LuxExperience B.V ADR (LUXE) is undervalued and Signet Jewelers Ltd (SIG) is undervalued.
Against our estimates of intrinsic value, LUXE trades at the wider discount: a margin of safety of +60%, against +27% for SIG.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 9.2% (average of 3 methods) values the shares at $137.56; the price of $100.42 is 27% below that value, and 75% of that value comes from beyond year five.
Leak Score 100/100 on 3 of 12 signals
| Metric | LUXE | SIG |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $9.39 | $100.42 |
| Intrinsic value | $23.46 | $137.56 |
| Margin of safety | +60% | +27% |
| Leak Score | 56/100 (2/12) | 100/100 (3/12) |
| Market cap | $1.3B | $3.8B |
| Revenue growth, 5 years | 32.0% | 5.5% |
| Operating margin | -5.5% | 7.4% |
| Net margin | -6.7% | 5.2% |
| Return on equity | -12.1% | 19.9% |
| Debt to equity | 0.15 | 0.67 |
| P/E | — | 11.6x |
| Forward P/E | 22.9x | 7.3x |
| P/B | 0.9x | 2.1x |
| Dividend yield | — | 1.4% |