LWAY (LWAY)

$22.16 +5.07% on the day Market cap $339M 52-week range $17.31 to $32.71 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.

LWAY's free cash flow was negative in fiscal 2025, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

C

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

Valuation7
Profitability5
Growth4
Financial health6
Cash efficiency0

Results from SEC filings

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

Fiscal year20212022202320242025
Revenue$119M$142M$160M$187M$212M
Net income$3M$924,000$11M$9M$14M
Free cash flow$4M$538,000$13M$6M-$16M
EPS (diluted)$0.21$0.06$0.75$0.60$0.89
Operating margin4.9%1.7%10.6%7.4%7.6%

Where the revenue comes from

Revenue by products, fiscal 2025. Every breakdown, year by year.

Drinkable Kefirotherthan Pro Bugs$181M85%
Cheese$17M8%
Cream And Other$9M4%
Drinkable Yogurt$2M1%
Pro Bugs Kefir$2M1%
Other Dairy$1M1%

Superinvestors who own LWAY

From each investor's latest 13F filing (what a 13F shows). 2 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Mario Gabelli
GAMCO Investors
Trimmed $6M0.06%Q2 2026
Jay Petschek
Corsair Capital Management
Held $430,4720.05%Q2 2026

Insider buying

Open-market purchases by LWAY'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
Oct 6, 2026 Divisadero Street Capital Management, Lp
Major Shareholder
50,000$20.80$1M
Oct 5, 2026 Divisadero Street Capital Management, Lp
Major Shareholder
36,202$21.01$760,535
Oct 2, 2026 Divisadero Street Capital Management, Lp
Major Shareholder
17,482$21.09$368,669

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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

Are LWAY insiders buying the stock?

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

Which superinvestors own LWAY?

2 of the superinvestors Investingly tracks hold LWAY in their latest 13F, including Mario Gabelli, Jay Petschek.

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.