COMPARE · Reviewed July 29, 2026
LCII vs LKQ
Verdict: Side-by-side breakdown using the Bull Rankings model. LCII scored 69.1, LKQ scored 63.0 — LCII leads.
Compare another set
LCII
LCI Industries
69.1
$101.41 · $2.5B
fundamentals as of
Score gap
6.1
LCII leads
LKQ
LKQ Corporation
63
$22.66 · $5.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
LCII
stronger →← stronger
LKQ
64
Qualityreturns · margins · balance sheet
66
74
Growthrevenue & earnings expansion
50
69
Valuevaluation vs sector peers
76
LKQ is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LCII
LKQ
$202mC
FCF
$808mC+
+9.1%B
Rev
+1.5%C
0.89B
D/E
0.81B
12.4xA-
P/E
11.3xA-
1.04B+
PEG
0.92B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LCII
LKQ
23% below
Price vs fair valuelower is cheaper
66% below
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-17%/yr
+15%
1-yr DCF upside
+160%
+30%
5-yr DCF upside
+192%
+55%
10-yr DCF upside
+246%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LCII
Why this score
- Buying back stock
LKQ
Why this score
- Durable high returns
- Cyclical growth
The companies
LCIILCI Industries
Why now
Recreational Vehicles · market cap $2.5b. Down 36% from 52-week high of $159.66 — deep drawdown territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $136.60 (implying +35% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 4.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
LKQLKQ Corporation
Why now
Auto Parts · market cap $5.8b. Down 39% from 52-week high of $37.13 — deep drawdown territory. PEG 0.92 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $39.50 (implying +74% upside).
Moat
FCF converts 156% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.7% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.