QM · rank #13 · 2026-10-26
APR
GPW · PLN · $921M (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +58.33% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +18.0% |
| Profit margin Net profit margin, trailing 12 months. | +5.5% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $921M |
| Anchor (recent) Close on 2026-09-25 | $30.00 |
| Anchor (far) Close on 2025-09-26 | $18.95 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Auto Partner (APR) is a Polish digital-first, just-in-time distributor of aftermarket auto parts serving fragmented European repair shops across 52%+ export markets with private-label and exclusive brands.
Rationale
The quality-momentum signal is reinforced by hard numbers — 61% net profit growth, ROE of 18%, margin expansion from 4.4% to 6.4% net, and 58% trailing price momentum — all consistent with an accelerating, capital-efficient compounder rather than a sentiment-only rotation.
Material risks
- 1Aftermarket distribution carries no patent or sole-source barrier, meaning price competition from Inter Cars, Alliance Automotive and OEM networks can compress the gross margin expansion (28.6% in H1 2026) that is doing the heaviest lifting in the quality signal.
- 2The German logistics centre (Q1 2028 target, permit-conditional) and PLN 1.29 billion inventory base create execution and working-capital risk — PLN 94.6 million of H1 cash was absorbed by inventory build — amplified by EUR/PLN translation exposure on 52% of revenue.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.