Professional
Added to YB: 2025-05-06
Pitch date: 2025-05-02
LNF.TO [neutral]
Leon's Furniture Limited
+27.55%
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 22.60
Price Target
60.00 (+108%)
Dividend
N/A
EV/EBITDA
6.03
P/E
10.77
EV/Sales
0.73
Sector
Specialty Retail
Category
value
Greystone Capital Management Portfolio Holding: Leon's Furniture Limited
LNF.TO (holding update): Canadian furniture retailer minimally exposed to tariffs (<10% US revenue). Largest Chinese container importer gives negotiating leverage vs competitors. Margin resilience proven during COVID's 5x container rates. Well-positioned for market share gains & M&A in downturn. Intrinsic value $50-60 vs current $22.
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