LPP S.A. (LPP) Fair Value & Analysis
Consumer Cyclical · PL · Market cap 36.0B PLN (≈ $9.7B) · ISIN PLLPP0000011
What is LPP S.A. really worth?
A solid business, but trading 20% above our fair value of 17,754 PLN.
Strengths
Risks
Fair value as of: Sep 5, 2026
From 26 valuation models · updated today
Share price −3.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (11,378 PLN to 22,193 PLN) 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 Sep 5, 2026.
How to read this chart
60‑month range 6,577 PLN – 23,880 PLN · fair‑value band 11,378 PLN – 22,193 PLN · the 21,340 PLN price screens above the 17,754 PLN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
LPP S.A. (LPP) currently trades at 21,340 PLN, while our model-based Fair Value estimate is 17,754 PLN, implying the stock looks roughly 20.2% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of 20,928 PLN per share, and 9 of the 26 models we run sit above the 21,340 PLN price. Bear case: the Asset-Based group reads lowest at 2,022 PLN, and 17 of the 26 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, LPP S.A. generated revenue of 8.4B PLN at a net margin of −0.6%. Revenue grew 13.9% year over year. It earns a return on equity of 27.4%. Net debt stands at 1.4B PLN. Fundamentals as of Sep 5, 2026
Our scenario range runs from 11,378 PLN (bear case) to 22,193 PLN (bull case); at 21,340 PLN, the current price sits within 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 12% below its 52-week high and 64% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −24% fair-value upside, at −17%, LPP screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 7 months have passed since. In that time the company retained roughly 524.24 PLN per share, which is 3.0 % 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 (20,928 PLN) versus Asset-Based (2,022 PLN). Highest evidence: FCF DCF (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 64
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
LPP SA designs, manufactures, and distributes apparel for women, men, and children. It offers apparel, accessories, footwear, and supplementary items under the Reserved, Cropp, House, Mohito, and Sinsay brand names. The company sells its products through offline and online stores. LPP SA was incorporated in 1989 and is headquartered in Gdansk, Poland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
LPP S.A. reported revenue of 23.1B PLN in FY2026 versus 14.0B PLN in FY2022, a compound +13.3%/yr. Reported net income was 1.5B PLN in FY2026, compounding +12.0%/yr from FY2022.
of which total revenue +16.1 % · buybacks/dilution −0.2 %
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).
LPP screens 20% overvalued. Compare with H & M Hennes & Mauritz AB →
Peer Group
Apparel Manufacturing · 214 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 Apparel Manufacturing 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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Apparel Manufacturing stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| H & M Hennes & Mauritz AB HMB | kr 175.50 | kr 165.47 | −6% |
| Ralph Lauren Corporation RL | $396.35 | $220.38 | −44% |
| Moncler S.p.A MONC | €46.15 | €50.69 | +10% |
| Gildan Activewear Inc GIL | C$75.50 | C$45.60 | −40% |
| Levi Strauss & Co LEVI | $21.05 | $15.20 | −28% |
| V.F. Corporation VFC | $13.67 | $10.44 | −24% |
| Bosideng International Holdings 3998 | HK$4.42 | HK$5.92 | +34% |
| Youngor Fashion Co 600177 | ¥7.91 | ¥5.59 | −29% |
| Kontoor Brands, Inc KTB | $82.01 | $85.76 | +5% |
| Page Industries Limited PAGEIND | ₹35,155 | ₹12,395 | −65% |
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