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Company Analysis

Limbach Holdings, Inc. LMB

A comprehensive view of key metrics, scores, and financial health for Limbach Holdings, Inc.

Overview of Limbach Holdings, Inc.

LMB NCM
Industrials Building Products & Equipment Framework: General Corporate Small Cap
Limbach Holdings, Inc. (LMB), is a Small Cap company, in the Building Products & Equipment industry, last closed at $46.93, about 78.9% undervalued vs fair value, -43.1% 1Y return, ranked 287/669 in sector.
Metrics P/E 24.1× Rev Growth 24.7% ROE 22.4% Gross Margin 26.2%
USD 46.93
-3.04%
(Delayed)
• Vol 90d: 86.3%
52-Week Range
Market Cap
$559.60M
Enterprise Value
$559.23M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 88%
Confidence: 93%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.limbachinc.com
HQ Warrendale, PA
Employees 1,700
Fiscal year Dec 31

Next Events

Earnings Nov 3 Call: Nov 4

Fair Value Snapshot

Bear Base Bull
$74
$84
$95
Current: $46.93 +79% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$646.8M
24.7%%
Gross Profit
$169.3M
17.4%%
Operating Income
$49.5M
28%%
Net Income
$39.1M
26.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
107.2%
Excellent

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
1/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Limbach Holdings, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • ROIC Sustainably Above Peers ROIC at 87.5th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.73), demonstrating pricing resilience across cycles.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.19), raising questions about short-term obligations.
  • Inconsistent Cash Generation Cash generation is inconsistent (score 0.42), indicating operational challenges.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
53
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing LMB's balance between Growth (36.7%), Profitability (32.9%), and Safety (30.4%). Growth 37% Safety 30% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

76th percentile vs peers
76
Key Signals
Rev Growth YoY 24.7% 85p Revenue CAGR 3Y 9.2% 69p EPS CAGR 3Y 71.9% 94p EPS Growth YoY 26.0% 62p TSR 16.0% 63p
Strengths
  • Rev Growth YoY in top 20% of peers (24.7%, 85th percentile)
  • EPS CAGR 3Y in top 20% of peers (71.9%, 94th percentile)
  • Interest Coverage Ratio in top 20% of peers (16.52, 84th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

68th percentile vs peers
68
Key Signals
Strengths
Risks
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Safety

63th percentile vs peers
63
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Limbach Holdings, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$83.94
- - -
+78.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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