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LKQ Corporation (LKQ) compounding analysis

Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.

Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.

Score
20/100
5Y CAGR
3.7%
Median YoY
0.3%
YoY volatility
σ 9.3pp· smooth
Quarters ≥ 20%
1 of 20
Negative quarters
8
Valuation vs own 5Y history
P/S 0.5x · 5Y median 0.9x · 3rd percentile
How this score is computed
  • Quarters at or above 20%: 1 of 20 2 of 40 pts
  • Steadiness (typical swing 9.3pp) → 18.4 of 25 pts
  • Pace (median 0.3% YoY) → 0 of 20 pts
  • Latest quarter (0.2% YoY) → 0 of 15 pts
  • Score: 20 of 100

Annual revenue · last 11 fiscal years

$0.00$5.00B$10.00B$15.00B201520172019202120232025

Quarterly YoY revenue growth vs the 20% line · 5Y

-10%0%10%20%30%40%20%20222023202420252026

P/S multiple vs its 5Y median · context only

0.3x0.5x0.8x1x1.3x1.5x5Y median 0.9x201520172019202120232025

Across metrics · 5Y

LKQ reported stats per metric over 5Y: annual CAGR, median quarterly year-over-year growth, YoY standard deviation, quarters at or above 20%, and negative quarters.
Metric5Y CAGRMedian YoYYoY σQtrs ≥ 20%Neg. qtrs
Revenue3.7%0.3%9.3pp1 of 208
EPS2.4%-5.3%46.8pp4 of 2012
Op cash flow-5.9%7.8%1045.3pp8 of 209
EBITDA3.1%-1.5%26.1pp3 of 2012
FCF-7.8%13.5%75.0pp8 of 178

Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.

Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →

See also: LKQ on the compounders surface · All compounders, ranked

About LKQ Corporation

LKQ Corporation, established in 1998 and headquartered in Chicago, Illinois, specializes in distributing replacement parts and systems essential for vehicle repair and maintenance. Its operations are structured across three primary segments: North America, Europe, and Specialty. The company's extensive product catalog includes a wide array of items for collision repair, such as bumper covers, automotive body panels, lighting, and automotive glass products like windshields. It also supplies salvaged mechanical and collision components, including engines, transmissions, door assemblies, and sheet metal parts like hoods, fenders, and trunk lids, alongside scrap metal for recycling. For mechanical repairs, the company offers a comprehensive range of products, including brake components (pads, discs, sensors), clutches, steering and suspension systems, filters, various automotive fluids, and electrical items such as spark plugs and batteries. Additionally, its Specialty offerings encompass recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, cargo management solutions, wheels, tires, and specialized suspension products. LKQ caters to a broad customer base, including collision and mechanical repair shops, new and used car dealerships, and individual retail consumers. Its market presence spans numerous countries, including the United States, Canada, the United Kingdom, Germany, Italy, Poland, Belgium, the Netherlands, Luxembourg, the Czech Republic, Austria, Slovakia, Taiwan, and various other European nations.

Chicago, IL
47,000 employees
Consumer Cyclical / Auto - Parts
Sector
Consumer Cyclical
Industry
Auto - Parts
CEO
Justin L. Jude