s service margins and truck backlog, contrasted with BBY’s sensitivity to consumer sentiment and AI adoption rates.
Introduction
This comparison examines BBY, Best Buy Co., Inc., and PAG, Penske Automotive Group, Inc., two consumer-facing retailers operating in distinct segments of the economy. Investors and traders seeking to understand relative performance in retail and automotive sectors may find the analysis relevant for portfolio diversification or sector rotation strategies. The review focuses on recent market activity, business fundamentals, and observable catalysts without offering forward-looking predictions.
BBY Overview and Recent Performance
Best Buy Co., Inc. operates as a leading specialty retailer of consumer electronics, appliances, and related services. In recent market activity, shares have traded around $85–$86 amid a market capitalization near $18.1 billion. Performance has reflected broader retail recovery themes, including gains from AI-enabled device sales and analyst commentary on potential upgrade cycles. Key developments include the appointment of Anne Bramman as chief financial officer effective in mid-August 2026 and upcoming quarterly results. Sentiment has been influenced by mixed analyst views on earnings durability, with some upgrades citing early benefits from artificial intelligence product interest alongside caution on macroeconomic pressures affecting discretionary spending.
PAG Overview and Recent Performance
Penske Automotive Group, Inc. is a diversified automotive retailer with operations in new and used vehicle sales, service, parts, and commercial truck distribution. Recent performance has placed shares near $216–$223 with a market capitalization around $14.2 billion. The company reported second-quarter 2026 revenue of $8.5 billion, up 6% year over year, with adjusted earnings per share of $3.62 exceeding consensus estimates. Influences on performance include higher retail automotive same-store revenue, improved service and parts margins, and a sharp increase in Class 8 truck orders signaling freight market stabilization. Additional factors encompass share repurchases, strategic acquisitions, and a 23rd consecutive quarterly dividend increase.
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Head-to-Head Comparison
BBY and PAG differ substantially in business models: one centers on high-margin electronics and services with exposure to discretionary consumer spending, while the other emphasizes recurring service revenue and vehicle financing alongside commercial truck distribution. Growth drivers for BBY include AI gadget adoption and potential replacement cycles; PAG draws support from automotive volume stability and improving freight conditions. Recent momentum shows PAG benefiting from earnings beats and backlog visibility, whereas BBY contends with leadership transitions and pre-earnings scrutiny. Risk factors encompass retail cyclicality for BBY and inventory or interest-rate sensitivity for PAG. Market sentiment appears balanced, with both equities reflecting institutional ownership levels above 70% and analyst consensus ratings clustered around hold or moderate buy.
Tickeron AI Verdict
Based on observable factors such as trend consistency in earnings delivery, stability of service margins, and positioning relative to sector catalysts, Tickeron’s AI models currently assign a modestly higher probabilistic edge to PAG over BBY. This assessment reflects PAG’s recent earnings outperformance and commercial truck order momentum alongside BBY’s near-term earnings uncertainty. The evaluation remains probabilistic and subject to evolving market data rather than a definitive ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BBY is a StrongBuy and PAG is a Hold.
| BBY | PAG | BBY / PAG | |
| Capitalization | 19B | 14.2B | 134% |
| EBITDA | 2.58B | 1.69B | 153% |
| Gain YTD | 39.563 | 39.708 | 100% |
| P/E Ratio | 15.11 | 15.69 | 96% |
| Revenue | 42.2B | 32.2B | 131% |
| Total Cash | 2.26B | 69.5M | 3,245% |
| Total Debt | 4.13B | 9.25B | 45% |
BBY | PAG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 21 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 18 Undervalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 99 | 9 | |
SMR RATING 1..100 | 24 | 54 | |
PRICE GROWTH RATING 1..100 | 11 | 40 | |
P/E GROWTH RATING 1..100 | 78 | 23 | |
SEASONALITY SCORE 1..100 | n/a | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BBY's Valuation (18) in the Electronics Or Appliance Stores industry is somewhat better than the same rating for PAG (68) in the Specialty Stores industry. This means that BBY’s stock grew somewhat faster than PAG’s over the last 12 months.
PAG's Profit vs Risk Rating (9) in the Specialty Stores industry is significantly better than the same rating for BBY (99) in the Electronics Or Appliance Stores industry. This means that PAG’s stock grew significantly faster than BBY’s over the last 12 months.
BBY's SMR Rating (24) in the Electronics Or Appliance Stores industry is in the same range as PAG (54) in the Specialty Stores industry. This means that BBY’s stock grew similarly to PAG’s over the last 12 months.
BBY's Price Growth Rating (11) in the Electronics Or Appliance Stores industry is in the same range as PAG (40) in the Specialty Stores industry. This means that BBY’s stock grew similarly to PAG’s over the last 12 months.
PAG's P/E Growth Rating (23) in the Specialty Stores industry is somewhat better than the same rating for BBY (78) in the Electronics Or Appliance Stores industry. This means that PAG’s stock grew somewhat faster than BBY’s over the last 12 months.
| BBY | PAG | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 53% |
| Stochastic ODDS (%) | 3 days ago 72% | 3 days ago 60% |
| Momentum ODDS (%) | 3 days ago 67% | 3 days ago 57% |
| MACD ODDS (%) | 3 days ago 62% | N/A |
| TrendWeek ODDS (%) | 3 days ago 67% | 3 days ago 56% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 61% |
| Advances ODDS (%) | 3 days ago 67% | 10 days ago 71% |
| Declines ODDS (%) | 5 days ago 70% | 3 days ago 59% |
| BollingerBands ODDS (%) | 3 days ago 65% | N/A |
| Aroon ODDS (%) | 3 days ago 75% | 3 days ago 58% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BBY’s FA Score shows that 3 FA rating(s) are green while PAG’s FA Score has 2 green FA rating(s).
- BBY’s FA Score: 3 green, 2 red.
- PAG’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BBY’s TA Score shows that 5 TA indicator(s) are bullish while PAG’s TA Score has 3 bullish TA indicator(s).
- BBY’s TA Score: 5 bullish, 3 bearish.
- PAG’s TA Score: 3 bullish, 3 bearish.
Price Growth
BBY (@Specialty Stores) experienced а +0.59% price change this week, while PAG (@Automotive Aftermarket) price change was -1.76% for the same time period.
The average weekly price growth across all stocks in the @Specialty Stores industry was -4.09%. For the same industry, the average monthly price growth was -7.27%, and the average quarterly price growth was -0.74%.
The average weekly price growth across all stocks in the @Automotive Aftermarket industry was -6.57%. For the same industry, the average monthly price growth was -9.27%, and the average quarterly price growth was -5.93%.
Reported Earning Dates
BBY is expected to report earnings on Nov 24, 2026.
PAG is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Specialty Stores (-4.09% weekly)The specialty stores sector includes companies dedicated to the sale of retail products focused on a single product category, such as clothing, carpet, books, or office supplies. A specialty store could face intense competition from big-box departmental chains, and therefore offering an adequate collection of the product type it specializes in is key in maintaining/growing its market.
@Automotive Aftermarket (-6.57% weekly)The Automotive Aftermarket consists of the manufacturing, remanufacturing, distribution, retailing, and installation of vehicle parts and accessories, after the sale of the automobile by the original equipment manufacturer (OEM) to the consumer. The aftermarket parts many not be manufactured by the OEM. According to a Technavio study, the US automotive parts aftermarket size is estimated to grow by USD 24.33 billion during 2018-2022 (CAGR 3%). Like many other industries, the automotive aftermarket is also being intensely penetrated by the digital boom. The online auto parts sales market is predicted to exceed $13B by 2020 (according to a study by Mirakl).
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PAG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PAG has been closely correlated with ABG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAG jumps, then ABG could also see price increases.