OCDO, ASC, JE, PRTS12 Oct 2017 19:06
OCDO, ASC, JE and fully online businesses like Amazon (AMZN). Same concept with fewer products of course. if you like the online business concept, check U.S. Auto Parts Network (PRTS) from Nasdaq.
PRTS is a debt-free and profitable and fully online business with YoY growth that trades just 0.3 times its revenue and just 6 times its EBITDA.
The bricks and mortar (and outdated) peers like AAP, ORLY, AZO in North America carry much higher metrics although they are leveraged.
Given that PRTS is a disruptor in its sector with a stellar balance sheet, it's also a takeover target. Icahn Enterprises (IEP) and Genuine Parts (GPC) have acquired many automotive businesses over the last months. Do your dd and gl.