Lci Industries (LCII)

Motor Vehicle Parts & Accessories

Latest Price

$98.97

TTM P/E

11.32

Normalized P/E

11.68

TTM Div Yield

4.71%

Fwd Div Yield

4.71%

Book Value

58.96

P/B Ratio

1.68

Valuation metrics

EPS: $7.57

Book value / share: $56.24

Formula: √(22.5 × EPS × BVPS)

Graham Number

$97.87

+11% upside

Norm. op. income: $223M (median of 7yr)

Tax rate: 25%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$39.65

55% downside

Base FCF: $396M (median of recent 5yr)

Growth: -15%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$39.92

55% downside

EPS: $7.57

Target P/E: 11×

Formula: EPS × P/E

P/E Fair Value

$83.27

5% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	3.70M	$391.0M	15.22%	+155.2K	2026-06-30
Kayne Anderson Rudnick Investment Management LLC	1.74M	$184.0M	7.16%	-178.2K	2026-06-30
Dimensional Fund Advisors LP	1.50M	$158.0M	6.17%	+86.9K	2026-06-30
Vanguard Portfolio Management LLC	1.49M	$157.0M	6.13%	+10.1K	2026-06-30
FMR LLC	1.19M	$126.0M	4.91%	-840.0K	2026-06-30
Vanguard Capital Management LLC	1.05M	$111.0M	4.33%	+7.3K	2026-06-30
State Street Corp	949.1K	$100.0M	3.90%	+27.5K	2026-06-30
Geode Capital Management, LLC	689.6K	$73.0M	2.84%	+105.7K	2026-06-30
Royce & Associates LP	648.8K	$68.0M	2.67%	+39.1K	2026-06-30
American Century Companies Inc	623.9K	$66.0M	2.57%	-269.4K	2026-06-30