Added to YB: 2025-05-08
Pitch date: 2025-03-21
LNF.TO [bullish]
Leon's Furniture Limited
-2.57%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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 1.6B
Pitch Price
CAD 24.15
Price Target
41.00 (+75%)
Dividend
3.43%
Sector
Specialty Retail
Category
growth
Show full summary:
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+.
Read full article (10 min)