LSI Industries Inc (LYTS) Fair Value & Analysis

Technology · US · Market cap $879M

A solid business, but screening 48% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($17.43). The favourable scenario is already priced in.
• Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range ($8.28 to $17.43) 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 15, 2026.

How to read this chart

60‑month range $5.24 – $26.80 · fair‑value band $8.28 – $17.43 · the $25.17 price screens above the $13.00 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

Full chart & analysis →

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Analysis

LSI Industries Inc (LYTS) currently trades at $25.17, while our model-based Fair Value estimate is $13.00, implying the stock looks roughly 48.4% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, LSI Industries Inc generated revenue of $610M at a net margin of 3.9%. Revenue grew 13.6% year over year. It earns a return on equity of 8.3%. Net debt stands at $63.2M. Fundamentals as of Jul 15, 2026

Our scenario range runs from $8.28 (bear case) to $17.43 (bull case); at $25.17, the current price sits above 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 59% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -48%, LYTS 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.

Widest divergence: Growth Earnings ($11.85) versus Dividend Discount ($1.87). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States. The company operates through Lighting and Display Solutions segments.

Full company description

LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States. The company operates through Lighting and Display Solutions segments. The Lighting segment offers outdoor and indoor lighting fixture and controls solutions, including sensors, photocontrols, dimming, motion detection, and circuit controllers. The Display Solutions segment provides exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, digital menu board systems, refrigerated displays, and custom display elements. It also offers signage and canopy, pump dispenser, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, refrigerated food and beverage displays, check-out counters, and an array of merchandising displays and cabinetry. In addition, the company provides various project management services, including installation management, site surveys, permitting, and content management. It serves across various vertical markets, such as refueling and convenience store, parking lot and garage, quick-service restaurant, retail, grocery and pharmacy, automotive dealership, sports court and field, and warehouse. LSI Industries Inc. was founded in 1976 and is based in Cincinnati, Ohio.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

LSI Industries Inc reported revenue of $573M in FY2025 versus $316M in FY2021, a compound +16.1%/yr. Reported net income was $24.4M in FY2025, compounding +42.8%/yr from FY2021.

LYTS screens 48% overvalued. Compare with Delta Electronics, Inc →

Peer Group

Electronic Components · 626 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 Electronic Components 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.

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

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.

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Frequently asked questions

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.