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Als Ltd (ALQ) Fair Value & Analysis

Industrials · AU · Market cap A$11.1B (≈ $8.0B) · ISIN AU000000ALQ6

What is Als Ltd really worth?

AL Als Ltd ALQ · AU
PriceA$21.94
Fair ValueA$10.93
Upside−50.2%
Quality58/100

A solid business, but trading 101% above our fair value of A$10.93.

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Strengths

Moderate debt · generates free cash flow

Risks

!Mixed Growth (revenue 5y +13.5 %/yr)
!Thin margins · 9.6% net margin
!Mixed vs. peers (6/15)
!Moderate moat 64/100

For context

·1.78% dividend yield
Evidence: High Range A$5.16 – A$16.48

Fair value as of: Sep 5, 2026

From 26 valuation models · updated today

Fair value updated Sep 5, 2026, revised from A$11.02 to A$10.93 (−0.8%) since Aug 13, 2026. Share price +0.5% 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$16.48). The favourable scenario is already priced in.
  • The model range is unusually wide (A$5.16 to A$16.48). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

A$25.77 A$9.04 Fair Value A$10.93 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.

How to read this chart

60‑month range A$9.04 – A$25.77 · fair‑value band A$5.16 – A$16.48 · the A$21.94 price screens above the A$10.93 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.

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Analysis

Als Ltd (ALQ) currently trades at A$21.94, while our model-based Fair Value estimate is A$10.93, implying the stock looks roughly 100.7% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of A$11.25 per share, and 0 of the 26 models we run sit above the A$21.94 price. Bear case: the Asset-Based group reads lowest at A$2.24, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Als Ltd generated revenue of A$3.3B at a net margin of 9.6%. Revenue grew 8.2% year over year. It earns a return on equity of 21.5%. Net debt stands at A$1.4B. Fundamentals as of Sep 5, 2026

Our scenario range runs from A$5.16 (bear case) to A$16.48 (bull case); at A$21.94, 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 16% below its 52-week high and 36% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −2% fair-value upside, at −50%, ALQ screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly A$0.1028 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 A$3.67 A$7.97 A$15.24 76
EPV A$6.39 A$7.80 A$9.03 74
Growth DCF A$3.66 A$7.69 A$14.37 74
All 26 models by family
DCF Models
FCF DCF best evidence A$3.67 A$7.97 A$15.24 76
Owner Earnings A$5.59 A$11.33 A$21.04 73
5Y Revenue Exit A$5.26 A$11.13 A$19.08 70
5Y EBITDA Exit A$9.72 A$20.13 A$33.16 72
5Y P/E Exit A$5.91 A$12.44 A$19.82 68
10Y Revenue Exit A$4.39 A$9.75 A$17.90 63
10Y EBITDA Exit A$7.59 A$16.27 A$29.46 65
10Y P/E Exit A$5.09 A$10.71 A$18.51 61
Earnings-Based
Graham-Dodd A$4.27 A$18.38 A$25.12 64
Lynch FV A$4.71 A$6.73 A$8.75 61
PEG = 1.0 A$4.71 A$6.73 A$8.75 57
EPV A$6.39 A$7.80 A$9.03 74
Dividend Discount
Gordon GGM A$3.50 A$7.28 A$11.55 66
DDM Multi-Stage A$3.50 A$6.14 A$7.64 66
Multiples
P/E Multiple A$9.89 A$13.19 A$16.48 63
P/S Multiple A$8.01 A$10.67 A$13.34 58
P/B Multiple A$8.01 A$10.67 A$13.34 55
EV/EBIT A$12.59 A$17.47 A$22.35 66
EV/EBITDA A$14.01 A$19.37 A$24.72 67
EV/Revenue A$6.19 A$9.72 A$13.26 53
Asset-Based
NCAV (Graham) A$1.67 A$2.24 A$3.35 54
Growth DCF
Growth DCF A$3.66 A$7.69 A$14.37 74
Rev-Margin DCF A$5.26 A$10.95 A$18.12 70
Economic Profit
Residual Income A$4.02 A$5.02 A$13.52 67
ROIC Compounder A$7.36 A$10.63 A$14.96 71
Growth Earnings
Growth-Adj P/E A$7.88 A$11.25 A$14.63 67

Widest divergence: Growth Earnings (A$11.25) versus Asset-Based (A$2.24). Highest evidence: FCF DCF (76).

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Key figures & financial health

P/E ratio 34.8
P/S ratio 3.34 P/E × margin
EPS (TTM) A$0.6300 price ÷ EPS = P/E 34.8
Dividend yield 1.8% payout 62.1%
Net margin 9.6% FY2026
Return on equity 21.5% TTM
More key figures
Profitability
Return on assets (EBIT) 13.0% avg 5y
Operating margin 17.8% TTM
Growth
Revenue (TTM) A$3.3B TTM
Revenue growth (YoY) +8.2% 3y avg +13.4%
EPS growth (YoY) +31.1%
Balance sheet & cash flow
Free cash flow A$232M FY2026
Net debt A$1.4B FY2026 · ≈ 6.1 yrs of FCF

Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 56 · Market factors (momentum, volatility) 51

Profitability 55
Margins and returns on capital today
Quality Growth 59
Are margins and returns improving?
Cashflow 47
Earnings quality: real cash, not paper profit
Fin. Strength 58
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 44
Price trend over the last 3–12 months (market factor)
52W Momentum 56
Distance to the 52-week high (market factor)
Net Issuance 56
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

ALS Limited engages in the provision of professional technical services and analytical services primarily in the areas of testing, measurement, and inspection in Africa, Asia Pacific, Europe, the Middle East, North Africa, and the United States. It operates in two segments: Commodities and Life Sciences.

Full company description

ALS Limited engages in the provision of professional technical services and analytical services primarily in the areas of testing, measurement, and inspection in Africa, Asia Pacific, Europe, the Middle East, North Africa, and the United States. It operates in two segments: Commodities and Life Sciences. The Commodities segment offers assaying and analytical testing, and metallurgical services for mining and mineral exploration companies. Its testing and consulting services cover the resource life cycle, including exploration, feasibility, optimization, production, design, development, trade, and rehabilitation. This segment also provides the coal industry, such as sampling, analysis and certification, formation evaluation services, tribology testing services, and related analytical testing. The Life Sciences segment offers analytical testing and sampling, and remote monitoring services for the environmental, food, pharmaceutical, and consumer products markets; and microbiological, physical, and chemical testing services. This segment provides analytical testing data to assist consulting and engineering firms, industries, and governments. ALS Limited was founded in 1863 and is headquartered in Brisbane, Australia.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Als Ltd reported revenue of A$3.3B in FY2026 versus A$2.0B in FY2022, a compound +14.2%/yr. Reported net income was A$319M in FY2026, compounding +13.7%/yr from FY2022.

Growth Quality 81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
A$3.3B
Latest YoY
+10.7%
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.
+13.4%
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.
+13.5%
Avg. revenue growth/yr (37Y) 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.
+12.1%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+14.2% (12.4 + 1.8)
Revenue +14.2%/yr
FY22 A$2.0B
FY23 A$2.3B
FY24 A$2.5B
FY25 A$3.0B
FY26 A$3.3B
Net income +13.7%/yr
FY22 A$191M
FY23 A$291M
FY24 A$12.9M
FY25 A$256M
FY26 A$319M

ALQ screens 101% overvalued. Compare with Verisk Analytics, Inc →

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Cite: Fair Value Calculator (2026). "Als Ltd Fair Value". https://www.fairvalue-calculator.com/stock/ALQ

Peer Group

Consulting Services · 80 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 58 · Above median
Fair Value upside −50% · Bottom 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 10% · Above median
Operating margin (TTM) 18% · Top 25%
Revenue growth 8% · Above median
Dividend yield (TTM) 1.8% · Below median
Debt / equity 0.70× · Higher than 75% of peers

Valuation Multiples vs Consulting Services median · lower = cheaper

P/E (TTM) 34.8× · Pricier than 75% of peers
P/B 4.73× · Pricier than 75% of peers
P/S (TTM) 2.42× · Pricier than median
P/FCF 34.7× · Pricier than 75% of peers
EV/EBITDA 12.8× · Pricier than median
PEG 2.43× · 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 25
FUTURE41 · sector 17
PAST86 · sector 35
HEALTH65 · sector 89
DIVIDEND36 · sector 61

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

Insider activity: 45/100

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 Consulting Services stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).

Stock Price Fair Value vs Fair Value
Verisk Analytics, Inc VRSK $191.77 $145.58 −24%
SGS SA SGSN CHF 94.20 CHF 68.96 −27%
Equifax Inc EFX $192.41 $100.04 −48%
Bureau Veritas SA BVI €27.74 €27.81 +0%
Booz Allen Hamilton Holding BAH $75.38 $146.45 +94%
DKSH Holding DKSH CHF 66.30 CHF 64.81 −2%
FTI Consulting, Inc FCN $151.36 $168.44 +11%
Centre Testing International Group 300012 ¥14.98 ¥11.90 −21%
GRG Metrology & Test Group 002967 ¥17.23 ¥11.69 −32%
Ipsos SA IPS €38.98 €83.21 +113%

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Frequently asked questions

Is Als Ltd (ALQ) overvalued or undervalued?
As of Sep 5, 2026, our model estimates a fair value of A$10.93 versus a price of A$21.94, about −50% upside (overvalued).
What is the fair value of ALQ?
Our model-based fair value for Als Ltd is A$10.93 (as of Sep 5, 2026), built from audited fundamentals. The current price: A$21.94.
What is the quality score of ALQ?
Als Ltd has a Quality Score of 58/100. 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 Als Ltd (ALQ)?
Als Ltd reported trailing-twelve-month revenue of about A$3.3B (latest available figure, as of Sep 5, 2026).
What is the net profit margin of ALQ?
The net profit margin of Als Ltd is about 9.6%, meaning it keeps roughly 9.6% of revenue as net income. Based on the latest reported figures.
Does Als Ltd pay a dividend?
Als Ltd currently shows a dividend yield of about 1.78% relative to its recent price (as of Sep 5, 2026).
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