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v0.1
LNN$111.16+1.01%
Fair $111.16+0.0%

LNN

Lindsay Corporation

Industrials / Farm & Heavy Construction MachineryNYSE

$111.16

+1.11 (+1.01%)

Fairly Valued+0.0%Fair Value $111.16Fund rank 32/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $90.4M · quality 63.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

48/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 0unknown: 16
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 · LNNLocal privado en este navegador · Lindsay 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

$1.2B

P/E

20.3x

↑

EV/EBITDA

9.4x

↓

ROE

13.9%

↑

Gross Margin

31.2%

↑

Debt/Equity

0.26

↓
52-Week Range$111
$97$151

TradingView lightweight chart

LNN price, volumen y niveles de valoración

Último $110.05Periodo +526.6%
Fair value: $111.16

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+4.3%

FCF CAGR

+11.3%

FCF margin

13.4%

FCF / Net income

1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $676.4M · net income $74.1M · FCF $90.4M

2010-FY → 2025-FY

Gross margin

31.2%+3.6% pts

Operating margin

13.0%+2.5% pts

Net margin

10.9%+4.0% pts

FCF margin

13.4%+8.3% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$676.4M$676.4M$607.1M$674.1M$770.7M$551.3M$463.2M$436.3M$547.7M$518.0M$516.4M$560.2M$617.9M$690.8M$551.3M$478.9M$358.4M
Net Income$74.1M$74.1M$66.3M$72.4M$65.5M$42.6M$38.6M$2.2M$20.3M$23.2M$20.3M$26.3M$51.5M$70.6M$43.3M$36.8M$24.9M
EBITDA$117.3M$117.3M$103.5M$123.4M$112.3M$73.3M$73.6M$20.1M$55.5M$57.3M$51.3M$67.1M$93.2M$119.7M$78.0M$68.3M$48.6M
EPS6.786.786.016.545.943.883.560.201.882.171.852.224.005.473.382.901.98
Gross Margin31.2%31.2%31.5%31.6%25.8%27.2%32.9%26.3%27.7%28.0%28.8%27.9%27.7%28.2%26.9%27.1%27.6%
Operating Margin13.0%13.0%12.6%15.2%12.3%9.8%11.7%1.4%7.1%7.8%6.7%9.0%12.7%15.5%11.9%11.8%10.6%
Net Margin10.9%10.9%10.9%10.7%8.5%7.7%8.3%0.5%3.7%4.5%3.9%4.7%8.3%10.2%7.9%7.7%6.9%
Balance Sheet
Debt/Equity0.260.260.280.300.350.340.390.430.420.430.460.41——0.010.02—
Current Ratio3.023.02———————————————
Cash Flow
Free Cash Flow$90.4M$90.4M$66.8M$100.9M$-12.5M$17.5M$24.6M$-19.4M$22.9M$30.6M$21.6M———$42.5M$34.6M$18.0M
Returns
ROE13.9%13.9%13.8%15.9%16.6%12.6%12.9%0.8%7.3%8.6%8.1%9.1%13.5%18.5%13.9%13.4%—
Valuation
P/E20.3220.3219.0518.4427.03————————————
EV/EBITDA9.379.3711.6410.6116.07————————————
P/B2.282.282.622.934.50————————————
Growth & Yield
Revenue Growth11.4%11.4%-9.9%-12.5%—19.0%6.2%-20.3%5.7%0.3%-7.8%-9.3%-10.6%25.3%15.1%33.6%—
EPS Growth12.8%12.8%-8.1%10.1%—9.0%1680.0%-89.4%-13.4%17.3%-16.7%-44.5%-26.9%61.8%16.6%46.5%—
Dividend Yield1.3%1.3%———————————————

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

13.3%

razonable

EPS terminal req.

$9.86

Spread vs growth

-0.5%

5Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$11.93

Spread vs growth

0.8%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$19.22

Spread vs growth

1.8%

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 -19.1%

Total return

-19.1%

Start / end P/E

23.3x → 16.4x

EPS bridge

6.01 → 6.78

Residual

-3.8%

EPS growth+12.8%
Multiple rerating-29.5%
Dividend+1.3%
Residual / FX / buybacks / cross-term-3.8%

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.