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LPE.PA$89.80-1.54%
Fair $89.80+0.0%

LPE.PA

Laurent-Perrier S.A.

Consumer Defensive / Beverages - Wineries & DistilleriesParis

$89.80

-1.40 (-1.54%)

Fairly Valued+0.0%Fair Value $89.80Fund rank 27/100 · Data gapFallback financials|
SA 43/C
F-Score: 2/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-1.8M · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

43/100

C

Piotroski

2/9

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 · LPE.PALocal privado en este navegador · Laurent-Perrier S.A.
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

$527M

P/E

11.7x

↓

EV/EBITDA

9.9x

↑

ROE

7.6%

↑

Gross Margin

57.5%

↑

Debt/Equity

0.43

↑
52-Week Range$90
$81$100

TradingView lightweight chart

LPE.PA price, volumen y niveles de valoración

Último $89.80Periodo +124.5%
Fair value: $89.80

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

-1.2%

FCF CAGR

—

FCF margin

-4.4%

FCF / Net income

-0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $294.4M · net income $47.4M · FCF $-13.1M

2022-FY → 2025-FY

Gross margin

57.5%+6.7% pts

Operating margin

25.3%+0.2% pts

Net margin

16.1%-0.3% pts

FCF margin

-4.4%-26.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$294.4M$294.4M$312.5M$307.8M$305.6M
Net Income$47.4M$47.4M$63.6M$58.5M$50.2M
EBITDA$75.4M$75.4M$95.6M$84.6M$77.3M
EPS8.008.0010.709.898.46
Gross Margin57.5%57.5%61.4%56.6%50.8%
Operating Margin25.3%25.3%30.3%27.7%25.0%
Net Margin16.1%16.1%20.3%19.0%16.4%
Balance Sheet
Debt/Equity0.430.430.400.520.70
Current Ratio5.425.42———
Cash Flow
Free Cash Flow$-13.1M$-13.1M$-1.8M$56.6M$68.7M
Returns
ROE7.6%7.6%10.6%10.7%10.0%
Valuation
P/E11.7211.7211.3111.4311.13
EV/EBITDA9.919.919.489.9910.12
P/B0.850.851.201.231.12
Growth & Yield
Revenue Growth-5.8%-5.8%1.5%0.7%—
EPS Growth-25.2%-25.2%8.2%16.9%—
Dividend Yield2.3%2.3%———

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

-0.1%

fácil

EPS terminal req.

$7.97

Spread vs growth

-25.1%

5Y implied EPS CAGR

3.8%

fácil

EPS terminal req.

$9.64

Spread vs growth

-29.0%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$15.53

Spread vs growth

-32.1%

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 -3.2%

Total return

-3.2%

Start / end P/E

8.9x → 11.2x

EPS bridge

10.70 → 8.00

Residual

-6.7%

EPS growth-25.2%
Multiple rerating+26.4%
Dividend+2.3%
Residual / FX / buybacks / cross-term-6.7%

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.