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LXFR vs PHOE

LXFR
Luxfer Holdings PLC
NEUTRAL
Price
$14.24
Market Cap
$380.9M
Sector
Industrials
AI Confidence
85%
PHOE
Phoenix Asia Holdings Limited
BEARISH
Price
$17.60
Market Cap
$380.2M
Sector
Industrials
AI Confidence
95%

Valuation

P/E Ratio
LXFR
29.67
PHOE
586.67
Forward P/E
LXFR
11.3
PHOE
--
P/B Ratio
LXFR
1.68
PHOE
50.72
P/S Ratio
LXFR
0.99
PHOE
53.6
EV/EBITDA
LXFR
8.6
PHOE
475.69

Profitability

Gross Margin
LXFR
23.19%
PHOE
25.9%
Operating Margin
LXFR
7.72%
PHOE
6.1%
Profit Margin
LXFR
2.0%
PHOE
8.36%
ROE
LXFR
5.88%
PHOE
11.62%
ROA
LXFR
6.03%
PHOE
7.24%

Growth

Revenue Growth
LXFR
-12.3%
PHOE
-7.3%
Earnings Growth
LXFR
--
PHOE
-76.1%

Financial Health

Debt/Equity
LXFR
0.23
PHOE
0.0
Current Ratio
LXFR
1.67
PHOE
7.02
Quick Ratio
LXFR
0.59
PHOE
7.02

Dividends

Dividend Yield
LXFR
3.91%
PHOE
--
Payout Ratio
LXFR
108.33%
PHOE
0.0%

AI Verdict

LXFR NEUTRAL

LXFR presents a conflicted profile with a stable Piotroski F-Score of 4/9 and a significant valuation gap, as the current price of $14.24 trades well above the Graham Number ($9.58) and Intrinsic Value ($3.36). While the company demonstrates a strong track record of earnings surprises and maintains a very healthy debt-to-equity ratio (0.23), these are offset by contracting revenues (-12.30% YoY) and an unsustainable dividend payout ratio of 108.33%. The stock is currently priced for a recovery that is not yet reflected in the top-line growth, though the forward P/E of 11.30 suggests expected earnings improvement.

Strengths
Consistent history of beating earnings estimates with high average surprises
Very low leverage with a Debt/Equity ratio of 0.23
Strong 1-year price appreciation of 47.5%
Risks
Unsustainable dividend payout ratio (108.33%) exceeding net income
Negative revenue growth trends both YoY (-12.30%) and Q/Q (-13.51%)
Very thin net profit margins of 2.00%
PHOE BEARISH

PHOE exhibits a stable financial health profile with a Piotroski F-Score of 5/9 and a debt-free balance sheet, but it is fundamentally decoupled from its valuation. The stock trades at an astronomical P/E of 586.67 and a Price/Book of 50.72, while the Graham Number ($0.48) and Intrinsic Value ($0.21) suggest the current price of $17.60 is an extreme speculative premium. With revenue declining by 7.3% and earnings crashing by 76.1% YoY, there is no fundamental growth driver to justify the current market price.

Strengths
Zero debt (Debt/Equity: 0.00)
Exceptional liquidity (Current Ratio: 7.02)
Stable Piotroski F-Score (5/9)
Risks
Extreme overvaluation (P/E 586.67)
Severe earnings contraction (-76.10% YoY)
Negative revenue growth (-7.30%)

Compare Another Pair

LXFR vs PHOE: Head-to-Head Comparison

This page compares Luxfer Holdings PLC (LXFR) and Phoenix Asia Holdings Limited (PHOE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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