Aptiv PLC (APTV)vsLKQ Corporation (LKQ)
APTV
Aptiv PLC
$70.89
-0.04%
CONSUMER CYCLICAL · Cap: $15.12B
LKQ
LKQ Corporation
$29.49
+1.06%
CONSUMER CYCLICAL · Cap: $7.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 49% more annual revenue ($20.40B vs $13.65B). LKQ leads profitability with a 4.5% profit margin vs 0.8%. APTV appears more attractively valued with a PEG of 0.83. APTV earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
LKQ
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1542.3%
Fair Value
$5.10
Current Price
$70.89
$65.79 premium
Margin of Safety
-121.5%
Fair Value
$15.71
Current Price
$29.49
$13.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
ROE of 1.9% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Earnings declined 43.4%
2.7% revenue growth
4.5% margin — thin
Weak financial health signals
Earnings declined 57.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on PEG Ratio, Price/Book. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : LKQ
The strongest argument for LKQ centers on Price/Book, P/E Ratio. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, Profit Margin, P/E Ratio. A P/E of 94.6x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : LKQ
The primary concerns for LKQ are Revenue Growth, Profit Margin, Piotroski F-Score. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
APTV carries more volatility with a beta of 1.53 — expect wider price swings.
APTV is growing revenue faster at 5.0% — sustainability is the question.
APTV generates stronger free cash flow (651M), providing more financial flexibility.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APTV scores higher overall (58/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aptiv PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Aptiv plc is an auto parts company headquartered in Dublin, Ireland.
Visit Website →LKQ Corporation
CONSUMER CYCLICAL · AUTO PARTS · USA
LKQ Corporation (Like Kind and Quality) is an American provider of alternative and speciality parts to repair and accessorise automobiles and other vehicles.
Visit Website →Compare with Other AUTO PARTS Stocks
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