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LEM Holding (LEHN) Fair Value & Analysis

Technology · CH · Market cap CHF 546M

LH LEM Holding LEHN · SW
PriceCHF 454.00
Fair ValueCHF 217.11
Upside-52.2%
Quality97/100
Evidence: High Range CHF 136.36 – CHF 305.96

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 6 days ago

Share price −3.3% over the past month.

Price vs Fair Value (12 months)

CHF 878.65 CHF 256.35 Fair Value CHF 217.11 Jun 2025 Jun 2026

12‑month range CHF 256.35 – CHF 878.65 · fair‑value band CHF 136.36 – CHF 305.96 · the CHF 454.00 price screens above the CHF 217.11 fair value. As of Jun 24, 2026.

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Analysis

LEM Holding (LEHN) currently trades at CHF 454.00, while our model-based Fair Value estimate is CHF 217.11 — implying the stock looks roughly 52.2% overvalued today. We read business quality at 97/100 (high quality), in the Technology 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, LEM Holding generated revenue of CHF 294M at a net margin of 2.8%. Revenue declined 5.6% year over year. It earns a return on equity of 5.6%. Net debt stands at CHF 90.0M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) CHF 294M
Revenue growth (YoY) -5.6%
Net margin 2.8%
Return on equity 5.6%
Free cash flow CHF 31.8M FY2026
P/E ratio 55.6
More key figures
Operating margin 10.0%
EPS (TTM) CHF 8.64
EPS growth (YoY) -50.6%
Net debt CHF 90.0M FY2026

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

LEM Holding SA, together with its subsidiaries, provides measuring electrical parameters solutions in China, Japan, South Korea, India, Southeast Asia, Europe, the Middle East, Africa, NAFTA, and Latin America. The company offers current, voltage, integrated current, and Rogowski coil sensors, as well as energy meters; and provides after-sales and return merchandise authorization services. Its products are used in automotive battery management and motor control, electric vehicle chargers, smart grid, welding, automation, drives, high-precision, power supplies, renewable energies, trackside, and traction applications. The company was founded in 1972 and is headquartered in Meyrin, Switzerland.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

LEM Holding reported revenue of CHF 288M in FY2026 versus CHF 373M in FY2022, a compound −6.3%/yr. Reported net income was CHF 9.9M in FY2026, compounding −39.2%/yr from FY2022.

Revenue −6.3%/yr
FY22 CHF 373M
FY23 CHF 406M
FY24 CHF 406M
FY25 CHF 307M
FY26 CHF 288M
Net income −39.2%/yr
FY22 CHF 72.4M
FY23 CHF 75.3M
FY24 CHF 65.3M
FY25 CHF 8.4M
FY26 CHF 9.9M

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Similar stocks

6 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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Amphenol Corporation APH $149.22 $93.29 -37%
Corning Incorporated GLW $197.70 $39.92 -80%
Samsung Electro-Mechanics Co 009150 1,000,000 KRW 169,192 KRW -83%
Luxshare Precision Industry Co 002475 ¥68.77 ¥52.40 -24%

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Frequently asked questions

Is LEM Holding (LEHN) undervalued?
As of Jun 24, 2026, our model estimates a fair value of CHF 217.11 versus a price of CHF 454.00 — about −52% (overvalued). Model-based estimate, not financial advice.
What is the fair value of LEHN?
Our 21-model fair value for LEM Holding is CHF 217.11 (as of Jun 24, 2026), built from audited fundamentals. The current price is CHF 454.00.
What is the quality score of LEHN?
LEM Holding has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of LEM Holding (LEHN)?
LEM Holding reported trailing-twelve-month revenue of about CHF 294M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of LEHN?
The net profit margin of LEM Holding is about 2.8%, meaning it keeps roughly 2.8% of revenue as net income. Based on the latest reported figures.

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.