Louisiana-Pacific Corporation logo LPX - Louisiana-Pacific Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 12
HOLD 8
SELL 4
STRONG
SELL
0
| PRICE TARGET: $98.50 DETAILS
HIGH: $107.00
LOW: $90.00
MEDIAN: $98.50
CONSENSUS: $98.50
UPSIDE: 39.70%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Stable Earnings Power 40% confidence

Primary model: P/Adj-EPS × Normalized Multiple

Valuation Signal Fair Value Moderate
Trading 22.4% below fair value
Current Price $70.51
Bear Case $72.71 3.1% upside ($72.71 - $70.51) / $70.51 = 3.1% $5.89 × 12x P/E
Fair Value $90.89 28.9% upside ($90.89 - $70.51) / $70.51 = 28.9% $5.89 × 15x P/E
Bull Case $109.06 54.7% upside ($109.06 - $70.51) / $70.51 = 54.7% $5.89 × 18x P/E

Adjust Assumptions

15.0x
5.89$

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 12.0x

Plain-Language Summary

Our base-case estimate uses a valuation based on adjusted earnings per share and a normalized price-to-earnings multiple. We then blend that result with the average analyst price target of $98.50 from 24 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $90.89 per share.

Warnings

The company's reported profits differ from official accounting profits by 183%. Check what costs are being left out of the adjusted number.
Dividend-based valuation: $437.43 (above our primary estimate by 395%). Large gaps may signal the dividend doesn't reflect full earning power.

Key Risks

  • Growth DCF inappropriate — terminal value assumptions dominate
  • EV/EBITDA misleading for regulated businesses where capex is mandated
  • Regulatory risk is a fat tail not visible in normal multiples