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LEA

NEUTRAL
$124.16 Live
Lear Corporation · NYSE
Target $139.86 (+12.6%)
$82.88 52W Range $142.84

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$6.29B
P/E
15.25
ROE
10.8%
Profit margin
1.9%
Debt/Equity
0.67
Dividend yield
2.48%

AI Analysis

AI-powered fundamental assessment

Confidence
80%
Lear Corporation presents a complex profile characterized by a stable Piotroski F-Score of 6/9 and a valuation that is defensively attractive, trading below its Graham Number of $134.94. While the forward P/E of 7.36 and PEG of 0.36 suggest significant undervaluation, this is offset by razor-thin profit margins (1.88%) and a bearish technical trend. The stark contrast between the Graham Number and the growth-based intrinsic value ($56.98) indicates a stock that is valued more for its assets and current earnings than for future growth. Overall, the strong analyst 'buy' consensus is countered by bearish insider selling and weak technical momentum.

Key Strengths

Highly attractive valuation metrics (Forward P/E 7.36, PEG 0.36)
Trading below the Graham Number ($134.94), providing a defensive margin of safety
Consistent history of earnings beats over the last 25 quarters
Sustainable dividend profile with a conservative payout ratio of 37.79%
Stable financial health as indicated by a Piotroski F-Score of 6/9

Key Risks

Extremely low profit margins (1.88%) leave little room for error in a cyclical industry
Bearish insider sentiment with 7 sell transactions and 0 buys in the last 6 months
Technical trend is currently 0/100 (Bearish)
Significant discrepancy between current price and growth-based intrinsic value ($56.98)
Exposure to the highly cyclical and volatile automotive parts sector
AI Fair Value Estimate
Based on comprehensive analysis
$118.5
-4.6% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
67
Strong
Value
90
Future
50
Past
65
Health
70
Dividend
60
AI Verdict
Value Trap Risk
Key drivers: Deep valuation discount, Poor profit margins, Bearish insider/technical signals
Confidence
85%
Value
90/100

Ref P/E 15.25, PEG 0.36, Graham $134.94

Positives
  • Low Forward P/E
  • Low PEG ratio
  • Price < Graham Number
Watchpoints
  • Price > Intrinsic Value (Growth-based)
Future
50/100

Ref Growth rates and Analyst Targets

Positives
  • Steady revenue growth (4.8%)
  • Positive analyst target price ($139.86)
Watchpoints
  • Negative YoY earnings growth in some metrics
  • Cyclical industry headwinds
Past
65/100

Ref Historical price and EPS trends

Positives
  • Strong 1Y price performance (+51%)
  • Consistent earnings surprise track record
Watchpoints
  • Poor 5Y performance (-26.3%)
Health
70/100

Ref Piotroski F-Score and Debt/Equity

Positives
  • Piotroski F-Score 6/9
  • Manageable Debt/Equity (0.67)
  • Current Ratio 1.35
Watchpoints
  • Altman Z-Score not provided
Dividend
60/100

Ref Yield and Payout

Positives
  • Sustainable payout ratio (37.79%)
Watchpoints
  • Moderate yield (2.48%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$124.16
Analyst Target
$139.86
Upside/Downside
+12.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for LEA and closest competitors.

Updated 2026-04-28
LEA
Lear Corporation
Primary
5Y
-26.3%
3Y
+5.4%
1Y
+51.0%
6M
+22.0%
1M
+6.6%
1W
-3.4%
MBL
Mobileye Global Inc.
Peer
5Y
-74.2%
3Y
-82.1%
1Y
-42.3%
6M
-50.9%
1M
-1.3%
1W
+1.8%
BYD
Boyd Gaming Corporation
Peer
5Y
+30.3%
3Y
+30.5%
1Y
+28.2%
6M
+7.0%
1M
-1.2%
1W
-4.2%
CHD
Churchill Downs Incorporated
Peer
5Y
-13.3%
3Y
-28.8%
1Y
-8.8%
6M
-5.6%
1M
+7.3%
1W
-1.2%
RUS
Rush Enterprises, Inc.
Peer
5Y
+185.3%
3Y
+109.7%
1Y
+38.8%
6M
+44.9%
1M
+23.7%
1W
+6.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
15.25
Forward P/E
7.36
PEG Ratio
0.36
P/B Ratio
1.25
P/S Ratio
0.27
EV/Revenue
0.38
EV/EBITDA
5.44
Market Cap
$6.29B

Profitability

Profit margins and return metrics

Profit Margin 1.88%
Operating Margin 4.4%
Gross Margin 7.5%
ROE 10.76%
ROA 4.49%

Growth

Revenue and earnings growth rates

Revenue Growth +4.8%
Earnings Growth -2.0%
Q/Q Revenue Growth +4.79%
Q/Q Earnings Growth -6.1%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.67
Moderate
Current Ratio
1.35
Good
Quick Ratio
0.91
Poor
Cash/Share
$20.56

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$6.0B
Gross Margin
5.7%
Op. Margin
2.6%
Net Margin
1.4%
Total Assets
$14.8B
Liabilities
$9.6B
Equity
$5.0B
Debt/Equity
1.91x
Operating CF
$0.5B
CapEx
$-0.2B
Free Cash Flow
$0.3B
FCF Yield
59%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-01
$N/A
2026-02-04
$3.41
+21.8% surprise
2025-10-31
$2.79
-0.1% surprise
2025-07-25
$3.47
+5.1% surprise

Consumer Cyclical Sector Comparison

Comparing LEA against 405 companies in the Consumer Cyclical sector (26 bullish, 140 neutral, 239 bearish)
P/E Ratio
15.25
This Stock
vs
32.81
Sector Avg
-53.5% (Discount)
Return on Equity (ROE)
10.76%
This Stock
vs
-41.92%
Sector Avg
-125.7% (Below Avg)
Profit Margin
1.88%
This Stock
vs
-5.23%
Sector Avg
-135.9% (Weaker)
Debt to Equity
0.67
This Stock
vs
1.51
Sector Avg
-55.2% (Less Debt)
Revenue Growth
4.8%
This Stock
vs
27.46%
Sector Avg
-82.5% (Slower)
Current Ratio
1.35
This Stock
vs
2.46
Sector Avg
-44.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LIGOCKI KATHLEEN A
Director
Stock Award
2026-04-01
53 shares
MALLETT CONRAD L JR
Director
Sell
2026-03-13
44 shares · $5,109
ORSINI FRANK C.
Officer
Sell
2026-02-26
7,133 shares · $966,522
VIDERSHAIN MARIANNE
Officer and Treasurer
Sell
2026-02-24
1,590 shares · $214,650
KRONE ROGER A. CPA
Director
Stock Award
2026-02-20
264 shares
MALLETT CONRAD L JR
Director
Stock Award
2026-02-20
66 shares
CARDEW JASON M
Chief Financial Officer
Sell
2026-02-19
10,000 shares · $1,345,076
ORSINI FRANK C.
Officer
Sell
2026-02-19
8,354 shares · $1,137,347
KEMP HARRY ALBERT
Officer
Sell
2026-02-19
7,000 shares · $954,170
DAVIS ALICIA J.
Officer
Sell
2026-02-19
6,630 shares · $881,651
SCOTT RAYMOND E JR.
Chief Executive Officer
Stock Award
2026-02-12
85,707 shares
CARDEW JASON M
Chief Financial Officer
Stock Award
2026-02-12
23,067 shares
ORSINI FRANK C.
Officer
Stock Award
2026-02-12
23,067 shares
KEMP HARRY ALBERT
Officer
Stock Award
2026-02-12
12,110 shares
PENNINGTON ALICIA DAVIS J
Officer
Stock Award
2026-02-12
9,328 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-02

LEA filed a Definitive Proxy Statement on April 2, 2026, providing shareholders with necessary information and voting materials for its upcoming annual meeting.

10-K
10-K
2026-02-13

LEA filed its 10-K annual report on February 13, 2026, including sections on business operations, risk factors, and management's discussion and analysis. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-02-04

LEA filed an 8-K on February 4, 2026, likely to announce its fourth-quarter and full-year financial results.

10-Q
10-Q
2025-10-31

LEA faces significant risks from international trade policies and sanctions, specifically citing new U.S. administration tariffs. The company highlights a potential 25% tariff on imported automobiles and certain automobile parts as a material threat to its financial condition and operating results.

8-K
8-K
2025-10-31

LEA filed an 8-K on October 31, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-07-30

LEA filed an 8-K on July 30, 2025, likely to announce its second-quarter financial results.

10-Q
10-Q
2025-07-25

LEA reports significant risk exposure to international trade policies, specifically newly announced U.S. tariffs including a 25% levy on imported automobiles and certain parts. These trade restrictions and potential retaliatory actions could materially adversely affect the company's financial condition and operating results. No specific financial highlights were provided in the excerpt.

8-K
8-K
2025-07-25

LEA filed an 8-K on July 25, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-05-19
10-Q
10-Q
2025-05-06
8-K
8-K
2025-05-06

LEA filed an 8-K on May 6, 2025, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2025-04-03
8-K
8-K
2025-03-04
8-K
8-K
2025-02-18
10-K
10-K
2025-02-14
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
14 analysts
TD Cowen
2026-04-15
Maintains
Hold Hold
Goldman Sachs
2026-04-14
Maintains
Neutral Neutral
UBS
2026-04-14
Maintains
Neutral Neutral
Wells Fargo
2026-03-31
Maintains
Equal-Weight Equal-Weight
RBC Capital
2026-03-12
init
Sector Perform
Benchmark
2026-02-19
init
Buy
Citigroup
2026-02-05
Maintains
Buy Buy
TD Cowen
2026-02-05
Maintains
Hold Hold
UBS
2026-02-05
Maintains
Neutral Neutral
Wells Fargo
2026-02-05
Maintains
Equal-Weight Equal-Weight

Past News Coverage

Recent headlines mentioning LEA from our newsroom.

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