Consumer sector

LENT

Lenta

1 830.0 ₽
+0.38% for the day
Market cap 210.75 bn ₽ 115.2 mn shares
Target price 2 817.6 ₽ based on our forecasts
Upside +54.0% to the target price
Industry Consumer sector other stocks →
Listing 3 level RU000A102S15
Fair value assessment
Hold upside potential +54.0%
Current 1 830.0 ₽
2 817.6 ₽ 12M target
How the target is built
DCFEV/EBITDAP/E The weight and estimate of each method are in the PRO subscription What PRO includes
Price history
Similar companies · Consumer sector
Similar companiesConsumer sector
All companies in the industry
X5.ME
X5
X5 Group
P/E ’26
6.3
EV/EBITDA ’26
3.5
Div. yield ’26
23.76%
1d chg
▲2.75%
GCHE.ME
GCHE
Cherkizovo Group
P/E ’26
3.2
EV/EBITDA ’26
3.6
Div. yield ’26
8.84%
1d chg
▲1.36%
MGNT.ME
MGNT
Magnit
P/E ’26
—
EV/EBITDA ’26
3.7
Div. yield ’26
—
1d chg
▲0.00%
RAGR.ME
RAGR
Rusagro
P/E ’26
1.9
EV/EBITDA ’26
3.6
Div. yield ’26
15.52%
1d chg
▼-0.70%
APTK.ME
APTK
Apteka 36.6
P/E ’26
37.3
EV/EBITDA ’26
5.4
Div. yield ’26
—
1d chg
▼-0.84%
Company health
3 of 5 checks passed
Profitable Net profit for 2025 34.9 bn ₽
Pays dividends No payments for two years and no forecast —
High profitability ROE for 2025; the check threshold is above 15% 19.4%
Inexpensive on earnings P/E below the industry average (5.1) 5.4
Upside to the target Target price above the current one +54.0%
Financials, ₽bn
20252026E2027E2028E
Revenue 1 1041 380
EBITDA 83.7133.9
Net profit 34.939.2
FCF 14.339.2
FCF yield 3.0%8.2%
EPS, ₽ 303.05340.57
The 2027–2028 forecast is in the PRO subscriptionWhat PRO includes
Forward multiples
2026E2027E2028E
P/E 5.4
EV/EBITDA 3.6
P/B ———
ND/EBITDA 2.1
Dividend yield ———
The 2027–2028 forecast is in the PRO subscriptionWhat PRO includes
Performance
52-week high 2 260.0 ₽
52-week low 1 596.0 ₽
1 month +3.01%
3 months -1.35%
6 months -7.99%
1 year +8.19%
Beta to the MOEX Index Beta How closely a security's price follows the market. A beta of 1.3 means that historically the security moved about 13% when the index moved 10%. A measure of swing relative to the index. More in the glossary 0.58
Volatility, annual 27% · moderate
Volatility, 30 days 24%
Volatility, day 2.0%
Trading volume for the day 239.5 mn ₽

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