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← CockpitCompetitor Analysis › LBIRD.PA Lumibird SAOpen in the cockpit ↗

Lumibird SALBIRD.PACompetitor analysis, valuation and peers

France · EUR·Information Technology›Electronic Components
Momentum neutral 46
Mkt cap
$589M
US dollars, full cap
Free float
47%
of shares outstanding
$/day
$884,584
20-day average traded
Fwd P/E
26.9×
forward earnings
ROIC−WACC
-2.3 pp
WACC 8.4%
Hurdle
+6 pp
Req g minus delivered
Next earnings
130 days
16 Mar 2027
Close · EUR€23.65
1D+2.6%
1W-1.7%
1M+8.0%
3M-15.4%
6M-4.1%
YTD+11.6%
1Y+16.5%
ATR %3.9%
52w lowhigh17.6% off high

What Lumibird does

Employees: 1,078

Lumibird at a glance

Size Lumibird (LBIRD.PA) is a France Information Technology company (Electronic Components) with a market value of $589M, the 166th largest of 206 France companies the cockpit tracks. Shares closed at €23.65 on 6 Nov 2026.

Performance Over six months the shares fell 4.1%, against -25.3% for the median peer and -0.4% for the France market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 8.1% over the last twelve months (peer median +18.1%); the operating margin is 10.7% (peer median 2.3%).

Valuation It trades at 26.9× forward earnings against a peer median of 29.2× (6th cheapest of 14).

Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 2.3 points below its cost of capital (8.4% WACC).

Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026LBIRD.PA 101Peer median 73
Six months, rebased to 100: Lumibird against the median of its 20 peers (local-currency closes).

Lumibird financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€234M€226M€207M€204M€191M
Revenue growth—+9%+2%+7%—
Gross profitn/a€24.6M€13.1M€17.3M€15.4M
EBITDAn/a€45.4M€33.2M€34.2M€30.7M
Net income€14.2M€14.0M€5.70M€7.13M€11.4M
Free cash flow€6.32M€12.6M€11.4M-€4.89M-€28.0M
Capital expenditure€17.0M€16.4M€23.0M€25.6M€29.4M
Total debtn/a€146M€161M€145M€114M

Quarterly statements and history in the cockpit →

Lumibird competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%VPG001820688609FTG688307420770065350235537076269002449301517002134231680420021893006916683SMOP301120LBIRD.PA6-month return →1-month return →
Up and to the right = strong over both horizons. Lumibird is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%25×50×75×VPG001820688609FTG6883074207702355370762696683SMOP301120LBIRD.PARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lumibird is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%VPG001820688609FTG42077023556683SMOP301120LBIRD.PAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Lumibird is the large dot.

Lumibird competitors and peer comparison

How Lumibird compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Lumibird against its 20 peers (data as of 6 Nov 2026)
MeasureLBIRD.PAPeer medianRank in peer set
1-month return+8.0%-14.5%3rd highest of 21
6-month return-4.1%-25.3%4th highest of 21
Distance from 52-week high-17.6%-49.8%2nd highest of 21
Revenue growth (TTM)+8.1%+18.1%6th lowest of 21
Operating margin10.7%2.3%5th highest of 21
Forward P/E26.9×29.2×6th cheapest of 14
Growth the price implies (Req g, 7 yrs)18.6%34.7%3rd least demanding of 10
Growth delivered (Del g)+12.2%+4.0%3rd highest of 10
Hurdle (Req g minus delivered)+6.4 pp+35.1 pp2nd least demanding of 10
ROIC minus cost of capital-2.3 pp-5.8 pp6th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Lumibird LBIRD.PAFrance$589M-4%+8%11%26.9×18.6%+12.2%
Vishay Precision VPGUnited States$589M-34%+12%2%31.9×52.2%+2.6%
Samwha Capacitor 001820.KSSouth Korea$590M+16%+1%5%29.2×39.1%+4.0%
Unionman Technology 688609.SSChina$586M-26%+18%-1%8.8×45.5%+3.4%
Firan Technology FTG.TOCanada$585M+55%+17%12%27.9×24.6%+13.0%
Jiaxing ZMAX Optech 688307.SSChina$584M-51%+59%7%25.7×n/an/a
GigaVis 420770.KSSouth Korea$583M-40%+176%26%25.1×34.7%-5.1%
Shinsung Delta Tech 065350.KSSouth Korea$572M-51%+10%3%n/an/an/a
Chin-Poon Industrial 2355.TWTaiwan$568M-9%+1%4%23.3×7.2%+0.6%
Episil Technologies 3707.TWOTaiwan$616M-33%+23%-3%50.9×n/an/a
Flexium Interconnect 6269.TWTaiwan$617M-5%+1%-34%52.0×n/an/a
Foshan Nationstar Optoelectronics 002449.SZChina$557M-24%-17%-6%n/an/an/a
Shaanxi Huada Science Technology 301517.SZChina$554M-54%-9%-26%n/an/an/a
Tianjin Printronics Circuit 002134.SZChina$628M-34%+31%6%n/an/an/a
WUS Printed Circuit 2316.TWTaiwan$549M-15%+24%-11%n/an/an/a
Taiwan Chinsan Electronic Industrial 8042.TWOTaiwan$541M+82%+22%7%32.7×n/an/a
Costar 002189.SZChina$642M-22%+18%-14%n/an/an/a
Union Optech 300691.SZChina$650M-16%+13%0%n/an/an/a
Keystone Microtech 6683.TWOTaiwan$652M-70%+25%27%26.7×26.2%+11.7%
Smartoptics SMOP.OLNorway$530M-8%+45%14%42.5×15.2%+19.1%
Newonder Special Electric 301120.SZChina$654M-39%+22%1%91.7×56.0%+4.2%

Questions

Which companies are Lumibird's closest peers?
The cockpit's peer set: Vishay Precision (VPG), Samwha Capacitor (001820.KS), Unionman Technology (688609.SS), Firan Technology (FTG.TO), Jiaxing ZMAX Optech (688307.SS), GigaVis (420770.KS), Shinsung Delta Tech (065350.KS), Chin-Poon Industrial (2355.TW).
Is Lumibird expensive compared with its peers?
On forward p/e it trades at 26.9× against a peer median of 29.2×, 6th cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Lumibird stock performed?
Over six months to 6 Nov 2026 the shares returned -4.1% against -25.3% for the median peer; over one year +16.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.