LNR.TO (LNR) Fair Value & Analysis
Consumer Cyclical · CA · Market cap C$6.0B (≈ $4.3B) · ISIN CA53278L1076
What is LNR.TO really worth?
A solid business, trading 45% below our fair value of C$181.53.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from C$217.17 to C$181.53 (−16.4%) since Jul 16, 2026. Share price −5.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case (C$119.98). The market is more pessimistic than our downside scenario.
- Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (C$119.98 to C$226.91) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range C$43.38 – C$109.00 · fair‑value band C$119.98 – C$226.91 · the C$100.19 price screens below the C$181.53 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
LNR.TO (LNR) currently trades at C$100.19, while our model-based Fair Value estimate is C$181.53, implying the stock looks roughly 44.8% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of C$254.53 per share, and 22 of the 26 models we run sit above the C$100.19 price. Bear case: the Asset-Based group reads lowest at C$68.99, and 4 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, LNR.TO generated revenue of C$10.6B at a net margin of 5.9%. Revenue grew 5.5% year over year. It earns a return on equity of 10.5%. Net debt stands at C$1.2B. Fundamentals as of Aug 13, 2026
Our scenario range runs from C$119.98 (bear case) to C$226.91 (bull case); at C$100.19, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 65% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −38% fair-value upside, at 81%, LNR screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly C$6.35 per share, which is 3.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models (C$254.53) versus Dividend Discount (C$17.11). Highest evidence: FCF DCF (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 59
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Linamar Corporation, together with its subsidiaries, manufactures and sells engineered products in Canada, Europe, the Asia Pacific, and rest of North America. It operates through two segments, Mobility and Industrial.
Full company description
Linamar Corporation, together with its subsidiaries, manufactures and sells engineered products in Canada, Europe, the Asia Pacific, and rest of North America. It operates through two segments, Mobility and Industrial. The Mobility segment offers electrified products, including 3P3200, e3P4100, and 3P5700 eAxle gearboxes; utility and medium duty platform eAxles; FlexForm conformable hydrogen storage tanks; light duty beam eAxle; structure and chassis, including front and rear subframes, semi-trailing arms, front knuckles, battery enclosures, crossrails, shock towers, and cross car beams; driveline products, such as differential assemblies, power transfer and rear drive units, and engineered gears; transmission products, which comprises gears and shafts, gearbox housings, shaft and shell assemblies, and clutch modules; and engines, including cylinder blocks and heads, connecting rods, camshafts, and balance shaft modules for battery, hybrid, and fuel-cell electric vehicles. This segment serves electrified and traditionally powered markets. The Industrial segment provides scissor, boom and telehandler lifts for the aerial work platform industry; combine draper headers and self-propelled windrowers for the agricultural harvesting industry; farm tillage and crop fertilizer applicator equipment; and air seeders, cultivators, and planters for the seeding and farming industry. The company also provides medical devices and precision medical components. It offers its products under the Linamar, Skyjack, MacDon, Salford, Bourgault, and McLaren Engineering brand names. Linamar Corporation was founded in 1964 and is headquartered in Guelph, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LNR.TO reported revenue of C$10.2B in FY2025 versus C$6.5B in FY2021, a compound +11.9%/yr. Reported net income was C$585M in FY2025, compounding +8.6%/yr from FY2021.
of which total revenue +8.0 % · buybacks/dilution +0.8 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Linamar Corporation (LNR) Opens the Market
- Is It Too Late To Consider Linamar (TSX:LNR) After Its Strong 1 Year Share Price Run?
Peer Group
Auto Parts · 640 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Auto Parts median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| O'Reilly Automotive, Inc ORLY | $88.50 | $47.50 | −46% |
| AutoZone, Inc AZO | $2,932 | $2,287 | −22% |
| Hyundai Mobis Co 012330 | 450,500 KRW | 643,909 KRW | +43% |
| Fuyao Glass Industry Group 600660 | ¥57.67 | ¥84.47 | +46% |
| Samvardhana Motherson International Limited MOTHERSON | ₹165.30 | ₹80.63 | −51% |
| Magna International Inc MGA | $65.57 | $68.17 | +4% |
| Genuine Parts Company GPC | $137.51 | $58.07 | −58% |
| Bosch Limited BOSCHLTD | ₹48,700 | ₹11,534 | −76% |
| Ningbo Tuopu Group 601689 | ¥45.82 | ¥28.28 | −38% |
| Bharat Forge Limited BHARATFORG | ₹2,063 | ₹393.20 | −81% |
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