SeekingAlpha•2026-04-23
Conestoga Capital Small Cap Portfolio Quarterly Scorecard: Buys, Sells, And StandoutsLGN — Legence Corp
NASDAQ · Construction · Construction
$81.12+98.63%Market cap3.75B
- Latest Close
- $81.12
- 30-Day Move
- +98.6%
- Market Cap
- $3.7B
- Shares Outstanding
- 107,890,000
- P/B Ratio
- 11.56
- ROE
- -15.2%
Analyst consensus: Buy · 20 analysts
NASDAQ:LGNConstruction / ConstructionDelayed public snapshot
Legence Corp
A read-only Alphactor snapshot forLegence Corp. It uses the same research structure as the app, but with delayed data and shallow depth so search visitors can evaluate the stock before signing up.
Snapshot as of2026-04-23
Topline snapshot
Latest Close
$81.12
30-Day Move
+98.6%
Market Cap
$3.7B
Shares Outstanding
107,890,000
P/B Ratio
11.56
ROE
-15.2%
Not investment advice. Signals and scores shown here are model outputs derived from historical data, not recommendations. Past performance does not guarantee future results. Do your own research before trading. Full disclaimer
Chart snapshot
$81.12
+98.6%last 90 delayed daily bars
Market cap$3.7B
90D High
$81.81
90D Low
$40.05
Avg Volume
1,479,980
What stands out
Gross margin is running at 20.8%, which gives a quick read on operating quality before you open the full model.
Net margin is -1.9%, useful for comparing LGN against peers in Construction.
LGN is up 98.6% over the last 30 trading days shown on this page.
Latest operating income is $8M, which helps anchor the headline ratios with an actual earnings figure.
Research snapshot
Composite Fair Value
$85.46
Rule of 40
30.1%
Fundamentals snapshot
Latest Close
$81.12
30-Day Move
+98.6%
Market Cap
$3.7B
Shares Outstanding
107,890,000
P/B Ratio
11.56
ROE
-15.2%
ROA
-2.2%
Gross Margin
20.8%
Operating Margin
1.9%
Net Margin
-1.9%
Debt / Equity
2.11
Current Ratio
1.57
Latest Revenue
$738M
Financial statement snapshot
Revenue
$738M
Gross Profit
$147M
Operating Income
$8M
Net Income
$-33M
Gross Margin
2075.0%
Net Margin
-189.0%
Current Ratio
1.57
Debt / Equity
2.11
Valuation snapshot
Fair Value
$85.46
Upside / Downside
+5.3%
Signal
Fairly Valued
Implied Growth
8.9%
DCF
$61.35
EV/Rev
$109.57
Growth Assumption
27.0%
Discount Rate
9.9%
Terminal Growth
2.0%
Base FCF
$219M
Valuation spread
Current Price
$81.12
Composite Fair Value
$85.46
DCF
$61.35
EV/Rev
$109.57
After signup
The full valuation workspace goes deeper
Adjust DCF growth, discount, and terminal assumptions instead of relying on one static snapshot.
Open the deeper balance-sheet and cash-flow views to inspect debt, liquidity, and cash generation line by line.
Compare multiple valuation models against peers and save your own thesis instead of re-reading a fixed public state.
Low growth priced in
Quality snapshot
Altman Z
2.27
Grey
Piotroski
6
Moderate (4-6)
Cash Conversion
-4.30x
Rule of 40
30.1%
Acceptable
Annual financial history
Annual performance mix
| Period | Revenue | Operating Income | Net Income | Free Cash Flow |
|---|---|---|---|---|
| 2022-12-31 | $1.2B | $9M | $-82M | $684,000 |
| 2023-12-31 | $1.6B | $49M | $-46M | $17M |
| 2024-12-31 | $2.1B | $91M | $-29M | $10M |
| 2025-12-31 | $2.6B | $93M | $-60M | $219M |
After signup
The app opens the full statement deep dive
Extend the history well beyond this public snapshot to inspect longer cycles and regime changes.
Move from summary lines into detailed balance-sheet and cash-flow rows for working capital, debt, and capex analysis.
Cross-link statement changes with alerts, watchlists, and saved research workflows after signup.
News snapshot
Benzinga•2026-04-21
GLJ Research Initiates Coverage On Legence with Buy Rating, Announces Price Target of $99Benzinga•2026-04-17
Shares of construction materials and engineering-related companies are trading higher after Iran signaled that the Strait of Hormuz will remain open for the duration of the ceasefire, easing concerns inflation risk and spurring expectations for monetary easing.After signup
The full sentiment workspace adds context
Go past the public headlines into fuller article history, source cross-checks, and deeper narrative tracking.
Tie news into alerts, watchlists, and conviction changes instead of browsing one static batch of stories.
Institutional holders snapshot
D.E. Shaw
Filed 2026-02-17
--
--
FMR LLC (Fidelity)
Filed 2026-02-17
$172M
-38.8%
Vanguard Group
Filed 2026-01-29
$139M
+78.1%
Geode Capital Management
Filed 2026-02-09
$37M
+1764.9%
Citadel Advisors
Filed 2026-02-17
$27M
--
Renaissance Technologies
Filed 2026-02-12
$13M
--
Charles Schwab
Filed 2026-02-13
$13M
--
Marshall Wace
Filed 2026-02-13
$13M
--
Analyst consensus?
Rating(?)
4.3
Consensus
BuyTarget Mean(?)
—
Target High(?)
—
Target Low(?)
—
Analysts
20
For informational and educational purposes only. Not financial advice. Learn more
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