Luxfer Holdings PLC (LXFR) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Luxfer Holdings PLC stock $10.46, price $17.32, that is 39.6% below the price, quality 62 out of 100. Rating: strongly overvalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 4, 2026.
How to read this chart
60‑month range $6.83 – $19.11 · fair‑value band $8.23 – $13.84 · the $17.32 price screens above the $10.46 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. As of Nov 4, 2026.
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Luxfer Holdings PLC, together with its subsidiaries, develops and manufactures high-performance materials, components, and high-pressure gas containment devices. The company operates through two segments: Gas Cylinders and Elektron.
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The Gas Cylinders segment manufactures and markets specialized highly engineered containment solutions using aluminum alloys and carbon composite technologies.
It offers carbon composite high-pressure, aerospace and aviation, space-related, aluminum and composite medical gas, and specialty aluminum cylinders used for emergency response, healthcare, alternative fuel transportation, aerospace comprising commercial aviation, defense, and space markets.
The Elektron segment focuses on specialty materials based primarily on magnesium and zirconium.
This segment offers advanced lightweight magnesium alloys; magnesium powders for use in countermeasure flares, defense applications, infrared decoys, and heater meals; and zirconium-based chemicals and oxides used as catalysts converters, industrial catalysis, advanced ceramics, specialty glass, fuel cell components, pharmaceuticals, and other performance-critical applications.
The company operates in the United States, the United Kingdom, Japan, Canada, Germany, rest of Europe, the Asia Pacific, and the rest of the world. Luxfer Holdings PLC was founded in 1898 and is based in Riverside, California.
Stock analysis
Luxfer Holdings PLC (LXFR) currently trades at $17.32, while our model-based Fair Value estimate is $10.46, 40% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of $17.76 per share, and 3 of the 24 models we run sit above the $17.32 price.
Bear case: the Dividend Discount group reads lowest at $4.33, and 21 of the 24 models stay below the price. Data coverage for this calculation is high.
Scenario range: $8.23 (bear) to $13.84 (bull), the price of $17.32 sits above 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 62/100 (solid quality), in the Industrials sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Luxfer Holdings PLC reported revenue of $385M in FY2025 versus $374M in FY2021, a compound +0.7%/yr. Reported net income was $7.7M in FY2025, compounding −28.8%/yr from FY2021.
Key figures
Market cap $471M Small · P/E ratio 43.3 · P/S ratio 1.31 · EPS (TTM) $0.4000 · Dividend yield 3.0% · Net margin 2.7% · Return on equity 6.6% · Return on assets (EBIT) 7.9% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (medium confidence).
What moves the price
The share trades about 9% below its 52-week high and 53% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −40%, LXFR screens cheaper than that median.
Fair Value models
Bear$8.23Fair Value $10.46Bull$13.84
Price $17.32 · Downside -39.6%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 5 officers or directors sold shares worth $321,588 and none bought.
SalePatrick K MullenDirector5,323 shares at $15.05$80,111Jun 11, 2026
SaleClive SnowdonDirector4,015 shares at $15.05$60,426Jun 11, 2026
SaleSylvia Ann SteinDirector4,010 shares at $15.05$60,351Jun 11, 2026
SaleLisa G TrimbergerDirector4,010 shares at $15.05$60,351Jun 11, 2026
SaleRichard J HippleDirector4,010 shares at $15.05$60,351Jun 11, 2026
Plus 5 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.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.40/100
Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Revenue growth 1 year
−1.9%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−3.2%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+3.4%
Start year 2020 (pandemic). Over 10 years: −1.8% a year
Revenue growth 17 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−1.2%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis.
+8.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year+5.2%
Dividend (yield on the price)3.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−16.9% vs −10.1%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.9% → 9%
Pace: the 5-year rate starts in 2020 (pandemic)
⚠ Revenue per share shrinking 1.9%/yr over ~10Y (margins intact) ⓘStructural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+13.1%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +10.5% a year for the price.
Price, fair value, quality and upside side by side.
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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.Specialty Industrial Machinery · 814 stocks
Beats the industry median on 8/15 measures
A mixed picture versus its industry peers.
Valuation
Quality Score62 · Above median
Fair Value upside−39.6% · Below median
Profitability
Return on equity (12 months)6.6% · Below median
Return on assets2.1% · Below median
Net margin (12 months)2.7% · Below median
Operating margin (12 months)9.7% · Above median
Growth and dividend
Revenue growth (quarter YoY)−10.2% · Bottom 25%
Dividend yield (12 months)3.0% · Top 25%
Balance sheet
Debt / equity0.06× · Below median
Valuation Multiplesvs Specialty Industrial Machinery median · lower = cheaper
P/E (12 months)43.3× · Pricier than median
P/B2.08× · Cheaper than median
P/S (12 months)1.31× · Cheaper than median
Price / free cash flow (fiscal year)18.0× · Cheaper than median
EV/EBITDA10.5× · Cheaper than median
PEG1.70× · Pricier than median
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 0
FUTURE (revenue growth)0· sector 31
PAST (return on equity)26· sector 27
HEALTH (low debt)97· sector 96
DIVIDEND (yield)60· sector 29
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Is Luxfer Holdings PLC (LXFR) overvalued or undervalued?
As of Nov 4, 2026, our model estimates a fair value of $10.46 versus a price of $17.32, about 40% lower (overvalued).
What is the fair value of LXFR?
Our model-based fair value for Luxfer Holdings PLC is $10.46 (as of Nov 4, 2026), built from audited fundamentals. The current price: $17.32.
What is the quality score of LXFR?
Luxfer Holdings PLC has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Luxfer Holdings PLC (LXFR)?
Our model-based price target is the fair value of $10.46 (as of Nov 4, 2026) from 24 valuation models. Cautious scenario $8.23, optimistic scenario $13.84. It is a calculation from audited fundamentals, not an analyst target.
What is the Luxfer Holdings PLC stock forecast for 2026?
Our models put fair value at $10.46, about 40% lower versus a price of $17.32 (overvalued). Cautious scenario $8.23, optimistic scenario $13.84. The calculation is refreshed regularly with new filings.
What is the revenue of Luxfer Holdings PLC (LXFR)?
Luxfer Holdings PLC reported trailing-twelve-month revenue of about $361M (latest available figure, as of Nov 4, 2026).
Does Luxfer Holdings PLC pay a dividend?
Luxfer Holdings PLC currently shows a dividend yield of 3.00% relative to its recent price (as of Nov 4, 2026).
How much is the dividend of Luxfer Holdings PLC (LXFR) and when is the ex-dividend date?
Luxfer Holdings PLC pays a dividend of $0.52 per share a year, a dividend yield of 3.0%. The last ex-dividend date was Jul 17, 2026. A dividend has been paid every year since at least 2013. The payout ratio is 130% of earnings. Free cash flow covers the dividend 1.87 times. Our assessment: Sustainable. Payout and cash coverage both look sustainable.
What growth is priced into Luxfer Holdings PLC (LXFR)?
For today's price to be fair in a discounted-cash-flow model, Luxfer Holdings PLC would have to grow free cash flow by +13.1 % per year for five years (discount rate 11.5 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +3.4 % per year. As of Nov 4, 2026.
What discount rate (WACC) does the fair value of LXFR use?
Our models discount Luxfer Holdings PLC at 11.5 %: a base by market capitalisation (small), damped by beta 1.11, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Luxfer Holdings PLC that is +13.1 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (11.5 %) and the same formula as our fair value.
How much growth has Luxfer Holdings PLC (LXFR) delivered so far?
Over the past 5 years revenue at Luxfer Holdings PLC grew +3.4 % a year. The price currently implies free-cash-flow growth of +13.1 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Luxfer Holdings PLC (LXFR) growing?
The median revenue growth in the sector is +7.8 % a year. That is the yardstick for the growth priced into Luxfer Holdings PLC (+13.1 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Luxfer Holdings PLC (LXFR)?
The free-cash-flow yield on the price is 5.56 %: that much free cash flow Luxfer Holdings PLC produces per unit of market value. When it exceeds the discount rate of our models (11.5 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Luxfer Holdings PLC (LXFR)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Luxfer Holdings PLC it is $10.46 per share (as of Nov 4, 2026), against a price of $17.32. It is the blended result of 24 valuation models in 8 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Luxfer Holdings PLC stock overvalued or undervalued in 2026?
As of Nov 4, 2026, LXFR trades above its calculated fair value: price $17.32, fair value $10.46, a gap of about −40% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LXFR?
No. The price is what the market pays today ($17.32); the fair value is what the company's own numbers justify ($10.46). For Luxfer Holdings PLC the two are $6.86 per share apart. That gap is exactly why we show both numbers side by side.
How much is Luxfer Holdings PLC worth?
The market values Luxfer Holdings PLC at about $471M (market capitalisation, as of Nov 4, 2026). Per share that is $17.32; our models calculate a fair value of $10.46 per share.
What do the bullish and bearish scenarios say about LXFR?
Our models span a range for Luxfer Holdings PLC: cautious scenario $8.23, base $10.46, optimistic $13.84 per share (as of Nov 4, 2026, price $17.32). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of LXFR?
Luxfer Holdings PLC trades at a price-to-earnings ratio of 43.3 (as of Nov 4, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $10.46 is built from several models across several years. Median P/E at fiscal year-end, 9 fiscal years (2016 to 2025), reported earnings: 19.5. Other multiples: PEG 1.7, P/B 2.1, P/S 1.3, EV/EBITDA 10.5.
What is the PEG ratio of LXFR?
The PEG ratio of Luxfer Holdings PLC is 1.70 (P/E divided by earnings growth, as of Nov 4, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Luxfer Holdings PLC (LXFR)?
Balance-sheet figures for Luxfer Holdings PLC (as of Nov 4, 2026): return on equity 6.6%, debt of 0.06 per unit of equity. They feed the Quality Score of 62/100, which measures business quality independently of the share price.
How far is LXFR from its 52-week high?
Luxfer Holdings PLC trades at $17.32, about 9% below its 52-week high of $18.94 and 53% above the low of $11.31 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $10.46 is for.
Which stocks are comparable to Luxfer Holdings PLC?
From the same area (Industrials) we also value SIE, GE Vernova Inc, Eaton Corporation, Parker-Hannifin Corporation, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Luxfer Holdings PLC stock attractive at the current price?
The data as of Nov 4, 2026: price $17.32, calculated fair value $10.46 (−40%), Quality Score 62/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LXFR calculated?
We run Luxfer Holdings PLC through 24 models from 8 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $10.46 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Luxfer Holdings PLC itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Luxfer Holdings PLC (LXFR)?
The closing price on Nov 6, 2026 was $17.32. Our model-based fair value is $10.46, about 40% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Luxfer Holdings PLC right now?
The price sits above even our optimistic bull case ($13.84). The favourable scenario is already priced in. Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Where does the earnings growth of Luxfer Holdings PLC (LXFR) come from?
Earnings per share at Luxfer Holdings PLC grew −5.4 % a year from 2014 to 2025. Broken into its drivers: revenue per share −1.6 %, EBIT margin +0.4 %, tax rate −2.2 %, residual (interest, one-offs) −2.2 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Luxfer Holdings PLC
How large is the market capitalisation of Luxfer Holdings PLC (LXFR)?
The market capitalisation of Luxfer Holdings PLC is $471M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Luxfer Holdings PLC (LXFR)?
The price-to-sales ratio of Luxfer Holdings PLC is 1.31 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Luxfer Holdings PLC (LXFR)?
Earnings per share at Luxfer Holdings PLC are $0.4000 (price ÷ EPS = P/E 43.3). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Luxfer Holdings PLC (LXFR)?
The dividend yield of Luxfer Holdings PLC is 3.0% (payout 130%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Luxfer Holdings PLC (LXFR)?
The net margin of Luxfer Holdings PLC is 2.7% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Luxfer Holdings PLC (LXFR)?
The return on equity (ROE) of Luxfer Holdings PLC is 6.6% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Luxfer Holdings PLC (LXFR)?
On an EBIT basis the return on assets of Luxfer Holdings PLC is 7.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Luxfer Holdings PLC (LXFR)?
The operating margin of Luxfer Holdings PLC is 9.7% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Luxfer Holdings PLC (LXFR)?
Revenue at Luxfer Holdings PLC is growing −10.2% versus a year earlier (3y avg −3.2%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Luxfer Holdings PLC (LXFR)?
Earnings per share at Luxfer Holdings PLC are growing +84.6% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Luxfer Holdings PLC (LXFR) carry?
The net debt of Luxfer Holdings PLC is $31.1M (fiscal year 2025, ≈ 1.2 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Nov 4, 2026