Buffett Brain · Research note
Score updated 29 Oct 2026 · analysis from 22 Sept 2026
AUTO.OL· Industrials
AutoStore Holdings
AutoStore's high margins are overshadowed by a P/E of 452 and negative revenue growth, questioning its suitability as a Buffett investment.
Buffett fit
Weak fit
Owner
42
Durability
8
Management
54
Price
0
Score updated 29 Oct 2026 · analysis from 22 Sept 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Industrials stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
If we owned 100% of AutoStore, the focus would be on reversing the negative revenue trend of -2.57% CAGR over five years and improving earnings consistency.
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The durability of AutoStore is questionable given its negative revenue growth and the competitive industrial machinery sector.
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The management has maintained a stable share count with a CAGR of 0.13% over five years, but there's no evidence of or dividends.
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The current valuation metrics, including a of 452.2 and an yield of 0.1%, indicate a significant overvaluation.
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- The full reasoning behind all four pillars
- The 5-year price target and the return it implies
- What would change the call
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
5- 1 of 55.16% is top-quintile within the sector, indicating strong .
- 2 of 26.27% exceeds the sector's top-quintile cutoff of 17.8%.
- 3Net margin of 15.12% is also top-quintile for the sector.
- 4Debt/Equity ratio of 0.18 suggests conservative .
Concerns
5- 1 ratio of 452.2 suggests extreme overvaluation.
- 2Negative revenue CAGR of -2.57% over the past five years.
- 3EPS decline of -6.5% CAGR over five years reflects earnings inconsistency.
- 4 of 5.8% is well below the sector's top-quintile cutoff of 13.6%.
Price history
$15.15-62.1%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
AutoStore Holdings provides robotic and software technology solutions globally, with a focus on automated storage and retrieval systems. The company boasts a of 55.16%, indicating strong within its niche. However, the revenue CAGR of -2.57% over five years signals declining top-line growth. Despite high of 26.27%, the unit economics are challenged by a ratio of 452.2, which suggests overvaluation.
How this analysis has moved
The call has held across 6 reviews.
Sep 27, 2026 → Oct 28, 2026
What other investors would say
The same company, judged by three other documented playbooks.
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