COMPARE · Reviewed July 29, 2026
LCII vs LEA
Verdict: Side-by-side breakdown using the Bull Rankings model. LCII scored 69.1, LEA scored 46.0 — LCII leads.
Compare another set
LCII
LCI Industries
69.1
$101.41 · $2.5B
fundamentals as of
Score gap
23.1
LCII leads
LEA
Lear Corp
46
$145.52 · $7.3B
The model, pillar by pillar (0–100 each)
LCII
stronger →← stronger
LEA
64
Qualityreturns · margins · balance sheet
61
74
Growthrevenue & earnings expansion
43
69
Valuevaluation vs sector peers
37
LCII is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LCII
LEA
$202mC
FCF
$732mC+
+9.1%B
Rev
+2.8%C
0.89B
D/E
0.54B+
12.4xA-
P/E
14.1xB+
1.04B+
PEG
4.95D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LCII
LEA
23% below
Price vs fair valuelower is cheaper
19% below
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+15%
1-yr DCF upside
+23%
+30%
5-yr DCF upside
+23%
+55%
10-yr DCF upside
+22%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LCII
Why this score
- Buying back stock
LEA
Why this score
- Buying back stock
The companies
LCIILCI Industries
Why now
Recreational Vehicles · market cap $2.5b. Down 36% from 52-week high of $159.66 — deep drawdown territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $136.60 (implying +35% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 4.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
LEALear Corp
Why now
Auto Components · market cap $7.3b. 3% off the 52-week high of $150.33.
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Net margin 2.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.