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LKQ CorporationNasdaqGS:LKQ Stock Report

Market Cap US$7.4b
Share Price
US$28.89
US$40.81
29.2% undervalued intrinsic discount
1Y-31.2%
7D4.1%
Portfolio Value
View

LKQ Corporation

NasdaqGS:LKQ Stock Report

Market Cap: US$7.4b

LKQ (LKQ) Stock Overview

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. More details

LKQ fundamental analysis
Snowflake Score
Valuation6/6
Future Growth1/6
Past Performance1/6
Financial Health4/6
Dividends3/6

LKQ Community Fair Values

Create Narrative

See what 56 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

Top Community Narratives

US$52.8
FV
45.3% undervalued intrinsic discount
7.00%
Revenue growth p.a.
486
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
29users have followed this narrative

LKQ Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for LKQ
Historical stock prices
Current Share PriceUS$28.89
52 Week HighUS$42.67
52 Week LowUS$27.23
Beta0.87
1 Month Change-4.90%
3 Month Change-16.50%
1 Year Change-31.21%
3 Year Change-49.24%
5 Year Change-43.42%
Change since IPO1,440.80%

Recent News & Updates

Analysis Article 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

Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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%.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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

Shareholder Returns

LKQUS Retail DistributorsUS Market
7D4.1%-2.4%2.2%
1Y-31.2%-18.2%31.1%

Return vs Industry: LKQ underperformed the US Retail Distributors industry which returned -16.6% over the past year.

Return vs Market: LKQ underperformed the US Market which returned 31% over the past year.

Price Volatility

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 Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: LKQ has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LKQ's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199844,000Justin Judewww.lkqcorp.com

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. The company operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service. It offers bumper covers, automotive body panels, and lights, as well as paint and paint related consumables for refinishing vehicles; mechanical automotive parts and accessories; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; and lights and bumper assemblies.

LKQ Corporation Fundamentals Summary

How do LKQ's earnings and revenue compare to its market cap?
LKQ fundamental statistics
Market capUS$7.36b
Earnings (TTM)US$515.00m
Revenue (TTM)US$13.79b
14.3x
P/E Ratio
0.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LKQ income statement (TTM)
RevenueUS$13.79b
Cost of RevenueUS$8.51b
Gross ProfitUS$5.28b
Other ExpensesUS$4.77b
EarningsUS$515.00m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 23, 2026

Earnings per share (EPS)2.02
Gross Margin38.30%
Net Profit Margin3.73%
Debt/Equity Ratio57.7%

How did LKQ perform over the long term?

See historical performance and comparison

Dividends

4.2%
Current Dividend Yield
60%
Payout Ratio

Does LKQ pay a reliable dividends?

See LKQ dividend history and benchmarks
When do you need to buy LKQ by to receive an upcoming dividend?
LKQ dividend dates
Ex Dividend DateMay 21 2026
Dividend Pay DateJun 04 2026
Days until Ex dividend10 days
Days until Dividend pay date24 days

Does LKQ pay a reliable dividends?

See LKQ dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 05:14
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LKQ Corporation is covered by 26 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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