James Latham plc (LTHM) Fair Value & Analysis
Basic Materials · GB · Market cap 215M GBX
Fair value as of: Jul 12, 2026
From 14 valuation models · updated 29 days ago
Fair value updated Jul 12, 2026, revised from £12.87 to £13.53 (+5.1%) since Jun 24, 2026. Share price −2.8% over the past month.
A solid business, screening 27% undervalued on our models.
What matters now
- Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (£9.47 to £17.59) 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 12, 2026.
How to read this chart
60‑month range £8.60 – £14.30 · fair‑value band £9.47 – £17.59 · the £10.65 price screens below the £13.53 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
James Latham plc (LTHM) currently trades at £10.65, while our model-based Fair Value estimate is £13.53, implying the stock looks roughly 27.0% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Basic Materials 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: medium), always confirm before acting.
Over the trailing twelve months, James Latham plc generated revenue of £377M at a net margin of 4.7%. Revenue grew 5.5% year over year. It earns a return on equity of 8.1%. The balance sheet holds a net cash position of £43.4M. Fundamentals as of Jul 12, 2026
Our scenario range runs from £9.47 (bear case) to £17.59 (bull case); at £10.65, 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. For context, the median of 10 Basic Materials peers we cover trades at -32% fair-value upside, at 27%, LTHM 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 14 models by family
Widest divergence: Growth Earnings (£17.05) versus Earnings-Based (£5.88). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 50
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
James Latham plc, together with its subsidiaries, distributes timbers, panels, and decorative panels in the United Kingdom, the Republic of Ireland, rest of Europe, and internationally.
Full company description
James Latham plc, together with its subsidiaries, distributes timbers, panels, and decorative panels in the United Kingdom, the Republic of Ireland, rest of Europe, and internationally. The company offers melamine, veneer, laminates, washroom collection, solid surface products, door blanks, plastics, hardwoods, softwoods, engineered timber products, decking and timber cladding products, solid wood worktops, modified timbers and panels, fire retardant and advanced technical panels, and treatments, as well as architectural moldings and components. It serves construction/housing, retail, transport, exhibition, and other sectors. The company was founded in 1757 and is based in Hemel Hempstead, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
James Latham plc reported revenue of £393M in FY2026 versus £385M in FY2022, a compound +0.5%/yr. Reported net income was £18.6M in FY2026, compounding −20.1%/yr from FY2022.
of which total revenue +8.1 pp · buybacks/dilution −0.3 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
Lumber & Wood Production · 76 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 Lumber & Wood Production 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 Lumber & Wood Production stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Simpson Manufacturing Co SSD | $188.80 | $147.92 | -22% |
| West Fraser Timber Co WFG | C$98.54 | C$51.55 | -48% |
| UFP Industries, Inc UFPI | $85.93 | $108.78 | +27% |
| Stella-Jones Inc SJ | C$78.93 | C$96.01 | +22% |
| Boise Cascade Company BCC | $76.06 | $51.92 | -32% |
| Century Plyboards (India) Limited CENTURYPLY | ₹799.50 | ₹201.01 | -75% |
| DeHua TB New Decoration Material Co 002043 | ¥11.74 | ¥14.78 | +26% |
| Canfor Corporation CFP | C$14.17 | C$4.54 | -68% |
| Interfor Corporation IFP | C$13.45 | C$6.43 | -52% |
| Kangxin New Materials Co 600076 | ¥3.05 | ¥0.6700 | -78% |
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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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