LGO
Largo Inc.
Basic Materials · Other Industrial Metals & Mining · NMS
$1.12
Close 2026-05-14
✗ ETHICAL FAIL

WEAK MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$109.0M
Trailing P/E
Forward P/E
12.44
Rev Growth
-8.2%
Profit Margin
-62.3%
ROE
-44.7%
Analyst Target
$2.80
Recommendation
NONE
About Largo Inc.

Largo Inc., together with its subsidiaries, produces, supplies, and sells vanadium and ilmenite products in Canada and internationally. It operates through six segments: Sales and Trading; Mine Properties; Corporate; Exploration and Evaluation Properties; Clean Energy; and Largo Physical Vanadium. The company offers vanadium pentoxide flakes and powder, vanadium trioxide powder, and ferrovanadium, as well as ilmenite concentrate; and vanadium flow battery electrolyte and technology. Its products are used in steel, aerospace, defense, chemical and catalysts, master alloys, and titanium dioxide production applications. The company was formerly known as Largo Resources Ltd. and changed its name to Largo Inc. in November 2021. Largo Inc. was incorporated in 1988 and is headquartered in Toronto, Canada.

Opportunity Summary
Trading at $1 against a fair value of $1, a 17% discount. Fails ethical screen (Debt ratio). Ranks better than 63% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.98%)FAIL
Cash Ratio (0.09%)PASS
Receivables Ratio (0.00%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 83.5
Score Quality: 20.0
Score Combined: 38.4
Fair Value Est: $1.35 · Margin of Safety: +20.5% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation85.0
Quality0.0
Cash Flow50.0
Moat25.0
Balance Sheet74.6
Debt Purity0.0
Liquid Purity73.0
Rev Purity100.0
Compliance50.9
Tier: SILVER · Score: 57.4 · Rank: #604
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-110.05Pending--
2025-05-14-0.10-0.06+44.8%
2025-03-28-0.07-0.19-171.4%
2024-11-12-0.09-0.13-50.0%
2024-08-08-0.100.21+312.3%
2024-05-16-0.06-0.15-155.0%
2024-03-21-0.06-0.11-103.0%
2023-11-08-0.06-0.17-180.8%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$27.5M-$6.3M$6.1M-$7.0M-$11.7M-0.07
2025-12-31$22.3M-$17.3M-$11.4M-$3.5M-$13.1M-0.22
2025-09-30$33.3M-$36.6M-$1.0M-$1.1M-$6.0M-0.57
2025-06-30$26.1M-$5.7M-$81.0K-$3.9M-$7.5M-0.09
2025-03-31$28.2M-$9.0M-$4.0M-$14.2M-$19.5M-0.14
Insider Transactions
DateNameRoleSharesValue
2026-04-13Dalessio (Francesco)Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6)1,410--
2026-04-13Peixoto (Luander Rodrigues)Senior Officer of Issuer211--
2026-04-13Silva (Diogo de Araujo)Senior Officer of Issuer1,268--
2026-04-10Dalessio (Francesco)Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6)10,000$12.0K
2026-03-31Dalessio (Francesco)Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6)53,380--
2026-03-31Peixoto (Luander Rodrigues)Senior Officer of Issuer60,000--
2026-03-31Silva (Diogo de Araujo)Senior Officer of Issuer60,000--
2026-03-31Tellechea Salido (Daniel)Director of Issuer106,493--
2026-03-31Zuniga (Luis Alberto Rendon)Senior Officer of Issuer85,000--
2026-01-08Babcock (Gordon)Senior Officer of Issuer85,000$84.7K
Top Institutional Holders
HolderSharesValue% Held
Grantham, Mayo, Van Otterloo & Co. LLC5.1M$4.9M0.1%
West Family Investments, Inc.2.2M$2.1M0.0%
Marshall Wace LLP1.7M$1.6M0.0%
Renaissance Technologies, LLC1.3M$1.2M0.0%
Two Sigma Investments, LP1.3M$1.2M0.0%
Brooklands Fund Management Ltd760.1K$732.2K0.0%
Sprott Inc.754.7K$727.0K0.0%
Bank of America Corporation497.1K$478.9K0.0%
Goldman Sachs Group Inc429.7K$413.9K0.0%
Jane Street Group, LLC397.2K$382.6K0.0%
Analyst Recommendations
Current
1
1 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$191.5M
Price/Book
0.59
Beta
2.266
Analysts
1
Total Revenue (TTM)
$109.9M
Total Debt
$108.4M
Short Ratio
3.04
Employees
500

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Trade Consideration
The Opportunity
Score 38.4 (P40 — top 60.0% of scored tickers). Weak Moat. Ethical FAIL. 1 analysts at None.
Price: $1.12 | Target: $2.80 (+150%) | Fair Value: $1.35 (+21%)
Score
38
Moat
WEAK
Conviction
Standard
Upside
+150%
The Fundamentals
Revenue Growth-8.2%
Profit Margin-62.3%
ROE-44.7%
Forward P/E12.4
Market Cap$109.0M
Earnings Track Record
DateEstimateReportedSurprise
2026-08-11$0.05Pending
2025-05-14$-0.10$-0.06+44.8%
2025-03-28$-0.07$-0.19-171.4%
2024-11-12$-0.09$-0.13-50.0%
2024-08-08$-0.10$0.21+312.3%
2024-05-16$-0.06$-0.15-155.0%
Position Sizing Scenarios
Stop: $0.95 (-15%) | Entry: $1.12
SharesCostProfit to TargetR:R
To Consensus ($2.80, 1 analysts)
10$11.20+$16.80 (150%)9.9R
50$56.00+$84.00 (150%)9.9R
100$112.00+$168.00 (150%)9.9R
To Fair Value ($1.35)
10$11.20+$2.30 (21%)1.4R
50$56.00+$11.50 (21%)1.4R
100$112.00+$23.00 (21%)1.4R
Risk Factors
  • High beta (2.27) — amplifies market moves by 2.27x
  • Elevated short interest (3.04 days to cover)
The Verdict
Largo Inc. holds a weak competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
36.9
Risk Grade
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-7.0%
worst expected daily loss, 19 in 20 days
CVaR 95%
-11.6%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.52
above 1.0 is good
Max Drawdown
-66.7%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
55
Liquidity Grade
MODERATE
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
DEATH_CROSS
Bollinger Position
NEAR_LOWER
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
37.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
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Inverse Correlated
TickerCorrelation
BN.PA-0.171
OMER-0.161
4292.SR-0.146
IFA.AE-0.143
KRE.KW-0.136
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Thursday
Best Month
Jan
Worst Month
Mar
Fri-Mon Effect
0.09891063189122426
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-13.9%
Beat Drift Positive %
0.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-24.8%
3M Return
-35.8%
6M Return
+7.8%
12M Return
-24.2%
Momentum Rank
#4234
Momentum Signal
STRONG_DOWN

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