Genuine Parts vs LKQ
Genuine Parts is the larger business, with $24.30bn of revenue in fiscal 2025 against $13.65bn for LKQ (1.8 times as much). Genuine Parts grew faster (3.5% against -1.2%). LKQ kept more of each dollar of sales as profit: a net margin of 4.5% against 0.3%. LKQ carries less debt relative to equity (56.5% against 129.8%).
| Latest fiscal year | Genuine PartsGPC, 2025 | LKQLKQ, 2025 |
|---|---|---|
| Revenue | $24.30bn | $13.65bn |
| Revenue growth | 3.5% | -1.2% |
| Net income | $65.9m | $608m |
| Operating margin | — | 7.3% |
| Net margin | 0.3% | 4.5% |
| Return on equity | 1.5% | 9.7% |
| Free cash flow | $421m | $847m |
| Cash | $477m | $319m |
| Total debt | $5.74bn | $3.69bn |
| Debt to equity | 129.8% | 56.5% |
| Dividend per share | $4.12 | — |
| Dividend yield | 3.4% | 6.1% |
| Share buybacks | $0 | $159m |
| Employees | 65,000 | 44,000 |
| Market value | $17.07bn | $4.88bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 69 (Moderate) | 65 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 0 sales |