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Loar Holdings Inc. (LOAR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Loar Holdings Inc.

LOARMarket cap $5.71BPrice $61.0

Country🇺🇸United States

SectorIndustrials

IndustryAerospace & Defense

Manufactures niche, highly engineered components for aircraft and defense systems—valves, actuators, seals—that airlines can't skip on safety checks. Nearly every part it makes holds a sole-source position, giving it pricing power most industrials only dream about.

In Bastion Portfolios?

52W Return-24%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+28%10

Revenue Forecast

Rev CAGR (1y)+35%9

Rev CAGR (3y)+18%9

Rev CAGR (5y)+13%8

Earnings Forecast

EPS Growth Y+1+83%10

EPS Growth Y+2+19%8

EPS Growth Y+3+17%8

Quality

Margins

EBIT Margin26%8

Net Income Margin12%6

Free Cash Flow Margin18%8

Debt

Net Debt/EBITDA3.92

Efficiency

ROE6%3

ROA4%5

Earnings Stability1010

GEAR+AVERAGE60

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)411

P/E Ratio (Forward 3y)311

P/BV4.83

EV Multiples

EV/EBITDA Fwd242

EV/EBIT Fwd411

Yield

Free Cash Flow Yield1.9%4

Dividend Yieldna–

Momentum

Short term

1 month return-10%3

3 month return-15%2

YTD return-10%3

Mid term

Price vs 52wHigh73%4

1 year return-23%2

Long term

3 year return+25%4

5 year return+25%5

Risk Shield

Price Risk

Beta1.04

Volatility42%4

Free Cash Flow

Free Cash Flow Margin18%8

Free Cash Flow Yield1.9%4

Quality

ROCE8%5

Earnings Stability1010

Net Debt/EBITDA3.92

02Growth

Is it actually growing, and how fast?

LOARLoar Holdings

Revenue FY25$496M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+28%10

Revenue, next 1Y+35%9

Revenue, next 3Y, CAGR+18%9

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+83%10

EPS growth, FY27E+19%8

EPS growth, FY28E+17%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 28%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 18%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 19%/yr vs revenue 18%/yr).

WATCH

Revenue grew 28%/yr over the last 3 years; forecasts see it cooling to 18%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK15 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%3

3-month return-15%2

YTD return-10%3

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return-23%2

3-year return+25%4

5-year return+25%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+25% over three years and +25% over five), roughly average for the market.

WEAKNESSES

It's down 23% over the past year, now 27% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-10%), over three months (-15%) and so far this year (-10%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Loar Holdings. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

LOARLoar Holdings

Revenue FY25$496M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+28%10

Revenue, next 1Y+35%9

Revenue, next 3Y, CAGR+18%9

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+83%10

EPS growth, FY27E+19%8

EPS growth, FY28E+17%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 28%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 18%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 19%/yr vs revenue 18%/yr).

WATCH

Revenue grew 28%/yr over the last 3 years; forecasts see it cooling to 18%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK15 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%3

3-month return-15%2

YTD return-10%3

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return-23%2

3-year return+25%4

5-year return+25%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+25% over three years and +25% over five), roughly average for the market.

WEAKNESSES

It's down 23% over the past year, now 27% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-10%), over three months (-15%) and so far this year (-10%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Loar Holdings. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community