Genuine Parts Company management check

GPC · Consumer Discretionary · Distributors · CEO William P Ii Stengel

Filings as of

54
Management score, ranked 391st of 487Strongest: clean books. Weakest: CEO cost. See the best and worst run in Consumer Discretionary →

4 good · 2 to watch · 1 flagged, across the seven questions below.

  • Good

    Have owners done well?

    Beat its chosen peers

    $100 invested at the start of fiscal 2021 grew to $140, against $121 for the peer group the company picked itself.

  • Good

    Does pay follow performance?

    Pay rose and fell with returns

    Over 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.58 with shareholder return. 1 means pay moved in step; below 0, the opposite way.

  • Flag

    What does the CEO cost owners?

    19.5% of net income

    $12.9m of reported pay in fiscal 2025, against $65.9m of net income.

  • Watch

    Do they own the stock?

    CEO stake ≈ 0.9 years of pay

    The CEO holds 110,977 shares, directly or through trusts (unvested awards not counted): about 0.9 years of pay. Light activity: no buys, $456k sold in six months. 3 of 3 sales ran on pre-arranged 10b5-1 plans.

  • Good

    Are owners being diluted?

    Share count shrinking

    Diluted shares changed -0.6% a year over the last three fiscal years. Stock-based pay was 0.2% of revenue in the latest year.

  • Watch

    Is leadership stable?

    2 CEOs in the pay table

    CEOs in the pay table: Mr. Donahue, Mr. Stengel. 9 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.

  • Good

    Are the books clean?

    No red flags on file

    No restatements, auditor changes or late filings since 2021.

Against the S&P 500

Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Consumer Discretionary.

CheckScoreAt or aboveSector median
Owner returns7168%70
Pay for performance7942%79
CEO cost016%44
Skin in the game3230%36
Dilution5847%74
Stable leadership4019%80
Clean books100100%100

Closest peers

Nearest in rank in Consumer Discretionary, by management score. Genuine Parts Company is 39th of 47 in its sector.

  1. 356CMGChipotle Mexican Grill58
  2. 391GPCGenuine Parts Company54
  3. 408TSLATesla, Inc.52
  4. 434CCLCarnival Corporation49
  5. 437NKENike, Inc.48
  6. 438YUMYum! Brands48

Pay versus performance

From the proxy statement filed February 27, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.

CEO pay by fiscal yearAs reported Actually paid
$0$8.0m$15.9m20212022202320242025
What $100 becameCompany Peer group
$10020212022202320242025$140
Fiscal yearCEOCEO payActually paidOther executives (avg)$100 becamePeersNet income
2025Mr. Stengel$12.9m$13.2m$4.7m$140$121$65.9m
2024Mr. Stengel, Mr. Donahue$7.7m$5.6m$3.2m$126$137$904.1m
2023Mr. Donahue$11.4m$3.8m$4.3m$142$146$1.3bn
2022Mr. Donahue$10.4m$15.9m$3.3m$178$126$1.2bn
2021Mr. Donahue$11.8m$15.5m$3.2m$140$190$898.8m

The board says pay is tied most to Adjusted EBITDA. Its other key measures: Total Shareholder Return, Adjusted Earnings per Share ("EPS"), Net Sales, Working Capital.

Insiders and the CEO's stake

William P Ii Stengel (Chairman, President & CEO) held 110,977 shares directly after their latest Form 4 on May 3, 2026, roughly $11.5m at that filing's price.

Light activity: no buys, $456k sold in six months. 3 of 3 sales ran on pre-arranged 10b5-1 plans.

  • SoldChristopher T GallaSVP, GC, and Corp. Secretary · 10b5-1 plan$268kJun 26, 2026
  • SoldJames F. HowePresident, Motion · 10b5-1 plan$188kMay 5, 2026

Leadership and governance on file

Latest shareholder vote results: Apr 28, 2026, including the say-on-pay vote.

Where the money went

Over 2021–2025: $3.6bn returned to owners in buybacks and dividends, 82% of net income, and $210.4m of pay in stock.

Fiscal year20212022202320242025
Revenue$18.9bn$22.1bn$23.1bn$23.5bn$24.3bn
Net income$898.8m$1.2bn$1.3bn$904.1m$65.9m
Stock-based pay$25.6m$38.1m$57.2m$40.7m$48.8m
Buybacks$333.6m$222.7m$261.5m$150.0m$0
Dividends$465.6m$495.9m$526.7m$554.9m$563.8m
Diluted shares144m142m141m140m139m

Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.