Professional
Added to YB: 2025-10-09
Pitch date: 2025-09-30
LKQ [bullish]
LKQ Corporation
+0.56%
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
$30.35
Price Target
N/A
Dividend
4.03%
EV/EBITDA
5.86
P/E
11.06
EV/Sales
0.91
Sector
Distributors
Category
value
Palm Valley Capital New Position: LKQ Corporation
LKQ (new position): Largest US/Europe auto parts distributor trading at 5yr lows (10x P/E, 8.5x EBITDA, 3.9% yield) due to cyclical decline in repairable claims from weak economy & high insurance costs. Recession-resistant biz w/ superior fill rates via extensive network. 2.5x leverage but strong FCF for quick deleveraging.
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