LII Lennox International
Intrinsic value$329.87
Price (at call)$419.34
Margin of safety
-21.3%
vs market (rating basis)
+46.7%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 3.3% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 19.8% |
| Years to target margin | 5 |
| Sales-to-capital | 2.14 |
| Beta | 1.20 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 9.6% |
| Terminal WACC | 8.8% |
Valuation bridge
| PV of explicit FCFF | 5.64B |
| PV of terminal value | 7.05B |
| Equity value | 11.40B |
| ÷ shares → per share | $329.87 |
News
bearish -0.60 · 8 articles
- The Anti-AI ETF Is Here, and Its Biggest Holdings Are Engines, Trucks and Air Conditioners
- What Are Wall Street Analysts' Target Price for Lennox Stock?
- 2 Reasons to Like LII (and 1 Not So Much)
- 2 Industrials Stocks to Research Further and 1 We Avoid
- Lennox (LII) Q2 2026 Earnings Call Transcript
- MOD Q1 Earnings Top Estimates on Data Center Growth, Sales Miss
- Lennox International (LII) Is Down 22.4% After Cutting 2026 EPS Guidance Amid Residential Weakness – Has The Bull Case Changed?
- LII Q2 Deep Dive: Residential Weakness and Guidance Cut Overshadow Commercial Gains
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 5.48B | 3.3% | 19.8% | 877.91M | 80.97M | 796.94M | 726.97M |
| 2 | 5.66B | 3.3% | 19.8% | 906.78M | 84.29M | 822.48M | 684.40M |
| 3 | 5.84B | 3.3% | 19.8% | 936.83M | 87.76M | 849.07M | 644.48M |
| 4 | 6.04B | 3.3% | 19.8% | 968.13M | 91.40M | 876.73M | 607.06M |
| 5 | 6.24B | 3.4% | 19.8% | 1.00B | 95.20M | 905.53M | 571.95M |
| 6 | 6.45B | 3.4% | 19.8% | 1.03B | 99.18M | 935.52M | 539.01M |
| 7 | 6.67B | 3.4% | 19.8% | 1.07B | 103.35M | 966.74M | 508.09M |
| 8 | 6.90B | 3.4% | 19.8% | 1.11B | 107.71M | 999.27M | 479.07M |
| 9 | 7.14B | 3.5% | 19.8% | 1.15B | 112.28M | 1.03B | 451.83M |
| 10 | 7.39B | 3.5% | 19.8% | 1.19B | 117.07M | 1.07B | 426.24M |