COMP <GO>

LKQ vs V // REVENUE GROWTH (YOY)

LKQ Corporation (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: LKQ 4 — V 9

▲ REVENUE GROWTH (YOY) LEADER: V

LAST: $18.56 (+2.54%) • MKT CAP: $4.58B

revenue-growth

-1.20%

LAST: $413.59 (+0.74%) • MKT CAP: $733.53B

revenue-growth

11.30%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LKQ VS. V) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	LKQ	V	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	38.60%	41.00%	-2.40	V	/gross-margins <GO>
Return on Invested Capital (ROIC)	8.50%	32.30%	-23.80	V	/roic <GO>
EV/EBITDA & P/E Valuation	4.8x	28.9x	-24.10	LKQ	/valuation <GO>
Free Cash Flow Yield	9.80%	2.90%	+6.90	LKQ	/fcf-yield <GO>
Operating Margin	7.30%	60.00%	-52.70	V	/operating-margins <GO>
Net Profit Margin	4.50%	50.10%	-45.60	V	/net-margins <GO>
Revenue Growth (YoY) ACTIVE	-1.20%	11.30%	-12.50	V	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	6.77%	0.63%	+6.14	LKQ	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	2.40	9.09	-6.69	V	/balance-sheet <GO>
Piotroski F-Score Quality	7/9	9/9	-2.00	V	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	7.10%	7.10%	0.00	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	34.9	69.4	-34.58	V	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	1.06	1.06	0.00	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	7.0x	34.0x	-27.00	LKQ	/forward-pe <GO>
Enterprise Scale & Market Cap	$4.58B	$733.53B	-$728.96B	V	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	LKQ REV	V REV	LKQ GROSS %	V GROSS %	LKQ FCF	V FCF
FY 2025	$13.65B	$40.00B	38.6%	44.0%	$448.7M	$21.26B
FY 2024	$13.82B	$35.93B	38.9%	44.0%	$499.0M	$18.33B
FY 2023	$13.27B	$32.65B	44.0%	44.0%	$758.9M	$19.29B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

LKQ // BETA 1.06

V // BETA 1.06