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Louisiana-pacific Corp

LPX

Lumber & Wood Products (No Furniture)

Mkt Cap

$5.532B

PE

31.08

Debt

$350M

Cash

$222M

EV

$5.66B

FCF

$16M

Market Cap

$5.532B

P/E Ratio

31.08

Debt

$350M

Cash

$222M

EV

$5.66B

FCF

$16M
Charts data: {"Earnings":[{"time":"2014-12-30","value":-75400000},{"time":"2015-12-30","value":-88100000},{"time":"2016-12-30","value":149800000},{"time":"2017-12-30","value":389800000},{"time":"2018-12-30","value":394600000},{"time":"2019-12-30","value":-10000000},{"time":"2020-12-30","value":497000000},{"time":"2021-12-30","value":1373000000},{"time":"2022-12-30","value":1083000000},{"time":"2023-12-30","value":178000000}],"Sales":[{"time":"2014-12-30","value":1934800000},{"time":"2015-12-30","value":1892500000},{"time":"2016-12-30","value":2233400000},{"time":"2017-12-30","value":2734000000},{"time":"2018-12-30","value":2828000000},{"time":"2019-12-30","value":2310000000},{"time":"2020-12-30","value":2788000000},{"time":"2021-12-30","value":4553000000},{"time":"2022-12-30","value":3854000000},{"time":"2023-12-30","value":2581000000}],"Net Margins":[{"time":"2014-12-30","value":-0.038970436220798016},{"time":"2015-12-30","value":-0.04655217965653897},{"time":"2016-12-30","value":0.06707262469777021},{"time":"2017-12-30","value":0.14257498171177763},{"time":"2018-12-30","value":0.13953323903818954},{"time":"2019-12-30","value":-0.004329004329004329},{"time":"2020-12-30","value":0.17826398852223815},{"time":"2021-12-30","value":0.301559411377114},{"time":"2022-12-30","value":0.28100674623767513},{"time":"2023-12-30","value":0.06896551724137931}],"Assets":[{"time":"2014-12-30","value":2353500000},{"time":"2015-12-30","value":2176300000},{"time":"2016-12-30","value":2031200000},{"time":"2017-12-30","value":2448500000},{"time":"2018-12-30","value":2514100000},{"time":"2019-12-30","value":1835000000},{"time":"2020-12-30","value":2086000000},{"time":"2021-12-30","value":2194000000},{"time":"2022-12-30","value":2350000000},{"time":"2023-12-30","value":2437000000}],"Stockholders Equity":[{"time":"2014-12-30","value":1115800000},{"time":"2015-12-30","value":1017000000},{"time":"2016-12-30","value":1195700000},{"time":"2017-12-30","value":1604500000},{"time":"2018-12-30","value":1700200000},{"time":"2019-12-30","value":991000000},{"time":"2020-12-30","value":1234000000},{"time":"2021-12-30","value":1235000000},{"time":"2022-12-30","value":1433000000},{"time":"2023-12-30","value":1557000000}],"ROE":[{"time":"2014-12-30","value":-0.06757483419967736},{"time":"2015-12-30","value":-0.08662733529990167},{"time":"2016-12-30","value":0.12528226143681526},{"time":"2017-12-30","value":0.24294172639451542},{"time":"2018-12-30","value":0.2320903423126691},{"time":"2019-12-30","value":-0.010090817356205853},{"time":"2020-12-30","value":0.4027552674230146},{"time":"2021-12-30","value":1.111740890688259},{"time":"2022-12-30","value":0.7557571528262387},{"time":"2023-12-30","value":0.11432241490044959}],"ROA":[{"time":"2014-12-30","value":-0.0319524113023157},{"time":"2015-12-30","value":-0.029086063502274502},{"time":"2016-12-30","value":0.10043324143363529},{"time":"2017-12-30","value":0.216254849908107},{"time":"2018-12-30","value":0.21470904100871088},{"time":"2019-12-30","value":-0.0027247956403269754},{"time":"2020-12-30","value":0.3058485139022052},{"time":"2021-12-30","value":0.8313582497721057},{"time":"2022-12-30","value":0.5319148936170213},{"time":"2023-12-30","value":0.11776774723020107}]}

Louisiana-Pacific Corporation, together with its subsidiaries, provides building solutions primarily for use in new home construction, repair and remodeling, and outdoor structure markets. It operates through: Siding, Oriented Strand Board, and South America. The Siding segment offers LP SmartSide trim and siding products, LP SmartSide ExpertFinish trim and siding products, LP BuilderSeries lap siding products, and LP Outdoor Building Solutions; and engineered wood siding, trim, soffit, and fascia products. The Oriented Strand Board segment manufactures and distributes oriented strand board structural panel products comprising LP TechShield radiant barriers, LP WeatherLogic air and water barriers, LP Legacy premium sub-flooring products, LP FlameBlock fire-rated sheathing products, and LP TopNotch sub-flooring products. The South America segment manufactures and distributes oriented strand board structural panel and siding products. This segment also distributes and sells related products for the region's transition to wood frame construction. It also offers timber and timberlands and other products and services. The company sells its products primarily to retailers, wholesalers, and homebuilding and industrial businesses in North America and South America, Asia, Australia, and Europe. Louisiana-Pacific Corporation was incorporated in 1972 and is headquartered in Nashville, Tennessee.

Sector

  • KOP Logo

    KOP

Growth

%

%

Discount

%

%

Multiple

g\r+10%+11%+12%+13%+14%
0%109887
+1%1110988
+2%13111098
+3%141311109
+4%1714121110
Years012345678910TV
FCF$16M$19.7M$23.86M$28.41M$33.26M$38.27M$43.27M$48.04M$52.38M$56.05M$58.85M$588.5M
DCF$17.13M$18.04M$18.68M$19.02M$19.03M$18.71M$18.06M$17.12M$15.93M$14.55M$145.5M
Value$321.7M

In the chart Earnings are multiplied by this value.

Earnings Growth 26%
Earnings Stability -2.7%


Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years12-201512-201612-201712-201812-201912-202012-202112-202212-2023TTM
Net Margin-4.7%6.7%14%14%-0.43%18%30%28%6.9%6.9%
ROA-2.9%10%22%21%-0.27%31%83%53%12%12%
ROE-8.7%13%24%23%-1%40%110%76%11%11%

What is the average Net Margin?

The average Net Margin over the past 5 years is +16.08%.

What is the trend of Net Margin?

The trend of Net Margin over the past 5 years is +1.79%.

What is the average Return on Assets (ROA)?

The average ROA over the past 5 years is +33.31%.

What is the trend of Return on Assets (ROA)?

The trend of ROA over the past 5 years is +4.7%.

What is the average Return on Equity (ROE)?

The average ROE over the past 5 years is +43.44%.

What is the trend of Return on Equity (ROE)?

The trend of ROE over the past 5 years is +6.91%.


Safety & Stabiliy

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years12-201512-201612-201712-201812-201912-202012-202112-202212-2023TTM
Debt FCF-8.981.771.241.19-117.000.600.280.4821.8821.88
Debt Equity0.750.320.250.210.350.280.280.240.220.22
MIN
Graham Stability---100%-3.2%100%100%100%18%-3.2%

What is the Debt/FCF?

The Debt/FCF trailing twelve month is 21.88.

What is the trend of Debt/FCF?

The trend of Debt/FCF over the past 5 years is 13.02.

What is the Graham’s Stability?

Graham’s Stability measure stands at -0.03.


Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years12-201612-201812-202012-2022Trend
Revenue2.1%-1.8%-2.5%-33%-2.1%
Net Income2.5%-15%-29%-84%-24%
Stockholders Equity3.8%-1.7%8.1%8.7%0.26%
FCF-31%-44%-70%-98%-15%

What is the 5 year Revenue CAGR?

The Revenue CAGR over the past 5 years is -1.81%.

What is the trend of Revenue growth?

The trend of Revenue growth rate over the past 5 years is -2.07%.

What is the 5 year Earnings CAGR?

The Earnings CAGR over the past 5 years is -14.72%.

What is the trend of Earnings growth?

The trend of Earnings growth rate over the past 5 years is -24.12%.

What is the 5 year Equity CAGR?

The Equity CAGR over the past 5 years is -1.74%.

What is the trend of Equity growth?

The trend of Equity growth rate over the past 5 years is +0.26%.

What is the 5 year FCF CAGR?

The FCF CAGR over the past 5 years is -44.5%.

What is the trend of FCF growth?

The trend of FCF growth rate over the past 5 years is -15.06%.