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LKQ CorporationInforme acción NasdaqGS:LKQ

Capitalización bursátil US$7.4b
Precio de las acciones
US$28.10
US$40.81
31.1% infravalorado descuento intrínseco
1Y-33.1%
7D1.3%
Valor de la cartera
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LKQ Corporation

Informe acción NasdaqGS:LKQ

Capitalización de mercado: US$7.4b

LKQ (LKQ) Resumen de Acciones

LKQ Corporation se dedica a la distribución de piezas de recambio, componentes y sistemas utilizados en la reparación y el mantenimiento de vehículos, así como de productos y accesorios especializados para el mercado secundario de vehículos. Saber más

Análisis fundamental de LKQ
Puntuación del snowflake
Valoración6/6
Crecimiento futuro1/6
Rendimiento pasado1/6
Salud financiera4/6
Dividendos4/6

LKQ Community Fair Values

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Analyst Price Targets

Top Community Narratives

US$52.8
FV
46.8% infravalorado descuento intrínseco
7.00%
Revenue growth p.a.
488
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
29users have followed this narrative

Competidores de LKQ Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del LKQ
Precios históricos de las acciones
Precio actual de la acciónUS$28.10
Máximo en las últimas 52 semanasUS$42.67
Mínimo de 52 semanasUS$27.23
Beta0.87
Cambio en 1 mes-7.50%
Variación en 3 meses-18.79%
Cambio de 1 año-33.10%
Variación en 3 años-50.62%
Variación en 5 años-44.97%
Variación desde la OPV1,398.67%

Noticias y actualizaciones recientes

Artículo de análisis May 08

We Think You Can Look Beyond LKQ's (NASDAQ:LKQ) Lackluster Earnings

LKQ Corporation's ( NASDAQ:LKQ ) earnings announcement last week didn't impress shareholders. While the headline...

Recent updates

Artículo de análisis May 08

We Think You Can Look Beyond LKQ's (NASDAQ:LKQ) Lackluster Earnings

LKQ Corporation's ( NASDAQ:LKQ ) earnings announcement last week didn't impress shareholders. While the headline...
Actualización del análisis Apr 21

LKQ: Board Review And Potential Sale Are Expected To Unlock Value

Analysts have made only a minor adjustment to the LKQ price framework, with a blended target effectively stable around $40.81. Small model tweaks reflect mixed Street views that balance raised targets of $45 to $50 and $34 with a lower $37 target and slightly updated earnings assumptions.
Actualización del análisis Apr 07

LKQ: Portfolio Review And Sale Process Will Support Future Upside Potential

Analysts have made a small adjustment to the LKQ fair value estimate to $40.81 from $40.94, reflecting a mix of higher and lower price targets across the Street as models are updated for recent guidance and macro headwinds. Analyst Commentary Street research on LKQ highlights a mix of optimism around valuation support and execution, paired with some caution tied to macro headwinds and reduced earnings expectations.
Actualización del análisis Mar 23

LKQ: Portfolio Review And Sale Options Will Support Future Upside Potential

Analyst price targets for LKQ have shifted within a wide $34 to $50 range, reflecting mixed views, as some analysts factor in persistent macro headwinds and lower outer year EPS estimates, while others highlight sum-of-the-parts valuation support following recent guidance. Analyst Commentary Recent Street research on LKQ offers a mix of optimism and caution, with opinions clustering around execution in a tougher macro backdrop, updated earnings paths, and how current guidance supports valuation.
Actualización del análisis Mar 08

LKQ: Portfolio Review And Potential Sale Will Support Future Upside Potential

Narrative Update: LKQ Analyst Price Target Shift LKQ's analyst fair value estimate has inched up from $40.69 to $40.94, as analysts weigh a wider mix of price targets in the $34 to $50 range and adjust their models for macro headwinds and updated EPS expectations. Analyst Commentary Recent Street research shows a split view on LKQ, with some analysts lifting price targets and others trimming them while still seeing room for upside.
Actualización del análisis Feb 21

LKQ: Portfolio Review And Specialty Sale Will Support Future Upside Potential

The analyst price target for LKQ has been adjusted slightly higher to $34 from $33, as analysts refreshed their models after the Q4 report and updated assumptions around growth, margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$34 target as reflecting refreshed expectations following the Q4 report, with updated assumptions around growth, margins and the P/E used in their models.
Seeking Alpha Feb 09

LKQ Corporation's Drop Offers Opportunity

Summary LKQ Corporation remains a compelling value play despite a 31.5% stock decline since October 2023 and ongoing strategic uncertainty. Management's asset sales—including Self Service and planned Specialty divestitures—plus a strategic review, present significant catalysts for shareholder value creation. LKQ trades at a discount to peers, with cost-cutting initiatives targeting $75 million in annual savings and potential for further value-unlocking transactions. Risks include softening automotive demand, economic headwinds, and tariff exposure, but I maintain a "Buy" rating given the stock’s absolute and relative cheapness. Read the full article on Seeking Alpha
Actualización del análisis Feb 06

LKQ: Portfolio Review And Specialty Sale Will Support Future Repricing Potential

Narrative Update The updated analyst price target for LKQ holds steady at about $41.19 per share, with analysts pointing to mixed sector fundamentals, an Equal Weight stance, and an expectation that auto dealers and digital auction platforms can continue to provide resilient shareholder returns. Analyst Commentary Coverage on LKQ starts with an Equal Weight rating and a US$33 price target, reflecting a balanced view of both the opportunities and risks in the auto retail sector.
Actualización del análisis Jan 23

LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Repricing Potential

Narrative Update The analyst price target for LKQ has been reiterated at US$41.19. Analysts cite a neutral sector view, mixed auto retail fundamentals, and expectations for resilient dealer returns and digital auction marketplace growth as key factors behind maintaining their outlook.
Actualización del análisis Jan 08

LKQ: Portfolio Simplification And Digital Auctions Will Support Future Repricing Potential

Analysts have maintained their fair value estimate for LKQ at about $41.19 per share, with a modestly higher assumed future P/E and a slight tweak to the discount rate, while incorporating mixed sector fundamentals and an Equal Weight view with a US$33 target from recent coverage. Analyst Commentary Recent research frames LKQ as a balanced risk reward idea, with the stock initiated at Equal Weight and a US$33 price target, in line with a neutral sector stance on auto retail.
Artículo de análisis Jan 03

Lacklustre Performance Is Driving LKQ Corporation's (NASDAQ:LKQ) Low P/E

LKQ Corporation's ( NASDAQ:LKQ ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...
Actualización del análisis Dec 24

LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly revised their price target for LKQ to about $41.19 per share. The slight upward adjustment reflects confidence in the company’s resilient auto retail positioning and long term growth prospects in digital auction marketplaces, despite a mixed sector backdrop.
Actualización del análisis Dec 10

LKQ: Portfolio Streamlining And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly reduced their price target on LKQ, trimming fair value from approximately $42.92 to $41.19 per share. Mixed sector fundamentals and a neutral view on auto retail balance the company’s resilient returns and digital growth potential.
Actualización del análisis Nov 11

LKQ: European Unit Sale Will Unlock Value Amid Portfolio Streamlining

Analysts have slightly lowered their price target for LKQ, decreasing it from $43.42 to $42.92. They cite muted expectations for revenue growth and profit margins in their updated outlook.
Artículo de análisis Nov 04

LKQ (NASDAQ:LKQ) Will Pay A Dividend Of $0.30

The board of LKQ Corporation ( NASDAQ:LKQ ) has announced that it will pay a dividend of $0.30 per share on the 4th of...
Actualización del análisis Oct 27

Divestment Of European Operations Will Drive Sustainable Value Creation

Analysts have raised their price target for LKQ from $42.10 to $43.42. This change reflects minor adjustments in expected revenue growth, discount rate, and future profitability margins.
Actualización del análisis Oct 15

LKQ valuation

julio has increased revenue growth from 6.0% to 7.0% and increased shares outstanding growth rate from -0.0% to -0.0%.
Artículo de análisis Oct 02

Here's What To Make Of LKQ's (NASDAQ:LKQ) Decelerating Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Actualización del análisis Sep 24

Cost Cuts And Lean Operations Will Unlock Sustainable Value

Analysts have lowered their price target for LKQ to $42.10, citing weaker-than-expected Q2 results, downward EPS revisions, and persistent market headwinds, with the fair value estimate declining from $43.42 to $42.10. Analyst Commentary Weaker than expected Q2 results prompted reductions in adjusted EPS estimates for 2025 and 2026.
Artículo de análisis Jul 27

LKQ Corporation Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for LKQ Corporation ( NASDAQ:LKQ ) shares in the week since its quarterly...
Artículo de análisis Jul 02

LKQ's (NASDAQ:LKQ) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Artículo de análisis Jun 19

What Does LKQ Corporation's (NASDAQ:LKQ) Share Price Indicate?

LKQ Corporation ( NASDAQ:LKQ ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Mar 06

LKQ Corporation: Valuation To Stay Rangebound (Rating Downgrade)

Summary 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. Despite a seemingly cheap valuation, the near-term outlook is uncertain, making it difficult to justify an upside case for LKQ. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

LKQ Corporation: They've Got Parts, They've Got Scale, They've Got My Attention

Summary LKQ Corporation is undervalued, boasts strong financial performance, and has promising growth prospects due to its size and scale advantage. LKQ's extensive distribution network and wide range of parts make it a preferred choice for repair shops, enhancing customer relationships. Valuation suggests significant upside potential, with a target price of $70 per share, making LKQ a compelling buy opportunity. Read the full article on Seeking Alpha
Seeking Alpha Jan 09

LKQ Corporation Presents Attractive Risk-Reward As Cycles Normalize

Summary LKQ Corporation faces cyclical headwinds from high insurance premiums and declining used car prices, but prudent capital allocation and cost control ensure strong cash flow and shareholder returns. The company's focus has shifted from acquisitions to operational efficiency and capital return, a strategy favored by investors and likely to yield substantial returns as cycles normalize. LKQ's valuation is attractive, with potential upside of 24.5%-29.7% based on DCF and precedent transaction analyses, supported by conservative assumptions. Risks include continued decline in used car prices, rising insurance premiums, and potential failure to execute deleveraging and shareholder return strategies, but these are mitigated by recent trends and management's commitment. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

LKQ Corporation: Insiders Are Buying, But I'm Holding For Now

Summary Declining repairable claims, rising costs, and macroeconomic challenges have led to a 27% decline in the share price since April this year. Declining commodity prices caused a 26.7% drop in self-service segment revenue in Q2 2024. Higher restructuring costs and debt from recent acquisitions are still hurting profits and free cash flows. Rising insurance premiums and falling used car values are key factors behind the decline in repairable claims in North America. I maintain a Hold rating as insider buying and institutional interest suggest potential for a turnaround, but profitability issues and rising costs need to be sorted out before I upgrade the stock. Read the full article on Seeking Alpha
User avatar
Nuevo análisis Aug 23

Tactical Revamps And Market Challenges Set To Sculpt Future Profitability And Growth

Strategic refinements and cost-saving measures aim to bolster profitability and operational efficiency, enhancing net margins and EBITDA.
Seeking Alpha Aug 02

LKQ Corp.: FCF Growth, M&A, And European Redesign Implied Undervaluation

Summary LKQ presented itself in its last quarterly report as a global distributor of vehicle products. Strong financial growth seen in assets, liabilities, and book value per share over the last decade indicates undervaluation. LKQ Corporation plans to redesign its business model in Europe and benefit from recent M&A transactions for accelerated growth. The discounted cash flow model suggests a fair price of $103 per share, with potential for significant upside based on conservative assumptions and ongoing growth strategies. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

LKQUS Retail DistributorsMercado US
7D1.3%-2.9%2.6%
1Y-33.1%-23.8%26.2%

Rentabilidad vs. Industria: Los resultados de LKQ fueron inferiores a los de la industria US Retail Distributors, que obtuvo un rendimiento del -18.2% el año pasado.

Rentabilidad vs. Mercado: LKQ obtuvo unos resultados inferiores a los del mercado US, que fueron del 31.1% el año pasado.

Volatilidad de los precios

Is LKQ's price volatile compared to industry and market?
LKQ volatility
LKQ Average Weekly Movement4.8%
Retail Distributors Industry Average Movement10.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: LKQ no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de LKQ (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
199844,000Justin Judewww.lkqcorp.com

LKQ Corporation se dedica a la distribución de piezas de recambio, componentes y sistemas utilizados en la reparación y el mantenimiento de vehículos, así como de productos y accesorios para el mercado secundario de vehículos especiales. La empresa opera a través de cuatro segmentos: Mayorista-Norteamérica, Europa, Especialidades y Autoservicio. Ofrece cubiertas de parachoques, paneles de carrocería de automóviles y luces, así como pintura y consumibles relacionados con la pintura para el repintado de vehículos; piezas mecánicas de automóviles y accesorios; productos de salvamento, incluidas piezas mecánicas y de colisión que comprenden motores; transmisiones; conjuntos de puertas; productos de chapa metálica, como tapas de maletero, guardabarros y capós; y luces y conjuntos de parachoques.

Resumen de fundamentos de LKQ Corporation

¿Cómo se comparan los beneficios e ingresos de LKQ con su capitalización de mercado?
Estadísticas fundamentales de LKQ
Capitalización bursátilUS$7.36b
Beneficios(TTM)US$515.00m
Ingresos (TTM)US$13.79b
13.9x
Ratio precio-beneficio (PE)
0.5x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de LKQ
IngresosUS$13.79b
Coste de los ingresosUS$8.51b
Beneficio brutoUS$5.28b
Otros gastosUS$4.77b
BeneficiosUS$515.00m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Jul 23, 2026

Beneficios por acción (BPA)2.02
Margen bruto38.30%
Margen de beneficio neto3.73%
Ratio deuda/patrimonio57.7%

¿Cómo se ha desempeñado LKQ a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

4.3%
Rentabilidad actual por dividendo
60%
Ratio de pagos
¿Cuándo hay que comprar LKQ para recibir un próximo dividendo?
fechas de dividendos de LKQ
Fecha ex dividendoMay 21 2026
Fecha de pago de dividendosJun 04 2026
Días hasta ex dividendo9 days
Días hasta la fecha de pago de dividendos23 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 05:58
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

LKQ Corporation está cubierta por 26 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Craig KennisonBaird
John BabcockBarclays
Gary PrestopinoBarrington Research Associates, Inc.