LCII

LCI Industries

Consumer Cyclical · $2.1B market cap

Share price

$82.81

close of Oct 3, 2026

Fair value

$50.19

Sticker Price

Payback Price

$20.07

buy price

Overpriced

LCII is Overpriced: at $82.81 it trades 65% above its fair value of $50.19. Its buy price (Payback Price) is $20.07, 76% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew -7% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth14.1% a year✓

Equity per share growth11.5% a year✓

Sales growth14.9% a year✓

Free cash flow growth13.8% a year✓

Return on invested capital5.9%✗

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Superinvestors

1 of the investors we track holds LCII. In Q2 2026, 1 trimmed. Who we track

Howard Marks

Oaktree Capital Management · as of Q2 2026

$6.3M

5,650,000 shares

Moves in Q2 2026

Trimmed: Howard Marks

Insider activity

Since Jul 18, 2026: no open-market purchases and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Other filings

Hureau Robert Paul

director · 2026-07-18

Award

1,133 shares

About LCI Industries

LCI Industries, operating globally through its subsidiaries, specializes in producing and delivering a wide array of components for recreational vehicle (RV) manufacturers and various associated industries. The company's operations are divided into two primary divisions: Original Equipment Manufacturers (OEM) and Aftermarket. The Original Equipment Manufacturers (OEM) segment is responsible for the design…

Auto - Recreational Vehicles