COMPARE · Data as of August 21, 2026
LKQ vs XPEV
Verdict: Side-by-side breakdown using the Bull Rankings model. LKQ scored 59.6, XPEV scored 29.9 — LKQ leads.
Compare another set
Different reporting periods. LKQ's fundamentals are as of June 2026, but XPEV's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
LKQ
LKQ Corporation
59.6
$25.72 · $6.5B
fundamentals as of
Score gap
29.7
LKQ leads
XPEV
XPeng Inc.
29.9
$12.19 · $11.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthXPEV+87.7%
- Strongest balance sheetLKQ0.82
- Highest qualityLKQ65 / 100
- Largest discount to fair valueLKQ-53%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LKQ
stronger →← stronger
XPEV
65
Qualityreturns · margins · balance sheet
24
50
Growthrevenue & earnings expansion
50
66
Valuevaluation vs sector peers
40
LKQ is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LKQ
XPEV
$625mC+
FCF
—
+1.3%C
Rev
+87.7%A
0.82B
D/E
0.83B
14.3xA-
P/E
—
0.92B+
PEG
—
—
P/S
1.1xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LKQ
XPEV
53% below
Price vs fair valuelower is cheaper
—
~-8%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+83%
1-yr DCF upside
—
+114%
5-yr DCF upside
—
+169%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LKQ
Why this score
- Durable high returns
XPEV
Why this score
- Cyclical growth
- Foreign reporter (CNY)
The companies
LKQLKQ Corporation
Why now
Auto Parts · market cap $6.5b. Down 31% 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 $32.50 (implying +26% upside).
Moat
FCF converts 136% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 31% 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 3.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
XPEVXPeng Inc.
Why now
Auto Manufacturers · market cap $11.7b. Down 57% from 52-week high of $28.23 — deep drawdown territory. Revenue growing +88% — in hypergrowth territory. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $22.15 (implying +82% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -1.5%) — path to GAAP profitability is the core thesis risk. Down 57% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.
Where LKQ and XPEV diverge
On the headline score the gap is 29.7 points in favor of LKQ. The widest single difference is Quality, where LKQ leads by 40.4 points.
- QualityLKQ 64.6 · XPEV 24.2LKQ +40.4
- ValueLKQ 65.6 · XPEV 40.0LKQ +25.6
- GrowthLKQ 50.0 · XPEV 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.