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LSS.PA$17.50+3.70%
Fair $17.50+0.0%

LSS.PA

Lectra SA

Technology / Software - ApplicationParis

$17.50

+0.62 (+3.70%)

Fairly Valued+0.0%Fair Value $17.50Fund rank 37/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9
Margin Compression

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 $63.7M · quality 79.3/100

Data gap 37/100
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

37/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · LSS.PALocal privado en este navegador · Lectra SA
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

$664M

P/E

33.7x

↑

EV/EBITDA

9.0x

↓

ROE

7.5%

↑

Gross Margin

72.9%

↑

Debt/Equity

0.32

↑
52-Week Range$18
$15$26

TradingView lightweight chart

LSS.PA price, volumen y niveles de valoración

Último $17.38Periodo +180.8%
Fair value: $17.50

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

-1.0%

FCF CAGR

+8.4%

FCF margin

12.6%

FCF / Net income

2.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $506.7M · net income $26.0M · FCF $63.7M

2022-FY → 2025-FY

Gross margin

72.9%+6.3% pts

Operating margin

7.5%-5.6% pts

Net margin

5.1%-3.4% pts

FCF margin

12.6%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$506.7M$506.7M$526.7M$477.6M$521.9M
Net Income$26.0M$26.0M$31.2M$33.9M$44.4M
EBITDA$79.4M$79.4M$90.1M$77.7M$95.4M
EPS0.680.680.780.891.16
Gross Margin72.9%72.9%71.6%69.8%66.6%
Operating Margin7.5%7.5%9.4%10.3%13.1%
Net Margin5.1%5.1%5.9%7.1%8.5%
Balance Sheet
Debt/Equity0.320.320.380.320.34
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$63.7M$63.7M$81.5M$52.5M$50.1M
Returns
ROE7.5%7.5%8.8%8.3%9.9%
Valuation
P/E33.6533.6533.6434.4931.03
EV/EBITDA8.998.9911.6415.2514.65
P/B1.931.932.822.863.06
Growth & Yield
Revenue Growth-3.8%-3.8%10.3%-8.5%—
EPS Growth-12.9%-12.9%-12.3%-23.3%—
Dividend Yield2.0%2.0%———

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

31.7%

muy exigente

EPS terminal req.

$1.55

Spread vs growth

-44.5%

5Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$1.88

Spread vs growth

-35.4%

10Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$3.03

Spread vs growth

-29.0%

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 -27.3%

Total return

-27.3%

Start / end P/E

31.5x → 25.6x

EPS bridge

0.78 → 0.68

Residual

+2.4%

EPS growth-12.9%
Multiple rerating-18.9%
Dividend+2.0%
Residual / FX / buybacks / cross-term+2.4%

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.