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Consumer Cyclical - Auto - Parts - NASDAQ - US
$ 39.51
-4.31 %
$ 10.2 B
Market Cap
15.02
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LKQ stock under the worst case scenario is HIDDEN Compared to the current market price of 39.5 USD, LKQ Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LKQ stock under the base case scenario is HIDDEN Compared to the current market price of 39.5 USD, LKQ Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LKQ stock under the best case scenario is HIDDEN Compared to the current market price of 39.5 USD, LKQ Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LKQ

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$44.0$44.0$43.0$43.0$42.0$42.0$41.0$41.0$40.0$40.0$39.0$39.0$38.0$38.0$37.0$37.0$36.0$36.0$35.0$35.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
14.4 B REVENUE
3.53%
1.2 B OPERATING INCOME
-11.64%
693 M NET INCOME
-26.12%
1.12 B OPERATING CASH FLOW
-17.33%
-406 M INVESTING CASH FLOW
83.37%
-746 M FINANCING CASH FLOW
-67.70%
3.36 B REVENUE
-6.33%
271 M OPERATING INCOME
-12.58%
157 M NET INCOME
-18.65%
235 M OPERATING CASH FLOW
-44.05%
-106 M INVESTING CASH FLOW
13.11%
-230 M FINANCING CASH FLOW
4.17%
Balance Sheet LKQ Corporation
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Current Assets 4.91 B
Cash & Short-Term Investments 234 M
Receivables 1.12 B
Other Current Assets 3.55 B
Non-Current Assets 10 B
Long-Term Investments 169 M
PP&E 2.9 B
Other Non-Current Assets 6.98 B
7.50 %23.74 %19.42 %46.64 %Total Assets$15.0b
Current Liabilities 2.86 B
Accounts Payable 1.8 B
Short-Term Debt 275 M
Other Current Liabilities 786 M
Non-Current Liabilities 6.06 B
Long-Term Debt 5.33 B
Other Non-Current Liabilities 727 M
20.18 %3.08 %8.81 %59.78 %8.15 %Total Liabilities$8.9b
EFFICIENCY
Earnings Waterfall LKQ Corporation
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Revenue 14.4 B
Cost Of Revenue 8.74 B
Gross Profit 5.61 B
Operating Expenses 4.41 B
Operating Income 1.2 B
Other Expenses 506 M
Net Income 693 M
16b16b14b14b12b12b10b10b8b8b6b6b4b4b2b2b0014b(9b)6b(4b)1b(506m)693mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
39.09% GROSS MARGIN
39.09%
8.35% OPERATING MARGIN
8.35%
4.77% NET MARGIN
4.77%
11.38% ROE
11.38%
4.58% ROA
4.58%
6.93% ROIC
6.93%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis LKQ Corporation
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1b1b1b1b1b1b800m800m600m600m400m400m200m200m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 693 M
Depreciation & Amortization 406 M
Capital Expenditures -311 M
Stock-Based Compensation 30 M
Change in Working Capital 0
Others 26 M
Free Cash Flow 810 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets LKQ Corporation
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Wall Street analysts predict an average 1-year price target for LKQ of $56.4 , with forecasts ranging from a low of $50 to a high of $65 .
LKQ Lowest Price Target Wall Street Target
50 USD 26.55%
LKQ Average Price Target Wall Street Target
56.4 USD 42.75%
LKQ Highest Price Target Wall Street Target
65 USD 64.52%
Price
Max Price Target
Min Price Target
Average Price Target
6565606055555050454540403535May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.82% DIVIDEND YIELD
0.3 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.4001.4001.2001.2001.0001.0000.8000.8000.6000.6000.4000.4000.2000.2000.0000.0000.250.2750.30.30.250.2750.30.250.2750.30.251.000.2751.100.31.200.30.600.002021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 15
6. Ownership
Insider Ownership LKQ Corporation
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Sold
0-3 MONTHS
1.86 M USD 1
3-6 MONTHS
184 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
77.2 K USD 2
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
601 K USD 4
6-9 MONTHS
20.2 K USD 1
9-12 MONTHS
7. News
LKQ Corporation to Release First Quarter 2025 Results on Thursday, April 24, 2025 ANTIOCH, Tenn., March 27, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) will release its first quarter 2025 financial results on Thursday, April 24, 2025. globenewswire.com - 3 weeks ago
4 Ideal March Buys From 49 "Safer" Dividends In 100 Barron's Sustainable Dogs Calvert's ESG analysis identified 100 top sustainable companies, with 83 dividend payers, focusing on five categories: planet, workplace, customer, community, and shareholder. Analysts predict 19.91% to 38.3% net gains for top ESG companies by March 2026, with Omnicom Group and Avient Corp leading potential returns. Sixteen of 83 dividend-paying sustainable stocks show negative free-cash-flow margins, indicating potential cash flow issues and higher risk. seekingalpha.com - 3 weeks ago
3 Auto Replacement Stocks to Benefit From Industry Trends With the Zacks Auto Replacement Parts industry being ranked favorably, stocks like LKQ, DORM and SMP are worth considering. zacks.com - 1 month ago
LKQ Corporation: Valuation To Stay Rangebound (Rating Downgrade) My rating for LKQ Corporation stock has shifted to hold due to weak North American performance and minimal growth in Europe, contrary to expectations. 4Q24 results showed a 4.1% revenue decline, with North America down 7.2% y/y and the specialty segment also weak. Key headwinds include demand weakness in North America, financial deleverage, and potential impact from trade policy shifts and inflation. seekingalpha.com - 1 month ago
3 Ideal Buys From 50 'Safer' Dividends In 100 February Barron's Sustainable Dogs Calvert Research and Management's annual review identified the top 100 sustainable companies based on 230 ESG performance indicators, focusing on planet, workplace, customer, community, and shareholder categories. Four dividend-paying companies—Interpublic Group, Regions Financial, Hormel Foods, and HP Inc.—meet the Dogcatcher ideal, with annual dividends from a $1K investment exceeding their share prices. Analysts estimate net gains of 18.08% to 50.6% for the top ten ESG companies by February 2026, with the average net gain projected at 26.12%. seekingalpha.com - 1 month ago
Here's Why You Should Retain LKQ Stock in Your Portfolio Now LKQ is set to gain from acquisitions, restructuring plans and expansion initiatives despite headwinds from repairable claims. zacks.com - 1 month ago
LKQ Q4 Earnings Surpass Expectations, Revenues Decline Y/Y LKQ reports mixed fourth-quarter results and expects 2025 parts and services organic revenue growth in the range of 0-2% year over year. zacks.com - 1 month ago
LKQ Corporation (LKQ) Q4 2024 Earnings Conference Call Transcript LKQ Corporation (NASDAQ:LKQ ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Joe Boutross - VP of IR Justin Jude - President and CEO Rick Galloway - SVP and CFO Conference Call Participants Craig Kennison - Baird Jash Patwa - JPMorgan Scott Stember - ROTH MKM Brian Butler - Stifel Gary Prestopino - Barrington Research Bret Jordan - Jefferies Operator Hello everyone and welcome to LKQ Corporation's Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Lydia and I'll be your operator today. seekingalpha.com - 1 month ago
LKQ (LKQ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates Although the revenue and EPS for LKQ (LKQ) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 month ago
LKQ (LKQ) Q4 Earnings Beat Estimates LKQ (LKQ) came out with quarterly earnings of $0.80 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.84 per share a year ago. zacks.com - 1 month ago
LKQ Corporation Announces Results for Fourth Quarter and Full Year 2024 ANTIOCH, Tenn., Feb. 20, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today reported fourth quarter and full year 2024 financial results. “The LKQ team focused on our core strengths to manage difficult market conditions in 2024 and position the Company for greater success in the future. I am proud of the team's strong finish. Specifically, our Europe segment achieved an EBITDA margin of 10.1% in the quarter, which is a record for the segment in the fourth quarter. This was the third consecutive quarter the Europe segment attained double-digit EBITDA margins, and the Europe segment achieved its highest level of EBITDA dollars for a full year in 2024,” stated Justin Jude, President and Chief Executive Officer. “We will continue to emphasize portfolio simplification, operational excellence and profitable growth to deliver long-term value to our shareholders.” globenewswire.com - 1 month ago
LKQ (LKQ) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures Beyond analysts' top -and-bottom-line estimates for LKQ (LKQ), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024. zacks.com - 2 months ago
8. Profile Summary

LKQ Corporation LKQ

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COUNTRY US
INDUSTRY Auto - Parts
MARKET CAP $ 10.2 B
Dividend Yield 0.82%
Description LKQ Corporation distributes replacement parts, components, and systems used in the repair and maintenance of vehicles. It operates through three segments: North America, Europe, and Specialty. The company distributes bumper covers, automotive body panels, and lights, as well as automotive glass products, such as windshields; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; lights and bumper assemblies; scrap metal and other materials to metals recyclers; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries. In addition, the company distributes recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, cargo management products, wheels, tires, and suspension products. It serves collision and mechanical repair shops, and new and used car dealerships, as well as retail customers. The company operates in the United States, Canada, the United Kingdom, Germany, Belgium, the Netherlands, Luxembourg, Italy, the Czech Republic, Austria, Poland, Slovakia, Taiwan, and other European countries. LKQ Corporation was incorporated in 1998 and is headquartered in Chicago, Illinois.
Contact 500 West Madison Street, Chicago, IL, 60661 https://www.lkqcorp.com
IPO Date Oct. 6, 2003
Employees 47000
Officers Mr. Rick Galloway Senior Vice President & Chief Financial Officer Mr. Michael S. Clark Senior Vice President of Policy & Administration Mr. Andy Hamilton Senior Vice President and President & MD of LKQ Europe Mr. Yanik Cantieni Chief Financial Officer of LKQ Europe Mr. Joseph P. Boutross Vice President of Investor Relations Mr. Walter P. Hanley Senior Vice President of Business Development & Strategy Mr. Matthew J. McKay Senior Vice President, General Counsel & Corporate Secretary Mr. John R. Meyne Senior Vice President & President of Wholesale North America Ms. Genevieve L. Dombrowski Senior Vice President of Human Resources Mr. Justin L. Jude President, Chief Executive Officer & Director