LKQ vs TOL
LKQ Corporation vs Toll Brothers — AI-powered side-by-side comparison
LKQ
LKQ Corporation
53
Watch
VS
| Metric | LKQ | TOL |
|---|
| AI Score |
53
|
73
|
| Price |
$24.72
|
$152.94
|
| P/E Ratio |
13.72×
|
11.48×
|
| ROE |
9.3%
|
16.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.7%
|
24.9%
|
| Debt / Equity |
0.82×
|
0.34×
|
| Dividend Yield |
4.9%
|
0.7%
|
| RSI (14) |
51.0
|
46.8
|
| Beta |
0.827
|
1.34
|
| Expected Upside |
—
|
+2.4%
|
AI Committee View
Current Innellis committee reasoning for LKQ versus TOL.
TOL leads by 20 points.
TOL scores 73/100 (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
TOL Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 7.7% downside vs 2.4% upside.