Lear Corporation (LEA) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Lear Corporation stock $176, price $110, upside +60.0%, quality 60 out of 100. Rating: strongly undervalued. Calculated from audited financials with 25 of our 26 valuation models and 37 quality factors, updated daily.
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Lear Corporation
LEA · USThe stock costs 38% less than our calculation considers fair.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $72.18 – $171.15 · fair‑value band $108.49 – $229.39 · the $110.28 price screens below the $176.45 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 7, 2026.
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Company profile
Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America.
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Its Seating segment offers seat systems, keyseat components, seat trim covers, seat mechanisms, thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products, seat cushioning, and headrests, as well as surface materials, such as leather and fabric for light trucks, compact cars, pick-up trucks, and sport utility vehicles.
The company's E-Systems segment provides electrical distribution and connection systems that route electrical signals and networks; and manage electrical power within the vehicle for various powertrains.
This segment's products comprise wire harnesses, terminals and connectors, engineered components, and junction boxes; electronic system products, including body domain control modules, and high voltage switching and power control systems. It also offers software and connected services.
In addition, this segment provides cybersecurity software. It offers its products and services under the GUILFORD, EAGLE OTTAWA, THAGORA, IGB AUTOMOTIVE, COMFORTFLEX BY LEARTM, LEAR, CONFIGURE+, FLEXAIR , INTU, RENEWKNIT, SOYFOAM, ProTec, and TeXstyle brands.
The company was founded in 1917 and is headquartered in Southfield, Michigan.
Stock analysis
Lear Corporation (LEA) currently trades at $110.28, while our model-based Fair Value estimate is $176.45, implying the stock looks roughly 38% undervalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of $202.89 per share, and 19 of the 25 models we run sit above the $110.28 price.
Bear case: the Dividend Discount group reads lowest at $40.01, and 6 of the 25 models stay below the price. Data coverage for this calculation is high.
Scenario range: $108.49 (bear) to $229.39 (bull), the price of $110.28 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 60/100 (solid quality), in the Consumer Cyclical sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Lear Corporation reported revenue of $23.3B in FY2025 versus $19.3B in FY2021, a compound +4.8%/yr. Reported net income was $437M in FY2025, compounding +4.0%/yr from FY2021.
Key figures
Market cap $5.6B Mid · P/E ratio 10.3 · P/S ratio 0.24 · EPS (TTM) $10.74 · Dividend yield 2.8% · Net margin 2.4% · Return on equity 12.1% · Return on assets (EBIT) 6.2% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 36 out of 100 (low confidence).
What moves the price
The share trades about 25% below its 52-week high and 14% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −23% fair-value upside, at 60%, LEA screens cheaper than that median.
Fair Value models
All 25 models by family
The fair value above starts from this blend and is adjusted for a cyclical trough year.
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 5 officers or directors sold shares worth $10.0M and none bought.
- SaleJason M CardewSVP and CFO4× since Dec 18, 2025: 29,500 shares, avg. $132.11$3.9MNov 3, 2026
- SaleConrad L Mallett JrDirector3× since Mar 13, 2026: 1,880 shares, avg. $123.25$231,706Aug 6, 2026
- SaleRaymond E ScottPresident and CEO, Director50,000 shares at $135.37$6.8MJun 24, 2026
- SaleFrank C OrsiniEVP and President, Seating3× since Feb 19, 2026: 20,487 shares, avg. $138.93$2.8MJun 2, 2026
- SaleNicholas Jon RoelliSVP and President, E-Systems2,336 shares at $141.38$330,264May 22, 2026
- SaleMarianne VIdershainVP, Treas & Head of Inv Relat1,590 shares at $135.00$214,650Feb 24, 2026
- SaleHarry Albert KempSVP & Chief Admin Officer7,000 shares at $136.31$954,170Feb 19, 2026
- SaleAlicia J. DavisSVP and Chief Strategy Officer6,630 shares at $132.98$881,657Feb 19, 2026
Plus 10 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
Watch LEA, get fair value alerts →
Recent news
- Unlocking Lear (LEA) International Revenues: Trends, Surprises, and Prospects
- Lear (LEA) Appoints Jared Fedele As CFO Effective March 2027
- Lear (LEA) Could Be 21% Undervalued As Lower Sales Guidance Clouds Earnings Beat
- Lear (LEA) Stock Could Be A Bargain As Shares Fell 25%
Compare Lear Corporation with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Auto Parts · 653 stocks
Valuation Multiplesvs Auto Parts median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Consumer Discretionary sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Return on assets by industry
- Fair value gap by industry
- Stock screener with 62 metrics
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Hyundai Mobis Co 012330 | 332,000 KRW | 534,994 KRW | +61% | vs LEA |
| Magna International Inc MGA | $61.86 | $98.98 | +60% | vs LEA |
| Genuine Parts Company GPC | $122.80 | $115.96 | −6% | vs LEA |
| AutoZone, Inc AZO | $3,216 | $2,468 | −23% | vs LEA |
| Knorr-Bremse AG KBX | €95.15 | €72.88 | −23% | vs LEA |
| Fuyao Glass Industry Group 600660 | ¥56.55 | ¥40.74 | −28% | vs LEA |
| Ningbo Tuopu Group 601689 | ¥46.70 | ¥32.24 | −31% | vs LEA |
| Samvardhana Motherson International Limited MOTHERSON | ₹161.91 | ₹96.06 | −41% | vs LEA |
| O'Reilly Automotive, Inc ORLY | $89.89 | $48.66 | −46% | vs LEA |
| Bosch Limited BOSCHLTD | ₹49,550 | ₹25,168 | −49% | vs LEA |
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Key figures of Lear Corporation
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