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LYTS

๐Ÿ’ป Technology

LSI Industries Inc.

Conservative #618Aggressive #575Moderate RiskHigh 100
$20.64-8.14%
Day High$22.17
Day Low$20.43
Volume0.2M
Mkt Cap$643M
52W Low $1452W High $25
Market Cap
$669M
P/E Ratio
26.4
Sector avg: 49.8
Rev Growth
22.1%
Sector avg: 14.8%
Earnings Growth
-2.4%
Profit Margin
4.3%
Sector avg: -110.0%
Debt/Equity
0.11

Why This Score

LYTS scores 50.0 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Positive but moderate momentum (23%) โ€” steady appreciation without overheating.
  • High conviction (100/100) โ€” fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Above-average volatility (12.1%) may not suit conservative risk tolerance.

Moderate penalties (-5.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score50.0
Fundamental Score50.6
ML Score53.0

Score by Horizon

3 Month
63.3
6 Month
70.8
Primary
1 Year
74.5

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
67
Positive
Analyst (6.4%)
75
Favorable
Tradability (post-hoc)
43
Grade Clow volume, low dollar volume
Base
46.0
SHAP
+1.6
Factors
+0.6
Conviction
+1.8
Final
50.0
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)56.0
Technical (Momentum, Weinstein, Volatility)55.0
External (Sentiment, Analyst, Macro)86.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-5.2% to +1.2%
Medium-term
-7.8% to +1.8%
Long-term
-10.4% to +2.4%

ML Model Core Features100 trained inputs โ†’ ML Score: 53

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score75.0/100
Target Upside+26.3%
Coverage5 analysts
Market Sentiment
Sentiment Score67.3/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+0.2%
6M Momentum-0.0%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+24.4%
Momentum ConsistencyDivergent (-0.05)
Relative Strength vs Sector+19.5%
Trend Strength (ADX Proxy)Moderate (1.9)
Momentum Quality+0.180
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
6%
Low risk
Sector RevGr Rank
P77
Revenue growth vs Technology peers
Sector PE Rank
P45
Valuation vs Technology peers
Sector FCF Rank
P60
Free cash flow vs Technology peers
Growth Deviation
+0.2ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 75 relative to sector peers75/100
Machine learning model ranks this stock at the 74th percentileP74
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.1pt (features align with model priorities)โ€”
Blend: 91% fund (74.7) + 9% ML (73.9) + SHAP(+3.1) = 77.7โ€”
Factor quality: +1.2pt (multi-factor composite)โ€”
Risk assessment: moderate. Annualized volatility 12.1%. Max drawdown 22% (-5.7 pts)Moderate
Market cap adjustment: -15.0 points ($0.7B market cap)-15.0 pts
Conviction bonus: +3.6pt (conviction=100)โ€”
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (-63.8%) โ€” earnings quality concernFlag

Sector Peer Comparison(Technology โ€” Rank #140 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
LYTS50.026.422.1%4.3%$669M
MPWR85.191.721.2%81.0%$56.6B
ZM84.518.03.1%21.7%$22.4B
NVDA80.745.2114.2%55.8%$4.6T
CRUS80.319.16.0%17.5%$7.3B
CSCO78.027.65.3%18.0%$311.4B
ASML77.848.115.6%29.4%$566.0B
IDCC77.731.8-4.0%48.8%$9.6B
RMBS77.648.320.7%32.3%$11.0B
ADI75.674.116.9%20.6%$173.8B
FSLR75.317.326.7%30.7%$22.3B
SIMO74.59.210.2%13.8%$4.5B
AAPL74.333.16.4%27.0%$4.0T
DBX74.013.91.9%17.7%$6.7B
TER73.790.95.4%19.2%$53.1B
OLED73.027.012.4%34.3%$5.0B
Sector Average48.049.814.8%-110.0%โ€”

Market Sentimentvia FMP

Analyst Consensus
Buy5 analysts
Buy: 5
Price Target
$27consensus
Low $27Median $27High $27
+30.8% to consensus target

Company Overviewvia FMP

LSI Industries Inc. manufactures and sells non-residential lighting and retail display solutions in the United States, Canada, Mexico, Australia, and Latin America. It operates in two segments, Lighting and Display Solutions. The Lighting segment manufactures, markets, and sells non-residential outdoor and indoor lighting solutions. It also offers lighting control products, including sensors, photocontrols, dimmers, motion detection, and Bluetooth systems to support lighting fixtures; and designs, engineers, and manufactures electronic circuit boards, assemblies, and sub-assemblies. The Display Solutions segment manufactures, sells, and installs exterior and interior visual image and display elements, including printed and structural graphics, digital signage, menu board systems, display fixtures, refrigerated displays, and custom display elements. Its products comprise signage and canopy graphics, pump dispenser graphics, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, and refrigerated and non-refrigerated merchandising displays. This segment also implements, installs, and provides program management services, such as installation management, site surveys, permitting, and content management; and manages and executes the implementation of large rollout programs. It serves petroleum/convenience, parking lot and garage, quick-service restaurant, retail and grocery store, automotive, warehouse, and sports complex markets. The company was founded in 1976 and is headquartered in Cincinnati, Ohio.

CEO
James A. Clark
Employees
2,000
Beta
0.21
Industry
Hardware, Equipment & Parts
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
40.1
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-16.6%
High: $24.75
From 52W Low
+50%
Low: $13.77
Moving Averages
10-Day
$21.90
Below
20-Day
$22.20
Below
50-Day
$20.60
Above
200-Day
$19.80
Above
60-Day Support
$17.79
60-Day Resistance
$24.75
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 66/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+4.3%
200 SMA Slope (60d)
+5.22%
Rising
Volume Ratio
1.05x
10d avg vs 50d avg
Days in Stage
36
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ2 2025Q1 2025Q4 2025Q3 2025
Revenue$147M$157M$155M$132M
Gross Profit$36M$40M$40M$33M
Operating Income$9M$11M$12M$6M
Net Income$6M$7M$8M$4M
EPS (Diluted)$0.20$0.23$0.26$0.13
Gross Margin24.5%25.6%26.1%24.8%
Operating Margin6.2%7.0%7.7%4.7%
Net Margin4.3%4.6%5.3%2.9%

Why This Stock

TechnologyRevenue growth 22.1%Valuation below sector median (P/E 26.4)

Tradability FilterGrade C โ€” 43/100Score impact: -1.7pt

Volume
33
150K avg/day
Dollar Vol
28
$3M/day
Float
57
27M shares
Mkt Cap
33
$669M
Range
100
80% spread
Composite Liquidity Score43/100
FDCBA
low volumelow dollar volume

Growth Projection Adjustment

0.15x dampening
weinstein declining

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
87.7%
Outstanding Shares
31M
Bid-Ask Spread
80.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.