Lincoln National Corporation logo LNC - Lincoln National Corporation

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
1
BUY 10
HOLD 15
SELL 2
STRONG
SELL
0
| PRICE TARGET: $42.75 DETAILS
HIGH: $48.00
LOW: $39.00
MEDIAN: $42.00
CONSENSUS: $42.75
UPSIDE: 18.65%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Banks, Insurers & Asset Managers 85% confidence

Primary model: P/Tangible Book × ROE Quality

Valuation Signal Undervalued Strong
Trading 61.8% below fair value
Current Price $36.03
Bear Case $65.99 83.1% upside ($65.99 - $36.03) / $36.03 = 83.1% ROTCE 8.1% → 0.60x TBV
Fair Value $94.28 161.7% upside ($94.28 - $36.03) / $36.03 = 161.7% ROTCE 10.8% → 0.99x TBV
Bull Case $122.55 240.1% upside ($122.55 - $36.03) / $36.03 = 240.1% ROTCE 12.4% → 1.23x TBV

Adjust Assumptions

10.8%
10.9%

Key Value Driver

ROTCE (10.8%) vs. cost of equity (10.9%)

Implied Market Multiple 0.63x

Plain-Language Summary

Our base-case estimate uses P/Tangible Book × ROE Quality. We then blend that result with the average analyst price target of $42.75 from 28 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $94.28 per share.

Warnings

Traditional cash flow models don't work well for banks — lending activity distorts how much cash the business actually generates.
Common valuation shortcuts don't apply here — for banks, interest payments are a core business cost, not overhead.
Return on equity (10.8%) is below the minimum investors require (10.9%). This means the bank is worth less than the net assets on its books.
Dividend-based valuation: $17.80 (84% below our primary estimate). Large gaps suggest the dividend may not fully reflect the company's value.
Wall Street's average price target is $42.75 (from 28 analysts). Our estimate is 161% above the consensus -- consider that gap carefully.

Key Risks

  • Book value quality matters as much as level — check loan loss reserves
  • Interest rate sensitivity creates non-linear earnings surprises
  • Insurance reserving is actuarial, not financial — errors emerge slowly