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Luzerner Kantonalbank AG (LUKN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Luzerner Kantonalbank AG

LUKNMarket cap $7.27BPrice $147.4

Country🇨🇭Switzerland

SectorFinancials

IndustryBanks

Provides retail, corporate, and private banking services across Lucerne, backed by a state guarantee from the canton itself. That backing gives it one of the strongest credit ratings among Swiss cantonal banks.

In Bastion Portfolios?

52W Return+50%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+6%–

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+0%4

EPS Growth Y+2+4%5

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin0%4

Net Income Margin45%10

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROE7%4

ROA0%2

Earnings Stability1010

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)194

P/E Ratio (Forward 3y)183

P/BV1.48

EV Multiples

EV/EBITDA Fwd04

EV/EBIT Fwd04

Yield

Free Cash Flow Yield0.0%5

Dividend Yield1.1%3

Momentum

Short term

1 month return+3%9

3 month return+12%9

YTD return+36%9

Mid term

Price vs 52wHigh99%10

1 year return+56%9

Long term

3 year return+86%7

5 year return+72%7

Risk Shield

Price Risk

Beta0.010

Volatility18%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yield0.0%5

Quality

ROCE1%2

Earnings Stability1010

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

LUKNLuzerner Kantonalbank

Revenue FY25$834M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+6%–

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+0%4

EPS growth, FY27E+4%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 4%/yr vs revenue 6%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

LUKNLuzerner Kantonalbank

Total return Current135%

Price return Current87.2%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+12%9

YTD return+36%9

MID & LONG-TERM▾SCORE

% of 52-week high99%10

1-year return+56%9

3-year return+86%7

5-year return+72%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +86% over three years and +72% over five, ahead of 60% of the market.

It's up 56% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+12%) and so far this year (+36%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Luzerner Kantonalbank AG. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

LUKNLuzerner Kantonalbank

Revenue FY25$834M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+6%–

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+0%4

EPS growth, FY27E+4%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 4%/yr vs revenue 6%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

LUKNLuzerner Kantonalbank

Total return Current135%

Price return Current87.2%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+12%9

YTD return+36%9

MID & LONG-TERM▾SCORE

% of 52-week high99%10

1-year return+56%9

3-year return+86%7

5-year return+72%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +86% over three years and +72% over five, ahead of 60% of the market.

It's up 56% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+12%) and so far this year (+36%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Luzerner Kantonalbank AG. 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