LWAY

Lifeway Foods, Inc.

Consumer Defensive · $326M market cap

Share price

$21.21

close of Oct 3, 2026

Fair value

$17.63

Sticker Price

Payback Price

$7.05

buy price

Overpriced

LWAY is Overpriced: at $21.21 it trades 20% above its fair value of $17.63. Its buy price (Payback Price) is $7.05, 67% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

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

Earnings per share growth5.5% a year✗

Equity per share growth5.9% a year✗

Sales growth9.0% a year✗

Free cash flow growth6.0% a year✗

Return on invested capital14.0%✓

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Insider activity

Since Jun 16, 2026: 4 open-market purchases worth $6.2M, 19 sales worth $19.7M and 29 other filings (stock awards, tax withholding and similar). Why purchases matter

Purchases

SMOLYANSKY JULIE

CEO, President and Secretary · 2026-08-19

Bought

$51K

Divisadero Street Capital Management, LP

Owns 10%+ · 2026-08-17

Bought

$891K

Divisadero Street Capital Management, LP

Owns 10%+ · 2026-08-14

Bought

$370K

Divisadero Street Capital Management, LP

Owns 10%+ · 2026-08-13

Bought

$4.9M

Sales

SMOLYANSKY EDWARD

Owns 10%+ · 2026-08-14

Sold

$822

SMOLYANSKY EDWARD

Owns 10%+ · 2026-08-14

Sold

$1.2M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-08-14

Sold

$745K

SMOLYANSKY EDWARD

Owns 10%+ · 2026-08-12

Sold

$1.0M

SMOLYANSKY LUDMILA

Owns 10%+ · 2026-07-22

Sold

$1.2M

Show all 19 sales

SMOLYANSKY LUDMILA

Owns 10%+ · 2026-07-22

Sold

$1.8M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-07-15

Sold

$1.4M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-07-15

Sold

$777K

SMOLYANSKY EDWARD

Owns 10%+ · 2026-07-07

Sold

$1.1M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-07-06

Sold

$238K

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-30

Sold

$1.5M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-29

Sold

$438K

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-26

Sold

$1.7M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-26

Sold

$1.6M

SMOLYANSKY LUDMILA

Owns 10%+ · 2026-06-25

Sold

$1.4M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-24

Sold

$55K

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-24

Sold

$1.1M

SMOLYANSKY LUDMILA

Owns 10%+ · 2026-06-24

Sold

$1.2M

SMOLYANSKY EDWARD

Owns 10%+ · 2026-06-22

Sold

$1.3M

Other filings

SCHER JASON SCOTT

director · 2026-08-31

Option exercise

1,550 shares

McWhorter Dorri

director · 2026-08-31

Option exercise

1,550 shares

Dalto Juan Carlos

director · 2026-08-31

Option exercise

1,550 shares

Dalto Juan Carlos

director · 2026-07-01

Award

2,038 shares

SCHER JASON SCOTT

director · 2026-07-01

Award

2,038 shares

Show all 29 other filings

Dalto Juan Carlos

director · 2026-07-01

Option exercise

1,356 shares

SCHER JASON SCOTT

director · 2026-07-01

Option exercise

1,356 shares

McWhorter Dorri

director · 2026-07-01

Award

2,038 shares

Drori Rachel

director · 2026-07-01

Award

2,038 shares

McWhorter Dorri

director · 2026-07-01

Option exercise

1,356 shares

Hultquist Susan

director · 2026-07-01

Award

2,038 shares

Chartier Kirk

director · 2026-07-01

Award

2,038 shares

Harris Andee

director · 2026-07-01

Award

2,038 shares

Dalto Juan Carlos

director · 2026-06-30

Award

503 shares

SCHER JASON SCOTT

director · 2026-06-30

Award

828 shares

Chartier Kirk

director · 2026-06-30

Award

556 shares

Harris Andee

director · 2026-06-30

Award

566 shares

SMOLYANSKY JULIE