Added to YB: 2025-05-08
Pitch date: 2025-03-21
LNF.TO [bullish]
Leon's Furniture Limited
+21.26%
current return
Author Info
No bio for this author
Company Info
Leon's Furniture Limited, together with its subsidiaries, operates as a retailer of home furnishings, mattresses, appliances, and electronics in Canada.
Market Cap
CAD 1.7B
Pitch Price
CAD 23.78
Price Target
41.00 (+42%)
Dividend
N/A
EV/EBITDA
6.03
P/E
10.77
EV/Sales
0.73
Sector
Specialty Retail
Category
growth
Leon's Furniture Limited - $LNF.TO
LNF.TO: Canada's largest furniture retailer (15% market share) w/ 'Ft. Knox' balance sheet (C$110M net cash), 20% ROIC, trading at <5x EBITDA & 10x P/E. Double-digit FCF yield, strong growth (3.7% sales CAGR since 2013). Catalysts: REIT spinoff unlocking C$0.5-0.9B in RE value, immigration driving demand. PT C$36-41+.
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