Loading institutional data...
Loading institutional data...
Held by 246 of 5,944 reporting institutions (93th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $29.58 today, the market must believe free cash flow compounds -5.5%/yr for a decade (off $115M normalized FCF).
The market's -5.5% is more conservative than its 9-yr track record.
2-stage DCF · 0.04B shares · net debt -$303M
mean 617.8% · volatility σ 1841% · implied rate exceeded in 6/9 yrs
Central path = implied -5.5%/yr growth; shaded band = ±1σ (1841%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.13B 100.0% | $2.11B 100.0% | $2.05B 100.0% | $2.35B 100.0% | $2.36B 100.0% | $1.73B 100.0% | $1.70B 100.0% | $1.75B 100.0% | $1.58B 100.0% | $1.52B 100.0% |
| Cost of Revenue | $1.19B 56.0% | $1.18B 56.1% | $1.17B 56.9% | $1.38B 58.9% | $1.48B 62.7% | $994.0M 57.3% | $982.5M 57.7% | $1.04B 59.7% | $961.2M 60.7% | $910.8M 59.9% |
| Gross Profit | $936.6M 44.0% | $926.4M 43.9% | $881.7M 43.1% | $964.7M 41.1% | $879.8M 37.3% | $740.3M 42.7% | $721.4M 42.3% | $702.6M 40.3% | $622.7M 39.3% | $609.3M 40.1% |
| Research & Development | $10.8M 0.5% | $9.9M 0.5% | $9.6M 0.5% | $9.1M 0.4% | $9.0M 0.4% | $7.6M 0.4% | $10.8M 0.6% | $9.1M 0.5% | $7.9M 0.5% | $8.0M 0.5% |
| Selling, General & Admin | $787.4M 37.0% | $770.0M 36.5% | $730.9M 35.7% | $753.3M 32.1% | $673.0M 28.6% | $603.5M 34.8% | $575.8M 33.8% | $572.9M 32.8% | $493.4M 31.1% | $476.0M 31.3% |
| Operating Income | $129.2M 6.1% | $135.8M 6.4% | $150.8M 7.4% | $211.4M 9.0% | $206.8M 8.8% | $136.7M 7.9% | $118.8M 7.0% | $129.7M 7.4% | $129.4M 8.2% | $133.3M 8.8% |
| Interest Expense | $524K 0.0% | $545K 0.0% | $455K 0.0% | $536K 0.0% | — | — | — | — | — | — |
| Interest & Investment Income | $11.9M 0.6% | $14.9M 0.7% | $15.5M 0.8% | $6.7M 0.3% | $1.3M 0.1% | $1.1M 0.1% | $2.8M 0.2% | $2.1M 0.1% | $1.7M 0.1% | $981K 0.1% |
| Other Income (Expense), net | -$1.8M -0.1% | -$3.0M -0.1% | -$71K -0.0% | -$11.8M -0.5% | -$1.7M -0.1% | $9.5M 0.5% | -$5.1M -0.3% | -$2.2M -0.1% | -$1.6M -0.1% | -$2.5M -0.2% |
| Pretax Income | $138.8M 6.5% | $147.1M 7.0% | $165.8M 8.1% | $205.8M 8.8% | $205.5M 8.7% | $145.9M 8.4% | $115.2M 6.8% | $95.3M 5.5% | $128.9M 8.1% | $130.7M 8.6% |
| Income Tax Expense | $35.9M 1.7% | $46.2M 2.2% | $41.1M 2.0% | $53.8M 2.3% | $53.2M 2.3% | $38.4M 2.2% | $36.2M 2.1% | $25.2M 1.4% | $47.3M 3.0% | $43.8M 2.9% |
| Net Income | $102.0M 4.8% | $99.6M 4.7% | $122.6M 6.0% | $150.7M 6.4% | $150.0M 6.4% | $106.5M 6.1% | $77.5M 4.5% | $68.6M 3.9% | $80.9M 5.1% | $85.9M 5.7% |
| Per Share | ||||||||||
| EPS (Basic) | $2.49 | $2.39 | $2.86 | $3.49 | $3.41 | $2.31 | $1.67 | $1.46 | $1.69 | $1.75 |
| EPS (Diluted) | $2.47 | $2.35 | $2.83 | $3.48 | $3.39 | $2.30 | $1.66 | $1.44 | $1.67 | $1.73 |
| Weighted Avg Shares (Basic) | 41.0M | 41.6M | 42.9M | 43.1M | 44.0M | 46.0M | 46.4M | 46.8M | 47.6M | 49.0M |
| Weighted Avg Shares (Diluted) | 41.3M | 42.3M | 43.3M | 43.2M | 44.3M | 46.4M | 46.7M | 47.3M | 48.1M | 49.5M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 30% of free cash flow, leaving room to grow it and fund buybacks. Last year: $38M dividends + $47M buybacks = $85M returned on $128M FCF.
5 consecutive years of dividend increases · 9%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 10%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $303M covers all $8M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2013-04-27 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 59.7 | 57.7 | 57.3 | 62.7 | 58.9 | 56.9 | 56.1 | 56.0 |
| Gross Profit | 40.3 | 42.3 | 42.7 | 37.3 | 41.1 | 43.1 | 43.9 | 44.0 |
| R&D | 0.5 | 0.6 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 |
| SG&A | 32.8 | 33.8 | 34.8 | 28.6 | 32.1 | 35.7 | 36.5 | 37.0 |
| Operating Income | 7.4 | 7.0 | 7.9 | 8.8 | 9.0 | 7.4 | 6.4 | 6.1 |
| Income Tax | 1.4 | 2.1 | 2.2 | 2.3 | 2.3 | 2.0 | 2.2 | 1.7 |
| Net Income | 3.9 | 4.5 | 6.1 | 6.4 | 6.4 | 6.0 | 4.7 | 4.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on LZB: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 490 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.65T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.34T | 331.6× | 142.2× | 14.2× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $608.8B | 59.5× | 24.6× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $448.4B | 33.4× | 32.3× | 7.3× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $301.3B | 21.3× | 14.3× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $199.3B | 134.1× | — | 1.3× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $136.0B | 25.2× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $131.2B | 185.7× | 113.0× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $110.7B | 59.7× | 26.9× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.9B | 16.4× | 12.0× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $102.7B | — | 38.3× | 8.4× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $93.3B | 46.7× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $89.1B | 35.2× | 20.7× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $87.3B | 170.2× | 91.9× | 12.4× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $76.2B | 25.8× | 3.7× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $72.5B | 34.0× | 21.6× | 3.2× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $70.5B | 28.2× | 19.2× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $70.4B | 49.9× | 24.2× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $68.8B | 16.3× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $63.4B | 41.1× | 25.1× | 2.8× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $53.1B | — | 4.4× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.1B | 17.0× | — | 1.1× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $49.0B | 25.1× | 17.8× | 4.4× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.7× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $45.0B | 29.5× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| LZB | $1.2B | 12.2× | 5.2× | 0.6× | 0.8% | 44.0% | 4.8% | 9.7% | 9.7% | — | 246 |
Peers = companies sharing LZB's sector (Consumer Cyclical) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.