LKQ vs SON
LKQ Corporation vs Sonoco — AI-powered side-by-side comparison
LKQ
LKQ Corporation
53
Watch
VS
| Metric | LKQ | SON |
|---|
| AI Score |
53
|
71
|
| Price |
$24.72
|
$57.79
|
| P/E Ratio |
13.72×
|
8.92×
|
| ROE |
9.3%
|
11.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.7%
|
20.8%
|
| Debt / Equity |
0.82×
|
1.31×
|
| Dividend Yield |
4.9%
|
3.7%
|
| RSI (14) |
51.0
|
54.1
|
| Beta |
0.827
|
0.353
|
| Expected Upside |
—
|
+1.0%
|
AI Committee View
Current Innellis committee reasoning for LKQ versus SON.
SON leads by 18 points.
SON scores 71/100 (Buy) versus LKQ at 53/100 (Watch).
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
SON Committee View
80% agreement
5 analysts
The primary driver is p/e of 9.0 is inexpensive for the broad market. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 9.0 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- ROE of 17.8% shows genuine earnings power backing the valuation — Value
Bear Case
- MACD histogram negative -- bearish momentum — Technical