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Valued as a mature, profitable company: Discounted cash flow, P/E comparison, and Dividend discount.
ACCE opinionLifetime Brands Inc. Common Stock (LCUT)
Fair value (2 models)
Not available
ACCE price target
$9.20
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $8.42 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
74
out of 100
Analysts
100% buy
1 covering
P/E
5.7x
forward 8.7x
1-year return
+163.1%
Dividend yield
2.07%
Lifetime Brands Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Lifetime Brands sells kitchenware, tableware, and small housewares under brands including KitchenAid (licensed), Farberware, and Mikasa, selling mostly through mass merchants and specialty retailers. Its edge is a broad, licensed-and-owned brand portfolio and a 37.3% gross margin that suggests real pricing power in a fragmented category. Revenue growth of 7.4% is the number to test, since the company is still running an operating loss (-3.0% operating margin), so the question is whether top-line gains are converting into profit as restructuring and integration costs roll off. At a 6.1x trailing P/E and 8.7x forward, the market is pricing in little recovery, while a 15.8% ROE says the equity base is working. The stock is small at about $202M in market cap and sits in no major index, which keeps coverage thin and could help a mispricing persist; it merits a deeper look at the margin bridge and debt load before anything else.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Revenue shrinking over five years
Five-year revenue CAGR is -3.4%, and quarter-over-quarter revenue fell 29.7%. Top-line weakness is structural, not just a single bad quarter.
high
Operating loss despite net profit
Operating margin is -3.0% while net margin is +4.8%, so the reported profit leans on non-operating items. Recurring earnings quality is questionable and the 104.8% earnings jump may not repeat.
moderate
Leverage and thin free cash flow
Debt/Equity is 1.20 with only $3M of free cash flow against a $189M market cap. Limited cash cushion leaves little room for a downturn.
moderate
Elevated short interest
Short interest stands at 8.5% of float, a meaningful bet against the shares that could amplify volatility either way.
AI research notes
AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts rating the stock Buy or Strong Buy sit at 100%, though that rests on a single analyst.
Latest quarter's earnings per share came in at 1.18 against an expected loss of 0.20, a 690.0% surprise.
Trailing earnings multiple is 5.7x and forward is 7.7x, against a sector median forward multiple of 18.1x.
Why it could disappoint
Return on invested capital is negative at -5.0%, meaning the business is not earning back what it spends.
Free cash flow over the last 12 months was only $3M, giving a yield of 1.7% at the current price.
Revenue shrank by an average of -3.4% a year over five years, with debt at 1.20 times equity.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 5, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where LCUT's valuation models land
Price
$8.42
Model fair valueConfidence: medium
$3.63
Model
Fair value
Upside
Discounted cash flow
Dividend discount
P/E comparison
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Quality
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