Lewis Group (LEW) Fair Value & Analysis
Consumer Cyclical · ZA · Market cap 5.1B ZAC
Fair value as of: Jul 11, 2026
From 26 valuation models · updated today
Share price +8.3% over the past month.
Price vs Fair Value (12 months)
12‑month range R71.03 – R99.62 · fair‑value band R147.04 – R447.56 · the R98.58 price screens below the R278.30 fair value. As of Jul 11, 2026.
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Lewis Group (LEW) currently trades at R98.58, while our model-based Fair Value estimate is R278.30 — implying the stock looks roughly 182.3% undervalued today. We read business quality at 69/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.
Over the trailing twelve months, Lewis Group generated revenue of 10.3B ZAR at a net margin of 8.3%. Revenue grew 11.0% year over year. It earns a return on equity of 16.2%. Net debt stands at 2.2B ZAR. Fundamentals as of Jul 11, 2026
Our scenario range runs from R147.04 (bear case) to R447.56 (bull case); at R98.58, the current price sits below that range. For context, the median of 10 Consumer Cyclical peers we cover trades at -20% fair-value upside — at 182%, LEW screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 11, 2026. TTM = trailing twelve months.
About the company
Lewis Group Limited, together with its subsidiaries, engages in the retail of household furniture, home appliances, electronic goods, and homewares in South Africa, Botswana, Lesotho, Eswatini, and Namibia. It operates through Traditional, and Speciality segments. The company retails electrical appliances; sound and vision equipment; beds and mattresses; and various furniture products through its stores under the Lewis, Best Home and Electric, Bedzone, United Furniture Outlets, and Beares brand names. It also provides microinsurance to customers purchasing merchandise on credit under the Monarch Insurance brand. Lewis Group Limited was founded in 1934 and is based in Cape Town, South Africa.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Lewis Group reported revenue of R10.3B in FY2026 versus R6.0B in FY2022, a compound +14.6%/yr. Reported net income was R854M in FY2026, compounding +15.3%/yr from FY2022.
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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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.