Added to YB: 2026-08-12
Pitch date: 2026-08-10
LKQ [bullish]
LKQ Corporation
+0.53%
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
$6.3B
Pitch Price
$24.57
Price Target
N/A
Dividend
4.83%
EV/EBITDA
6.09
P/E
13.82
EV/Sales
0.83
Sector
Distributors
Category
special_situation
3 interesting opportunities - LKQ Corporation (LKQ US)
LKQ: Global car parts distributor at 9x NTM P/E, ~9% FCF yield on EV (4% premium to 10y UST). NA collision biz 'crown jewel' hit by fewer repair claims as insurance premiums spiked; now easing (auto insurance CPI -4% YoY Jun'26). Activist Ananym pushing Europe/whole-co sale; board reviewing strategic alternatives, already sold Self Service, exploring Specialty. Risk: Europe ERP woes.
Read full article (2 min)