WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TheRealReal Inc generates 233% more annual revenue ($749.91M vs $225.53M). REAL leads profitability with a -10.8% profit margin vs -99.6%. REAL earns a higher WallStSmart Score of 34/100 (F).

LANV

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.0Quality: 3.8
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 (+29.3%)

Margin of Safety

+29.3%

Fair Value

$2.12

Current Price

$1.08

$1.04 discount

UndervaluedFair: $2.12Overvalued
REALFair Value (-1.8%)

Margin of Safety

-1.8%

Fair Value

$11.62

Current Price

$9.45

$2.17 premium

UndervaluedFair: $11.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LANV0 strengths · Avg: 0/10

No standout strengths identified

REAL2 strengths · Avg: 9.0/10
Debt/EquityHealth
-1.2310/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

Areas to Watch

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

0.0% earnings growth

Market CapQuality
$148.16M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-285.3%2/10

ROE of -285.3% — below average capital efficiency

Revenue GrowthGrowth
-12.9%2/10

Revenue declined 12.9%

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

0.0% earnings growth

Market CapQuality
$1.16B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-933.0%2/10

ROE of -933.0% — below average capital efficiency

Free Cash FlowQuality
$-2.42M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : LANV

LANV has a balanced fundamental profile.

Bull Case : REAL

The strongest argument for REAL centers on Debt/Equity, Revenue Growth. Revenue growth of 16.6% 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 16.6% — sustainability is the question.

REAL generates stronger free cash flow (-2M), providing more financial flexibility.

Bottom Line

REAL scores higher overall (34/100 vs 28/100) and 16.6% revenue growth. LANV offers better value entry with a 29.3% 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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