LSI Software S.A (LSI) Fair Value & Analysis
Technology · PL · Market cap 144M PLN
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 23 days ago
Fair value updated Jul 18, 2026, revised from 88.40 PLN to 92.06 PLN (+4.1%) since Jun 24, 2026. Share price −3.8% over the past month.
A strong business, screening 63% undervalued on our models.
What matters now
- The rarer combination: high quality (77/100) AND below fair value. That earns a closer look rather than a quick verdict.
- A fairly wide model range (53.87 PLN to 129.51 PLN) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range 9.67 PLN – 61.80 PLN · fair‑value band 53.87 PLN – 129.51 PLN · the 56.40 PLN price screens below the 92.06 PLN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
LSI Software S.A (LSI) currently trades at 56.40 PLN, while our model-based Fair Value estimate is 92.06 PLN, implying the stock looks roughly 63.2% undervalued today. The Quality Score stands at 77/100 (high quality), in the Technology 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, LSI Software S.A generated revenue of 85.3M PLN at a net margin of 18.1%. Revenue grew 19.9% year over year. It earns a return on equity of 25.3%. The balance sheet holds a net cash position of 4.1M PLN. Fundamentals as of Jul 18, 2026
Our scenario range runs from 53.87 PLN (bear case) to 129.51 PLN (bull case); at 56.40 PLN, the current price sits within 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 share trades near its 52-week high and 182% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at 63%, LSI 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 (102.54 PLN) versus Dividend Discount (3.33 PLN). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 73 · Market factors (momentum, volatility) 81
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
LSI Software S.A. develops software for enterprise resource planning, retail chains, restaurants, hotels, gastronomy, sports and recreation facilities, and cinemas. The company offers implementation of professional B2B systems, as well as modern equipment, and consulting and maintenance services. LSI Software S.A.
Full company description
LSI Software S.A. develops software for enterprise resource planning, retail chains, restaurants, hotels, gastronomy, sports and recreation facilities, and cinemas. The company offers implementation of professional B2B systems, as well as modern equipment, and consulting and maintenance services. LSI Software S.A. was founded in 1991 and is headquartered in Lódz, Poland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LSI Software S.A reported revenue of 85.3M PLN in FY2025 versus 54.0M PLN in FY2021, a compound +12.1%/yr. Reported net income was 15.4M PLN in FY2025, compounding +24.3%/yr from FY2021.
of which total revenue +10.2 pp · buybacks/dilution +0.1 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
Software - Application · 709 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 Software - Application 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAPS | C$12.69 | C$16.26 | +28% |
| Shopify Inc SHOP | C$173.23 | C$20.54 | -88% |
| Uber Technologies, Inc UBER | $72.67 | $51.11 | -30% |
| Salesforce, Inc CRM | $170.77 | $182.10 | +7% |
| ServiceNow, Inc NOW | $107.71 | $33.12 | -69% |
| Cadence Design Systems, Inc CDNS | $384.17 | $80.41 | -79% |
| Snowflake Inc SNOW | $271.87 | $34.04 | -87% |
| Adobe Inc ADBE | $230.61 | $379.48 | +65% |
| Automatic Data Processing, Inc ADP | $241.92 | $177.51 | -27% |
| Intuit Inc INTU | $291.09 | $258.69 | -11% |
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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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