LYTS
LSI Industries Inc.
LYTS has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over LYTS overall, supported by stronger fundamentals and stronger modeled upside.
LYTS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Under pressure |
LYTS's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is under pressure.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
LYTS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $10.33 | -32% |
| Fair | 23x | $14.21 | -6.7% |
| Current | 24x | $15.22 | — |
| Expensive | 31x | $19.44 | +28% |
Historical ranges are pointers, not guarantees.
LYTS's PE is in its fair range at 24x.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over LYTS in the historical PE scenario, which offers more potential upside but is not a forecast.
LYTS Forward outlook
There aren't enough analyst estimates for LYTS to show an outlook.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
LYTS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.63 | -21% |
| Q2 2026 | $0.67 | -15% |
| Q1 2026 | $0.75 | +4.2% |
| Q4 2025 | $0.82 | +6.5% |
| Q3 2025 | $0.80 | +1.3% |
| Q2 2025 | $0.79 | -6% |
| Q1 2025 | $0.72 | -23% |
| Q4 2024 | $0.77 | -15% |
LYTS's earnings per share have fallen from their peak: $0.63 over the past year, against $0.93 in late 2023.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over LYTS in the latest year-over-year earnings comparison.
LYTS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $225.9M | +44% |
| Q2 2026 | $234.6M | +51% |
| Q1 2026 | $150.5M | +14% |
| Q4 2025 | $147M | -0.5% |
| Q3 2025 | $157.2M | +14% |
| Q2 2025 | $155.1M | +20% |
| Q1 2025 | $132.5M | +22% |
| Q4 2024 | $147.7M | +36% |
LYTS's revenue is growing: $226M last quarter, up 44% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.3% | -0.7 points |
| Q2 2026 | 6.2% | -1.5 points |
| Q1 2026 | 2.7% | -2 points |
| Q4 2025 | 6% | +0.3 points |
| Q3 2025 | 7% | +0.4 points |
| Q2 2025 | 7.7% | +0.7 points |
| Q1 2025 | 4.7% | -2.4 points |
| Q4 2024 | 5.7% | -1.4 points |
LYTS's operating margin was 6.3% last quarter, down 0.7 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over LYTS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over LYTS on profitability, with a higher operating margin.
LYTS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $13.8M | +$14.1M |
| Q2 2026 | $9.8M | +14% |
| Q1 2026 | $6.2M | +0.5% |
| Q4 2025 | $23.3M | +164% |
| Q3 2025 | -$291K | -103% |
| Q2 2025 | $8.5M | -17% |
| Q1 2025 | $6.2M | -44% |
| Q4 2024 | $8.8M | +21% |
LYTS has the edge over SNDK on cash flow, with more consistent year-over-year improvement.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK generated $17.4B in free cash flow over the past year, more than ten times what it generated the year before.
LYTS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +12% | +4.2M shares |
| 1 year | +21% | +6.5M shares |
| 3 years | +26% | +7.9M shares |
| 5 years | +37% | +10.1M shares |
| Available history | +43% | +11.4M shares |
LYTS has 38M diluted shares, up 21% from a year ago.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has the edge over LYTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
LYTS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 4.4x | High |
| Q1 2026 | 5.1x | High |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 0.9x | Very low |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.7x | Very low |
LYTS's net debt is about 3.7 years of its operating earnings (EBITDA), up from less than a year a year ago.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has the edge over LYTS on leverage, with a lower net debt burden relative to earnings.
LYTS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.9 | Oversold |
| Stochastic | 6.2 | Oversold |
LYTS's weekly RSI is 29 (oversold) and its Stochastic is 6 (oversold).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
LYTS PE vs Technology Sector
| Metric | LYTS | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 28x | 13% below |
| PE % | 57 | 35 | 22 pts above |
LYTS is trading at 24x earnings, a 13% discount to the Technology sector's median of 28x.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over LYTS on valuation relative to its sector.
LYTS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.4 | 22% below |
| 20 week MA | $21.3 | 29% below |
| 50 week MA | $21.4 | 29% below |
| 100 week MA | $20.2 | 25% below |
| 200 week MA | $17.4 | 13% below |
SNDK has stronger trend alignment. LYTS is above 0 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
LYTS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.08 | $8.52 | +40% |
| 2021 | $8.52 | $6.67 | -22% |
| 2022 | $6.67 | $12.1 | +81% |
| 2023 | $12.1 | $14.1 | +17% |
| 2024 | $14.1 | $19.4 | +38% |
| 2025 | $19.4 | $18.8 | -3.3% |
| 2026 YTD | $18.8 | $15.2 | -19% |
LYTS has finished higher in four of the last six years. It's down 19% so far in 2026.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over LYTS on returns for 2026, with the stronger performance.