Does LUXFER HOLDINGS PLC have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores LUXFER HOLDINGS PLC (LXFR) 35.9 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 33, returns on capital 34, balance-sheet safety 57, capital discipline 21.

Is LXFR stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $7.67 per share versus a recent price of $16.51 — 115% above value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has LXFR's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 35.9 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

LUXFER HOLDINGS PLC

LXFR · Materials · $439.8M mkt cap · FY2025 filings · No moat ·

Doesn't clear the bar

No moat

The four filters

Pricing power33

Median gross margin 23.9% over 10y, stable.

Returns on capital34

Median ROIC 8.9%, above the 9% hurdle in 50% of years.

Balance-sheet safety57

Net debt/EBITDA 0.9x, interest coverage 8x.

Capital discipline21

Owner earnings -7.2%/yr, share count flat.

Margin of safety

Above valueOn sale

115% above value

Owner earnings (normalized): $18.4M
Est. intrinsic value / share: $7.67
Recent price: $16.51
Discount to value: 115% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Fundamentals

There's no normalized fundamentals series for LXFR yet — it appears once ingest has processed its filings.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale35.9 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — LXFR has read No moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Materials context

#123 of 214 scored Materials companies, ranked by Moat Score.

Nearest peers by Moat Score

#121CBUS Cibus, Inc.36.1 out of 100, No moatNo moat
#122COPR IDAHO COPPER CORPORATION36.0 out of 100, No moatNo moat
#124SMG Scotts Miracle-Gro Co35.2 out of 100, No moatNo moat
#125BDCO BLUE DOLPHIN ENERGY CO35.1 out of 100, No moatNo moat

Compare LXFR with its nearest peers →All Materials companies on the Index →

Common questions about LXFR

Does LUXFER HOLDINGS PLC have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores LUXFER HOLDINGS PLC (LXFR) 35.9 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 33, returns on capital 34, balance-sheet safety 57, capital discipline 21.
Is LXFR stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $7.67 per share versus a recent price of $16.51 — 115% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has LXFR's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 35.9 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell LXFR. See the disclaimer.