LSI Industries, Inc. (LYTS)
NASDAQInformation TechnologyElectrical Equipment & PartsSnapshot 2026-09-04
$20.23+0.60%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · LYTS
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 11 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 $20 LYTS trades at 20× p/e, below its 46× p/e peer median. Our $31 fair value sits well above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $29–$30. Note: our $31 fair value sits above the entire analyst range ($29–$30). 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 | $30.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $123.62 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $23.45 | — | — | Hist. CAGR | high |
| graham number | 12M | $15.71 | — | — | 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.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$29.00 – $30.00 (median $30.00) · 3 analysts · as of 2026-08-21
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.
Cheaper than its own typical valuation.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2026-Q4
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $7.01 |
| 11.3 |
| 1.27 |
| TTM |
| high |
| Peer P/FCF | 12M | $38.10 | 34.1 | 1.12 | TTM | high |
| Peer P/E | 12M | $47.10 | 45.7 | 1.03 | TTM | high |
| Peer P/S | 12M | $83.63 | 4.1 | 20.36 | TTM | high |
| residual income | 12M | $11.58 | — | — | TTM | high |
| Own P/E history | 12M | $25.43 | 24.7 | 1.03 | TTM | high |
| triangulated | 12M | $49.97 | 45.7 | 1.09 | Triangulated | high |
| Peer P/FCF | 3Y | $37.15 | 34.1 | 1.09 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $91.19 | 45.7 | 1.99 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $132.46 | 4.1 | 32.25 | Hist. CAGR(prov.) | medium |
| Own P/E history | 3Y | $49.24 | 24.7 | 1.99 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $36.52 | 34.1 | 1.07 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $113.42 | 45.7 | 2.48 | Hist. CAGR(prov.) | high |
| Peer P/S | 5Y | $164.76 | 4.1 | 40.12 | Hist. CAGR(prov.) | high |
| Own P/E history | 5Y | $61.24 | 24.7 | 2.48 | Hist. CAGR(prov.) | high |