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Aena SA (AENA) Fair Value & Analysis

Industrials · ES · Market cap €39.4B · ISIN ES0105046017

What is Aena SA really worth?

AS Aena SA AENA · MC
Price€25.82
Fair Value€26.90
Upside+4.2%
Quality69/100

A solid business, currently priced close to our fair value of €26.90.

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Strengths

Healthy Growth (revenue 5y +23.5 %/yr)
Highly profitable · 33.5% net margin
Moderate debt · generates free cash flow
Wide moat 81/100

Risks

!Mixed vs. peers (7/15)

For context

·4.22% dividend yield
Evidence: High Range €15.45 – €36.38

Fair value as of: Sep 1, 2026

From 26 valuation models · updated 4 days ago

Share price −4.0% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (€15.45 to €36.38) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

€27.83 €9.02 Fair Value €26.90 Jul 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 1, 2026.

How to read this chart

60‑month range €9.02 – €27.83 · fair‑value band €15.45 – €36.38 · the €25.82 price screens below the €26.90 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 1, 2026.

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Analysis

Aena SA (AENA) currently trades at €25.82, while our model-based Fair Value estimate is €26.90, implying the stock looks roughly 4.0% fairly valued today. The Quality Score stands at 69/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of €28.75 per share, and 11 of the 26 models we run sit above the €25.82 price. Bear case: the Asset-Based group reads lowest at €4.11, and 15 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Aena SA generated revenue of €6.5B at a net margin of 33.5%. Revenue grew 11.8% year over year. It earns a return on equity of 24.4%. Net debt stands at €5.2B. Fundamentals as of Sep 1, 2026

Our scenario range runs from €15.45 (bear case) to €36.38 (bull case); at €25.82, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 7% below its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −27% fair-value upside, at 4%, AENA screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €0.2368 per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence €15.28 €27.25 €46.97 78
Growth DCF €15.34 €26.78 €45.40 76
Owner Earnings €16.17 €28.75 €49.49 74
All 26 models by family
DCF Models
FCF DCF best evidence €15.28 €27.25 €46.97 78
Owner Earnings €16.17 €28.75 €49.49 74
5Y Revenue Exit €7.26 €11.52 €16.85 72
5Y EBITDA Exit €18.35 €33.46 €51.90 73
5Y P/E Exit €17.44 €31.67 €47.39 69
10Y Revenue Exit €9.73 €14.52 €20.97 66
10Y EBITDA Exit €17.13 €30.23 €49.19 66
10Y P/E Exit €16.54 €28.95 €45.56 62
Earnings-Based
Graham-Dodd €9.69 €38.66 €52.55 64
Lynch FV €9.60 €13.72 €17.83 61
PEG = 1.0 €9.60 €13.72 €17.83 57
EPV €12.18 €14.51 €16.56 74
Dividend Discount
Gordon GGM €9.17 €19.06 €30.24 66
DDM Multi-Stage €9.17 €16.07 €20.01 66
Multiples
P/E Multiple €22.44 €29.91 €37.39 63
P/S Multiple €6.28 €8.37 €10.46 58
P/B Multiple €18.16 €24.22 €30.27 55
EV/EBIT €22.66 €30.83 €39.00 66
EV/EBITDA €22.07 €30.04 €38.02 67
EV/Revenue €3.42 €5.68 €7.94 52
Asset-Based
NCAV (Graham) €3.07 €4.11 €6.14 54
Growth DCF
Growth DCF €15.34 €26.78 €45.40 76
Rev-Margin DCF €7.26 €11.66 €17.15 72
Economic Profit
Residual Income €8.79 €10.71 €31.50 66
ROIC Compounder €13.72 €18.78 €25.28 71
Growth Earnings
Growth-Adj P/E €16.90 €24.15 €31.39 67

Widest divergence: DCF Models (€28.75) versus Asset-Based (€4.11). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 17.9
P/S ratio 6.10 P/E × margin
EPS (TTM) €1.44 price ÷ EPS = P/E 17.9
Dividend yield 4.2% payout 75.7%
Net margin 34.0% FY2025
Return on equity 24.4% TTM
More key figures
Profitability
Return on assets (EBIT) 10.2% avg 5y
Operating margin 30.8% TTM
Growth
Revenue (TTM) €6.5B TTM
Revenue growth (YoY) +11.8% 3y avg +14.4%
EPS growth (YoY) +10.0%
Balance sheet & cash flow
Free cash flow €2.1B FY2025
Net debt €5.2B FY2025 · ≈ 2.5 yrs of FCF

Figures from reported company fundamentals · as of Sep 1, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100

Of which business quality 68 · Market factors (momentum, volatility) 60

Profitability 63
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 80
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 56
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 49
Price trend over the last 3–12 months (market factor)
52W Momentum 57
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Aena S.M.E., S.A., together with its subsidiaries, engages in the management of airports in Spain, Brazil, the United Kingdom, Mexico, and Colombia. The company operates through Airports, Real Estate Services, Región de Murcia International Airport, and International segments.

Full company description

Aena S.M.E., S.A., together with its subsidiaries, engages in the management of airports in Spain, Brazil, the United Kingdom, Mexico, and Colombia. The company operates through Airports, Real Estate Services, Región de Murcia International Airport, and International segments. It also manages commercial spaces in airport terminals, and a network of car parks; and leasing or transfer use of land, office buildings, warehouses, hangars, and cargo vessels to airlines, air cargo operators, handling agents and other airport service providers. In addition, the company is involved in the operation of duty-free shops, food and beverage, and specialty shops; rental of cars; advertising; baggage wrapping machines; other vending machines; regulated services, including pharmacies, tobacconists, lottery vendors, etc.; and provision of financial services, such as currency exchange, VAT refunds, and ATMs, as well as advisory services to international airports. Aena S.M.E., S.A. was formerly known as Aena, S.A. and changed its name to Aena S.M.E., S.A. in April 2017. The company was founded in 1991 and is headquartered in Madrid, Spain. Aena S.M.E., S.A. operates as a subsidiary of Entidad Pública Empresarial ENAIRE.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Aena SA reported revenue of €6.3B in FY2025 versus €2.4B in FY2021, a compound +26.7%/yr. Reported net income was €2.1B in FY2025.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
€6.3B
Latest YoY
+8.5%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.4%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+23.5%
Avg. revenue growth/yr (14Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.1%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+12.4% (8.2 + 4.2)
Revenue +26.7%/yr
FY21 €2.4B
FY22 €4.2B
FY23 €5.0B
FY24 €5.8B
FY25 €6.3B
Net income
FY21 −€475M
FY22 €901M
FY23 €1.6B
FY24 €1.9B
FY25 €2.1B
Character of growth · EPS growth decomposed (2014-2025) +9.7 % p.a.
Revenue per share +5.9 %

of which total revenue +5.9 % · buybacks/dilution +0.0 %

EBIT margin +2.3 %
Tax rate +0.0 %
Residual (interest, one-offs) +1.3 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Aena SA Fair Value". https://www.fairvalue-calculator.com/stock/AENA

Peer Group

Airports & Air Services · 54 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 69 · Top 25%
Fair Value upside +4% · Below median
Return on equity (TTM) 24% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 34% · Top 25%
Operating margin (TTM) 31% · Top 25%
Revenue growth 12% · Top 25%
Dividend yield (TTM) 4.2% · Above median
Debt / equity 0.53× · Higher than median

Valuation Multiples vs Airports & Air Services median · lower = cheaper

P/E (TTM) 17.9× · Cheaper than median
P/B 4.97× · Pricier than 75% of peers
P/S (TTM) 7.08× · Pricier than 75% of peers
P/FCF 21.7× · Pricier than 75% of peers
EV/EBITDA 13.1× · Pricier than 75% of peers
PEG 3.02× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE39 · sector 39
FUTURE59 · sector 32
PAST98 · sector 45
HEALTH74 · sector 88
DIVIDEND84 · sector 59

Insider activity: 35/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Airports & Air Services stocks, each showing price versus our Fair Value estimate (as of Sep 1, 2026).

Stock Price Fair Value vs Fair Value
Airports of Thailand Public Company TATD 2.58 SGD 1.25 SGD −52%
Grupo Aeroportuario del Pacífico, S.A. PAC $214.87 $253.64 +18%
GMR Airports Limited GMRINFRA ₹102.70 ₹22.29 −78%
Shanghai International Airport Co 600009 ¥23.41 ¥17.09 −27%
Flughafen Zürich AG FHZN CHF 208.80 CHF 121.30 −42%
Auckland International Airport Limited AIA A$7.09 A$2.76 −61%
Fraport AG FRA €62.40 €49.83 −20%
Københavns Lufthavne A/S KBHL kr 5,440 kr 1,821 −67%
SATS Ltd S58 4.07 SGD 4.03 SGD −1%
Flughafen Wien Aktiengesellschaft, FLU €53.00 €46.33 −13%

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Frequently asked questions

Is Aena SA (AENA) overvalued or undervalued?
As of Sep 1, 2026, our model estimates a fair value of €26.90 versus a price of €25.82, about +4% upside (fairly valued).
What is the fair value of AENA?
Our model-based fair value for Aena SA is €26.90 (as of Sep 1, 2026), built from audited fundamentals. The current price: €25.82.
What is the quality score of AENA?
Aena SA has a Quality Score of 69/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Aena SA (AENA)?
Aena SA reported trailing-twelve-month revenue of about €6.5B (latest available figure, as of Sep 1, 2026).
What is the net profit margin of AENA?
The net profit margin of Aena SA is about 33.5%, meaning it keeps roughly 33.5% of revenue as net income. Based on the latest reported figures.
Does Aena SA pay a dividend?
Aena SA currently shows a dividend yield of about 4.22% relative to its recent price (as of Sep 1, 2026).
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