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1. Company Snapshot

1.a. Company Description

James Latham plc, together with its subsidiaries, engages in the importing and distribution of timber, panels, and decorative surfaces in the United Kingdom, the Republic of Ireland, rest of Europe, and internationally.The company offers panels, melamine, veneer, laminates, solid surface products, door blanks, plastics, hardwoods, engineered timber products, softwoods, flooring products, decking and cladding products, modified timbers and panels, fire retardant panels, advanced technical panels, and treatments, as well as architectural moldings and components.It serves the construction/housing, retail, transport, exhibition, and other sectors.


The company was founded in 1757 and is based in Hemel Hempstead, the United Kingdom.

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1.b. Last Insights on LTHM

James Latham's recent performance has been impacted by uncertain fundamentals. The company's recent earnings release revealed a cautious outlook, citing challenging market conditions. A recent report raised concerns about the stock's prospects, questioning what lies ahead. Additionally, a downgrade in rating by a reputable source, such as (source), could be a negative factor. Any potential delay or cancellation of a share buyback program could also be a concern. Latham's business conditions appear to be evolving in a difficult manner.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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James Latham's (LON:LTHM) Dividend Will Be £0.081

Nov -30

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James Latham plc's (LON:LTHM) top owners are individual investors with 39% stake, while 36% is held by institutions

Nov -20

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James Latham plc (LON:LTHM) Has Fared Decently But Fundamentals Look Uncertain: What Lies Ahead For The Stock?

Jul -21

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3 Top UK Dividend Stocks To Watch With Up To 6.8% Yield

Jun -19

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Estimating The Fair Value Of James Latham plc (LON:LTHM)

Jun -10

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May -30

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May -21

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.65%)

6. Segments

Timber Importing and Distribution

Expected Growth: 4.65%

The 4.65% growth in Timber Importing and Distribution from James Latham plc is driven by increasing demand for sustainable building materials, government initiatives promoting eco-friendly construction, and strategic expansion into new markets. Additionally, the company's diversified product portfolio and strong supplier relationships have enabled it to capitalize on market trends and maintain a competitive edge.

7. Detailed Products

Timber

James Latham plc offers a wide range of timber products, including softwoods, hardwoods, and panel products, sourced from sustainable forests and suppliers.

Panel Products

The company supplies a variety of panel products, including plywood, MDF, chipboard, and OSB, suitable for furniture making, construction, and interior design.

Doors and Doorsets

James Latham plc offers a range of doors and doorsets, including fire doors, acoustic doors, and bespoke doorsets, suitable for commercial and residential projects.

Worktops and Surfaces

The company supplies a variety of worktops and surfaces, including solid surfaces, laminate, and granite, suitable for kitchens, bathrooms, and commercial projects.

Decorative Surfaces

James Latham plc offers a range of decorative surfaces, including laminate, melamine, and veneered panels, suitable for furniture making, interior design, and construction projects.

Specialist Products

The company supplies a range of specialist products, including acoustic panels, fire-resistant panels, and moisture-resistant panels, suitable for specific construction and design projects.

8. James Latham plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for James Latham plc is medium due to the availability of alternative products in the market, but the company's strong brand reputation and customer loyalty mitigate this threat.

Bargaining Power Of Customers

The bargaining power of customers is low for James Latham plc due to the company's strong relationships with its customers and its ability to offer customized products and services.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium for James Latham plc due to the company's dependence on a few large suppliers, but the company's strong relationships with its suppliers mitigate this threat.

Threat Of New Entrants

The threat of new entrants is low for James Latham plc due to the high barriers to entry in the industry, including the need for significant capital investment and the complexity of the manufacturing process.

Intensity Of Rivalry

The intensity of rivalry is high for James Latham plc due to the competitive nature of the industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.75%
Debt Cost 4.84%
Equity Weight 99.25%
Equity Cost 7.66%
WACC 7.64%
Leverage 0.75%

11. Quality Control: James Latham plc passed 8 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Miquel y Costas

A-Score: 7.0/10

Value: 6.8

Growth: 4.9

Quality: 7.1

Yield: 6.9

Momentum: 7.5

Volatility: 8.7

1-Year Total Return ->

View Full Report
Stock-Card
Corticeira Amorim

A-Score: 5.7/10

Value: 6.4

Growth: 4.0

Quality: 6.1

Yield: 6.9

Momentum: 1.0

Volatility: 9.7

1-Year Total Return ->

View Full Report
Stock-Card
Nordic Paper Holding

A-Score: 5.6/10

Value: 7.7

Growth: 4.9

Quality: 5.1

Yield: 9.4

Momentum: 4.0

Volatility: 2.7

1-Year Total Return ->

View Full Report
Stock-Card
CPH

A-Score: 5.5/10

Value: 4.6

Growth: 3.4

Quality: 5.7

Yield: 6.2

Momentum: 5.5

Volatility: 7.3

1-Year Total Return ->

View Full Report
Stock-Card
James Latham

A-Score: 4.9/10

Value: 6.7

Growth: 4.8

Quality: 5.1

Yield: 4.4

Momentum: 1.0

Volatility: 7.7

1-Year Total Return ->

View Full Report
Stock-Card
Arctic Paper

A-Score: 4.0/10

Value: 9.6

Growth: 3.1

Quality: 2.5

Yield: 4.4

Momentum: 0.0

Volatility: 4.7

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

10.15$

Current Price

10.15$

Potential

-0.00%

Expected Cash-Flows