WallStSmart

Lanvin Group Holdings Limited (LANV)vsTheRealReal Inc (REAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TheRealReal Inc generates 200% more annual revenue ($722.53M vs $240.50M). REAL leads profitability with a -9.0% profit margin vs -99.2%. REAL earns a higher WallStSmart Score of 34/100 (F).

LANV

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -5.01

REAL

Avoid

34

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 4.7Quality: 5.0
Piotroski: 4/9Altman Z: -2.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LANVUndervalued (+35.9%)

Margin of Safety

+35.9%

Fair Value

$2.34

Current Price

$1.53

$0.81 discount

UndervaluedFair: $2.34Overvalued
REALFair Value (-2.4%)

Margin of Safety

-2.4%

Fair Value

$11.55

Current Price

$8.87

$2.68 premium

UndervaluedFair: $11.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LANV1 strengths · Avg: 10.0/10
Debt/EquityHealth
-2.0110/10

Conservative balance sheet, low leverage

REAL2 strengths · Avg: 9.0/10
Debt/EquityHealth
-1.2910/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
18.5%8/10

18.5% revenue growth

Areas to Watch

LANV4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$213.86M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-285.3%2/10

ROE of -285.3% — below average capital efficiency

Revenue GrowthGrowth
-22.0%2/10

Revenue declined 22.0%

REAL4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.37B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-933.0%2/10

ROE of -933.0% — below average capital efficiency

Free Cash FlowQuality
$-24.09M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : LANV

The strongest argument for LANV centers on Debt/Equity.

Bull Case : REAL

The strongest argument for REAL centers on Debt/Equity, Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.

Bear Case : LANV

The primary concerns for LANV are EPS Growth, Market Cap, Return on Equity.

Bear Case : REAL

The primary concerns for REAL are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

LANV profiles as a turnaround stock while REAL is a growth play — different risk/reward profiles.

REAL carries more volatility with a beta of 2.71 — expect wider price swings.

REAL is growing revenue faster at 18.5% — sustainability is the question.

REAL generates stronger free cash flow (-24M), providing more financial flexibility.

Bottom Line

REAL scores higher overall (34/100 vs 28/100) and 18.5% revenue growth. LANV offers better value entry with a 35.9% margin of safety. Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lanvin Group Holdings Limited

CONSUMER CYCLICAL · LUXURY GOODS · USA

Lanvin Group Holdings Limited manufactures and sells fashion apparel, accessories, and fragrances for men and women.

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TheRealReal Inc

CONSUMER CYCLICAL · LUXURY GOODS · USA

RealReal, Inc. operates an online marketplace for consigned luxury goods. The company is headquartered in San Francisco, California.

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