LCI Industries (LCII)
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-09-04
$102.60+1.54%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-09-04
QuarterlyIQ Insights · LCII
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $103 LCII trades at 13× p/e, below its 14× p/e peer median, but our blended $96 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $114–$137. Note: our $96 fair value sits below the entire analyst range ($114–$137). Even valued only for durable growth at sustainable margins, it's worth about $115 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $119.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $17.96 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $23.09 | — | — | Hist. CAGR | high |
| graham number | 12M | $103.75 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$114.00 – $137.00 (median $119.50) · 6 analysts · as of 2026-08-10
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $96.97 |
| 7.5 |
| 16.60 |
| TTM |
| high |
| Peer P/FCF | 12M | $107.50 | 14.6 | 7.36 | TTM | high |
| Peer P/E | 12M | $110.31 | 13.5 | 8.15 | TTM | high |
| Peer P/S | 12M | $105.49 | 0.6 | 165.15 | TTM | high |
| PEG | 12M | $182.71 | 22.4 | 8.15 | TTM | high |
| residual income | 12M | $72.18 | — | — | TTM | high |
| Own P/E history | 12M | $107.09 | 13.1 | 8.15 | TTM | high |
| triangulated | 12M | $116.19 | 13.5 | 8.58 | Triangulated | high |
| Peer P/FCF | 3Y | $44.44 | 14.6 | 3.04 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $141.53 | 13.5 | 10.46 | Analyst | medium |
| Peer P/S | 3Y | $121.84 | 0.6 | 190.74 | guidance | medium |
| PEG | 3Y | $234.41 | 22.4 | 10.46 | Analyst | medium |
| Own P/E history | 3Y | $137.40 | 13.1 | 10.46 | Analyst | medium |
| Peer P/FCF | 5Y | $24.67 | 14.6 | 1.69 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $157.53 | 13.5 | 11.64 | Analyst | medium |
| Peer P/S | 5Y | $135.62 | 0.6 | 212.31 | guidance | medium |
| PEG | 5Y | $260.91 | 22.4 | 11.64 | Analyst | medium |
| Own P/E history | 5Y | $152.94 | 13.1 | 11.64 | Analyst | medium |