Added to YB: 2026-02-16
Pitch date: 2026-02-12
LKQ [bullish]
LKQ Corporation
-2.07%
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
$8.7B
Pitch Price
$34.23
Price Target
50.00 (+49%)
Dividend
3.52%
EV/EBITDA
6.37
P/E
12.68
EV/Sales
0.99
Sector
Distributors
Category
special_situation
LKQ Corp - $LKQ
LKQ: Global aftermarket parts giant at 0.85x sales/7.5x EBITDA in strategic review, explicit sale on table. Activists Ancora (board seats) & Ananym pushing portfolio simplification. Self-Service sold 8.2x EBITDA, Specialty sale live (~$1B/8x est), Europe next? NA core @10x = >$50 PT per Roth. Mgmt CiC-incentivized. Lapping weak comps, $765M FCF guide. Multiple bidders likely for #1 player in fragmented market.
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