Brilliant Earth Group Inc (BRLT) is undervalued and LuxExperience B.V ADR (LUXE) is undervalued.
Against our estimates of intrinsic value, BRLT trades at the wider discount: a margin of safety of +62%, against +60% for LUXE.
Values as of the 22 Sept 2026 close.
A 0.9x revenue multiple, discounted for its losses, values the shares at $3.71; the price of $1.41 is 62% below that value.
Leak Score 56/100 on 2 of 12 signals
A 1.1x revenue multiple, discounted for its losses, values the shares at $23.46; the price of $9.39 is 60% below that value.
Leak Score 56/100 on 2 of 12 signals
| Metric | BRLT | LUXE |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $1.41 | $9.39 |
| Intrinsic value | $3.71 | $23.46 |
| Margin of safety | +62% | +60% |
| Leak Score | 56/100 (2/12) | 56/100 (2/12) |
| Market cap | $144M | $1.3B |
| Revenue growth, 5 years | 11.7% | 32.0% |
| Operating margin | -2.0% | -5.5% |
| Net margin | -1.0% | -6.7% |
| Return on equity | -32.8% | -12.1% |
| Debt to equity | 3.45 | 0.15 |
| Forward P/E | 13.8x | 22.9x |
| P/B | 2.0x | 0.9x |