Check 35,000+ stocks against 26 valuation models and 37 quality factors
Data-driven stock valuation
Which stocks are undervalued right now? Check free
Discover now →
Lerøy Seafood Group (LYSFF) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of Lerøy Seafood Group $2.30, price $4.78, upside -51.9%, quality 53 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
- Fair value above price? No
- Good quality? Yes
- Add to watchlist
LS
Broad data
Sep 24, 2026
Broad data
Sep 24, 2026
Lerøy Seafood Group
LYSFF · USStretched ValuationStrong overvaluation with only moderate quality.
!Fair value $2.30 · Strongly overvalued (−51.9%)
!Quality 53/100
!Mixed Growth (revenue 5y +11.5 %/yr)
!Thin margins · 3.0% net margin (TTM)
✓Low debt · generates free cash flow
!Narrow moat 34/100
What runs behind every stock
26
valuation models
8 families, DCF to NCAV
37
quality factors
margins, balance sheet, cashflow, debt
6
AI factors
moat, what no ratio measures
2,000+
data points
verified, per stock, median
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range $0.9734 – $7.92 · the $4.78 price screens above the $2.30 fair value. Dashed = 300-day average. As of Sep 24, 2026.
Company profile
Lerøy Seafood Group ASA produces, processes, markets, sells, and distributes seafood products. The company operates in three segments: Wildcatch; Farming; and Value-Added Processing, Sales, and Distribution. It offers salmon and trout, whole fish, fillets, portions, smoked, graved, block, cured, ready-to-eat, and ready-to-cook products.
Show more
Lerøy Seafood Group ASA produces, processes, markets, sells, and distributes seafood products. The company operates in three segments: Wildcatch; Farming; and Value-Added Processing, Sales, and Distribution. It offers salmon and trout, whole fish, fillets, portions, smoked, graved, block, cured, ready-to-eat, and ready-to-cook products. The company also catches and processes various whitefish, including fresh and frozen options, as well as products comprising shrimp, crab, and mussels. In addition, it provides seaweed products and value-added products, such as breaded fish, burgers, patties, and other ready-to-cook or ready-to-eat seafood products; and crustaceans and molluscs, seaweed, and fresh and frozen consequence products for industrial processing. The company markets its products primarily under the Norway Seafoods, Arctic Supreme, Fjord Trout, Aurora Salmon, Fossen, Sea Eagle, Lerøy, and M"r brands to supermarkets, restaurants, canteens, hotels, wholesalers, retailers, food service companies, and industrial customers. It operates in the European Union, Norway, Asia, rest of Europe, the United States, Canada, and internationally. The company was founded in 1899 and is headquartered in Bergen, Norway. Lerøy Seafood Group ASA operates as a subsidiary of Austevoll Seafood ASA.
Stock analysis
Lerøy Seafood Group (LYSFF) currently trades at $4.78, while our model-based Fair Value estimate is $2.30, 51.9% below the price, so the stock looks overvalued today.
Show more
Valuation
Bull case: the DCF Models group reads highest at a median of $6.47 per share, and 10 of the 26 models we run sit above the $4.78 price.
Bear case: the Earnings-Based group reads lowest at $0.6700, and 16 of the 26 models stay below the price. Evidence for this calculation is high.
Quality & growth
The Quality Score stands at 53/100 (solid quality), in the Consumer Defensive sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Lerøy Seafood Group reported revenue of 34.3B NOK in FY2025 versus 23.1B NOK in FY2021, a compound +10.5%/yr. Reported net income was 366M NOK in FY2025, compounding −38.9%/yr from FY2021.
Key figures
Market cap $2.8B · P/E ratio 26.4 · P/S ratio 0.28 · EPS (TTM) $0.1800 · Net margin 1.1% · Return on equity 5.3% · Return on assets (EBIT) 8.5% · Operating margin 6.8%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 37 out of 100 (medium confidence).
What moves the price
The share trades about 10% below its 52-week high and 13% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at 9% fair-value upside, at −52%, LYSFF screens richer than that median.
Fair Value models
Bear $2.30
Fair Value $2.30
Bull $2.30
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.
Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.
Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Highest evidence
FCF DCF
$4.99
$8.76
$14.83
78
Growth DCF
$4.98
$8.47
$13.94
76
Residual Income
$2.29
$2.20
$2.17
76
All 26 models by family
DCF Models
FCF DCF
$4.99
$8.76
$14.83
78
Owner Earnings
$2.49
$4.50
$7.75
74
5Y Revenue Exit
$3.79
$6.47
$10.00
71
5Y EBITDA Exit
$5.74
$10.39
$16.10
74
5Y P/E Exit
$2.05
$2.97
$3.92
71
10Y Revenue Exit
$4.05
$6.67
$10.45
65
10Y EBITDA Exit
$5.42
$9.43
$15.32
67
10Y P/E Exit
$3.05
$4.19
$5.60
64
Earnings-Based
Graham-Dodd
$0.4300
$1.84
$2.51
64
Lynch FV
$0.4700
$0.6700
$0.8700
61
PEG = 1.0
$0.4700
$0.6700
$0.8700
57
EPV
$2.89
$3.41
$3.86
74
Dividend Discount
Gordon GGM
$2.30
$4.58
$6.94
67
DDM Multi-Stage
$2.30
$3.96
$4.83
67
Multiples
P/E Multiple
$1.01
$1.34
$1.68
63
P/S Multiple
$0.8200
$1.09
$1.36
58
P/B Multiple
$0.8200
$1.09
$1.36
55
EV/EBIT
$4.72
$6.43
$8.14
66
EV/EBITDA
$6.77
$9.16
$11.54
67
EV/Revenue
$3.26
$4.82
$6.39
53
Asset-Based
NCAV (Graham)
$1.64
$2.20
$3.28
54
Growth DCF
Growth DCF
$4.98
$8.47
$13.94
76
Rev-Margin DCF
$3.79
$6.45
$9.79
71
Economic Profit
Residual Income
$2.29
$2.20
$2.17
76
ROIC Compounder
$2.89
$3.54
$4.65
72
Growth Earnings
Growth-Adj P/E
$0.7900
$1.13
$1.47
67
Notify me when LYSFF reaches fair value
Put LYSFF on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Quality Score breakdown
Overall quality
53/100
Of which business quality 51 · Market factors (momentum, volatility) 41
Profitability
26
Margins and returns on capital today
Quality Growth
34
Are margins and returns improving?
Cashflow
53
Earnings quality: real cash, not paper profit
Fin. Strength
46
Balance sheet, leverage, solvency risk
Investment
90
Disciplined investing over empire-building
Low Volatility
47
Calm price path (market factor)
Momentum
47
Price trend over the last 3–12 months (market factor)
52W Momentum
23
Distance to the 52-week high (market factor)
Net Issuance
82
Share count: buybacks or dilution?
Revenue & earnings trend
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.
79/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+10.3%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+8.8%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+11.5%
Start year 2020 (pandemic). Over 10 years: +9.8% a year
Revenue growth 23 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+12.0%
’14
’15
’16
’17
’18
’19
’20
’21
’22
’23
’24
’25
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis.
−0.9%
Earnings growth per share plus dividend.
Earnings per share, growth per year−0.9%
Dividend (yield on the price)0.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−27.7% vs −11.8%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.6% → 7%
Start year 2020 (pandemic)
Growth Forecast
Price in line with expectations
The price assumes less growth than the company has delivered so far and about what analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+4.9%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+5.2%
Yearly sales growth analysts expect, extended to five years.
After inflation (figures in NOK, Norway: IMF forecast 2.4% a year to 2030, 3.3% from 2016 to 2025) that is about +2.4% a year for the price and +2.7% for the forecasts.
Forecast 2026 (sales)+3.4%
Forecast 2027 (sales)+6.4%
Projected 2028 (sales)+5.9%
Projected 2029 (sales)+5.3%
Projected 2030 (sales)+4.8%
LYSFF screens overvalued: fair value 52% below the price. Compare with Nestlé S.A →
Compare Lerøy Seafood Group with another stock
Price, fair value, quality and upside side by side.
Free, no sign-up
Context: sector, industry, market
- P/E, EV/EBITDA and margins by industry (reference tables)
- Undervalued stocks: US Stocks
- Valuation of the USA market
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
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé S.A NESN | CHF 74.63 | CHF 59.51 | −20% |
| Danone S.A BN | €59.12 | €50.65 | −14% |
| Foshan Haitian Flavouring and Food Company 603288 | ¥33.93 | ¥37.32 | +10% |
| The Kraft Heinz Company KHC | $23.45 | $29.20 | +25% |
| Nestlé India Limited NESTLEIND | ₹1,363 | ₹724.74 | −47% |
| Inner Mongolia Yili Industrial Group 600887 | ¥26.90 | ¥41.84 | +56% |
| Yihai Kerry Arawana Holdings 300999 | ¥24.55 | ¥9.98 | −59% |
| General Mills, Inc GIS | $31.67 | $34.59 | +9% |
| Wilmar International Limited F34 | 3.68 SGD | 5.14 SGD | +40% |
| Kerry Group KRZ | €85.55 | €59.96 | −30% |
Explore undervalued stocks
More undervalued Consumer Defensive stocks →
All undervalued stocks
TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued High-Quality StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
🥇 Backtested Best
🏆 Big Names
⭐ Top Rated
💎 Quality on Sale
🚀 Profitable Growth
🧊 Quality Compounders
💵 Dividend Stars
📈 Strong Momentum
📉 Fallen Angels
⚖️ Deeply Undervalued
🔍 Small-Cap Gems
🏰 Moat at a Fair Price
💼 Insider Buying
🎩 Buffett-Style Quality
📚 Peter Lynch GARP
🧮 Greenblatt Magic Formula
🛡️ Graham Defensive
Discover tools
Stock screenerFilter by region, size and sector
Compare toolTwo stocks side by side
Extrinsic Value Calculator…Calculator with industry benchmark
Peter Lynch Fair Value Formula &…Calculator with industry benchmark
Run the numbers yourself: free valuation calculators
Frequently asked questions
Is Lerøy Seafood Group (LYSFF) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of $2.30 versus a price of $4.78, about −52% upside (overvalued).
What is the fair value of LYSFF?
Our model-based fair value for Lerøy Seafood Group is $2.30 (as of Sep 24, 2026), built from audited fundamentals. The current price: $4.78.
What is the quality score of LYSFF?
Lerøy Seafood Group has a Quality Score of 53/100. 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 price target for Lerøy Seafood Group (LYSFF)?
Our model-based price target is the fair value of $2.30 (as of Sep 24, 2026) from 26 valuation models. It is a calculation from audited fundamentals, not an analyst target.
What is the Lerøy Seafood Group stock forecast for 2026?
Our models put fair value at $2.30, about −52% upside versus a price of $4.78 (overvalued). The calculation is refreshed regularly with new filings.
What is the revenue of Lerøy Seafood Group (LYSFF)?
Lerøy Seafood Group reported trailing-twelve-month revenue of about 34.5B NOK (latest available figure, as of Sep 24, 2026).
What growth is priced into Lerøy Seafood Group (LYSFF)?
For today's price to be fair in a discounted-cash-flow model, Lerøy Seafood Group would have to grow free cash flow by +4.9 % per year for five years (discount rate 8.7 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +11.5 % per year. As of Sep 24, 2026.
What discount rate (WACC) does the fair value of LYSFF use?
Our models discount Lerøy Seafood Group at 8.7 %: a base by market capitalisation (mid), damped by beta 0.58, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Lerøy Seafood Group that is +4.9 % per year a year over ten years, using the same discount rate (8.7 %) and the same formula as our fair value.
How much growth has Lerøy Seafood Group (LYSFF) delivered so far?
Over the past 5 years revenue at Lerøy Seafood Group grew +11.5 % a year. The price currently implies +4.9 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Lerøy Seafood Group (LYSFF) growing?
The median revenue growth in the sector is +3.0 % a year. That is the yardstick for the growth priced into Lerøy Seafood Group (+4.9 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Lerøy Seafood Group (LYSFF)?
The free-cash-flow yield on the price is 6.98 %: that much free cash flow Lerøy Seafood Group produces per unit of market value. When it exceeds the discount rate of our models (8.7 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Lerøy Seafood Group (LYSFF)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Lerøy Seafood Group it is $2.30 per share (as of Sep 24, 2026), against a price of $4.78. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is Lerøy Seafood Group stock overvalued or undervalued in 2026?
As of Sep 24, 2026, LYSFF trades above its calculated fair value: price $4.78, fair value $2.30, a gap of about −52% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LYSFF?
No. The price is what the market pays today ($4.78); the fair value is what the company's own numbers justify ($2.30). For Lerøy Seafood Group the two are $2.48 per share apart. That gap is exactly why we show both numbers side by side.
How much is Lerøy Seafood Group worth?
The market values Lerøy Seafood Group at about $2.8B (market capitalisation, as of Sep 24, 2026). Per share that is $4.78; our models calculate a fair value of $2.30 per share.
How far is LYSFF from its 52-week high?
Lerøy Seafood Group trades at $4.78, about 10% below its 52-week high of $5.31 and 13% above the low of $4.24 (as of Oct 2, 2026). Distance from the high says nothing about value: that is what the fair value of $2.30 is for.
Which stocks are comparable to Lerøy Seafood Group?
From the same area (Consumer Defensive) we also value Nestlé S.A, Danone S.A, Foshan Haitian Flavouring and Food Company, The Kraft Heinz Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Lerøy Seafood Group stock attractive at the current price?
The data as of Sep 24, 2026: price $4.78, calculated fair value $2.30 (−52%), Quality Score 53/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LYSFF calculated?
We run Lerøy Seafood Group through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $2.30, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. Lerøy Seafood Group itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Lerøy Seafood Group (LYSFF)?
The closing price on Oct 2, 2026 was $4.78. Our model-based fair value is $2.30, about −52% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Lerøy Seafood Group right now?
The price sits above even our optimistic bull case ($2.30). The favourable scenario is already priced in. Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
Where does the earnings growth of Lerøy Seafood Group (LYSFF) come from?
Earnings per share at Lerøy Seafood Group grew −6.2 % a year from 2014 to 2025. Broken into its drivers: revenue per share +8.4 %, EBIT margin −7.0 %, tax rate −2.8 %, residual (interest, one-offs) −4.2 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Lerøy Seafood Group
How large is the market capitalisation of Lerøy Seafood Group (LYSFF)?
The market capitalisation of Lerøy Seafood Group is $2.8B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/E ratio of Lerøy Seafood Group (LYSFF)?
The price-to-earnings ratio of Lerøy Seafood Group is 26.4. Price to earnings: how many years of current profit you pay for the stock. A P/E of 10 means ten years of profit.
What is the P/S ratio of Lerøy Seafood Group (LYSFF)?
The price-to-sales ratio of Lerøy Seafood Group is 0.28 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Lerøy Seafood Group (LYSFF)?
Earnings per share at Lerøy Seafood Group are $0.1800 (price ÷ EPS = P/E 26.4). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Lerøy Seafood Group (LYSFF)?
The net margin of Lerøy Seafood Group is 1.1% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Lerøy Seafood Group (LYSFF)?
The return on equity (ROE) of Lerøy Seafood Group is 5.3% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Lerøy Seafood Group (LYSFF)?
On an EBIT basis the return on assets of Lerøy Seafood Group is 8.5% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Lerøy Seafood Group (LYSFF)?
The operating margin of Lerøy Seafood Group is 6.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Lerøy Seafood Group (LYSFF)?
Revenue at Lerøy Seafood Group is growing +1.7% versus a year earlier (3y avg +8.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Lerøy Seafood Group (LYSFF)?
Earnings per share at Lerøy Seafood Group are growing −89.4% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Lerøy Seafood Group (LYSFF) carry?
The net debt of Lerøy Seafood Group is 10.2B NOK (fiscal year 2025, ≈ 5.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed
Continue in the live analysis
Fair value and trend for 35,000+ stocks, watchlist, comparison and the diversification check. You can also try 14 days of Pro there, no card.
Open the live analysis →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.