LKQ
LKQ · Distributors
$17.42
22.5%Pool
POOL · Distributors
$199.08
0.9%The short version
- LKQ is the larger business, with $13.7B of revenue in fiscal 2025 against $5.3B for Pool, about 2.6 times as much.
- Pool grew revenue faster (−0.4%, against −1.2%).
- Pool kept more of each dollar of sales as operating profit (11.0% operating margin, against 7.3% operating margin).
- Investors pay more for each dollar of Pool’s earnings: a P/E of 18.3x against 9.8x for LKQ.
| Latest fiscal year | LKQ · FY25 | POOL · FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.4B | $7.2B |
| Revenue | $13.7B | $5.3B |
| Free cash flow | $847M | $310M |
| Net income | $608M | $406M |
| Growth | ||
| Revenue growth | −1.2% | −0.4% |
| 5-year growth | 3.3% | 6.1% |
| Share count change | −2.3% | −2.5% |
| Profitability | ||
| Gross margin | 38.6% | 29.7% |
| Operating margin | 7.3% | 11.0% |
| Net margin | 4.5% | 7.7% |
| FCF margin | 6.2% | 5.9% |
| Return on capital | — | 20.0% |
| Return on equity | 9.7% | 33.1% |
| Balance sheet | ||
| Net debt | — | $1.1B |
| Net debt / EBITDA | — | 1.7x |
| Dividends and buybacks | $469M | $531M |
| Valuation & quality | ||
| P/E | 9.8x | 18.3x |
| Piotroski F-score | — | 6 |
FY16
LKQ $8.6B
POOL $2.6B
FY17
LKQ $9.7B
POOL $2.8B
FY18
LKQ $11.9B
POOL $3.0B
FY19
LKQ $12.5B
POOL $3.2B
FY20
LKQ $11.6B
POOL $3.9B
FY21
LKQ $13.1B
POOL $5.3B
FY22
LKQ $12.8B
POOL $6.2B
FY23
LKQ $13.3B
POOL $5.5B
FY24
LKQ $13.8B
POOL $5.3B
FY25
LKQ $13.7B
POOL $5.3B
LKQ
POOL
FY16
LKQ 8.9%
POOL 10.0%
FY17
LKQ 8.7%
POOL 10.2%
FY18
LKQ 7.4%
POOL 10.5%
FY19
LKQ 7.2%
POOL 10.7%
FY20
LKQ 8.5%
POOL 11.8%
FY21
LKQ 11.3%
POOL 15.7%
FY22
LKQ 12.4%
POOL 16.6%
FY23
LKQ 10.0%
POOL 13.5%
FY24
LKQ 8.3%
POOL 11.6%
FY25
LKQ 7.3%
POOL 11.0%
LKQ
POOL
FY16
LKQ $428M
POOL $131M
FY17
LKQ $340M
POOL $136M
FY18
LKQ $461M
POOL $87.1M
FY19
LKQ $798M
POOL $265M
FY20
LKQ $1.3B
POOL $376M
FY21
LKQ $1.1B
POOL $276M
FY22
LKQ $1.0B
POOL $441M
FY23
LKQ $998M
POOL $828M
FY24
LKQ $810M
POOL $600M
FY25
LKQ $847M
POOL $310M
LKQ
POOL
FY16
LKQ —
POOL 26.4%
FY17
LKQ —
POOL 30.2%
FY18
LKQ —
POOL 31.6%
FY19
LKQ —
POOL 32.0%
FY20
LKQ —
POOL 39.8%
FY21
LKQ —
POOL 40.7%
FY22
LKQ —
POOL 32.5%
FY23
LKQ —
POOL 23.3%
FY24
LKQ —
POOL 21.3%
FY25
LKQ —
POOL 20.0%
LKQ
POOL
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.