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Auckland International Airport Ltd (AIA) Fair Value & Analysis

Industrials · AU · Market cap A$12.2B (≈ $8.8B) · ISIN NZAIAE0002S6

What is Auckland International Airport Ltd really worth?

AI Auckland International Airport Ltd AIA · AU
PriceA$7.03
Fair ValueA$2.76
Upside−60.7%
Quality49/100

Below-average quality, and trading another 155% above our fair value of A$2.76.

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Strengths

Highly profitable · 41.8% net margin

Risks

!Expensive Growth (revenue 5y +11.4 %/yr)
!Low debt · negative free cash flow
!Trails peers (4/14)
!Moderate moat 61/100
!Weak on past: 16 out of 100

For context

·1.92% dividend yield
Evidence: High Range A$1.78 – A$3.73

Fair value as of: Aug 30, 2026

From 16 valuation models · updated 6 days ago

Fair value updated Aug 30, 2026, revised from A$2.77 to A$2.76 (−0.4%) since Aug 27, 2026. Share price −5.9% 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 above even our optimistic bull case (A$3.73). The favourable scenario is already priced in.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (A$1.78 to A$3.73) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

A$8.07 A$6.02 Fair Value A$2.76 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range A$6.02 – A$8.07 · fair‑value band A$1.78 – A$3.73 · the A$7.03 price screens above the A$2.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Auckland International Airport Ltd (AIA) currently trades at A$7.03, while our model-based Fair Value estimate is A$2.76, implying the stock looks roughly 154.7% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of A$4.43 per share, and 1 of the 16 models we run sit above the A$7.03 price. Bear case: the Economic Profit group reads lowest at A$1.03, and 15 of the 16 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Auckland International Airport Ltd generated revenue of A$982M at a net margin of 41.8%. Revenue grew 6.1% year over year. It earns a return on equity of 4.0%. Net debt stands at A$1.9B. Fundamentals as of Aug 30, 2026

Our scenario range runs from A$1.78 (bear case) to A$3.73 (bull case); at A$7.03, the current price sits above 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 9% below its 52-week high and 7% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −20% fair-value upside, at −61%, AIA screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 12 months have passed since. In that time the company retained roughly A$0.0650 per share, which is 2.4 % 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
Residual Income best evidence A$4.61 A$4.58 A$4.14 76
EPV A$0.7500 A$1.03 A$1.27 74
ROIC Compounder A$0.7500 A$1.03 A$1.27 72
All 16 models by family
Earnings-Based
Graham-Dodd A$1.69 A$7.24 A$9.89 64
Lynch FV A$1.85 A$2.65 A$3.44 61
PEG = 1.0 A$1.85 A$2.65 A$3.44 57
EPV A$0.7500 A$1.03 A$1.27 74
Dividend Discount
Gordon GGM A$0.8300 A$1.72 A$2.73 66
DDM Multi-Stage A$0.8300 A$1.45 A$1.81 66
Multiples
P/E Multiple A$3.91 A$5.21 A$6.51 63
P/S Multiple A$0.8200 A$1.10 A$1.37 58
P/B Multiple A$3.16 A$4.22 A$5.27 55
EV/EBIT A$2.32 A$3.39 A$4.46 65
EV/EBITDA A$2.63 A$3.80 A$4.98 67
EV/Revenue A$0.0800 A$0.3700 50
Asset-Based
NCAV (Graham) A$3.09 A$4.14 A$6.18 54
Economic Profit
Residual Income best evidence A$4.61 A$4.58 A$4.14 76
ROIC Compounder A$0.7500 A$1.03 A$1.27 72
Growth Earnings
Growth-Adj P/E A$3.10 A$4.43 A$5.76 67

Widest divergence: Growth Earnings (A$4.43) versus Economic Profit (A$1.03). Highest evidence: Residual Income (76).

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Key figures & financial health

P/E ratio 35.2
P/S ratio 15.9 P/E × margin
EPS (TTM) A$0.2000 price ÷ EPS = P/E 35.2
Dividend yield 1.9% payout 67.5%
Net margin 45.3% FY2025
Return on equity 4.0% TTM
More key figures
Profitability
Return on assets (EBIT) 2.3% avg 5y
Operating margin 48.5% TTM
Growth
Revenue (TTM) A$982M TTM
Revenue growth (YoY) +6.1% 3y avg +48.8%
EPS growth (YoY) −13.8%
Balance sheet & cash flow
Free cash flow −A$464M FY2025
Net debt A$1.9B FY2025

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 47 · Market factors (momentum, volatility) 60

Profitability 35
Margins and returns on capital today
Quality Growth 77
Are margins and returns improving?
Cashflow 36
Earnings quality: real cash, not paper profit
Fin. Strength 62
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 46
Price trend over the last 3–12 months (market factor)
52W Momentum 41
Distance to the 52-week high (market factor)
Net Issuance 45
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

Auckland International Airport Limited provides airport facilities, supporting infrastructure, and aeronautical services in New Zealand. The company operates through three segments: Aeronautical, Retail and Carparking, and Property.

Full company description

Auckland International Airport Limited provides airport facilities, supporting infrastructure, and aeronautical services in New Zealand. The company operates through three segments: Aeronautical, Retail and Carparking, and Property. The Aeronautical segment provides services that facilitate the movement of aircraft, passengers, and cargo, as well as utility services, which support the airport; and leases space for facilities, such as terminals. The Retail and Carparking segment offers services to the retailers within the terminals; and car parking facilities for passengers, visitors, and airport staff. The Property segment leases space on airport land outside the terminals, including cargo buildings, hangars, and stand-alone investment properties. The company was founded in 1966 and is based in Manukau, New Zealand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Auckland International Airport Ltd reported revenue of 929M NZD in FY2025 versus 268M NZD in FY2021, a compound +36.4%/yr. Reported net income was 421M NZD in FY2025, compounding −2.4%/yr from FY2021.

Growth Quality 51/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
A$929M
Latest YoY
+11.1%
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.
+48.8%
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.
+11.4%
Avg. revenue growth/yr (24Y) 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.
+6.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−1.1% (−3.0 + 1.9)
Revenue +36.4%/yr
FY21 268M NZD
FY22 282M NZD
FY23 591M NZD
FY24 837M NZD
FY25 929M NZD
Net income −2.4%/yr
FY21 464M NZD
FY22 192M NZD
FY23 43.2M NZD
FY24 5.5M NZD
FY25 421M NZD
Character of growth · EPS growth decomposed (2014-2025) −6.5 % p.a.
Revenue per share +2.9 %

of which total revenue +5.3 % · buybacks/dilution −2.2 %

EBIT margin −5.7 %
Tax rate −4.8 %
Residual (interest, one-offs) +1.2 %

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).

AIA screens 155% overvalued. Compare with Aena S.M.E., S.A →

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Cite: Fair Value Calculator (2026). "Auckland International Airport Ltd Fair Value". https://www.fairvalue-calculator.com/stock/AIA

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 49 · Bottom 25%
Fair Value upside −61% · Bottom 25%
Return on equity (TTM) 4% · Bottom 25%
Return on assets 2% · Bottom 25%
Net margin (TTM) 42% · Top 25%
Operating margin (TTM) 49% · Top 25%
Revenue growth 6% · Below median
Dividend yield (TTM) 1.9% · Below median
Debt / equity 0.20× · Lower than median

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

P/E (TTM) 35.2× · Pricier than 75% of peers
P/B 0.84× · Cheaper than 75% of peers
P/S (TTM) 8.98× · Pricier than 75% of peers
EV/EBITDA 14.8× · Pricier than 75% of peers
PEG 34.72× · 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
VALUE0 · sector 39
FUTURE31 · sector 32
PAST16 · sector 45
HEALTH90 · sector 88
DIVIDEND38 · sector 59

VALUE 0: the price sits above our fair-value range.

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 Aug 30, 2026).

Stock Price Fair Value vs Fair Value
Aena S.M.E., S.A AENA €26.42 €26.90 +2%
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%
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 Auckland International Airport Ltd (AIA) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of A$2.76 versus a price of A$7.03, about −61% upside (overvalued).
What is the fair value of AIA?
Our model-based fair value for Auckland International Airport Ltd is A$2.76 (as of Aug 30, 2026), built from audited fundamentals. The current price: A$7.03.
What is the quality score of AIA?
Auckland International Airport Ltd has a Quality Score of 49/100. 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 Auckland International Airport Ltd (AIA)?
Auckland International Airport Ltd reported trailing-twelve-month revenue of about A$982M (latest available figure, as of Aug 30, 2026).
What is the net profit margin of AIA?
The net profit margin of Auckland International Airport Ltd is about 41.8%, meaning it keeps roughly 41.8% of revenue as net income. Based on the latest reported figures.
Does Auckland International Airport Ltd pay a dividend?
Auckland International Airport Ltd currently shows a dividend yield of about 1.92% relative to its recent price (as of Aug 30, 2026).
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