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Luceco plc (LUCE) Fair Value & Analysis

Industrials · GB · Market cap 397M GBX

LP Luceco plc LUCE · LSE
Price£2.70
Fair Value£2.90
Upside+7.4%
Quality72/100
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Healthy Growth
Thin margins · 7.5% net margin
Moderate debt · generates free cash flow
2.21% dividend yield
Ranks above peers (9/14)
Moderate moat 58/100
Evidence: High Range £1.71 – £3.62 Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 25 days ago

Share price −12.1% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (£1.71 to £3.62) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

£4.94 £0.6892 Fair Value £2.90 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range £0.6892 – £4.94 · fair‑value band £1.71 – £3.62 · the £2.70 price screens below the £2.90 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Luceco plc (LUCE) currently trades at £2.70, while our model-based Fair Value estimate is £2.90, implying the stock looks roughly 7.4% fairly valued today. The Quality Score stands at 72/100 (solid quality), in the Industrials 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, Luceco plc generated revenue of £271M at a net margin of 7.5%. Revenue grew 9.6% year over year. It earns a return on equity of 20.3%. Net debt stands at £59.9M. Fundamentals as of Jul 16, 2026

Our scenario range runs from £1.71 (bear case) to £3.62 (bull case); at £2.70, 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 Industrials peers we cover trades at -48% fair-value upside, at 7%, LUCE 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF £1.95 £3.21 £4.97 80
Residual Income £0.7800 £1.02 £2.86 76
Rev-Margin DCF £1.70 £3.02 £4.67 74
All 26 models by family
DCF Models
FCF DCF £1.97 £3.38 £5.45 38
Owner Earnings £1.55 £2.69 £4.39 31
5Y Revenue Exit £1.70 £3.03 £4.78 39
5Y EBITDA Exit £2.17 £3.97 £6.17 41
5Y P/E Exit £1.75 £3.12 £4.64 38
10Y Revenue Exit £1.72 £2.94 £4.69 36
10Y EBITDA Exit £2.06 £3.56 £5.73 37
10Y P/E Exit £1.81 £2.99 £4.58 35
Earnings-Based
Graham-Dodd £0.9400 £3.96 £5.41 54
Lynch FV £1.01 £1.44 £1.87 50
PEG = 1.0 £1.01 £1.44 £1.87 46
EPV £1.13 £1.33 £1.50 59
Dividend Discount
Gordon GGM £0.4100 £0.7300 £1.01 70
DDM Multi-Stage £0.4100 £0.6700 £0.7800 61
Multiples
P/E Multiple £2.17 £2.90 £3.62 63
P/S Multiple £1.76 £2.34 £2.93 58
P/B Multiple £1.76 £2.34 £2.93 55
EV/EBIT £2.38 £3.30 £4.21 53
EV/EBITDA £2.58 £3.55 £4.53 54
EV/Revenue £1.60 £2.44 £3.28 43
Asset-Based
NCAV (Graham) £0.3500 £0.4700 £0.7100 50
Growth DCF
Growth DCF £1.95 £3.21 £4.97 80
Rev-Margin DCF £1.70 £3.02 £4.67 74
Economic Profit
Residual Income £0.7800 £1.02 £2.86 76
ROIC Compounder £1.24 £1.66 £2.17 72
Growth Earnings
Growth-Adj P/E £1.71 £2.44 £3.17 68

Widest divergence: DCF Models (£3.03) versus Asset-Based (£0.4700). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 271M GBX
Revenue growth (YoY) +9.6%
Net margin 7.5%
Return on equity 20.3%
Free cash flow 33.4M GBX FY2025
P/E ratio 21.0
More key figures
Operating margin 13.4%
EPS (TTM) £0.1300
Dividend yield 2.2%
EPS growth (YoY) +82.3%
Net debt 59.9M GBX FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 72/100

Of which business quality 70 · Market factors (momentum, volatility) 66

Profitability 65
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 73
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 69
Disciplined investing over empire-building
Low Volatility 38
Calm price path (market factor)
Momentum 76
Price trend over the last 3–12 months (market factor)
52W Momentum 82
Distance to the 52-week high (market factor)
Net Issuance 96
Buybacks instead of dilution

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

Luceco plc, together with its subsidiaries, designs, manufactures, and delivers residential and commercial electrification products and systems in the United Kingdom, Europe, the Americas, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Wiring Accessories, LED Lighting, and Portable Power.

Full company description

Luceco plc, together with its subsidiaries, designs, manufactures, and delivers residential and commercial electrification products and systems in the United Kingdom, Europe, the Americas, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Wiring Accessories, LED Lighting, and Portable Power. It offers wiring accessories, including switches and sockets, circuit protection, outdoor wiring devices, junction boxes, cable management products, and commercial power and accessories; LED lighting, such as residential and commercial, interior and exterior, mains and solar, and work and site lighting equipment; and portable power products comprising EV chargers, extension leads, cable reels, and adapters and accessories. The company is also involved in the import, installation, and distribution of electrical accessories; manufacturing of light metal packaging; and manufacturing of other electronics, electric wires and cables, and electric equipment. It sells its products under the BG Electrical, CMD, Luceco Lighting, Kingfisher Lighting, DW Windsor, Masterplug, Sync Energy, and D-Line brand names through retail, hybrid distributors, and professional wholesale and projects. The company was founded in 1941 and is headquartered in Telford, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Luceco plc reported revenue of £271M in FY2025 versus £228M in FY2021, a compound +4.4%/yr. Reported net income was £20.3M in FY2025, compounding −7.0%/yr from FY2021.

Growth Quality 83/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
£271M
Latest YoY
+11.9%
Avg. growth/yr (3Y)
+9.6%
Avg. growth/yr (5Y)
+9.0%
Avg. growth/yr (12Y)
+12.6%
Revenue +4.4%/yr
FY21 £228M
FY22 £206M
FY23 £209M
FY24 £243M
FY25 £271M
Net income −7.0%/yr
FY21 £27.1M
FY22 £11.0M
FY23 £16.7M
FY24 £14.6M
FY25 £20.3M

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Cite: Fair Value Calculator (2026). "Luceco plc Fair Value". https://www.fairvalue-calculator.com/stock/LUCE

Peer Group

Electrical Equipment & Parts · 528 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.

Quality Score 72 · Top 25%
Fair Value upside +7% · Top 25%
Return on equity (TTM) 20% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 7% · Above median
Operating margin (TTM) 13% · Top 25%
Revenue growth 10% · Below median
Dividend yield (TTM) 2.2% · Above median
Debt / equity 0.53× · Higher than 75% of peers

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/E (TTM) 20.8× · Cheaper than median
P/B 5.16× · Pricier than 75% of peers
P/S (TTM) 1.98× · Pricier than median
P/FCF 16.1× · Pricier than 75% of peers
EV/EBITDA 15.2× · Cheaper than median

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.

VALUE 43 · sector 0
FUTURE 48 · sector 57
PAST 81 · sector 26
HEALTH 73 · sector 97
DIVIDEND 44 · sector 18

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$675.50 HK$391.44 -42%
ABB Ltd ABBN CHF 83.82 CHF 35.46 -58%
Delta Electronics (Thailand) Public Company TDED 10.16 SGD 1.47 SGD -86%
LG Energy Solution, Ltd 373220 334,000 KRW 201,455 KRW -40%
WEG S.A WEGE3 13,210 ARS 7,948 ARS -40%
Sungrow Power Supply Co 300274 ¥114.79 ¥123.83 +8%
Shenzhen Inovance Technology Co 300124 ¥63.43 ¥33.04 -48%
HD Hyundai Electric Co 267260 823,000 KRW 371,133 KRW -55%
LS ELECTRIC Co 010120 190,000 KRW 31,517 KRW -83%
Sieyuan Electric Co 002028 ¥151.73 ¥71.69 -53%

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Frequently asked questions

Is Luceco plc (LUCE) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of £2.90 versus a price of £2.70, about +7% (fairly valued).
What is the fair value of LUCE?
Our model-based fair value for Luceco plc is £2.90 (as of Jul 16, 2026), built from audited fundamentals. The current price is £2.70.
What is the quality score of LUCE?
Luceco plc has a Quality Score of 72/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Luceco plc (LUCE)?
Luceco plc reported trailing-twelve-month revenue of about £271M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of LUCE?
The net profit margin of Luceco plc is about 7.5%, meaning it keeps roughly 7.5% of revenue as net income. Based on the latest reported figures.
Does Luceco plc pay a dividend?
Luceco plc currently shows a dividend yield of about 2.27% relative to its recent price (as of Jul 16, 2026).

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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