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Company Analysis

Lesaka Technologies, Inc. LSAK

A comprehensive view of key metrics, scores, and financial health for Lesaka Technologies, Inc.

Overview of Lesaka Technologies, Inc.

LSAK NMS
Technology Software - Infrastructure Framework: Software & SaaS Small Cap
Lesaka Technologies, Inc. (LSAK), is a Small Cap company, in the Software - Infrastructure industry, last closed at $4.04, about 748.8% undervalued vs fair value, -2.7% 1Y return, ranked 226/780 in sector.
Metrics P/E 143.6× Rev Growth 9.4% ROE 1.0% Gross Margin 32.0%
USD 4.04
1.25%
(Delayed)
• Vol 90d: 35.9%
52-Week Range
Market Cap
$342.40M
Enterprise Value
$492.37M
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.lesakatech.com
HQ Johannesburg
Employees 3,728
Fiscal year Jun 30

Next Events

Earnings Nov 4 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$31
$34
$38
Current: $4.04 +749% vs base

Engine Room Money Flow™

Small Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$721.6M
9.4%%
Gross Profit
$230.7M
33.7%%
Operating Income (GAAP)
$12.7M
145.3%%
Operating Cash Flow
$52.4M
674.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
32.0%
Fair

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health significant issues
Overall assessment of cash flow efficiency and conversion quality.
4
Active Leaks
2/4
Improving
2
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Lesaka Technologies, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
51
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.67).
  • Debt Covered by Cash Generation Debt capacity is solid (score 0.63), supporting resilience through cycles.

Key risks

  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.24), suggesting demand may be less recurring than peers.
  • Margin Compression Risk Margin quality is below peer norms (score 0.38), suggesting pricing pressure.

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

Developing
47
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

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

Software SaaS vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing LSAK's balance between Growth (41.8%), Profitability (27.9%), and Safety (30.3%). Growth 42% Safety 30% Profitability 28%

Click axes to expand details. Marker shows current allocation.

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Growth

61th percentile vs peers
61
Key Signals
Rev Growth YoY 9.4% 48p Revenue CAGR 3Y 11.0% 55p TSR 1.46 96p EPS Growth YoY 1.03 81p Buyback % 2.5% 45p
Strengths
  • Growth above peer median with strong metric coverage (82%)
  • TSR in top 20% of peers (1.46, 96th percentile)
  • EPS Growth YoY in top 20% of peers (1.03, 81th percentile)
Risks

No significant risks identified for this axis.

Profitability

40th percentile vs peers
41
Key Signals
Strengths
Risks
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Safety

44th percentile vs peers
44
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Lesaka Technologies, 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
$34.29
- - -
+748.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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