Quality Investor

LFS

Rank #23

Rank #23 by gross profitability (GP/assets 0.74) · ROE 23.7% · Piotroski F-Score 9 / 9.

As-of 2026-07-22 · CIK 0002030277 · all metrics point-in-time as of the filing date.

Profitability

Gross profitability (GP / assets)

0.74

Primary signal (Novy-Marx).

Return on equity

23.7%

Gross margin

29.5%

Revenue growth (YoY)

13.5%

Gross margin improving

Margin trend vs prior year.

PASS

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.53

Current ratio

1.54×

Quick ratio

1.45×

Net cash

$2.26B

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$425.70M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

-0.03

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

WARN

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.0%

Stock-based comp intensity.

Piotroski F-Score

F-Score

9 / 9

Fundamental-strength score (0-9).