Buffett Brain · Research note
Score updated 5 Oct 2026 · analysis from 29 Jul 2026
LOTB.BR· Consumer Staples
Lotus Bakeries NV
Lotus Bakeries' high P/E of 55.6 and low owner earnings yield of 0.97% signal overvaluation, despite durable growth in revenue and EPS.
Buffett fit
Partial fit
Owner
43
Durability
100
Management
54
Price
0
Score updated 5 Oct 2026 · analysis from 29 Jul 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Consumer Staples stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
If I owned 100% of Lotus Bakeries, I would focus on maintaining brand strength and expanding product lines.
The full reasoning comes with a free account.
Lotus Bakeries has demonstrated durability with profitable operations for all five years and an EPS CAGR of 18.56%.
The full reasoning comes with a free account.
The management has maintained a flat share count over the last five years, indicating a disciplined approach to .
The full reasoning comes with a free account.
The current yield of 0.97% is significantly below the 8-10% target, indicating a lack of in the current valuation.
The full reasoning comes with a free account.
Free account
Read the full Lotus Bakeries NV analysis free
- The full reasoning behind all four pillars
- The 5-year price target and the return it implies
- What would change the call
- Graham, Lynch and Greenblatt on the same stock
3 full analyses a week · no card needed
For and against
The strongest points on each side, with the numbers behind them.
In its favor
5- 1Revenue CAGR of 15.59% indicates strong growth potential.
- 2EPS CAGR of 18.56% shows consistent profitability.
- 3 of 19.27% demonstrates effective capital utilization.
- 4Interest coverage ratio of 69.3 indicates strong financial health.
Concerns
5- 1 of 55.6 prices in excessive growth expectations.
- 2 yield of 0.97% signals overvaluation.
- 3 of 39.7% is below the sector's top-quintile cutoff of 50.1%.
- 4 of 14.6% is below the sector top-quintile cutoff of 15.2%.
Price history
$12,060+114.2%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
Lotus Bakeries generates revenue through a diverse range of snack products, including biscuits and energy bars, with TTM revenue of $1.36B. The company operates under well-known brands like Lotus and Biscoff, which contribute to brand loyalty. The overall unit economics appear solid, but the high valuation raises concerns.
What other investors would say
The same company, judged by three other documented playbooks.
Keep researching
Similar companies in Consumer Staples
Free weekly email
Liked the read on LOTB.BR? Get the next ones on Monday.
Every Monday: the stocks most of the seven investors newly agree on. One email, unsubscribe any time.
Research, not investment advice.
See the Buffett analysis of Lotus Bakeries NV
The score, the checklist and the full reasoning open with a free account. You get 3 full analyses a week, and this stock is the first one. No card needed.
Create a free account3 full analyses a week · no card needed
Already have an account? Sign in