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LIF.TO$28.99+0.00%
Fair $28.99+0.0%

LIF.TO

Labrador Iron Ore Royalty Corporation

Basic Materials / SteelToronto

$28.99

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $28.99Fund rank 33/100 · Data gapFallback financials|
SA 26/D
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $152.5M · quality 64.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

26/100

D

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · LIF.TOLocal privado en este navegador · Labrador Iron Ore Royalty Corporation
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

$1.9B

P/E

20.0x

↑

EV/EBITDA

14.2x

↑

ROE

15.6%

↑

Gross Margin

80.2%

↑

Debt/Equity

N/A

•
52-Week Range$29
$26$32

TradingView lightweight chart

LIF.TO price, volumen y niveles de valoración

Último $28.99Periodo +26.9%
Fair value: $28.99

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

-10.6%

FCF CAGR

-19.2%

FCF margin

58.5%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $165.9M · net income $100.6M · FCF $97.1M

2022-FY → 2025-FY

Gross margin

80.2%+0.0% pts

Operating margin

74.6%-1.4% pts

Net margin

60.6%-53.6% pts

FCF margin

58.5%-20.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$165.9M$165.9M$207.5M$200.2M$232.3M
Net Income$100.6M$100.6M$175.0M$186.3M$265.4M
EBITDA$130.0M$130.0M$163.3M$157.4M$183.1M
EPS1.571.572.732.914.15
Gross Margin80.2%80.2%80.2%80.2%80.1%
Operating Margin74.6%74.6%75.7%75.6%76.0%
Net Margin60.6%60.6%84.4%93.1%114.3%
Balance Sheet
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$97.1M$97.1M$201.9M$152.5M$184.2M
Returns
ROE15.6%15.6%27.2%28.3%41.6%
Valuation
P/E19.9919.9910.7210.888.87
EV/EBITDA14.1614.1611.2112.7912.65
P/B2.882.882.913.073.69
Growth & Yield
Revenue Growth-20.1%-20.1%3.7%-13.8%—
EPS Growth-42.5%-42.5%-6.2%-29.9%—
Dividend Yield4.7%4.7%———

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

17.9%

exigente

EPS terminal req.

$2.57

Spread vs growth

-60.4%

5Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$3.11

Spread vs growth

-57.2%

10Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$5.01

Spread vs growth

-54.8%

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 +4.8%

Total return

+4.8%

Start / end P/E

10.6x → 18.5x

EPS bridge

2.73 → 1.57

Residual

-31.5%

EPS growth-42.5%
Multiple rerating+74.1%
Dividend+4.7%
Residual / FX / buybacks / cross-term-31.5%

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.