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: $95.86 DETAILS
HIGH: $107.00
LOW: $90.00
MEDIAN: $93.00
CONSENSUS: $95.86
UPSIDE: 30.53%
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 18.6% below fair value
Current Price $73.44
Bear Case $72.18 1.7% downside ($72.18 - $73.44) / $73.44 = -1.7% $5.89 × 12x P/E
Fair Value $90.23 22.9% upside ($90.23 - $73.44) / $73.44 = 22.9% $5.89 × 15x P/E
Bull Case $108.27 47.4% upside ($108.27 - $73.44) / $73.44 = 47.4% $5.89 × 18x P/E

Adjust Assumptions

15.0x
5.89$

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 12.5x

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 $95.86 from 24 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $90.23 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