Louisiana-Pacific (LPX)

Industrials · Building Products & Equipment
$65.69 +0.97% on the day Market cap $4.4B 52-week range $62.18 to $100.34 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
17% a year for 10 years

At a market value of $4.4B, Louisiana-Pacific's free cash flow of $91M (fiscal 2025) would need to grow about 17% a year for the stock to be worth today's price. That is faster than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Louisiana-Pacific's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price16.6% a year
Free cash flow, last 9 years-9.2% a year
Revenue, same period2.2% a year
Price to free cash flow48.3x

Fundamental grade

D

Five factors scored 1 to 9 from LPX's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation4
Profitability3
Growth0
Financial health8
Cash efficiency4

Results from SEC filings

Fiscal years, from Louisiana-Pacific's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$3.9B$3.9B$2.6B$2.9B$2.7B
Net income$1.4B$1.1B$178M$420M$146M
Free cash flow$1.2B$730M$16M$422M$91M
EPS (diluted)$14.09$13.87$2.46$5.89$2.08
Operating margin44.3%32.4%11.1%18.0%7.7%

Where the revenue comes from

Revenue by segments, fiscal 2024. Every breakdown, year by year.

Siding$1.6B53%
OSB$1.2B40%
South America$190M6%
Other$9M0%

Superinvestors who own LPX

From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Warren Buffett
Berkshire Hathaway
Held $446M0.15%Q2 2026
Cliff Asness
AQR Capital Management
Trimmed $49M0.02%Q2 2026
Jean-Marie Eveillard
First Eagle Investment Management
Added $23M0.04%Q2 2026
Joel Greenblatt
Gotham Asset Management
Added $14M0.03%Q2 2026
Robert Robotti
Robotti & Company
Added $6M1.0%Q2 2026
Francis Chou
Chou Associates Management
Held $462,9930.21%Q2 2026

Insider buying

Open-market purchases by Louisiana-Pacific's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.

DateInsiderSharesPriceValue
Feb 27, 2026 Michael T. Mccaul
0$84.64—
Feb 27, 2026 Michael T. Mccaul
0$84.64—
Feb 19, 2026 F Nicholas Grasberger Iii
20,000$85.49$2M
Nov 18, 2025 Michael T. Mccaul
0$74.72—
Nov 18, 2025 Michael T. Mccaul
0$74.72—
Nov 7, 2025 Stephen E Macadam
3,200$78.06$249,792
Oct 30, 2025 Lisa C. Mcclain
0$88.14—
Oct 30, 2025 Lisa C. Mcclain
0$88.14—

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Louisiana-Pacific's stock price imply?

At a market value of $4.4B, Louisiana-Pacific would need its free cash flow to grow about 17% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew -9% a year.

Are Louisiana-Pacific insiders buying the stock?

8 open-market insider purchases of LPX in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Louisiana-Pacific?

6 of the superinvestors Investingly tracks hold LPX in their latest 13F, including Warren Buffett, Cliff Asness, Jean-Marie Eveillard.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.