Is Lifeway Foods Stock a Good Investment?
Lifeway Foods Investment Advice | LWAY |
- Examine Lifeway Foods' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Lifeway Foods' leadership team and their track record. Good management can help Lifeway Foods navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Packaged Foods & Meats space and any emerging trends that could impact Lifeway Foods' business and its evolving consumer preferences.
- Compare Lifeway Foods' performance and market position to its competitors. Analyze how Lifeway Foods is positioned in terms of product offerings, innovation, and market share.
- Check if Lifeway Foods pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Lifeway Foods' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Lifeway Foods stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Lifeway Foods is a good investment.
Sell | Buy |
Examine Lifeway Foods Stock
Researching Lifeway Foods' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 75.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.93. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Lifeway Foods last dividend was issued on the 29th of May 2013. The entity had 2:1 split on the 16th of August 2006.
To determine if Lifeway Foods is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Lifeway Foods' research are outlined below:
| Lifeway Foods appears to be risky and price may revert if volatility continues | |
| Lifeway Foods is unlikely to experience financial distress in the next 2 years | |
| Lifeway Foods has a very strong financial position based on the latest SEC filings | |
| About 75.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: What Is Lifeway Foods, Inc.s Share Price Doing - Simply Wall St |
Lifeway Foods Quarterly Interest Expense |
|
Lifeway Foods uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Lifeway Foods. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Lifeway Foods' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of November 2023 Upcoming Quarterly Report | View | |
| 25th of March 2024 Next Financial Report | View | |
| 30th of September 2023 Next Fiscal Quarter End | View | |
| 25th of March 2024 Next Fiscal Year End | View | |
| 30th of June 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Lifeway Foods' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Lifeway Foods' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2001-03-21 | 2000-12-31 | 0.01 | 0.0161 | 0.0061 | 61 | ||
2014-05-12 | 2014-03-31 | 0.05 | 0.04 | -0.01 | 20 | ||
2012-11-14 | 2012-09-30 | 0.1 | 0.09 | -0.01 | 10 | ||
2009-11-16 | 2009-09-30 | 0.09 | 0.08 | -0.01 | 11 | ||
2008-11-14 | 2008-09-30 | 0.06 | 0.05 | -0.01 | 16 | ||
2008-08-14 | 2008-06-30 | 0.06 | 0.05 | -0.01 | 16 | ||
2007-04-02 | 2007-03-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2006-11-20 | 2006-09-30 | 0.04 | 0.05 | 0.01 | 25 |
Lifeway Foods' SEC filings
Before you invest in Lifeway Foods, make sure you check Lifeway Foods'recent SEC filings. These artifacts are important regulatory documents required of all public companies to provide to potential investors. Lifeway Foods prospectus issued under the guidelines of the SEC is a legal declaration of facts and statements to ensure that Lifeway Foods investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Lifeway Foods' specific information freely available to individual and institutional investors to make a timely investment decision.
| 11th of August 2023 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers | View | |
| 16th of June 2023 Financial Statements and Exhibits. Other Events. Submission of Matters to a Vote of Security Holders | View | |
| 19th of May 2023 Unclassified Corporate Event | View | |
| 7th of December 2022 Changes in Registrant's Certifying Accountant | View |
Lifeway Foods Target Price Consensus
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Lifeway target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Lifeway Foods' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| Strong Buy |
Most Lifeway analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Lifeway stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Lifeway Foods, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationLifeway Foods Target Price Projection
Lifeway Foods' current and average target prices are 12.05 and 12.00, respectively. The current price of Lifeway Foods is the price at which Lifeway Foods is currently trading. On the other hand, Lifeway Foods' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Lifeway Foods Market Quote on 22nd of September 2023
Target Price
Analyst Consensus On Lifeway Foods Target Price
Lifeway Foods Analyst Ratings
Lifeway Foods' analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Lifeway Foods stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Lifeway Foods' financials, market performance, and future outlook by experienced professionals. Lifeway Foods' historical ratings below, therefore, can serve as a valuable tool for investors.Lifeway Foods' market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 176.81 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Lifeway Foods's market, we take the total number of its shares issued and multiply it by Lifeway Foods's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Market Cap |
|
Lifeway Foods' profitablity analysis
Lifeway Foods' profitability indicators refer to fundamental financial ratios that showcase Lifeway Foods' ability to generate income relative to its revenue or operating costs. If, let's say, Lifeway Foods is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Lifeway Foods' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Lifeway Foods' profitability requires more research than a typical breakdown of Lifeway Foods' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
| Last Reported | Projected for 2023 | ||
| Return on Investment | (7.06) | (7.25) | |
| Return on Average Assets | 0.013 | 0.0133 | |
| Return on Average Equity | 0.019 | 0.0299 | |
| Return on Invested Capital | 0.06 | 0.08 | |
| Return on Sales | 0.015 | 0.0235 |
Determining Lifeway Foods' profitability involves analyzing its financial statements and using various financial metrics to determine if Lifeway Foods is a good buy. For example, gross profit margin measures Lifeway Foods' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Lifeway Foods' profitability and make more informed investment decisions.
The data published in Lifeway Foods' official financial statements usually reflect Lifeway Foods' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Lifeway Foods. For example, before you start analyzing numbers published by Lifeway accountants, it's critical to develop an understanding of what Lifeway Foods' liquidity, profitability, and earnings quality are in the context of the Food Products space in which it operates.
Please note, the presentation of Lifeway Foods' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Lifeway Foods' management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Lifeway Foods' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Lifeway Foods. Please utilize our Beneish M Score to check the likelihood of Lifeway Foods' management manipulating its earnings.
Evaluate Lifeway Foods' management efficiency
Lifeway Foods has return on total asset (ROA) of 0.0828 % which means that it generated a profit of $0.0828 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1123 %, meaning that it created $0.1123 on every $100 dollars invested by stockholders. Lifeway Foods' management efficiency ratios could be used to measure how well Lifeway Foods manages its routine affairs as well as how well it operates its assets and liabilities. Lifeway Foods Return on Average Assets are fairly stable at the moment as compared to the past year. Lifeway Foods reported Return on Average Assets of 0.013 in 2022. Return on Average Equity is likely to rise to 0.0299 in 2023, whereas Return on Investment is likely to drop (7.25) in 2023. Lifeway Foods Tangible Asset Value is fairly stable at the moment as compared to the past year. Lifeway Foods reported Tangible Asset Value of 49.86 Million in 2022| Last Reported | Projected for 2023 | ||
| Book Value per Share | 3.09 | 3.26 | |
| Enterprise Value over EBIT | 40.00 | 43.16 | |
| Enterprise Value over EBITDA | 16.46 | 19.79 | |
| Price to Book Value | 1.81 | 2.24 | |
| Tangible Assets Book Value per Share | 3.24 | 3.39 | |
| Enterprise Value | 83.6 M | 102.1 M | |
| Tangible Asset Value | 49.9 M | 53.1 M |
The analysis of Lifeway Foods' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Lifeway Foods' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Lifeway Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Long Term Debt Total 5.3 M | Short Long Term Debt Total 7.5 M | Interest Expense 116 K | Total Operating Expenses 22.8 M | Beta 1.4322 |
Basic technical analysis of Lifeway Stock
As of the 22nd of September, Lifeway Foods secures the Downside Deviation of 2.87, mean deviation of 3.15, and Risk Adjusted Performance of 0.1219. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Lifeway Foods, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We were able to analyze nineteen technical drivers for Lifeway Foods, which can be compared to its peers in the industry. Please verify Lifeway Foods semi deviation, jensen alpha, as well as the relationship between the Jensen Alpha and semi variance to decide if Lifeway Foods is priced some-what accurately, providing market reflects its recent price of 12.05 per share. Given that Lifeway Foods has jensen alpha of 0.8162, we recommend you to check Lifeway Foods's last-minute market performance to make sure the company can sustain itself at a future point.Lifeway Foods' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Lifeway Foods insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lifeway Foods' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Lifeway Foods insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Ludmila Smolyansky over three months ago Sale by Ludmila Smolyansky of 125000 shares of Lifeway Foods |
Understand Lifeway Foods' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Lifeway Foods' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1219 | |||
| Market Risk Adjusted Performance | (1.86) | |||
| Mean Deviation | 3.15 | |||
| Semi Deviation | 2.47 | |||
| Downside Deviation | 2.87 | |||
| Coefficient Of Variation | 534.03 | |||
| Standard Deviation | 4.44 | |||
| Variance | 19.74 | |||
| Information Ratio | 0.1879 | |||
| Jensen Alpha | 0.8162 | |||
| Total Risk Alpha | 0.9157 | |||
| Sortino Ratio | 0.2903 | |||
| Treynor Ratio | (1.87) | |||
| Maximum Drawdown | 27.35 | |||
| Value At Risk | (3.92) | |||
| Potential Upside | 8.49 | |||
| Downside Variance | 8.27 | |||
| Semi Variance | 6.09 | |||
| Expected Short fall | (4.02) | |||
| Skewness | 1.64 | |||
| Kurtosis | 4.55 |
| Risk Adjusted Performance | 0.1219 | |||
| Market Risk Adjusted Performance | (1.86) | |||
| Mean Deviation | 3.15 | |||
| Semi Deviation | 2.47 | |||
| Downside Deviation | 2.87 | |||
| Coefficient Of Variation | 534.03 | |||
| Standard Deviation | 4.44 | |||
| Variance | 19.74 | |||
| Information Ratio | 0.1879 | |||
| Jensen Alpha | 0.8162 | |||
| Total Risk Alpha | 0.9157 | |||
| Sortino Ratio | 0.2903 | |||
| Treynor Ratio | (1.87) | |||
| Maximum Drawdown | 27.35 | |||
| Value At Risk | (3.92) | |||
| Potential Upside | 8.49 | |||
| Downside Variance | 8.27 | |||
| Semi Variance | 6.09 | |||
| Expected Short fall | (4.02) | |||
| Skewness | 1.64 | |||
| Kurtosis | 4.55 |
Lifeway Stock media impact
Far too much social signal, news, headlines, and media speculation about Lifeway Foods that are available to investors today. That information is available publicly through Lifeway media outlets and privately through word of mouth or via Lifeway internal channels. However, regardless of the origin, that massive amount of Lifeway data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Lifeway Foods news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Lifeway Foods relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Lifeway Foods' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Lifeway Foods alpha.
Lifeway Foods Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Lifeway Foods can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Lifeway Foods in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Lifeway Foods' short interest history, or implied volatility extrapolated from Lifeway Foods options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Lifeway Foods using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lifeway Foods. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. For more information on how to buy Lifeway Stock please use our How to Invest in Lifeway Foods guide. Note that the Lifeway Foods information on this page should be used as a complementary analysis to other Lifeway Foods' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Complementary Tools for Lifeway Stock analysis
When running Lifeway Foods' price analysis, check to measure Lifeway Foods' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lifeway Foods is operating at the current time. Most of Lifeway Foods' value examination focuses on studying past and present price action to predict the probability of Lifeway Foods' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lifeway Foods' price. Additionally, you may evaluate how the addition of Lifeway Foods to your portfolios can decrease your overall portfolio volatility.
| Focused Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
Is Lifeway Foods' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lifeway Foods. If investors know Lifeway will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lifeway Foods listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 26.069 | Earnings Share 0.37 | Revenue Per Share 10.077 | Quarterly Revenue Growth 0.171 | Return On Assets 0.0828 |
The market value of Lifeway Foods is measured differently than its book value, which is the value of Lifeway that is recorded on the company's balance sheet. Investors also form their own opinion of Lifeway Foods' value that differs from its market value or its book value, called intrinsic value, which is Lifeway Foods' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lifeway Foods' market value can be influenced by many factors that don't directly affect Lifeway Foods' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Lifeway Foods' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Lifeway Foods is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lifeway Foods' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.