LKQ 是这一组里最便宜的公司。他们在欧洲实施新的企业资源规划（ERP）系统方面一直面临一些问题。这通常需要公司花上几个季度。所以，如果情况改善，可能会很有意思。市盈率是12，股息支付率是5%。
他们已经好几年没有增长了，这也带来了一个问题。如果当前的自由现金流状况得不到解决，这也可能成为一个问题。这是一个便宜的改造过程。如果你想去查一下 ERP 系统的工作流程，如果他们能改善这些数字，这只股票就会被重新定价。
不过，这仍然只是一种可能性，我对于这会不会发生没有任何洞见。
LKQ is the cheapest company in this group. They have been facing some problems in Europe with regard to the implementation of the new Enterprise Resource Planning (ERP) system .
It usually takes the company a few quarters . So, if the situation improves, it could be interesting. The price-to-earnings ratio is 12, and the dividend payout is 5%. They haven't grown in a few years, which also creates a problem .
This could also become a problem if the current free cash flow situation is not resolved. It's a cheap makeover process. If you want to check the workflow of the ERP system, if they can improve these numbers, the stock will be repriced.
However, it remains just a possibility, and I have no insight into whether that will happen.