LKQ

LKQ Corp

Industrial/Transportation


Presented:08/31/2016
Price:$36.09
Cap:$11.15B
Current Price:$39.00
Cap:$10.27B

Presented

Date08/31/2016
Price$36.09
Market Cap$11.15B
Ent Value$12.85B
P/E Ratio24.89x
Book Value$10.78
Div Yield0%
Shares O/S308.90M
Ave Daily Vol1,845,939
Short Int1.94%

Current

Price$39.00
Market Cap$10.27B
LKQ Corp. provides replacement parts, components and systems needed to repair cars and trucks. It 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 remanufactured engines. The company operates through the following segments: North America, Europe and Specialty. It sells refurbished and remanufactured products, including wheels, bumpers, bumper covers, head and tail lamps and engines. The company was founded in February 1998 by Donald F. Flynn and is headquartered in Chicago, IL.

Publicly traded companies mentioned herein: AutoZone Inc (AZO), LKQ Corp (LKQ), O’Reilly Automotive (ORLY)

Highlights

The presenter is long shares of LKQ Corp (LKQ), calling it a “clean roll-up story.” He sees a clear path to $45 - $50 within two years with continued growth under the current roll-up strategy.

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Idea Discussion

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