Linkhome Holdings Inc.

LHAI
About the company

Linkhome Holdings Inc. operates as a property technology company in the United States. The company offers HomeGPT, a real estate AI technology platform; and Cash Offer, a fintech-enabled solution within the residential real estate transaction process. It also provides property management, home renovation, and mortgage referral services.

Country: United StatesPrice: $0.82Market Cap: $13.6M

Investment snapshot

6%positive consensus
Scored 1d ago

Positive

1

BUY / PASS

Neutral / negative

1 / 14

NEUTRAL / FAIL

Median fair value

$0.38

-53.7% vs price

Models with upside

1 / 17

Positive margin of safety

Strongest signal

8 of 12 pass — Graham, Buffett, Lynch +1 more object

Key risk

No clean pass — all 16 investors flag at least one profitability criterion

Framework analysis

VerdictMeaning
BUYPositive purchase signal: the framework's buy requirements are met.
PASSThe company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state.
NEUTRALNeither a positive nor negative conclusion. It does not mean to hold an existing position.
FAILThe company does not clear the framework's requirements.
RankedRanked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL.

Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.

MetricGraham

Defensive Value

Buffett

Quality Compounder

Lynch

GARP

Greenblatt

Magic Formula

Piotroski

F-Score

Dreman

Contrarian Value

Munger

Quality Focus

Pabrai

Dhandho Framework

Akre

Three-Legged Stool

Marks

Risk-Aware Value

Ackman

Activist Value

Templeton

Global Bargain Hunter

Sleep

Scale Economies Shared

Asness

Systematic Factors

Neff

Low-P/E Total Return

Schloss

Asset-Value Discipline

O'Shaughnessy

Systematic Factor Composite

VerdictFAILFAILFAILNot rankedPASSFAILFAILFAILFAILFAILFAILFAILFAILFAILFAILFAILNEUTRAL
Score
AnalysisChecking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…
Intrinsic Value (annual)N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Margin of SafetyN/AN/AN/A-290.5%N/A-115.8%N/A-583.3%+79.1%-115.8%N/AN/AN/AN/AN/AN/AN/A
Financial Basis

TTM ended 2026-06-30 · Balance sheet at 2026-06-30 · Annual history · FY 2025

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-06-30

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025 · Balance sheet at 2026-06-30 · TTM ended 2026-06-30

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025

Latest source filing: 2026-03-26

Score computed: 2026-11-14

Annual history · FY 2025

Latest source filing: 2026-03-26

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-06-30 · Balance sheet at 2026-06-30 · Market data at 2026-11-01

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2025 · TTM ended 2026-06-30 · Balance sheet at 2026-06-30

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2025

Latest source filing: 2026-03-26

Score computed: 2026-11-14

Annual history · FY 2025 · Qualitative assessment · Balance sheet at 2026-06-30

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-06-30 · Qualitative assessment

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-06-30 · Balance sheet at 2026-06-30 · Market data at 2026-11-01

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025 · Price history 2025-07-01–2026-11-01 · Balance sheet at 2026-06-30

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025 · Qualitative assessment

Latest source filing: 2026-03-26

Score computed: 2026-11-14

TTM ended 2026-06-30 · Balance sheet at 2026-06-30 · Price history 2025-07-01–2026-11-01 · Annual history · FY 2025

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Annual history · FY 2025

Latest source filing: 2026-03-26

Score computed: 2026-11-14

Annual history · FY 2025 · Balance sheet at 2026-06-30

Latest source filing: 2026-08-12

Score computed: 2026-11-14

TTM ended 2026-06-30 · Annual history · FY 2025 · Price history 2025-07-01–2026-11-01

Latest source filing: 2026-08-12

Score computed: 2026-11-14

Where It Passes

  • Debt & Leverage67% pass✓ 11✗ 4▾

    8 of 12 pass — Graham, Buffett, Lynch +1 more object

    LT Debt vs Net Current Assets
    ✗GrahamLT Debt <= Net Current Assets
    Debt/Equity & Interest CoverageD/E: 0.00, IC: -209.0x
    ✗BuffettD/E < 0.5 AND Interest Coverage > 5x
    Total Debt / Equity0
    ✓Lynch< 0.33
    Cash - Long-term Debt
    ✗LynchPositive preferred
    LT Debt / Total Assets Change0.00% -> 0.00%
    ✓PiotroskiDecreased YoY
    Current Assets / Current Liabilities10.16
    ✓Dreman> 1.5✓SchlossCurrent ratio >= 1.50x (app cutoff)
    Total Debt / Shareholders' Equity0
    ✓Dreman< 0.8✓Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✓SchlossD/E < 1.00x
    Debt Levels0
    ✓MungerDebt/Equity < 0.5✓AkreDebt/Equity < 0.3
    Interest Coverage & Debt/EBITDAIC=-209.0x, D/EBITDA=N/A
    ✗MarksInterest Coverage > 3x; Debt/EBITDA < 4x
    Total Debt / Shareholders Equity0
    ✓Ackman<= 1.0
    Negative debt-to-equity (higher means less debt)-0.0025; #435/4210 (top 10.3%)
    ✓AsnessTop 30% of eligible cross-section

Where It Falls Short

  • Profitability0% pass✓ 4✗ 31▾

    No clean pass — all 16 investors flag at least one profitability criterion

    Positive EPS (10 years)1/4 years positive
    ✗GrahamPositive EPS every year for 10 years
    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Net Income Positive (10+ years)3/4 years positive
    ✗BuffettPositive every year for 10+ years
    ROE (up to 5-year arithmetic mean)18.2%
    ✓Buffett> 15% arithmetic mean (app rule)
    Operating Margin (10-yr trend)
    ✗BuffettStable or rising over 10 years
    Free Cash Flow Proxy
    ✗BuffettPositive and growing
    Earnings Variance (10-yr CoV)
    ✗BuffettCoV < 0.3
    Retained Earnings Effectiveness
    ✗Buffett$1 retained -> > $1 market value created
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    ROE-3.7%
    ✗Lynch> 15%
    EBIT / Enterprise Value1.2%
    ✗Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=1.2%, ROC=N/A (invested capital <= 0)
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Net Income / Total Assets0.75%
    ✓PiotroskiROA > 0
    ROA Change YoY22.69% -> 0.75% (delta: -21.94%)
    ✗PiotroskiCurrent ROA > Prior ROA
    (CFO / Total Assets) vs ROACFO/Assets=5.24%, ROA=0.75%
    ✓PiotroskiCFO/Assets > ROA
    Gross Margin Change YoY19.3% -> 3.7%
    ✗PiotroskiImproved YoY
    Pre-Tax Income / Revenue-1.6%
    ✗Dreman>= 8%
    Net Income / Shareholders' Equity-3.7%
    ✗Dreman> 12%
    Margin of SafetyP/B=1.7x
    ✗PabraiP/B < 1.5 or P/E < 15
    Return on Equity18.2% (3-yr avg)
    ✗AkreROE > 20% (3-year avg)
    Discount to Intrinsic Value-118.7% (IV=$0.38 vs Price=$0.82)
    ✗Marks>= 20% below intrinsic value
    Positive Net Income Frequency3/3 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    Operating Income / Revenue-2.3%
    ✗Ackman>= 15%
    Net Income / Shareholders Equity-3.7%
    ✗Ackman>= 15%
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Operating Margin Trend11.6% (2023) -> 0.4% (2025)
    ✗TempletonNon-negative operating-margin trend over 3 years
    Revenue growth vs. gross and operating margin trendgross margin 18.4% -> 3.7%, operating margin 11.6% -> 0.4%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    Net income / market capitalization-2.09%; #3569/6340 (top 56.3%)
    ✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Gross profit / total assets+8.92%; #2875/3702 (top 77.7%)
    ✗AsnessTop 30% of eligible cross-section
    Net income / positive book equity-3.74%; #3143/5226 (top 60.1%)
    ✗AsnessTop 30% of eligible cross-section
    Negative 5-year standard deviation of ROA-0.0944; #3402/5884 (top 57.8%)
    ✗AsnessTop 30% of eligible cross-section
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
    Positive Diluted-EPS Years
    ✗Schloss>= 70% positive over 5-10 observed years (app rule)
  • Valuation0% pass✓ 2✗ 26▾

    No clean pass — all 13 investors flag at least one valuation criterion

    Price / 3-yr avg EPS32.8x
    ✗Graham<= 15x
    Price-to-Book Ratio1.7x
    ✗Graham<= 1.5x
    P/E x P/B57.10
    ✗Graham<= 22.5
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    EBIT / Enterprise Value1.2%
    ✗Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=1.2%, ROC=N/A (invested capital <= 0)
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Price / EPS
    ✗Dreman< 12x✗Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)
    Price / (CFO / Shares)25.4x
    ✗Dreman< 8x
    Price / Book Value per Share1.7x
    ✗Dreman< 1.2x✗Templeton< 1.5x✗SchlossP/B <= 0.80x (app cutoff)
    Valuation ReasonablenessOE Yield=0.9%
    ✗MungerP/E < 25 or Owner Earnings Yield > 5%
    P/E or FCF Yield
    ✗PabraiP/E < 15 or FCF Yield > 10%
    P/B or P/E vs. Historical AverageP/B=1.7x
    ✓MarksP/E < 15 or P/B < 2.0
    Discount to Intrinsic Value-118.7% (IV=$0.38 vs Price=$0.82)
    ✗Marks>= 20% below intrinsic value
    Price / FCF per Share
    ✗Ackman<= 25
    Price vs. Trailing Low100% of trailing low ($0.82)
    ✓Templeton<= 120% of trailing low (certified split-adjusted live window)
    Net income / market capitalization-2.09%; #3569/6340 (top 56.3%)
    ✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Positive book equity / market capitalization+0.5586; #2654/6449 (top 41.2%)
    ✗AsnessTop 30% of eligible cross-section
    Price / Diluted EPS
    ✗NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)
    (EPS CAGR % + Dividend Yield %) / P/E
    ✗Neff> 0.7 (Neff's published traditional edge)
    Price / Tangible Book Value per Share1.88x
    ✗SchlossP/TBV <= 1.00x (app cutoff)
    Book Value per Share Change
    ✗SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)
    Revenue / market capitalization+1.5415; #1298/5247 (top 24.7%)
    ✗OshaughnessyTop 10% of eligible cross-section
    (Operating cash flow - capex) / market capitalization
    ✗OshaughnessyTop 10% of eligible cross-section
    Trailing six-month price return through the evaluation date-29.31%; #4391/6202 (top 70.8%)
    ✗OshaughnessyTop 10% of eligible cross-section
  • Verdicts7% pass✓ 1✗ 14▾

    Split decision: 14 FAIL · 1 PASS · 1 NEUTRAL

    Overall verdict
    ✗GrahamFAIL (1/9)✗BuffettFAIL (3/9)✗LynchFAIL (2/7)•GreenblattNot ranked✓PiotroskiPASS (F-Score 4)✗DremanFAIL (2/11)✗MungerFAIL (1/4)✗PabraiFAIL (0/3)✗AkreFAIL (1/6)✗MarksFAIL (2/5)✗AckmanFAIL (2/9)✗TempletonFAIL (3/8)✗SleepFAIL (2/6)✗AsnessFAIL (Rank #1916/2370 (Top 80.8%))✗NeffFAIL (0/6)✗SchlossFAIL (2/7)•OshaughnessyNEUTRAL (Not ranked)
  • Growth13% pass✓ 3✗ 10▾

    7 of 8 flag LHAI's growth — Graham, Lynch, Dreman +4 more

    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    Inventory Growth vs Revenue GrowthN/A (no inventory)
    ✓LynchInventory growth < Revenue growth
    EPS Growth Direction
    ✗DremanPositive over recent years
    EPS CAGR
    ✗Dreman> 5% annualized
    Positive Net Income Frequency3/3 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    3yr Median Revenue Growth315.8%
    ✓Ackman>= 5%
    Positive EPS Growth Frequency0/1 years with positive EPS growth
    ✗AckmanPositive EPS growth in >= 3 of last 5 years
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Revenue growth vs. gross and operating margin trendgross margin 18.4% -> 3.7%, operating margin 11.6% -> 0.4%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    5-year Revenue CAGR
    ✗SleepCAGR > 7%
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
  • Cash Flow20% pass✓ 3✗ 9▾

    8 of 10 flag LHAI's cash flow — Buffett, Lynch, Dreman +5 more

    Free Cash Flow Proxy
    ✗BuffettPositive and growing
    FCF Positive and Growing
    ✗LynchPositive and growing
    Operating Cash Flow$0.5M
    ✓PiotroskiCFO > 0
    (CFO / Total Assets) vs ROACFO/Assets=5.24%, ROA=0.75%
    ✓PiotroskiCFO/Assets > ROA
    Price / (CFO / Shares)25.4x
    ✗Dreman< 8x
    P/E or FCF Yield
    ✗PabraiP/E < 15 or FCF Yield > 10%
    FCF Positive
    ✗MarksPositive FCF in majority of recent years
    (OCF - CapEx) / Market Cap
    ✗Ackman>= 4%
    Price / FCF per Share
    ✗Ackman<= 25
    Positive Operating Cash Flow frequency3/3 years positive
    ✓SleepPositive OCF in >= 70% of available years
    Operating Cash Flow - Capital Expenditures
    ✗Neff> $0 (app proxy for a strong fundamental case)
    (Operating cash flow - capex) / market capitalization
    ✗OshaughnessyTop 10% of eligible cross-section
  • Valuation models20% pass✓ 1✗ 4▾

    Models split on LHAI at $0.82 — fair values range $0.12–$3.93

    Greenblatt fair value$0.21
    ✗Greenblatt-290.5% margin vs $0.82
    Dreman fair value$0.38
    ✗Dreman-115.8% margin vs $0.82
    Pabrai fair value$0.12
    ✗Pabrai-583.3% margin vs $0.82
    Akre fair value$3.93
    ✓Akre+79.1% margin vs $0.82
    Marks fair value$0.38
    ✗Marks-115.8% margin vs $0.82
  • Efficiency50% pass✓ 5✗ 6▾

    4 of 8 pass — Greenblatt, Piotroski, Munger +1 more object

    Current Ratio10.16
    ✓Graham>= 2.0
    ROIC (3-5 yr avg)142.4%
    ✓Buffett> 10%
    ROIC - WACC+132.4%
    ✓BuffettPositive (WACC = 10%)
    EBIT / (NWC + Net Fixed Assets)N/A (invested capital <= 0)
    ✗Greenblatt> 25%
    Current Ratio Change YoY3.52 -> 3.43
    ✗PiotroskiIncreased YoY
    Revenue / Total Assets Change YoY2.22x -> 2.10x
    ✗PiotroskiImproved YoY
    Current Assets / Current Liabilities10.16
    ✓Dreman> 1.5
    Return on Invested Capital-4.9%
    ✗Munger> 15%
    ROIC (high and growing)FY2023: ROIC=18.1%; FY2024: ROIC=35.0%; FY2025: ROIC=0.8%
    ✗AkreLatest 3 consecutive FYs: ROIC > 15% in each
    Reinvestment Rate x ROIC0.8% (RR=100% x ROIC=0.8%)
    ✗AkreReinvestment Rate * ROIC > 10%
    ROIC (5-year)2/3 years above 12% (latest 0.8%)
    ✓SleepROIC > 12% in a majority of years

Business & financials

Financial snapshot: annual FY 2025. Current investor scores may use newer quarterly data.

Company Profile

Industry: Real Estate
Size: Micro Cap($13.6M)
Revenue: $21.0M+175.7% YoY
Net Income: $74874.00-90.4% YoY

Financial Snapshot

Operating Margin0.4%
Return on Equity1.0%
Debt / Equity0.00
Current Ratio3.43
EPS (Diluted)$0.00
Shares Retired−11.9% / −20.2% 2y

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Shareholder Return

Fiscal 2025

Issued 11.9% of shares last year, 20.2% issued over two.

Buybacks
—
Dividends
—

Company Financials

Latest TTM and quarters alongside annual years

TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.

The latest annual period end is unavailable. Showing the latest fiscal cycle’s quarters; quarter and annual columns may overlap. Quarterly shows the full quarter history.

MetricTTM · 2026-06-30

2025-07-01 – 2026-06-30

Sources · derived quarter values

Derived from cumulative filings: operating cash flow, revenue, net income, operating income, gross profit, ebit, pre tax income, interest expense, depreciation amortization.

Q2 FY 2026

2026-04-01 – 2026-06-30

Sources · derived quarter values

Derived from cumulative filings: operating cash flow, depreciation amortization.

Q1 FY 2026

2026-01-01 – 2026-03-31

Sources
FY 2025
Sources
  • 10-K · 2026-03-26
FY 2024
Sources
  • 10-K · 2025-03-27
FY 2023
Sources
  • 10-K · 2025-03-27
FY 2022
Sources
  • 10-K · 2025-03-27
Market Cap$13.6Mcurrent----$22.6Mest.$88.8Mest.----
Revenue$20.9M↑42%$5.4M↑13%$4.9M↓14%$21.0M↑176%$7.6M↑456%$1.4M--
Operating Income-$472.3K↓144%-$197.3K↓1586%-$214.3K↓273%$76.4K↓93%$1.1M↑586%$158.8K--
Net Income-$283.3K↓136%-$128.5K↓991%-$134.7K↓267%$74.9K↓90%$778.2K↑415%$151.2K--
EPS (Diluted)--$-0.01$-0.01$0.00↓100%$0.05----
Gross Margin3.6%↓64%2.9%↑29%3.8%↓17%3.7%↓81%19.3%↑5%18.4%—
Operating Margin-2.3%↓131%-3.6%↓1418%-4.4%↓301%0.4%↓97%14.3%↑23%11.6%—
ROE-3.7%↓112%——1.0%↓97%31.8%↑45%21.9%—
Total Debt$19.0K↑267%$19.0K↑267%$15.2K↑50%$11.0K↑3%$10.7K↑865%$1.1K--
Shareholders' Equity$7.6M↑198%$7.6M↑198%$7.5M↑197%$7.6M↑212%$2.4M↑254%$691.4K↑168%$258.4K
Current Ratio10.16↑185%10.16↑185%11.92↑209%3.43↓2%3.52↓61%9.03—
Debt / Equity0.00↑23%0.00↑23%0.00↓49%0.00↓67%0.00↑172%0.00—
Operating Cash Flow-$1.9M$1.6M↓4%-$3.3M↓268%$524.4K↓25%$694.7K↑211%$223.3K--
Free Cash Flow--------------

Score history

Historical Score Timeline

Industry peers

Industry Peers

Similar companies in Real Estate

LHAI vs Peers — Financial Grading

Revenue$21.0MBottom 25%
Net Income$74874.00Bottom 25%
ROE1.0%Bottom 25%
D/E0.00Top 25%
Op. Margin0.4%Bottom 25%
Curr. Ratio3.43Top 25%
CompanyMarket CapPriceRevenueNet IncomeROED/EOp. MarginCurr. RatioGrahamBuffettLynchGreenblattPiotroskiDreman
JONES LANG LASALLE INCJLL$16.8B$366.83$26.1B$792.1M10.6%0.124.2%1.112/92/93/71/3F-Score 83/11
FirstService CorpFSV$6.5B$154.42$5.5B$190.7M13.9%0.796.1%1.702/94/93/71/3F-Score 66/11
ST JOE CoJOE$4.0B$70.36$513.2M$115.6M15.1%0.5128.5%—1/92/94/70/3F-Score 84/11
GETTY REALTY CORP /MD/GTY$1.9B$28.66$221.7M$79.2M7.4%0.9357.2%—2/93/91/70/3F-Score 52/11
Ellington Financial Inc.EFC$1.5B$11.11—$118.7M6.5%———4/90/93/71/3F-Score 24/11
Piedmont Realty Trust, Inc.PDM$1.2B$10.00$565.0M$83.6M-5.6%1.4914.1%—2/92/91/70/3F-Score 32/11
IRSA INVESTMENTS & REPRESENTATIONS INCIRS$1.1B$12.54$394.6M$164.4M12.4%0.4136.8%1.661/90/91/71/3F-Score 55/11
CRESUD INCCRESY$690.8M$9.74$770.0M$81.0M4.3%0.61—1.241/90/91/73/3F-Score 43/11