LII Lennox International
wonderful · 86
no moat
circle of competence: edge
trend down · -21.2% vs 200-DMA
Owner-earnings value$316.45
Price$393.72
Margin of safety
-19.6%
Model unavailable; showing baseline owner-earnings value.
Quality gate · 86/100
Median ROIC41.2%
Gross margin33.5%
Net debt / EBITDA1.5x
FCF conversion78%
Share count / yr-0.6%
Profitable years4/4
Moat & management
| Moat | no moat |
| Trajectory | stable |
| Management | adequate |
Owner-earnings inputs
| Owner earnings (TTM) | 738.70M |
| Owner-earnings yield | 5.4% |
| Free-cash-flow yield | 5.4% |
| Growth used (normalized) | 3.3% |
| Market-implied growth (reverse DCF) | 7.2% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.1% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 762.79M | 3.3% | 693.07M |
| 2 | 787.53M | 3.2% | 650.15M |
| 3 | 812.92M | 3.2% | 609.77M |
| 4 | 838.98M | 3.2% | 571.80M |
| 5 | 865.72M | 3.2% | 536.09M |
| 6 | 893.14M | 3.2% | 502.52M |
| 7 | 921.27M | 3.1% | 470.97M |
| 8 | 950.11M | 3.1% | 441.32M |
| 9 | 979.68M | 3.1% | 413.46M |
| 10 | 1.01B | 3.1% | 387.29M |
| 11 | 1.04B | 3.1% | 362.72M |
| 12 | 1.07B | 3.1% | 339.63M |
| 13 | 1.11B | 3.0% | 317.96M |
| 14 | 1.14B | 3.0% | 297.62M |
| 15 | 1.17B | 3.0% | 278.53M |
Recent news
score · 8 articles
- 1 Oversold Stock Primed to Rebound and 2 We Ignore
- 1 S&P 500 Stock Worth Investigating and 2 We Avoid
- 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
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~7%/yr owner-earnings growth over 15y (reverse DCF); model credits 3%. · Rich vs our conservative value, but a quality business is not a short — stance is WAIT for a better price, not sell.