Lear Corp (LEA)

Motor Vehicle Parts & Accessories

Latest Price

$118.03

TTM P/E

Normalized P/E

14.44

Div Yield

1.30%

Book Value

105.03

P/B Ratio

1.12

Valuation metrics

EPS: $8.15

Book value / share: $93.95

Formula: √(22.5 × EPS × BVPS)

Graham Number

$131.26

+11% upside

Norm. op. income: $777M (median of 7yr)

Tax rate: 24%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$78.46

34% downside

Base FCF: $527M (median of recent 5yr)

Growth: -8%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$34.44

71% downside

EPS: $8.15

Target P/E: 14×

Formula: EPS × P/E

P/E Fair Value

$114.10

3% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
Pzena Investment Management LLC	6.64M	$889.0M	13.10%	-120.1K	2026-06-30
BlackRock, Inc.	5.26M	$704.0M	10.37%	+325.7K	2026-06-30
Vanguard Portfolio Management LLC	3.43M	$459.0M	6.76%	-75.2K	2026-06-30
Dimensional Fund Advisors LP	3.02M	$404.0M	5.96%	+76.7K	2026-06-30
Vanguard Capital Management LLC	2.26M	$303.0M	4.46%	-7.5K	2026-06-30
American Century Companies Inc	2.09M	$280.0M	4.13%	+219.5K	2026-06-30
State Street Corp	1.69M	$226.0M	3.33%	-7.5K	2026-06-30
Greenhaven Associates Inc	1.46M	$195.0M	2.87%	-241.4K	2026-06-30
Massachusetts Financial Services Co	1.44M	$435.0M	2.83%	-316.2K	2026-06-30
FMR LLC	1.19M	$160.0M	2.36%	-553.1K	2026-06-30