Obermatt

LCI Industries

NYQ:LCII · US50189K1034
Auto ComponentsLarge

360

68
EV / EBIT45
Price / Owner Earnings74
Owner Earnings Yield80
Dividend Yield99
Price/Sales46
EV / Gross Profit55
Price/Book37
Return on Capital62
Cash Return on Capital86
Return on Equity90
EBIT Margin51
Gross Profitability80
Cash Conversion14
Accruals21
Owner Earnings Margin75
Sales growth51
Profit Growth56
Long-Term EPS Growth60
Owner Earnings Growth58
Reinvestment55
Price momentum61
Debt load56
Refinancing61
Debt Payback33
Liquidity69
Analyst ratings28
Opinion Changes71
Price Target Upside92
Market mood57
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

LCI Industries generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryAuto Components
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1984
ISINUS50189K1034
Last UpdateApr 2, 2026
Index & Theme
Injection Molding

Description

LCI Industries, through its wholly-owned subsidiary, Lippert Components, Inc. and its subsidiaries, is a global leader in supplying engineered components to the outdoor recreation, transportation, marine, and housing industries. In addition to servi…

Analysis

Middle-of-the-road

LCI Industries sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 8.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -6% a year, against analyst forecasts of 15%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 16/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
81
2023202420252026

All-time high

82

Mar 2026

All-time low

23

Jan 2024

Average rank

57

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
46
42
38
58
Price/Earnings
56
36
25
63
Price/Book
37
50
27
35
Dividend Yield
99
94
96
99
Value (overall)
52
49
32
57

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →