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LWAY$23.43-1.68%
Fair $23.43+0.0%

LWAY

Lifeway Foods, Inc.

Consumer Defensive / Packaged FoodsNasdaqGM

$23.43

-0.40 (-1.68%)

Fairly Valued+0.0%Fair Value $23.43Fund rank 29/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.3M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

51/100

C

Piotroski

5/9

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 · LWAYLocal privado en este navegador · Lifeway Foods, Inc.
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

$358M

P/E

24.4x

↑

EV/EBITDA

15.1x

↑

ROE

16.1%

↑

Gross Margin

27.4%

↓

Debt/Equity

0.01

↓
52-Week Range$23
$17$34

TradingView lightweight chart

LWAY price, volumen y niveles de valoración

Último $23.43Periodo +1370.1%
Fair value: $23.43

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

—

FCF CAGR

—

FCF margin

-7.7%

FCF / Net income

-1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $212.5M · net income $13.9M · FCF $-16.4M

2010-FY → 2025-FY

Gross margin

27.4%— pts

Operating margin

7.6%— pts

Net margin

6.5%— pts

FCF margin

-7.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$212.5M$212.5M$186.8M$160.1M$141.6M$119.1M$102.0M$93.7M$103.3M$118.9M—$137.2M$130.2M$109.0M$89.8M——
Net Income$13.9M$13.9M$9.0M$11.4M$924000.00$3.3M$3.2M$453000.00$-3.1M$-346000.00$3.5M$2.0M$2.0M$5.0M$5.6M$2.9M$3.6M
EBITDA$23.7M$23.7M$17.5M$20.2M$5.1M$8.8M$8.2M$1.4M$367000.00$2.6M$9.1M$7.5M$7.5M$10.4M$11.2M$7.4M$8.4M
EPS0.890.890.600.750.060.210.210.03-0.19-0.020.220.12—————
Gross Margin27.4%27.4%26.0%26.5%18.9%24.1%26.4%23.6%25.0%25.8%—21.8%22.2%25.4%29.7%——
Operating Margin7.6%7.6%7.4%10.6%1.7%4.9%4.8%-2.1%-3.0%-0.4%—3.2%3.3%7.4%9.9%——
Net Margin6.5%6.5%4.8%7.1%0.7%2.8%3.2%0.5%-3.0%-0.3%—1.4%1.5%4.6%6.3%——
Balance Sheet
Debt/Equity0.010.010.000.050.140.070.00——0.130.150.160.180.210.130.16—
Current Ratio2.142.14———————————————
Cash Flow
Free Cash Flow$-16.4M$-16.4M$6.3M$12.6M$538000.00$3.6M$4.5M$2.6M$-407000.00$-1.5M$1.9M———$5.2M$2.6M$3.4M
Returns
ROE16.1%16.1%12.6%18.8%1.9%6.7%6.9%1.0%-7.3%-0.7%7.2%4.4%4.4%11.6%14.3%8.1%10.8%
Valuation
P/E24.4124.4140.0219.1192.50————————————
EV/EBITDA15.1215.1219.8510.2117.61————————————
P/B4.244.245.053.581.83————————————
Growth & Yield
Revenue Growth13.7%13.7%16.7%13.1%—16.7%8.9%-9.4%-13.1%——5.4%19.5%21.4%———
EPS Growth48.3%48.3%-20.0%1150.0%—0.0%600.0%115.8%-850.0%-109.1%83.3%——————

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

32.7%

muy exigente

EPS terminal req.

$2.08

Spread vs growth

15.6%

5Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$2.52

Spread vs growth

25.2%

10Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$4.05

Spread vs growth

32.0%

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 +3.7%

Total return

+3.7%

Start / end P/E

37.7x → 26.3x

EPS bridge

0.60 → 0.89

Residual

-14.6%

EPS growth+48.3%
Multiple rerating-30.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.6%

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.