Added to YB: 2025-04-10
Pitch date: 2025-02-19
LKQ [bullish]
LKQ Corporation
-21.07%
current return
Author Info
No bio for this author
Company Info
LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories.
Market Cap
$7.6B
Pitch Price
$39.26
Price Target
58.11 (+88%)
Dividend
4.03%
EV/EBITDA
5.86
P/E
11.06
EV/Sales
0.91
Sector
Distributors
Category
value
LKQ Corporation - $LKQ
LKQ: Largest auto parts supplier, dominant in NA/EU. Trading near decade-low valuations (7.9x 2025 EBITDA, 10.6x P/E) due to poor capital allocation & earnings misses. Catalysts: executing analyst day targets, non-core asset sales, credibility restoration, large buybacks. Ancora/Engine gained board seats. 2026 SOTP valuation implies 58.11 PT (52.3% upside).
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