Automotive Data Infrastructure
The institutional lens on U.S. used-vehicle retail.
OAV aggregates publicly listed vehicles across the U.S. dealer footprint and applies Price-to-Market analysis, built on its patented vehicle-data standardization technology (U.S. Patent No. 12,236,477), to surface pricing pressure and inventory-aging signals at the parent-group level. Cited in Wall Street sell-side equity research, April 2026.
Inventory Valuation Mix — by parent group
Snapshot: Oct 16, 2026
Deal-mix distribution across the 10 covered public used-vehicle retail groups. Listings are bucketed by Price-to-Market position relative to comparable listings. Pure-play omnichannel retailers (CarMax, Carvana) are reported separately from the franchised dealer cohort.
| Lithia Motors | LAD | 6% | 90% | 5% |
| AutoNation | AN | 11% | 82% | 8% |
| CarMax | KMX | 8% | 71% | 21% |
| Group 1 Automotive | GPI | 8% | 83% | 8% |
| Penske Automotive Group | PAG | 6% | 87% | 7% |
| Asbury Automotive Group | ABG | 8% | 83% | 8% |
| Sonic Automotive | SAH | 11% | 85% | 5% |
| Hendrick Automotive Group | Private | 10% | 66% | 24% |
| Berkshire Hathaway Automotive | BRK.A | 5% | 91% | 4% |
| Carvana | CVNA | 7% | 74% | 19% |
| Franchised dealer cohort (avg) | Private | 8% | 83% | 9% |
Methodology: each listing is scored against comparable listings using OAV's Price-to-Market analysis, built on its patented vehicle-data standardization technology (U.S. Patent No. 12,236,477). Percentages computed across listings with sufficient comparables for a confident verdict, computed from the underlying inventory snapshot. Not a direct GPU measurement — reads inventory pricing posture, not realized margin.
National Sales Density — top 10 states
September 2026
Used-vehicle sales volume across the largest US state markets. Counts rounded; precise numbers + public-cohort share % + per-retailer breakdown live behind institutional access.
| State | Used sales (approx) | Density |
|---|---|---|
| TXTexas | ~135,000 | |
| CACalifornia | ~100,000 | |
| FLFlorida | ~96,000 | |
| OHOhio | ~55,000 | |
| NCNorth Carolina | ~53,000 | |
| ILIllinois | ~47,000 | |
| GAGeorgia | ~46,000 | |
| PAPennsylvania | ~45,000 | |
| NYNew York | ~41,000 | |
| VAVirginia | ~38,000 |
Counts represent used-vehicle sales volume in the trailing month, rounded to the nearest 1,000 for public surfaces. Institutional access unlocks unrounded values, public-cohort share %, per-retailer breakdown, and the density × share quadrant view across all 50 states and anchor metros. Request access →
Public Group Coverage
10 groups · 1,694 tracked storefronts
NYSE · LAD
Lithia Motors
- Storefronts
- 301
- Inventory (approx.)
- ~117,500
- States
- 27
Deal-mix snapshot
View teaser →
NYSE · AN
AutoNation
- Storefronts
- 273
- Inventory (approx.)
- ~100,000
- States
- 19
Deal-mix snapshot
View teaser →
NYSE · KMX
CarMax
- Storefronts
- 247
- Inventory (approx.)
- ~84,500
- States
- 42
Deal-mix snapshot
View teaser →
NYSE · GPI
Group 1 Automotive
- Storefronts
- 215
- Inventory (approx.)
- ~65,500
- States
- 16
Deal-mix snapshot
View teaser →
NYSE · PAG
Penske Automotive Group
- Storefronts
- 147
- Inventory (approx.)
- ~43,500
- States
- 20
Deal-mix snapshot
View teaser →
NYSE · ABG
Asbury Automotive Group
- Storefronts
- 134
- Inventory (approx.)
- ~51,000
- States
- 15
Deal-mix snapshot
View teaser →
NYSE · SAH
Sonic Automotive
- Storefronts
- 129
- Inventory (approx.)
- ~47,000
- States
- 18
Deal-mix snapshot
View teaser →
Private
Hendrick Automotive Group
- Storefronts
- 109
- Inventory (approx.)
- ~36,500
- States
- 12
Deal-mix snapshot
View teaser →
NYSE · BRK.A
Berkshire Hathaway Automotive
- Storefronts
- 105
- Inventory (approx.)
- ~41,000
- States
- 10
Deal-mix snapshot
View teaser →
NYSE · CVNA
Carvana
- Storefronts
- 34
- Inventory (approx.)
- ~74,500
- States
- 37
Deal-mix snapshot
View teaser →
Also covered
Metro markets
U.S. metro market coverage
Listed-inventory aggregates, deal-mix distribution, and pricing posture across anchor U.S. metros.
View metros →
Vehicle cohorts
Anchor vehicle cohort coverage
Nationwide inventory position, deal-mix distribution, and pricing posture across core truck, SUV, sedan, and EV cohorts.
View cohorts →
Market structure
Dealer Consolidation Index
How used-vehicle unit share is shifting between large and small dealers, which segment is actually contracting, and the capital-driven inventory-lane split behind it.
View the Index →
What's behind institutional access
The public coverage above shows aggregate signal only. Full institutional access unlocks:
- ·Historical deal-mix timeseries. Weekly rolling deal-quality distribution per group, plotted over time. Leading indicator of inventory-aging pressure — not a direct GPU measurement.
- ·Per-rooftop breakdown. Every location in the group with inventory, pricing position, and aging profile.
- ·Trend projections. Directional reads on where deal-mix, days-on-lot, and PTM position are heading based on 12-month rolling shape.
- ·Inventory-aging pressure index. Composite leading indicator combining deal-mix trend, days-on-lot drift, and PTM position shift. Correlates with subsequent margin pressure; not a direct GPU measurement.
- ·Per-brand cross-sections. Pricing pressure decomposed by OEM within each group (e.g., AutoNation's Toyota exposure vs. its Ford exposure).
- ·Analyst access. Direct line for custom pulls, methodology questions, and one-off cohort cuts.
AI-tier signal layer
T0 · Additional NDAModel-derived inventory signals
An additional paywall above institutional research, gated by per-contact feature flag and a separate click-through NDA.
- ·Sell-through probability curves. Cohort-level, at 15 / 30 / 45 / 60-day horizons.
- ·Days-to-sale distribution by cohort (make × body × state × vintage).
Built on OAV's patented vehicle market standardization technology (U.S. Patent No. 12,236,477); Price-to-Market analysis is patent pending. CarMax pilot cohort available now; market-wide rolling out.