AEO vs LKQ
American Eagle Outfitters, Inc. vs LKQ Corporation — AI-powered side-by-side comparison
AEO
American Eagle Outfitters, Inc.
69
Buy
VS
LKQ
LKQ Corporation
53
Watch
| Metric | AEO | LKQ |
|---|
| AI Score |
69
|
53
|
| Price |
$17.36
|
$24.72
|
| P/E Ratio |
10.52×
|
13.72×
|
| ROE |
11.4%
|
9.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.8%
|
37.7%
|
| Debt / Equity |
1.14×
|
0.82×
|
| Dividend Yield |
2.9%
|
4.9%
|
| RSI (14) |
44.4
|
51.0
|
| Beta |
1.317
|
0.827
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AEO versus LKQ.
AEO leads by 16 points.
AEO scores 69/100 (Buy) versus LKQ at 53/100 (Watch).
AEO Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 10.7 is inexpensive for the broad market — Value
- ROE of 17.2% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.7% pays you to wait — Value
LKQ Committee View
33% agreement
6 analysts
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 13.5 is inexpensive for the broad market. Growth Analyst remains cautious — revenue declining -2.5% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 13.5 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- Dividend yield of 4.9% pays you to wait — Value
Bear Case
- Revenue declining -2.5% YoY -- this is not a growth story right now — Growth
- EPS declining -33.9% YoY despite any revenue growth — Growth
- Price structure making lower highs and lower lows — Technical