COMPARE · Reviewed July 29, 2026
LEA vs LKQ
Verdict: Side-by-side breakdown using the Bull Rankings model. LEA scored 46.0, LKQ scored 63.0 — LKQ leads.
Compare another set
LEA
Lear Corp
46
$145.52 · $7.3B
Score gap
17.0
LKQ leads
LKQ
LKQ Corporation
63
$22.66 · $5.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
LEA
stronger →← stronger
LKQ
61
Qualityreturns · margins · balance sheet
66
43
Growthrevenue & earnings expansion
50
37
Valuevaluation vs sector peers
76
LKQ is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LEA
LKQ
$732mC+
FCF
$808mC+
+2.8%C
Rev
+1.5%C
0.54B+
D/E
0.81B
14.1xB+
P/E
11.3xA-
4.95D
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
LEA
LKQ
19% below
Price vs fair valuelower is cheaper
66% below
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-17%/yr
+23%
1-yr DCF upside
+160%
+23%
5-yr DCF upside
+192%
+22%
10-yr DCF upside
+246%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LEA
Why this score
- Buying back stock
LKQ
Why this score
- Durable high returns
- Cyclical growth
The companies
LEALear Corp
Why now
Auto Components · market cap $7.3b. 3% off the 52-week high of $150.33.
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Net margin 2.3% 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.