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Lisi S.A (FII) Fair Value & Analysis

Industrials · FR · Market cap €3.1B

LS Lisi S.A FII · PA
Price€67.20
Fair Value€44.02
Upside-34.5%
Quality61/100
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Mixed Growth
Thin margins · 7.7% net margin
Low debt · generates free cash flow
0.69% dividend yield
Mixed vs. peers (8/15)
Narrow moat 42/100
Evidence: High Range €25.93 – €66.06 Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 24 days ago

Fair value updated Jul 16, 2026, revised from €43.98 to €44.02 (+0.1%) since Jun 24, 2026. Share price −1.2% over the past month.

A solid business, but screening 34% overvalued on our models.

What matters now

  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (€25.93 to €66.06) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€71.70 €16.79 Fair Value €44.02 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range €16.79 – €71.70 · fair‑value band €25.93 – €66.06 · the €67.20 price screens above the €44.02 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

Full chart & analysis →

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Analysis

Lisi S.A (FII) currently trades at €67.20, while our model-based Fair Value estimate is €44.02, implying the stock looks roughly 34.5% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Lisi S.A generated revenue of €1.8B at a net margin of 7.7%. Revenue grew 8.5% year over year. It earns a return on equity of 6.0%. Net debt stands at €234M. Fundamentals as of Jul 16, 2026

Our scenario range runs from €25.93 (bear case) to €66.06 (bull case); at €67.20, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 4% below its 52-week high and 118% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -59% fair-value upside, at -34%, FII screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF €16.93 €24.59 €35.01 80
Residual Income €22.10 €26.86 €60.89 76
Rev-Margin DCF €25.01 €41.98 €61.08 74
All 26 models by family
DCF Models
FCF DCF €16.65 €25.28 €37.73 38
Owner Earnings €30.15 €45.53 €67.73 31
5Y Revenue Exit €25.01 €42.15 €64.04 39
5Y EBITDA Exit €36.16 €62.77 €93.76 41
5Y P/E Exit €32.78 €56.51 €81.27 38
10Y Revenue Exit €20.75 €35.36 €54.96 36
10Y EBITDA Exit €28.59 €49.28 €76.91 37
10Y P/E Exit €26.49 €45.06 €67.68 35
Earnings-Based
Graham-Dodd €20.79 €61.33 €81.12 54
Lynch FV €12.86 €18.37 €23.88 50
PEG = 1.0 €12.86 €18.37 €23.88 46
EPV €26.56 €30.84 €34.54 59
Dividend Discount
Gordon GGM €3.44 €6.85 €10.38 70
DDM Multi-Stage €3.44 €5.46 €7.23 61
Multiples
P/E Multiple €48.14 €64.19 €80.24 63
P/S Multiple €38.97 €51.96 €64.96 58
P/B Multiple €38.97 €51.96 €64.96 55
EV/EBIT €44.32 €59.29 €74.26 53
EV/EBITDA €53.57 €71.62 €89.67 54
EV/Revenue €31.46 €45.20 €58.94 43
Asset-Based
NCAV (Graham) €11.87 €15.90 €23.73 50
Growth DCF
Growth DCF €16.93 €24.59 €35.01 80
Rev-Margin DCF €25.01 €41.98 €61.08 74
Economic Profit
Residual Income €22.10 €26.86 €60.89 76
ROIC Compounder €27.18 €33.91 €42.04 72
Growth Earnings
Growth-Adj P/E €39.09 €55.85 €72.60 68

Widest divergence: Growth Earnings (€55.85) versus Dividend Discount (€5.46). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €1.8B
Revenue growth (YoY) +8.5%
Net margin 7.7%
Return on equity 6.0%
Free cash flow €74.0M FY2025
P/E ratio 49.8
More key figures
Operating margin 8.9%
EPS (TTM) €1.36
Dividend yield 0.7%
EPS growth (YoY) +22.1%
Net debt €234M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 58 · Market factors (momentum, volatility) 67

Profitability 42
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 34
Earnings quality: real cash, not paper profit
Fin. Strength 67
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 49
Calm price path (market factor)
Momentum 70
Price trend over the last 3–12 months (market factor)
52W Momentum 84
Distance to the 52-week high (market factor)
Net Issuance 93
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Lisi S.A. designs and produces assembly and component solutions for the aerospace, automotive, and medical sectors in France and internationally. The company operates through three segments: LISI Aerospace and LISI Automotive.

Full company description

Lisi S.A. designs and produces assembly and component solutions for the aerospace, automotive, and medical sectors in France and internationally. The company operates through three segments: LISI Aerospace and LISI Automotive. It offers OPTIBLIND, high pressure hydraulic fitting, latch, RIB fitting, TYX, and O-ring products; and manufactures fastener and structural assembly components for aircraft manufacturers. The company also provides cable channel, guide rods and electric parking brakes, sealing screws, and standard automotive clop; and metal and plastic assembly solutions, and safety mechanical components for automotive manufacturers and suppliers. The company was formerly known as GFI Industries and changed its name to Lisi S.A. in 2002. Lisi S.A. was founded in 1777 and is headquartered in Belfort, France.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Lisi S.A reported revenue of €1.7B in FY2025 versus €1.2B in FY2021, a compound +10.7%/yr. Reported net income was €140M in FY2025, compounding +33.5%/yr from FY2021.

Growth Quality 54/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€1.7B
Latest YoY
−2.6%
Avg. growth/yr (3Y)
+7.0%
Avg. growth/yr (5Y)
+7.3%
Avg. growth/yr (23Y)
+5.4%
Revenue +10.7%/yr
FY21 €1.2B
FY22 €1.4B
FY23 €1.6B
FY24 €1.8B
FY25 €1.7B
Net income +33.5%/yr
FY21 €44.0M
FY22 €57.0M
FY23 €37.5M
FY24 €56.0M
FY25 €140M

FII screens 34% overvalued. Compare with General Electric Company →

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Cite: Fair Value Calculator (2026). "Lisi S.A Fair Value". https://www.fairvalue-calculator.com/stock/FII

Peer Group

Aerospace & Defense · 226 stocks

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.

Quality Score 61 · Above median
Fair Value upside −35% · Above median
Return on equity (TTM) 6% · Below median
Return on assets 5% · Above median
Net margin (TTM) 8% · Above median
Operating margin (TTM) 9% · Below median
Revenue growth 9% · Below median
Dividend yield (TTM) 0.7% · Below median
Debt / equity 0.27× · Higher than median

Valuation Multiples vs Aerospace & Defense median · lower = cheaper

P/E (TTM) 49.3× · Pricier than median
P/B 3.26× · Cheaper than median
P/S (TTM) 1.96× · Cheaper than median
P/FCF 47.8× · Pricier than 75% of peers
EV/EBITDA 15.2× · Cheaper than median
PEG 0.99× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 43 · sector 46
PAST 24 · sector 38
HEALTH 86 · sector 94
DIVIDEND 14 · sector 15

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Weapons Defense

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE $381.22 $116.71 -69%
RTX Corporation RTX $195.93 $88.37 -55%
Airbus SE 1AIR €213.25 €86.20 -60%
The Boeing Company BA $217.11 $48.20 -78%
China CSSC Holdings 600150 ¥34.31 ¥21.90 -36%
HD Hyundai Heavy Industries Co 329180 466,000 KRW 272,966 KRW -41%
Hanwha Aerospace Co 012450 967,000 KRW 573,468 KRW -41%
ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS 337.50 TRY 130.70 TRY -61%
Saab AB SAABB kr 520.40 kr 212.84 -59%
Kongsberg Gruppen ASA KOG kr 277.50 kr 106.93 -61%

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Frequently asked questions

Is Lisi S.A (FII) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of €44.02 versus a price of €67.20, about −34% (overvalued).
What is the fair value of FII?
Our model-based fair value for Lisi S.A is €44.02 (as of Jul 16, 2026), built from audited fundamentals. The current price is €67.20.
What is the quality score of FII?
Lisi S.A has a Quality Score of 61/100. 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 revenue of Lisi S.A (FII)?
Lisi S.A reported trailing-twelve-month revenue of about €1.8B (latest available figure, as of Jul 16, 2026).
What is the net profit margin of FII?
The net profit margin of Lisi S.A is about 7.7%, meaning it keeps roughly 7.7% of revenue as net income. Based on the latest reported figures.
Does Lisi S.A pay a dividend?
Lisi S.A currently shows a dividend yield of about 0.66% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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