LPTH vs LYTS

LightPath Technologies, Inc. vs LSI Industries Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — LYTS scores higher on quality with 9.8/10 vs LPTH's 6.5/10. LPTH trades at $16.08 while LYTS trades at $24.09. Both analyzed daily using SEC EDGAR data across 13 institutional models.

LPTH

Electronic Components
LightPath Technologies, Inc.
Quality
6.5
out of 10
Value Trap
39
LOW
Price
$16.08
Last close
Models
12/13
Active
VS

LYTS

Electronic Components
LSI Industries Inc.
Quality
9.8
out of 10
Value Trap
23
SAFE
Price
$24.09
Last close
Models
13/13
Active
LPTH
2 models active
Limited to 2/13 visible models
LYTS
Quality Score 9.8/10 — top tier
Limited to 2/13 visible models

LPTH vs LYTS — Fair Value Comparison

LPTH
$0$6$13$19 Price$16.08 Bayesian …$3.54 (-78.0%) Earnings …$3.02 (-77.9%)
LYTS
$0$9$19$28 Price$24.09 Bayesian …$3.82 (-84.1%) Earnings …$4.81 (-80.4%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType LPTH Fair ValueLPTH Upside LYTS Fair ValueLYTS Upside
Bayesian DCF Intrinsic $3.54 -78.0% $3.82 -84.1%
Earnings Power Value Intrinsic $3.02 -77.9% $4.81 -80.4%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

LPTH vs LYTS — Which Stock Is More Undervalued in 2026?

LYTS scores higher with a 9.8/10 quality rating vs LPTH's 6.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do LPTH and LYTS Valuations Compare?

At $16.08, LPTH trades +78.0% above its Bayesian DCF fair value of $3.54, while LYTS at $24.09 trades +84.1% above its estimate of $3.82. LYTS shows a wider gap between price and intrinsic value.

Quality of Company: LPTH vs LYTS

LPTH earns a Quality of Company score of 6.5/10 compared to LYTS's 9.8/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: LPTH vs LYTS

LPTH carries a LOW value trap risk (39/100) while LYTS shows SAFE risk (23/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Electronic Components

Both LPTH and LYTS operate in Electronic Components, which has 46 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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