Lear (LEA)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
$134.68+2.77%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
QuarterlyIQ Insights · LEA
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 13 valuation methods, at three horizons. As of 2026-09-06. 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 $135 LEA trades at 9.4× p/e, below its 14× p/e peer median. Our $174 fair value sits well above the price. We hold it with medium confidence: our number sits above the analyst range. Analysts target $131–$155. Note: our $174 fair value sits above the entire analyst range ($131–$155). 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 | $141.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $748.11 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $1107.34 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $60.61 | — | — | TTM | high |
| graham number | 12M |
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.
$131.00 – $155.00 (median $141.50) · 4 analysts · as of 2026-08-03
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.
Looks cheaper than most peers in the same business.
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.
| $183.92 |
| — |
| — |
| TTM |
| high |
| Peer EV/EBITDA | 12M | $187.56 | 7.5 | 29.94 | TTM | high |
| Peer P/FCF | 12M | $244.10 | 14.6 | 16.71 | TTM | high |
| Peer P/E | 12M | $194.23 | 13.5 | 14.35 | TTM | high |
| Peer P/S | 12M | $297.89 | 0.6 | 466.35 | TTM | high |
| PEG | 12M | $225.47 | 15.7 | 14.35 | TTM | high |
| residual income | 12M | $129.81 | — | — | TTM | high |
| Own P/E history | 12M | $145.55 | 10.1 | 14.35 | TTM | high |
| triangulated | 12M | $204.12 | 13.5 | 15.08 | Triangulated | high |
| Peer P/FCF | 3Y | $371.25 | 14.6 | 25.42 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $229.09 | 13.5 | 16.93 | Analyst | medium |
| Peer P/S | 3Y | $301.68 | 0.6 | 472.28 | guidance | medium |
| PEG | 3Y | $265.93 | 15.7 | 16.93 | Analyst | medium |
| Own P/E history | 3Y | $171.66 | 10.1 | 16.93 | Analyst | medium |
| Peer P/FCF | 5Y | $490.98 | 14.6 | 33.62 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $227.34 | 13.5 | 16.80 | Analyst | medium |
| Peer P/S | 5Y | $299.37 | 0.6 | 468.67 | guidance | medium |
| PEG | 5Y | $263.90 | 15.7 | 16.80 | Analyst | medium |
| Own P/E history | 5Y | $170.35 | 10.1 | 16.80 | Analyst | medium |