Legence Corp. (LGN)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · LGN
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 10 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 $53 the market pays 62× p/e — above the 41× p/e peer median but in line with its own 109× history. That premium reflects a durable franchise our peer-anchored $58 fair value understates; treat the 'expensive vs peers' read with medium confidence. Analysts target $60–$130. Note: our $58 fair value sits below the entire analyst range ($60–$130). 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 | $105.00 | — | — | Analyst | high |
| dcf fcff | 12M | $49.38 | — | — | Hist. CAGR | high |
| graham number | 12M | $15.73 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $42.90 | 14.5 | 2.74 | TTM | high |
| Peer P/FCF |
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.
$60.00 – $130.00 (median $105.00) · 9 analysts · as of 2026-08-19
No fragility gates fired. 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 more expensive than peers.
Cheaper than its own typical valuation.
| 12M |
| $111.73 |
| 26.3 |
| 4.25 |
| TTM |
| high |
| Peer P/E | 12M | $35.44 | 41.5 | 0.85 | TTM | high |
| Peer P/S | 12M | $58.72 | 1.2 | 49.26 | TTM | high |
| residual income | 12M | $10.80 | — | — | TTM | high |
| Own P/E history | 12M | $93.58 | 109.5 | 0.85 | TTM | high |
| triangulated | 12M | $39.09 | 41.5 | 0.94 | Triangulated | high |
| Peer P/S | 3Y | $109.04 | 1.2 | 91.48 | guidance | medium |
| Peer P/S | 5Y | $144.21 | 1.2 | 120.98 | guidance | medium |