LKQ (LKQ)

Consumer Cyclical · Auto Parts
$21.84 -0.77% on the day Market cap $5.2B 52-week range $21.17 to $37.13 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-11% a year for 10 years

At a market value of $5.2B, LKQ's free cash flow of $847M (fiscal 2025) would need to grow about -11% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from LKQ's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-11.0% a year
Free cash flow, last 9 years7.9% a year
Revenue, same period5.3% a year
Price to free cash flow6.1x

Fundamental grade

C

Five factors scored 1 to 9 from LKQ's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation9
Profitability5
Growth0
Financial health4
Cash efficiency4

Results from SEC filings

Fiscal years, from LKQ's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$13.1B$12.8B$13.3B$13.8B$13.7B
Net income$1.1B$1.1B$938M$693M$608M
Free cash flow$1.1B$1.0B$998M$810M$847M
EPS (diluted)$3.66$4.13$3.49$2.62$2.35
Operating margin11.3%12.4%10.0%8.3%7.3%

Where the revenue comes from

Revenue by segments, fiscal 2025. Every breakdown, year by year.

Europe$6.3B46%
North America$5.7B41%
Specialty$1.7B12%

Superinvestors who own LKQ

From each investor's latest 13F filing (what a 13F shows). 9 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Richard Pzena
Pzena Investment Management
Added $399M1.2%Q2 2026
Andrew Wellington
Lyrical Asset Management
Trimmed $76M0.97%Q2 2026
Charles de Vaulx
International Value Advisers
Trimmed $71M11.6%Q4 2020
Charles Brandes
Brandes Investment Partners, LP
Added $61M0.42%Q2 2026
Cliff Asness
AQR Capital Management
Added $55M0.02%Q2 2026
Wallace Weitz
Weitz Investment Management
Held $11M0.74%Q2 2026
Joel Greenblatt
Gotham Asset Management
Added $8M0.02%Q2 2026
Tweedy, Browne
Tweedy, Browne Company
Added $2M0.12%Q2 2026
Mario Gabelli
GAMCO Investors
Trimmed $745,1390.01%Q2 2026

Insider buying

Open-market purchases by LKQ's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.

DateInsiderSharesPriceValue
Nov 3, 2025 Ro Khanna
0$30.42—
Nov 3, 2025 Ro Khanna
0$30.42—

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does LKQ's stock price imply?

At a market value of $5.2B, LKQ would need its free cash flow to grow about -11% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 8% a year.

Are LKQ insiders buying the stock?

2 open-market insider purchases of LKQ in the last 12 months, from SEC Form 4 filings.

Which superinvestors own LKQ?

9 of the superinvestors Investingly tracks hold LKQ in their latest 13F, including Richard Pzena, Andrew Wellington, Charles de Vaulx.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.