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LEI.DE$17.30-0.86%
Fair $17.30+0.0%

LEI.DE

Leifheit Aktiengesellschaft

Consumer Defensive / Household & Personal ProductsXETRA

$17.30

-0.15 (-0.86%)

Fairly Valued+0.0%Fair Value $17.30Fund rank 37/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.9M · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LEI.DELocal privado en este navegador · Leifheit Aktiengesellschaft
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$158M

P/E

25.4x

↑

EV/EBITDA

6.8x

↓

ROE

6.7%

↓

Gross Margin

45.1%

↑

Debt/Equity

0.02

↓
52-Week Range$17
$14$19

TradingView lightweight chart

LEI.DE price, volumen y niveles de valoración

Último $17.30Periodo +17.3%
Fair value: $17.30

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-2.6%

FCF CAGR

-11.5%

FCF margin

2.6%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $232.6M · net income $6.2M · FCF $6.0M

2022-FY → 2025-FY

Gross margin

45.1%+6.4% pts

Operating margin

3.9%+4.0% pts

Net margin

2.7%+2.2% pts

FCF margin

2.6%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$232.6M$232.6M$259.2M$258.3M$251.5M
Net Income$6.2M$6.2M$8.0M$3.2M$1.2M
EBITDA$18.6M$18.6M$20.9M$15.8M$10.7M
EPS0.680.680.850.340.13
Gross Margin45.1%45.1%44.5%42.1%38.7%
Operating Margin3.9%3.9%4.2%2.9%-0.1%
Net Margin2.7%2.7%3.1%1.2%0.5%
Balance Sheet
Debt/Equity0.020.020.020.020.02
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$6.0M$6.0M$14.0M$11.9M$8.6M
Returns
ROE6.7%6.7%8.1%3.1%1.1%
Valuation
P/E25.4425.4419.1247.35108.00
EV/EBITDA6.836.835.457.189.24
P/B1.701.701.561.481.19
Growth & Yield
Revenue Growth-10.3%-10.3%0.4%2.7%—
EPS Growth-20.0%-20.0%150.0%161.5%—
Dividend Yield2.9%2.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$1.54

Spread vs growth

-51.2%

5Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$1.86

Spread vs growth

-42.3%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$2.99

Spread vs growth

-36.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -5.1%

Total return

-5.1%

Start / end P/E

22.1x → 25.4x

EPS bridge

0.85 → 0.68

Residual

-3.0%

EPS growth-20.0%
Multiple rerating+15.0%
Dividend+2.9%
Residual / FX / buybacks / cross-term-3.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.