LYTS vs MSAI

LSI Industries Inc. vs MultiSensor AI Holdings, 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 MSAI's 4.6/10. LYTS trades at $24.09 while MSAI trades at $5.45. Both analyzed daily using SEC EDGAR data across 13 institutional models.

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
VS

MSAI

Electronic Components
MultiSensor AI Holdings, Inc.
Quality
4.6
out of 10
Value Trap
24
SAFE
Price
$5.45
Last close
Models
9/13
Active
LYTS
Quality Score 9.8/10 — top tier
Limited to 2/13 visible models
MSAI
Dynamic NAV sees +143.3% upside
Quality 4.6/10 — below average

LYTS vs MSAI — Fair Value Comparison

LYTS
$0$9$19$28 Price$24.09 Bayesian …$3.82 (-84.1%) Earnings …$4.81 (-80.4%)
MSAI
$0$5$10$16 Price$5.45 Bayesian …$7.50 (+37.7%) Dynamic N…$13.26 (+143.3%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType LYTS Fair ValueLYTS Upside MSAI Fair ValueMSAI Upside
Bayesian DCF Intrinsic $3.82 -84.1% $7.50 +37.7%
Earnings Power Value Intrinsic $4.81 -80.4%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $2.11 -91.2% $13.26 +143.3%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

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

LYTS scores higher with a 9.8/10 quality rating vs MSAI's 4.6/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do LYTS and MSAI Valuations Compare?

At $24.09, LYTS trades +84.1% above its Bayesian DCF fair value of $3.82, while MSAI at $5.45 trades +37.7% below its estimate of $7.50. LYTS shows a wider gap between price and intrinsic value.

Quality of Company: LYTS vs MSAI

LYTS earns a Quality of Company score of 9.8/10 compared to MSAI's 4.6/10. 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: LYTS vs MSAI

LYTS carries a SAFE value trap risk (23/100) while MSAI shows SAFE risk (24/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Electronic Components

Both LYTS and MSAI 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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