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Also traded in: Germany, Mexico

Latest Guru Trades with LUK

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Charles Brandes 2017-12-31 Reduce -2.83%0.04%$25.05 - $26.65 $ 24.11-6%2,803,005
Tweedy Browne 2017-12-31 Reduce -5.65%$25.05 - $26.65 $ 24.11-6%64,800
Joel Greenblatt 2017-12-31 Add 25.99%$25.05 - $26.65 $ 24.11-6%18,164
Charles Brandes 2017-09-30 Reduce -25.32%0.41%$22.27 - $27.09 $ 24.11-4%2,884,667
Third Avenue Management 2017-09-30 Reduce -20.72%0.03%$22.27 - $27.09 $ 24.11-4%100,233
Prem Watsa 2017-09-30 Reduce -66.67%0.46%$22.27 - $27.09 $ 24.11-4%100,000
Tweedy Browne 2017-09-30 Reduce -2.80%$22.27 - $27.09 $ 24.11-4%68,684
Joel Greenblatt 2017-09-30 Reduce -52.60%0.01%$22.27 - $27.09 $ 24.11-4%14,417
Charles Brandes 2017-06-30 Reduce -14.43%0.25%$24.39 - $26.36 $ 24.11-5%3,862,955
Third Avenue Management 2017-06-30 Reduce -16.12%0.03%$24.39 - $26.36 $ 24.11-5%126,433
Tweedy Browne 2017-06-30 Reduce -5.36%$24.39 - $26.36 $ 24.11-5%70,664
Joel Greenblatt 2017-06-30 New Buy0.01%$24.39 - $26.36 $ 24.11-5%30,416
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Business Description

Industry: Consumer Packaged Goods » Packaged Foods    NAICS: 311412    SIC: 2013
Compare:NAS:BUFF, NYSE:LW, BSP:JBSS3, ISX:ICBP, TSE:2801, TSE:2897, MIL:PLT, BOM:500825, XKLS:4707, NYSE:INGR, PHS:URC, NYSE:PF, PHS:SMC, SAU:2050, NAS:PPC, BSP:BRFS3, SZSE:002311, TSE:2002, TSE:2802, JSE:TBS » details
Traded in other countries:LN3.Germany, LUK.Mexico,
Headquarter Location:USA
Leucadia National Corp through its subsidiaries is engaged in investment banking and capital markets, commercial mortgage banking, asset management as well as beef processing, oil and gas exploration and development activities.

Leucadia National is a diversified holding company. Its business consists of investment banking and capital markets (Jefferies Group), commercial mortgage banking (Berkadia), asset management (Leucadia Asset Management), and online platform for foreign exchange trading (FXCM), a real estate company (Homefed), and vehicle finance (Foursight Capital and Chrome Capital). Its business segments are Jefferies, National Beef, and Corporate and other. The company is also involved in other businesses, such as oil and gas exploration, through Juneau Energy and Vitesse Energy; automobile dealerships, through Gargadia; fixed wireless broadband services, through Linkem; and gold and silver mining through Golden Queen, among others.

Guru Investment Theses on Leucadia National Corp

GoodHaven Funds Comments on Leucadia National - Jan 27, 2017

Among other holdings, Leucadia National (Trades, Portfolio) (NYSE:LUK) appears to have seen its fortunes turn up after a tough period of softness at its largest subsidiaries. Both Jefferies and National Beef have seen large and positive swings in earnings in recent quarters and the company just announced the sale of a long-held subsidiary at a very attractive price (we added to our investment well below tangible book value during 2016). Federated Investors is currently somewhat out of favor as investors reacted negatively to recently implemented changes in regulatory rules governing its core money-market fund business, though we do not believe such changes are a major threat. Nevertheless, in a rising rate environment, we would expect assets to migrate back into money funds, increasing earnings power.





From Larry Pitkowski's GoodHaven Fund 2016 annual letter.



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Bruce Berkowitz Comments on Leucadia - May 20, 2016

Daniel Schmerin: Let’s turn to Leucadia (NYSE:LUK). You’ve owned it for a long time. What are your thoughts?





Bruce Berkowitz (Trades, Portfolio): I have tremendous respect for Mr. Steinberg and Mr. Cumming, who created the company. But it’s a different company today. It’s a different environment. And there are many industries in stress today. Facts change, we change. We still think highly of the people at Leucadia, but in our rank ordering process, we have found other opportunities to take advantage of.

From Bruce Berkowitz (Trades, Portfolio)'s Feb. 23, 2016, Fairholme Fund (Trades, Portfolio) conference call.

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Top Ranked Articles about Leucadia National Corp

What's Next for Leucadia? The conglomerate shed some of its assets as Wall Street cheered
Judging by the market’s ecstatic reaction, it’s apparent that investors were ready to watch Leucadia National Corp. (NYSE:LUK) shed assets. Read more...
CloudMargin Attracts New US$10 Million Round of Investment Led by Leucadia National Corporation, IHS Markit
Dow Jones More Than 200 Points Higher on Monday Leucadia National advances on sale news
U.S. markets are set to open in positive territory on Monday, with stocks rebounding from Friday losses. Read more...
Leucadia Beefs Up Stake in Chipotle Competitor at Discount Baby Berkshire buys stock of Taco Cabana parent at roughly $20 a share
Leucadia National (Trades, Portfolio) beefed up its stake in Fiesta Restaurant Group Inc. (NASDAQ:FRGI) as the fast-casual restaurant chain’s stock jumped to $18 a share in early trading on Friday. Read more...
Baby Berkshire Talks Beef and Real Estate, No Problem Leucadia National has good returns after doubts were raised about the asset manager's purchase of Jefferies and National Beef
Investors used to scratch their heads in disbelief when one of the first Baby Berkshires decided to get into the merchant banking and beef businesses. Read more...
Bruce Berkowitz Reduces Position in REIT Slammed by Sears Headwinds The guru raises stake in St. Joe as he diminishes exposure in a REIT that is redeveloping former Sears properties
Bruce Berkowitz (Trades, Portfolio) ended the year with no new stock picks to Fairholme Capital Management’s portfolio. Read more...
6 Stocks Trading Below Peter Lynch Value Leucadia National among undervalued companies
Several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices, according to the GuruFocus All-in-One Screener. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. Read more...
New Research Coverage Highlights Leucadia National, Matador Resources, Bemis Company, Capricor Therapeutics, IZEA, and Comcast – Consolidated Revenues, Company Growth, and Expectations for 2018
Wall Street Relatively Flat in Premarket Trading Investors calm ahead of FOMC decision
The Federal Open Market Committee (FOMC) will wrap up its monetary policy meeting today. It will announce its decisions at 2 p.m. Eastern and Federal Reserve Board Chair Janet Yellen will speak afterwards. Read more...
FXCM Group Clarifies its Relationship to Global Brokerage, Inc.
» More Articles for LUK

Ratios

vs
industry
vs
history
PE Ratio 54.80
LUK's PE Ratio is ranked lower than
87% of the 1316 Companies
in the Global Packaged Foods industry.

( Industry Median: 20.69 vs. LUK: 54.80 )
Ranked among companies with meaningful PE Ratio only.
LUK' s PE Ratio Range Over the Past 10 Years
Min: 2.87  Med: 20.86 Max: 320
Current: 54.8
2.87
320
Forward PE Ratio 16.00
LUK's Forward PE Ratio is ranked higher than
71% of the 194 Companies
in the Global Packaged Foods industry.

( Industry Median: 19.34 vs. LUK: 16.00 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 54.80
LUK's PE Ratio without NRI is ranked lower than
88% of the 1310 Companies
in the Global Packaged Foods industry.

( Industry Median: 20.84 vs. LUK: 54.80 )
Ranked among companies with meaningful PE Ratio without NRI only.
LUK' s PE Ratio without NRI Range Over the Past 10 Years
Min: 2.92  Med: 21.02 Max: 250.95
Current: 54.8
2.92
250.95
PB Ratio 0.87
LUK's PB Ratio is ranked higher than
77% of the 1603 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.70 vs. LUK: 0.87 )
Ranked among companies with meaningful PB Ratio only.
LUK' s PB Ratio Range Over the Past 10 Years
Min: 0.51  Med: 0.95 Max: 2.38
Current: 0.87
0.51
2.38
PS Ratio 0.79
LUK's PS Ratio is ranked higher than
62% of the 1585 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.06 vs. LUK: 0.79 )
Ranked among companies with meaningful PS Ratio only.
LUK' s PS Ratio Range Over the Past 10 Years
Min: 0.52  Med: 0.91 Max: 16.35
Current: 0.79
0.52
16.35
Price-to-Free-Cash-Flow 10.14
LUK's Price-to-Free-Cash-Flow is ranked higher than
76% of the 645 Companies
in the Global Packaged Foods industry.

( Industry Median: 21.10 vs. LUK: 10.14 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
LUK' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 7.48  Med: 16.29 Max: 26560
Current: 10.14
7.48
26560
Price-to-Operating-Cash-Flow 8.30
LUK's Price-to-Operating-Cash-Flow is ranked higher than
67% of the 887 Companies
in the Global Packaged Foods industry.

( Industry Median: 12.78 vs. LUK: 8.30 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
LUK' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 6.42  Med: 15.12 Max: 1045.63
Current: 8.3
6.42
1045.63
EV-to-EBIT 5.32
LUK's EV-to-EBIT is ranked lower than
99.99% of the 1374 Companies
in the Global Packaged Foods industry.

( Industry Median: 15.75 vs. LUK: 5.32 )
Ranked among companies with meaningful EV-to-EBIT only.
LUK' s EV-to-EBIT Range Over the Past 10 Years
Min: -66.4  Med: -9.8 Max: 769.4
Current: 5.32
-66.4
769.4
EV-to-EBITDA 4.83
LUK's EV-to-EBITDA is ranked lower than
99.99% of the 1432 Companies
in the Global Packaged Foods industry.

( Industry Median: 12.61 vs. LUK: 4.83 )
Ranked among companies with meaningful EV-to-EBITDA only.
LUK' s EV-to-EBITDA Range Over the Past 10 Years
Min: -254.4  Med: -8.9 Max: 78.8
Current: 4.83
-254.4
78.8
EV-to-Revenue 0.98
LUK's EV-to-Revenue is ranked lower than
99.99% of the 1628 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.26 vs. LUK: 0.98 )
Ranked among companies with meaningful EV-to-Revenue only.
LUK' s EV-to-Revenue Range Over the Past 10 Years
Min: -2  Med: 1.25 Max: 17.3
Current: 0.98
-2
17.3
Shiller PE Ratio 44.56
LUK's Shiller PE Ratio is ranked lower than
78% of the 385 Companies
in the Global Packaged Foods industry.

( Industry Median: 25.39 vs. LUK: 44.56 )
Ranked among companies with meaningful Shiller PE Ratio only.
LUK' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.38  Med: 25.01 Max: 94.38
Current: 44.56
8.38
94.38
Current Ratio 1.48
LUK's Current Ratio is ranked lower than
59% of the 1490 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.61 vs. LUK: 1.48 )
Ranked among companies with meaningful Current Ratio only.
LUK' s Current Ratio Range Over the Past 10 Years
Min: 0.75  Med: 1.41 Max: 5.07
Current: 1.48
0.75
5.07
Quick Ratio 1.48
LUK's Quick Ratio is ranked higher than
63% of the 1489 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.09 vs. LUK: 1.48 )
Ranked among companies with meaningful Quick Ratio only.
LUK' s Quick Ratio Range Over the Past 10 Years
Min: 0.75  Med: 1.34 Max: 4.7
Current: 1.48
0.75
4.7
Days Inventory 13.02
LUK's Days Inventory is ranked higher than
94% of the 1561 Companies
in the Global Packaged Foods industry.

( Industry Median: 63.56 vs. LUK: 13.02 )
Ranked among companies with meaningful Days Inventory only.
LUK' s Days Inventory Range Over the Past 10 Years
Min: 7.67  Med: 18.02 Max: 187.71
Current: 13.02
7.67
187.71

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 1.49
LUK's Dividend Yield % is ranked lower than
68% of the 1724 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.93 vs. LUK: 1.49 )
Ranked among companies with meaningful Dividend Yield % only.
LUK' s Dividend Yield % Range Over the Past 10 Years
Min: 0.46  Med: 1.05 Max: 1.77
Current: 1.49
0.46
1.77
Dividend Payout Ratio 0.72
LUK's Dividend Payout Ratio is ranked lower than
74% of the 1050 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.33 vs. LUK: 0.72 )
Ranked among companies with meaningful Dividend Payout Ratio only.
LUK' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.03  Med: 0.39 Max: 1.92
Current: 0.72
0.03
1.92
3-Year Dividend Growth Rate 9.10
LUK's 3-Year Dividend Growth Rate is ranked higher than
61% of the 716 Companies
in the Global Packaged Foods industry.

( Industry Median: 5.10 vs. LUK: 9.10 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
LUK' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 85.2
Current: 9.1
0
85.2
Forward Dividend Yield % 1.64
LUK's Forward Dividend Yield % is ranked lower than
62% of the 1647 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.97 vs. LUK: 1.64 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 1.80
LUK's 5-Year Yield-on-Cost % is ranked lower than
64% of the 2256 Companies
in the Global Packaged Foods industry.

( Industry Median: 2.35 vs. LUK: 1.80 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
LUK' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.55  Med: 1.27 Max: 2.13
Current: 1.8
0.55
2.13
3-Year Average Share Buyback Ratio 1.00
LUK's 3-Year Average Share Buyback Ratio is ranked higher than
87% of the 797 Companies
in the Global Packaged Foods industry.

( Industry Median: -2.30 vs. LUK: 1.00 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
LUK' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -14.5  Med: -2.5 Max: 4.7
Current: 1
-14.5
4.7

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.12
LUK's Price-to-Tangible-Book is ranked higher than
69% of the 1513 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.92 vs. LUK: 1.12 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
LUK' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.81  Med: 1.27 Max: 2.14
Current: 1.12
0.81
2.14
Price-to-Intrinsic-Value-Projected-FCF 1.18
LUK's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
62% of the 738 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.53 vs. LUK: 1.18 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
LUK' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.9  Med: 2.44 Max: 1149
Current: 1.18
0.9
1149
Price-to-Median-PS-Value 0.86
LUK's Price-to-Median-PS-Value is ranked higher than
80% of the 1380 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.09 vs. LUK: 0.86 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
LUK' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.26  Med: 1.58 Max: 12.8
Current: 0.86
0.26
12.8
Price-to-Graham-Number 1.65
LUK's Price-to-Graham-Number is ranked lower than
58% of the 1037 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.39 vs. LUK: 1.65 )
Ranked among companies with meaningful Price-to-Graham-Number only.
LUK' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.41  Med: 0.96 Max: 2.78
Current: 1.65
0.41
2.78
Earnings Yield (Greenblatt) % 18.83
LUK's Earnings Yield (Greenblatt) % is ranked lower than
94% of the 1676 Companies
in the Global Packaged Foods industry.

( Industry Median: 5.21 vs. LUK: 18.83 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
LUK' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -2923.7  Med: -2.4 Max: 4621
Current: 18.83
-2923.7
4621
Forward Rate of Return (Yacktman) % -3.55
LUK's Forward Rate of Return (Yacktman) % is ranked lower than
76% of the 909 Companies
in the Global Packaged Foods industry.

( Industry Median: 8.20 vs. LUK: -3.55 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
LUK' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -10.8  Med: -0.6 Max: 19.1
Current: -3.55
-10.8
19.1

More Statistics

Revenue (TTM) (Mil) $11,391.29
EPS (TTM) $ 0.44
Beta1.36
Volatility20.24%
52-Week Range $21.61 - 28.30
Shares Outstanding (Mil)357.22

Analyst Estimate

Dec18
Revenue (Mil $)
EBIT (Mil $)
EBITDA (Mil $)
EPS ($) 1.63
EPS without NRI ($) 1.63
EPS Growth Rate
(Future 3Y To 5Y Estimate)
18.00%
Dividends per Share ($) 0.40

Piotroski F-Score Details

Piotroski F-Score: 88
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAY
Lower Leverage yoyN
Higher Current Ratio yoyY
Less Shares Outstanding yoyY
Higher Gross Margin yoyY
Higher Asset Turnover yoyY

Personalized Checklist

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