Lewis Group Limited (LEW) Fair Value & Analysis
Consumer Cyclical · ZA · Market cap 5.1B ZAC
Strengths
Risks
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 12 days ago
Fair value updated Aug 13, 2026, revised from R278.30 to R203.57 (−26.9%) since Jul 11, 2026. Share price −6.2% over the past month.
A solid business, trading 59% below our fair value.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case (R108.27). The market is more pessimistic than our downside scenario.
- The model range is unusually wide (R108.27 to R325.82). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range R22.90 – R99.62 · fair‑value band R108.27 – R325.82 · the R83.50 price screens below the R203.57 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Lewis Group Limited (LEW) currently trades at R83.50, while our model-based Fair Value estimate is R203.57, implying the stock looks roughly 143.8% undervalued today. The Quality Score stands at 68/100 (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 Limited 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 Aug 13, 2026
Our scenario range runs from R108.27 (bear case) to R325.82 (bull case); at R83.50, the current price sits below 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. For context, the median of 10 Consumer Cyclical peers we cover trades at -11% fair-value upside, at 144%, LEW 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.
All 26 models by family
Widest divergence: Growth Earnings (R332.58) versus Asset-Based (R71.16). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 57
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Lewis Group Limited 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.
of which total revenue +8.9 pp · buybacks/dilution +6.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
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Peer Group
Specialty Retail · 228 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.
Valuation Multiples vs Specialty Retail median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alimentation Couche-Tard Inc ATD | C$89.93 | C$104.32 | +16% |
| Casey's General Stores, Inc CASY | $828.38 | $398.90 | -52% |
| Williams-Sonoma, Inc WSM | $245.15 | $162.63 | -34% |
| Ulta Beauty, Inc ULTA | $531.89 | $475.40 | -11% |
| DICK'S Sporting Goods, Inc DKS | $202.66 | $181.10 | -11% |
| Best Buy Co BBY | $83.00 | $108.04 | +30% |
| China Tourism Group 601888 | ¥54.97 | ¥40.40 | -27% |
| Tractor Supply Company TSCO | $36.43 | $35.52 | -2% |
| Murphy USA Inc MUSA | $574.12 | $423.35 | -26% |
| Five Below, Inc FIVE | $238.15 | $117.29 | -51% |
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Frequently asked questions
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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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