Industry Revenues:

• Automotive Trade: approx. 70%
• Advertising and Digital Services: approx. 20%
• Financial Services: approx. 10%

TOP 3 Markets:

• United Kingdom: approx. 85%
• Ireland: approx. 10%
• Continental Europe: approx. 5%

Auto Trader Group plc generates the majority of its revenues from automotive trade, with a focus on facilitating vehicle transactions between buyers and sellers. A significant portion of the income also comes from advertising and digital services offered on the platform. Financial services, such as credit intermediation, also contribute to the revenue.

Auto Trader's primary market is the United Kingdom, which accounts for the largest share of revenues. Ireland and some countries in Continental Europe also contribute to the income, but to a significantly lesser extent.

Production: No physical production

Auto Trader Group plc is a digital company that does not manufacture physical products. It operates an online platform for buying and selling vehicles. The main activity of the company is to connect buyers and sellers of vehicles and provide them with a platform for trading.

Since Auto Trader is a digital service company, there are no production facilities in the traditional sense. The company's "products" are rather digital services and software solutions provided over the internet.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024)

Auto Trader Group plc is pursuing a multi-pronged growth strategy to strengthen its market leadership in the digital automotive market. A key element of this strategy is the continuous improvement and expansion of its digital platforms. This includes investments in artificial intelligence and machine learning to provide personalized user experiences and increase platform efficiency.

Furthermore, the company plans to expand its reach through strategic partnerships and potential acquisitions. These measures are intended to strengthen Auto Trader's market presence both in the United Kingdom and internationally.

Another focus is on diversifying revenue streams. Auto Trader is investing in new services and products that go beyond traditional vehicle sales, such as financing and insurance offerings. This is intended to not only generate additional revenue but also increase customer loyalty.

Main raw materials: No physical commodities

Auto Trader Group plc is a digital company specializing in online vehicle sales. As a platform for buying and selling vehicles, the company does not import physical commodities or materials itself. Instead, it provides an online marketplace solution that connects buyers and sellers of vehicles.

Auto Trader's business model is based on digital services, data analysis, and advertising revenue, which is why physical commodities or materials are not relevant for the company's operations.

Market share in the UK automotive market: Over 70% (estimated 2025)
EBITDA margin: 70% (2024)
Customer satisfaction: 4.5 out of 5 stars (2024, Trustpilot)

Auto Trader Group plc has a significant competitive advantage in the British automotive market. With an estimated market share of over 70%, the company dominates the online vehicle marketplace. This strong market position is supported by a high EBITDA margin of 70%, indicating an efficient cost structure and strong profitability.

The company benefits from an established brand and an extensive network of car dealers, making it difficult for new competitors to enter the market. Furthermore, the high customer satisfaction rating shows that Auto Trader is popular not only among dealers but also among end customers. These factors contribute to a sustainable competitive advantage, which is further strengthened by continuous investments in technology and data analytics.

Institutional Investor Share: 85% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Auto Trader Group plc is estimated to be around 85%. This demonstrates the strong confidence institutional investors have in the company, which is often an indicator of financial stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year. This could suggest that the management and other insiders are satisfied with the current company strategy and valuation.

Market share of Auto Trader Group plc: Estimated around 55% (2025)

Main competitors and their market shares:

1. Auto Trader Group plc: 55%
2. eBay Motors: 15%
3. Gumtree Motors: 10%
4. Motors.co.uk: 8%
5. CarGurus UK: 5%
6. PistonHeads: 4%
7. Facebook Marketplace (Autos): 3%

Moat of Auto Trader Group plc:

Auto Trader Group plc possesses a significant moat, which is composed of several factors. Firstly, the company has strong brand recognition and an established position as the leading platform for car sales in the United Kingdom. This is supported by a large user base and an extensive database of vehicle listings.

Secondly, Auto Trader benefits from network effects: The more buyers and sellers use the platform, the more attractive it becomes for new users. This creates a self-reinforcing cycle that further solidifies its market share.

Compared to competitors, Auto Trader has also invested in technology and user experience, resulting in a user-friendly platform that is attractive to both individuals and dealers.

While some competitors, such as eBay Motors and Facebook Marketplace, have large user bases, they often lack the specialized focus and deep market knowledge that Auto Trader provides. This gives Auto Trader an advantage in customer satisfaction and retention.

Overall, Auto Trader has a strong moat supported by its market leadership, network effects, and technological investments. While competitors have their own strengths, they currently cannot offer the same market dominance and specialization.

Revenue Growth: 7.5% (2024) Profit Growth: 9.2% (2024) Market Share in the UK: 75% (2024)

Auto Trader Group plc recorded a revenue growth of 7.5% and a profit growth of 9.2% in 2024. The company holds a dominant market share of 75% in the British car advertising market, highlighting its strong market position.

The ongoing digitization and the trend towards online platforms in the automotive industry continue to provide growth opportunities for Auto Trader Group plc. The company is also investing in new technologies and services to enhance its platform and optimize user experience.

Analysts view the strong market position and continuous investments in technology and innovation as positive indicators for future growth. However, potential investors should consider the overall market trends and possible economic uncertainties that could impact the business environment.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout in recent years

Auto Trader Group plc has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield for 2025 is estimated to be around 2.5%, based on the payouts of recent years and the company's financial stability.

The company has a solid balance sheet and demonstrates strong operational performance, suggesting the ability to continue paying dividends in the future. Analysts believe that Auto Trader will continue to be able to offer attractive returns to its shareholders, supported by its leading market position and continuous business development.