A Look At LKQ (LKQ) Valuation As Shares Rebound While Long Term Returns Lag

Simply Wall St.

Feb 09

LKQ (LKQ) has drawn fresh attention as investors reassess its recent share performance and fundamentals, with the stock closing at $34.58 and the company reporting annual revenue of US$14.1b and net ...

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However, the 1 year total shareholder return shows a 3.96% decline, which contrasts with a modest 4.33% gain over 5...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4159":"经销商","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4588":"碎股","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LKQ":"LKQ Corporation","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2041044095.USD":"Blackrock Circular Economy A2 USD"},"translate_title":"随着股价反弹而长期回报滞后，看看LKQ(LKQ)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LKQ":1.5},"content_text":"LKQ (LKQ) has drawn fresh attention as investors reassess its recent share performance and fundamentals, with the stock closing at $34.58 and the company reporting annual revenue of US$14.1b and net income of US$696 million. See our latest analysis for LKQ. Recent trading has been constructive, with a 7 day share price return of 5.27% and a 90 day share price return of 11.69%. However, the 1 year total shareholder return shows a 3.96% decline, which contrasts with a modest 4.33% gain over 5 years and may indicate a shift in momentum following a weaker period. If LKQ's recent move has you reassessing your watchlist, it could be a good moment to look at 22 top founder-led companies as another way to identify potential long term compounders. With LKQ trading at US$34.58 against an analyst price target of US$41.19 and an indicated intrinsic discount of around 51%, the key question is whether this suggests genuine undervaluation or if the market already incorporates expectations for future growth. AdvertisementMost Popular Narrative: 34.5% Undervalued According to the most followed narrative, LKQ's fair value sits at $52.80 versus the current $34.58 share price, which implies a meaningful valuation gap that hinges on how its long term earnings power plays out.  Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ.  LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic. Read the complete narrative. Curious what kind of revenue trajectory and profit margin this narrative is baking in, and how that ties to a future earnings multiple and fair value? The underlying assumptions link steady long term repair demand with a valuation usually reserved for higher growth names. Result: Fair Value of $52.80 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, rising ADAS adoption and execution hiccups in the 1 LKQ Europe plan could both pressure repair volumes and weigh on margins, potentially challenging that bullish earnings trajectory. Find out about the key risks to this LKQ narrative.  Build Your Own LKQ Narrative If you are not fully on board with this storyline or simply prefer to test the numbers yourself, you can build a custom view in minutes using Do it your way. A great starting point for your LKQ research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If LKQ has sharpened your focus, do not stop here, you could miss other opportunities that fit your style and risk comfort.  Spot potential bargains early by scanning our universe for screener containing 24 high quality undiscovered gems that pair solid fundamentals with lower market attention. Prioritise resilience by checking out 82 resilient stocks with low risk scores, focusing on companies with features that may help cushion tougher periods. Target balance sheet strength by reviewing solid balance sheet and fundamentals stocks screener (45 results) and see which businesses align with a more quality focused approach.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}