LYMI, Inc. (REF)

Consumer Cyclical · NYQ

USD15.08+0.53% today

Fundamentals

Market capUSD890.87M
Revenue growth (YoY)+30.4%
Profit margin1.1%
52-week rangeUSD14.70 to USD34.00

Valuation and ratings

DCF fair valueUSD9.13
Upside to fair value-39.5%
Moat score46/100
Overall rating26/100, Sell

Fair value: USD9.13 (-39.5%), see how we got there

LYMI, Inc. trades at USD15.08, which is 39% above the USD9.13 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 46 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

About LYMI, Inc.

LYMI, Inc., doing business as Reformation, manufactures and sells sustainable women's clothing and accessories. It offers products, such as dresses, tops, pants, skirts, shorts, jeans, sweaters, shoes, and accessories. It retails its product through online channels and stores. The company was formerly known as REF Topco, Inc. and changed its name to LYMI, Inc. in April 2025. The company was founded in 2009 and is based in Vernon, California with additional offices in Culver City; Los Angeles; New York; and London as well as factories worldwide. Its stores are located in the United Kingdom; France; Canada; and across the United States.

Industry: Apparel RetailEmployees: 1,261HQ: United States

REF passes 1 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Common questions

Is LYMI, Inc. (REF) undervalued?

Against our discounted cash flow estimate of USD9.13, REF at USD15.08 is 39% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.

The full research page for REF, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.