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Stock Analysis & ValuationLisi S.A. (FII.PA)

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Previous Close
53.50
Sector Valuation Confidence Level
Moderate
Valuation methodValue, Upside, %
Artificial intelligence (AI)30.73-43
Intrinsic value (DCF)11.22-79
Graham-Dodd Method14.22-73
Graham Formula21.77-59

Strategic Investment Analysis

Company Overview

Lisi S.A. (FII.PA) is a leading French industrial company specializing in high-precision assembly and component solutions for the aerospace, automotive, and medical sectors. With a history dating back to 1777, Lisi operates through three key divisions: LISI Aerospace, LISI Automotive, and LISI Medical. The company provides critical components such as titanium fasteners, LEAP engine parts, braking systems, and medical implants, serving global OEMs in demanding industries. Headquartered in Belfort, France, Lisi leverages its engineering expertise to deliver lightweight, high-performance solutions that enhance safety and efficiency. As a subsidiary of Compagnie Industrielle De Delle S.A., Lisi maintains a strong presence in Europe while expanding internationally. The company’s diversified portfolio across aerospace, automotive, and healthcare positions it as a resilient player in the industrials sector, benefiting from long-term growth trends in air travel, vehicle electrification, and medical advancements.

Investment Summary

Lisi S.A. presents a mixed investment profile with both opportunities and risks. The company benefits from its diversified exposure to aerospace, automotive, and medical end markets, providing revenue stability. Its €1.79B revenue and €56M net income (2024) reflect steady performance, supported by €186.8M in operating cash flow. However, the high beta (1.664) suggests volatility, likely tied to cyclical aerospace/auto demand. The lack of debt is a strength, but modest EPS (€1.2) and a dividend yield of ~1.6% (€0.39/share) may limit income appeal. Growth depends on aerospace recovery and EV-related automotive demand, while medical offers defensive upside. Valuation at €1.44B market cap appears reasonable, but execution risks in supply chain and R&D remain.

Competitive Analysis

Lisi S.A. competes in niche engineering-driven markets where precision and regulatory compliance are critical. In aerospace, its titanium fasteners and LEAP engine components face competition from larger players like Precision Castparts (PCP) and Howmet Aerospace (HWM), though Lisi’s focus on complex small parts provides differentiation. The automotive division competes with global fastener suppliers such as Bulten and PennEngineering, where Lisi’s EV battery fastening systems are a growth area. In medical, Lisi’s trauma implants compete with Stryker and Zimmer Biomet, though at a smaller scale. Lisi’s key advantage lies in vertical integration (from design to validation) and cross-industry R&D synergies. However, its mid-size scale limits bargaining power versus mega-suppliers in aerospace/auto. The lack of debt provides flexibility, but capex (€106.8M in 2024) may strain margins if demand slows. Competitors with broader portfolios (e.g., Howmet in aerospace) could outperform in downturns.

Major Competitors

  • Howmet Aerospace Inc. (HWM): Howmet is a larger aerospace/defense supplier with $6.8B revenue (2023), specializing in engineered components like jet engine parts. Strengths include scale and Boeing/Airbus relationships, but it lacks Lisi’s medical/auto diversification. Higher exposure to commercial aerospace cycles.
  • Precision Castparts Corp. (PCP): A Berkshire Hathaway subsidiary focused on complex metal components for aerospace. Dominates large structural parts but is less agile in small-batch fasteners where Lisi excels. Limited automotive/medical presence.
  • Bulten AB (STLN.ST): Swedish automotive fastener supplier with €0.5B revenue. Strong in European auto OEMs but lacks aerospace/medical segments. Lisi’s EV battery fastening systems are a growing edge.
  • Stryker Corporation (SYK): Global medtech leader ($20B revenue) competing in trauma implants. Lisi’s medical division is tiny by comparison but benefits from cost-focused European hospitals. Stryker’s R&D budget dwarfs Lisi’s.
  • Zimmer Biomet Holdings (ZBH): Orthopedic implant giant ($7.4B revenue) with strong knee/hip portfolio. Lisi’s spinal/trauma niche avoids direct competition but lacks Zimmer’s distribution reach.
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