coteau Get the Coteau app

LPX

Louisiana-Pacific Corporation
$70.69
+0.91% 2026-10-19
IndustrialsS&P 400
-28%-16%-5%+6%+17%Oct 2025Apr 2026Oct 2026
LPXSPY
1W
+7.2%
1M
+8.2%
3M
-0.5%
6M
-3.3%
YTD
-11.4%
1Y
-20.3%

Grades vs sector

Momentum
12th pct in sector
D-
12-1 return: -24.7%
Percentile within its GICS sector across the S&P 1500.
Growth
2nd pct in sector
F
Revenue growth (YoY): -12.1%
Percentile within its GICS sector across the S&P 1500.
Value
23rd pct in sector
D
Forward E/P: 4.1% · EBITDA/EV: 5.1%
Percentile within its GICS sector across the S&P 1500.
Profitability
15th pct in sector
D-
Profit margin: +2.2% · Return on equity: +3.1%
Percentile within its GICS sector across the S&P 1500.
Revisions
no data
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 3 live models right now.

Momentum Top 15
not ranked (outside this model's universe or screens)
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Blend
not in the current book

Key stats

Market cap$4.9B
P/E (trailing)91.8
P/E (forward)24.7
52-week range62.18 – 100.34
Revenue growth (YoY, latest qtr)-12.1%
Dividend yield1.71%
Analyst consensusBuy (14)
Mean price target$87.79 (+24%)

Valuation & fundamentals

Bottom line
No cash-flow valuation
Model read-out from the numbers below, not advice. Score +0 (DCF counts double).
▼Forward P/E vs sector24.7x vs median 17.1x
•Piotroski F-score5/9
▲Altman Z5.6 (safe)
▲Net debt / EBITDA0.6x
▲Analyst target+24% (14 analysts)

Discounted cash flow

Trailing free cash flow is negative or missing, so a cash-flow DCF isn't meaningful by default. You can enter your own assumptions below.
Reverse DCFfor context, not a signal
Trailing free cash flow is zero or negative, so there's no growth rate to solve for. The price is betting on a turnaround to positive cash flow.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.62 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Industrials

P/E (trailing)
sector median 26.4× · 96th pct
91.8×
pricier
Forward P/E
sector median 17.1× · 82nd pct
24.7×
pricier
EV / EBITDA
sector median 14.8× · 89th pct
25.3×
pricier
Price / sales
sector median 2.1× · 47th pct
2.0×
cheaper
Price / book
sector median 3.5× · 37th pct
2.8×
cheaper
FCF yield
sector median 4.5% · 6th pct
-0.4%
pricier

Forward EPS $2.86 vs trailing $0.77 (+271% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
18.0%
Operating margin
3.0%
FCF margin
-0.9%
Net margin
2.2%
Return on equity
3.1%
Return on invested capital
2.9%
Net debt / EBITDA
0.6×
Current ratio
3.2×
Interest cover
4.2×
Cash conversion (OCF/NI)
4.8×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Altman Z-score 5.6 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$88
+24%
Analysts
14
Buy
Range
$64–$107
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$2.7B$146.0M$91.0M
2024$2.9B$420.0M$422.0M
2023$2.6B$178.0M$16.0M
2022$3.9B$1.1B$730.0M
2021$3.9B$1.4B$1.2B
2020$2.4B$499.0M$588.0M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -11.1%.

Earnings

Next report: 2026-11-03 · before open · EPS est 0.21
24-1125-0225-0525-0825-1126-0226-0526-08-0.021.27
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-050.570.40-29.7%
2026-05-060.150.38+146.9%
2026-02-17-0.020.03+279.5%
2025-11-050.380.36-5.4%
2025-08-061.030.99-4.3%
2025-05-061.181.27+7.5%
2025-02-190.841.03+23.4%
2024-11-050.891.22+37.7%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$664.0M-12.1%
2026-03-31$574.0M–
2025-12-31$567.0M–
2025-09-30$663.0M–
2025-06-30$755.0M–

Analyst actions

RBC Capital
2026-10-16 · main
Outperform → Outperform
PT $84
B of A Securities
2026-10-14 · main
Buy → Buy
PT $85
Goldman Sachs
2026-10-12 · main
Sell → Sell
PT $64
Barclays
2026-10-06 · main
Overweight → Overweight
PT $88
DA Davidson
2026-09-02 · main
Buy → Buy
PT $99
Truist Securities
2026-08-06 · main
Buy → Buy
PT $89

Recent dividends

2026-08-14: $0.300 · 2026-05-14: $0.300 · 2026-02-27: $0.300 · 2025-11-14: $0.280 · 2025-08-15: $0.280 · 2025-05-20: $0.280 · 2025-02-27: $0.280 · 2024-11-20: $0.260

Insider trades

None
None · None
SELL
–

News

RBC Cuts Price Target on Louisiana-Pacific to $84 From $92, Keeps Outperform Rating
MT Newswires · Oct 16
Is Louisiana-Pacific (LPX) Undervalued After Its Zacks Downgrade?
Simply Wall St. · Oct 15
Louisiana Pacific (LPX) Stock Looks Fully Priced After A 27% Fall
Simply Wall St. · Oct 15
Weyerhaeuser, Louisiana-Pacific Face Weak Demand Amid Lumber Market Challenges, BofA Says
MT Newswires · Oct 14
BofA Securities Adjusts Louisiana-Pacific Price Target to $85 From $100, Maintains Buy Rating
MT Newswires · Oct 14
Is It Worth Investing in Louisiana-Pacific (LPX) Based on Wall Street's Bullish Views?
Zacks · Oct 14
Louisiana-Pacific (LPX) Increases Despite Market Slip: Here's What You Need to Know
Zacks · Oct 13
BCC vs. LPX: Which Stock Is the Better Value Option?
Zacks · Oct 13

Stats refreshed 2026-10-19 19:02:08 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.