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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.12
LKQ's Cash to Debt is ranked lower than
63% of the 236 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.12 vs. LKQ: 0.12 )
LKQ' s 10-Year Cash to Debt Range
Min: 0.02   Max: No Debt
Current: 0.12

Equity to Asset 0.52
LKQ's Equity to Asset is ranked higher than
66% of the 236 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.49 vs. LKQ: 0.52 )
LKQ' s 10-Year Equity to Asset Range
Min: 0.5   Max: 0.86
Current: 0.52

0.5
0.86
Interest Coverage 10.36
LKQ's Interest Coverage is ranked higher than
52% of the 177 Companies
in the Global Industrial Distribution industry.

( Industry Median: 16.07 vs. LKQ: 10.36 )
LKQ' s 10-Year Interest Coverage Range
Min: 5.11   Max: 9999.99
Current: 10.36

5.11
9999.99
F-Score: 6
Z-Score: 4.45
M-Score: -2.23
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 10.47
LKQ's Operating margin (%) is ranked higher than
89% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 3.93 vs. LKQ: 10.47 )
LKQ' s 10-Year Operating margin (%) Range
Min: 2.04   Max: 12.06
Current: 10.47

2.04
12.06
Net-margin (%) 6.16
LKQ's Net-margin (%) is ranked higher than
85% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.40 vs. LKQ: 6.16 )
LKQ' s 10-Year Net-margin (%) Range
Min: -13.55   Max: 6.85
Current: 6.16

-13.55
6.85
ROE (%) 13.26
LKQ's ROE (%) is ranked higher than
85% of the 236 Companies
in the Global Industrial Distribution industry.

( Industry Median: 7.04 vs. LKQ: 13.26 )
LKQ' s 10-Year ROE (%) Range
Min: -32.11   Max: 13.3
Current: 13.26

-32.11
13.3
ROA (%) 6.90
LKQ's ROA (%) is ranked higher than
87% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.95 vs. LKQ: 6.90 )
LKQ' s 10-Year ROA (%) Range
Min: -22.01   Max: 7.87
Current: 6.9

-22.01
7.87
ROC (Joel Greenblatt) (%) 34.00
LKQ's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 16.15 vs. LKQ: 34.00 )
LKQ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 21.62   Max: 34
Current: 34

21.62
34
Revenue Growth (%) 25.30
LKQ's Revenue Growth (%) is ranked higher than
95% of the 185 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.10 vs. LKQ: 25.30 )
LKQ' s 10-Year Revenue Growth (%) Range
Min: 11.8   Max: 34.4
Current: 25.3

11.8
34.4
EBITDA Growth (%) 20.00
LKQ's EBITDA Growth (%) is ranked higher than
85% of the 155 Companies
in the Global Industrial Distribution industry.

( Industry Median: 7.70 vs. LKQ: 20.00 )
LKQ' s 10-Year EBITDA Growth (%) Range
Min: 19.5   Max: 38.7
Current: 20

19.5
38.7
EPS Growth (%) 21.40
LKQ's EPS Growth (%) is ranked higher than
79% of the 138 Companies
in the Global Industrial Distribution industry.

( Industry Median: 8.70 vs. LKQ: 21.40 )
LKQ' s 10-Year EPS Growth (%) Range
Min: 21.4   Max: 58.7
Current: 21.4

21.4
58.7
» LKQ's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

LKQ Guru Trades in Q1 2013

Jim Simons 189,960 sh (New)
RS Investment Management 301,040 sh (+568.38%)
Pioneer Investments 676,700 sh (+66.84%)
Bill Frels 39,300 sh (+21.3%)
Jean-Marie Eveillard 28,000 sh (unchged)
Chuck Royce 652,600 sh (unchged)
Ron Baron 10,801,181 sh (-0.03%)
Columbia Wanger 2,790,000 sh (-1.06%)
Meridian Funds 2,889,000 sh (-20.3%)
Steven Cohen 10,772 sh (-88.25%)
» More
Q2 2013

LKQ Guru Trades in Q2 2013

Steven Cohen 19,692 sh (+82.81%)
Jim Simons 298,760 sh (+57.28%)
Ron Baron 10,829,518 sh (+0.26%)
Columbia Wanger 2,790,000 sh (unchged)
Jean-Marie Eveillard 28,000 sh (unchged)
Bill Frels Sold Out
Chuck Royce 642,800 sh (-1.5%)
Meridian Funds 2,734,400 sh (-5.35%)
Pioneer Investments 637,500 sh (-5.79%)
RS Investment Management 276,040 sh (-8.3%)
» More
Q3 2013

LKQ Guru Trades in Q3 2013

Steven Cohen 70,873 sh (+259.91%)
Ron Baron 10,854,571 sh (+0.23%)
Columbia Wanger 2,790,000 sh (unchged)
Jean-Marie Eveillard 28,000 sh (unchged)
Jim Simons Sold Out
Chuck Royce 566,500 sh (-11.87%)
Pioneer Investments 514,176 sh (-19.34%)
RS Investment Management 182,640 sh (-33.84%)
» More
Q4 2013

LKQ Guru Trades in Q4 2013

Bill Frels 14,000 sh (New)
Steven Cohen 135,710 sh (+91.48%)
Jean-Marie Eveillard 28,000 sh (unchged)
Ron Baron 10,708,457 sh (-1.35%)
Pioneer Investments 491,753 sh (-4.36%)
RS Investment Management 163,640 sh (-10.4%)
Columbia Wanger 2,482,000 sh (-11.04%)
Chuck Royce 337,200 sh (-40.48%)
» More
» Details

Insider Trades

Latest Guru Trades with LKQ

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Meridian Funds 2013-06-30 Reduce -5.35%0.12%$20.54 - $26.385 $ 27.3815%2734400
Meridian Funds 2013-03-31 Reduce -20.3%0.61%$20.17 - $23.73 $ 27.3823%2889000
Meridian Funds 2012-09-30 Add 48.94%0.79%$18.48 - $19.88 $ 27.3843%3688400
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on LKQ Corporation

Baron Funds Comments on LKQ Corp. - Nov 06, 2013

Shares of LKQ Corp. (LKQ), a seller and distributor or alternative vehicle parts, rose 23.8% in the third quarter. Strong revenue growth continued, while investments in its expanding international division temporarily hurt margins. North America had high organic sales growth as insurers continued to use more alternative parts. Euro Car Parts (ECP), which the company acquired in 2011, continued to grow at an accelerated pace. As expected, LKQ is bringing its collision parts expertise to U.K-based ECP, providing another leg for growth. (Michael Baron)

From Ron Baron's Baron Funds third quarter 2013 report.


Check out Ron Baron latest stock trades

Ron Baron Comments on LKQ Corp - Aug 05, 2013

LKQ Corp. (LKQ), a distributor of alternative replacement vehicle parts, rose 18.3% in the second quarter. In our opinion, LKQ is in an exciting growth mode, with the increase in salvage vehicle purchases, market share gains resulting from its distribution network, and steady growth in the heavy duty truck business.The company's European business continued to grow rapidly. It announced an acquisition in Europe, its first on the continent. We think ultimately LKQ will have an opportunity to sell car parts from Europe in America and expand its salvage business in Europe. (Michael Baron)

From Baron Funds’ second quarter 2013 commentary.


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Baron Funds Comments on LKQ Corp. - Feb 06, 2013

LKQ Corp. (LKQ), the country's largest distributor of alternative vehicle parts, rose 14.2% in the quarter. Alternative parts continue to gain market share from original equipment manufacturers in both North America and the UK, while LKQ is growing faster than competitors due to its national distribution footprint. (Michael Baron)

From Baron Funds' fourth quarter letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about LKQ Corporation

Baron Funds Comments on LKQ Corp.
Shares of LKQ Corp. (LKQ), a seller and distributor or alternative vehicle parts, rose 23.8% in the third quarter. Strong revenue growth continued, while investments in its expanding international division temporarily hurt margins. North America had high organic sales growth as insurers continued to use more alternative parts. Euro Car Parts (ECP), which the company acquired in 2011, continued to grow at an accelerated pace. As expected, LKQ is bringing its collision parts expertise to U.K-based ECP, providing another leg for growth. (Michael Baron) Read more...
Ron Baron Comments on LKQ Corp
LKQ Corp. (LKQ), a distributor of alternative replacement vehicle parts, rose 18.3% in the second quarter. In our opinion, LKQ is in an exciting growth mode, with the increase in salvage vehicle purchases, market share gains resulting from its distribution network, and steady growth in the heavy duty truck business.The company's European business continued to grow rapidly. It announced an acquisition in Europe, its first on the continent. We think ultimately LKQ will have an opportunity to sell car parts from Europe in America and expand its salvage business in Europe. (Michael Baron) Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 26.80
LKQ's P/E(ttm) is ranked lower than
58% of the 206 Companies
in the Global Industrial Distribution industry.

( Industry Median: 18.50 vs. LKQ: 26.80 )
LKQ' s 10-Year P/E(ttm) Range
Min: 11.72   Max: 41.02
Current: 26.8

11.72
41.02
P/B 3.70
LKQ's P/B is ranked lower than
74% of the 227 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.30 vs. LKQ: 3.70 )
LKQ' s 10-Year P/B Range
Min: 1.25   Max: 4.43
Current: 3.7

1.25
4.43
P/S 1.60
LKQ's P/S is ranked lower than
80% of the 239 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.57 vs. LKQ: 1.60 )
LKQ' s 10-Year P/S Range
Min: 0.68   Max: 2.43
Current: 1.6

0.68
2.43
PFCF 24.90
LKQ's PFCF is ranked lower than
60% of the 125 Companies
in the Global Industrial Distribution industry.

( Industry Median: 17.71 vs. LKQ: 24.90 )
LKQ' s 10-Year PFCF Range
Min: 16.8   Max: 251.3
Current: 24.9

16.8
251.3
EV-to-EBIT 17.90
LKQ's EV-to-EBIT is ranked lower than
60% of the 215 Companies
in the Global Industrial Distribution industry.

( Industry Median: 14.30 vs. LKQ: 17.90 )
LKQ' s 10-Year EV-to-EBIT Range
Min: 8.5   Max: 36.1
Current: 17.9

8.5
36.1
PEG 1.30
LKQ's PEG is ranked higher than
67% of the 107 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.50 vs. LKQ: 1.30 )
LKQ' s 10-Year PEG Range
Min: 0.29   Max: 1.65
Current: 1.3

0.29
1.65
Shiller P/E 39.70
LKQ's Shiller P/E is ranked lower than
67% of the 103 Companies
in the Global Industrial Distribution industry.

( Industry Median: 22.42 vs. LKQ: 39.70 )
LKQ' s 10-Year Shiller P/E Range
Min: 20.61   Max: 50.35
Current: 39.7

20.61
50.35

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 31.80
LKQ's Price/Tangible Book is ranked lower than
90% of the 218 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.30 vs. LKQ: 31.80 )
LKQ' s 10-Year Price/Tangible Book Range
Min: 2.87   Max: 75.2
Current: 31.8

2.87
75.2
Price/DCF (Projected) 2.10
LKQ's Price/DCF (Projected) is ranked lower than
59% of the 105 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.30 vs. LKQ: 2.10 )
LKQ' s 10-Year Price/DCF (Projected) Range
Min: 1.49   Max: 2.51
Current: 2.1

1.49
2.51
Price/Median PS Value 1.20
LKQ's Price/Median PS Value is ranked higher than
53% of the 225 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.10 vs. LKQ: 1.20 )
LKQ' s 10-Year Price/Median PS Value Range
Min: 0.61   Max: 1.62
Current: 1.2

0.61
1.62
Price/Peter Lynch Fair Value 1.30
LKQ's Price/Peter Lynch Fair Value is ranked higher than
57% of the 63 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.10 vs. LKQ: 1.30 )
LKQ' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.65   Max: 1.52
Current: 1.3

0.65
1.52
Price/Graham Number 6.10
LKQ's Price/Graham Number is ranked lower than
84% of the 190 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.00 vs. LKQ: 6.10 )
LKQ' s 10-Year Price/Graham Number Range
Min: 1.76   Max: 8.36
Current: 6.1

1.76
8.36
Earnings Yield (Greenblatt) 5.60
LKQ's Earnings Yield (Greenblatt) is ranked lower than
53% of the 223 Companies
in the Global Industrial Distribution industry.

( Industry Median: 7.00 vs. LKQ: 5.60 )
LKQ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.8   Max: 11.7
Current: 5.6

2.8
11.7
Forward Rate of Return (Yacktman) 22.16
LKQ's Forward Rate of Return (Yacktman) is ranked higher than
87% of the 151 Companies
in the Global Industrial Distribution industry.

( Industry Median: 6.71 vs. LKQ: 22.16 )
LKQ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.3   Max: 44.6
Current: 22.16

0.3
44.6

Business Description

Industry: Industrial Distribution » Industrial Distribution
Compare:WOSYY, GWW, GPC, NDEKY, ADRZF » details
Traded in other countries:LKQ1.Germany
LKQ Corporation was established in 1998. It is a holding company and all operations are conducted by subsidiaries. It provides replacement systems, components, and parts needed to repair vehicles. The Company distributes a variety of products to collision and mechanical repair shops, including aftermarket collision and mechanical products, recycled collision and mechanical products, refurbished collision replacement products such as wheels, bumper covers and lights, and re-manufactured engines. Collectively, it refers to its products as alternative parts. The Company is the nation's largest provider of alternative vehicle collision replacement products, and a provider of alternative vehicle mechanical replacement products. The Company's sales, processing, and distribution facilities reach most major markets in the U.S. and Canada. It expanded its wholesale operations effective October 1, 2011 with its acquisition of Euro Car Parts Holdings Ltd, the largest distributor of automotive aftermarket products in the United Kingdom. The Company also sells recycled heavy-duty truck products and used heavy-duty trucks. As of December 31, 2012, Euro Car Parts Holdings Limited operated out of 130 branches, supported by a national distribution center and nine regional hubs from which multiple deliveries are made each day. It has organized its businesses into four operating segments namely Wholesale—North America; Wholesale—Europe; Self Service; and Heavy-Duty Truck. The Company's wholesale Europe operating segment marks its entry into the European automotive aftermarket business, and is presented as a separate reportable segment. Although the Wholesale—Europe operating segment shares many of the characteristics of its North American operations, the Company has provided separate financial information as it believes this data would be beneficial to users in understanding its results. The Company's self-service retail operations sell parts from older cars and light trucks directly to consumers. Its self service facilities typically consist of a fenced or enclosed area of several acres with vehicles stored outdoors and a retail building through which customers are able to access the yard. It also operates two other call centers, one to support national accounts, and the other to support insurance adjusters' needs and questions. It faces intense competition from local, national, and internet based vehicle products providers, and this competition could negatively affect its business.

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