LKQ vs THO
LKQ Corporation vs Thor Industries — AI-powered side-by-side comparison
LKQ
LKQ Corporation
53
Watch
VS
THO
Thor Industries
68
Buy
| Metric | LKQ | THO |
|---|
| AI Score |
53
|
68
|
| Price |
$24.72
|
$81.31
|
| P/E Ratio |
13.72×
|
16.33×
|
| ROE |
9.3%
|
6.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.7%
|
12.3%
|
| Debt / Equity |
0.82×
|
0.23×
|
| Dividend Yield |
4.9%
|
2.6%
|
| RSI (14) |
51.0
|
59.2
|
| Beta |
0.827
|
1.332
|
| Expected Upside |
—
|
+2.7%
|
AI Committee View
Current Innellis committee reasoning for LKQ versus THO.
THO leads by 15 points.
THO scores 68/100 (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
THO Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.23) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Price-to-book of 1.1x is a discount to asset value — Value
- Dividend yield of 2.6% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Lower Highs / Lower Lows structure confirms bearish price action.