LKQ vs Modine

LKQ and Modine: this page compares their business models, financial performance, and market context in a clear, neutral way. It explains how each company creates value, manages costs, and competes within its sector. The aim is to inform readers about strategic differences and industry factors shaping these businesses. Educational content, not financial advice.

LKQ and Modine: this page compares their business models, financial performance, and market context in a clear, neutral way. It explains how each company creates value, manages costs, and competes wit...

About The Companies

LKQ (LKQ)

LKQ Corp is a leading global distributor of aftermarket, recycled and refurbished automotive parts, serving collision repairers, independent garages and vehicle owners across North America and Europe. Its business mixes recycled (green) parts, aftermarket replacements and value-added services such as logistics and inventory management. Revenue tends to track vehicle parc size, collision repair volumes, and replacement-demand cycles rather than new-vehicle production. Strengths include scale, a broad supplier network and margin opportunities from remanufacturing and parts sourcing. Key risks are cyclicality tied to economic activity, exposure to commodity and freight costs, integration challenges from acquisitions, currency fluctuations and gradual shifts in vehicle technology (for example, more electric vehicles may change parts demand over time). Investors should view LKQ as a play on the automotive aftermarket with both defensive and cyclical elements; this is general information and not financial advice. Always consider your own goals and consult a professional about suitability before investing.

Modine (MOD)

Modine Manufacturing Co (MOD) is a US-based supplier of thermal management solutions for automotive, commercial vehicles, HVAC, refrigeration and industrial applications. The company designs and manufactures heat exchangers, charge-air coolers, condensers and other components that help manage temperature and energy efficiency across a range of end markets. With exposure to vehicle production cycles, building activity and industrial capital spending, Modine’s revenues can be cyclical and linked to macroeconomic trends. The business has been adapting to industry shifts such as vehicle electrification, where battery and power electronics cooling present growth opportunities, while also managing commodity and supply-chain pressures. Investors should note Modine’s global manufacturing footprint, margin sensitivity to raw materials and competition from larger suppliers. This is general educational information, not personal advice; values can rise or fall and past performance does not predict future returns. Consider your risk tolerance and seek independent financial advice before investing.

Comparison Snapshot

Key Financial Metrics

LKQ

Metric

MOD

$7.93B

Market Cap

$7.36B

30.92%

Potential Profit

27.85%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

U.S. Auto's Tariff Shield

Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.

Published: July 25, 2025

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Which Baskets Do They Appear In?

U.S. Auto's Tariff Shield

Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.

Published: July 25, 2025

Explore Basket

Investment Analysis

LKQ

Pros

LKQ Corporation has a diverse geographic presence and a broad portfolio of vehicle replacement parts and accessories across multiple segments.
It maintains a relatively low price-to-earnings ratio near 11.5, indicating potential valuation attractiveness compared to the industry.
Analyst consensus strongly favours LKQ with consistent 'Strong Buy' ratings and projected stock price increases around 60% in the next year.

Considerations

Despite revenue growth, LKQ reported a notable earnings decline of over 26% recently, which may indicate margin pressures or operational challenges.
The company’s enterprise value is considerably high, suggesting significant debt or capital structure leverage compared to peers.
Market forecasts show wide long-term price target ranges, reflecting uncertainty about sustained growth beyond the near term.

Modine

MOD

Pros

Modine Manufacturing has steady revenue growth and diversified thermal management product lines critical to multiple industries including automotive and data centers.
The company operates internationally, providing manufacturing and engineering capabilities in several countries, which enhances its market reach.
Recent quarterly results show sales and adjusted earnings growth, indicating operational improvements and resilience.

Considerations

Modine’s price-to-earnings ratios are significantly higher than industry averages, suggesting the stock may be relatively expensive or overvalued.
With a beta above 2, Modine shows higher volatility and risk compared to its peers, impacting investment risk profiles.
The company faces cyclicality risks connected to automotive production and industrial demand, which can affect revenue stability.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

U.S. Auto's Tariff Shield

Which Baskets Do They Appear In?

U.S. Auto's Tariff Shield

Investment Analysis

LKQ

Pros

Considerations

Modine

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

LKQ vs Modine

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

U.S. Auto's Tariff Shield

Which Baskets Do They Appear In?

U.S. Auto's Tariff Shield

Investment Analysis

LKQ

Pros

Considerations

Modine

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What does the price-to-earnings (P/E) ratio tell me about LKQ and Modine?

How should I read a ‘Strong Buy’ rating and near-term price targets for LKQ?

What is enterprise value and what does a high EV imply for LKQ?

How does diversification shape Modine’s business model?

What does higher volatility (beta above 2) mean for Modine as an investment?

How should I weigh LKQ’s earnings decline against its revenue growth?

What role do long-term price targets play in comparing LKQ and Modine?

How do automotive production cycles impact these two companies?

What does international diversification mean for risk and opportunity?

How should I use this page to compare business models without making a decision?

What is the educational aim of this LKQ vs Modine comparison page?

About The Companies

Comparison Snapshot