What is Lci Industries worth?
With the base-case assumptions below, a discounted cash flow model on Lci Industries's reported free cash flow gives $220.66 per share. The share price was $84.51 on September 25, 2026, 62% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 3.0% | 10.0% | $125.55 | +49% |
| Base | 8.0% | 9.0% | $220.66 | +161% |
| Bull | 13.0% | 8.0% | $398.14 | +371% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $289.97 | $311.23 | $337.23 | $369.72 | $411.49 |
| 8.0% | $238.16 | $251.95 | $268.25 | $287.81 | $311.72 |
| 9.0% | $200.34 | $209.77 | $220.66 | $233.35 | $248.35 |
| 10.0% | $171.57 | $178.27 | $185.87 | $194.56 | $204.58 |
| 11.0% | $148.97 | $153.88 | $159.38 | $165.56 | $172.56 |
Where the presets come from
Base: years 1 to 5 grow at Lci Industries's revenue growth rate over the last 5 fiscal years (8.1% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions