ALD SA (AYV) Fair Value & Analysis
Industrials · FR · Market cap €9.1B · ISIN FR0013258662
What is ALD SA really worth?
Below-average quality, trading 57% below our fair value of €25.90.
Risks
Fair value as of: Aug 19, 2026
From 16 valuation models · updated 17 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 large discount to fair value meets weak quality (32/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case (€15.01). The market is more pessimistic than our downside scenario.
- A fairly wide model range (€15.01 to €32.38) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.
How to read this chart
60‑month range €4.32 – €12.07 · fair‑value band €15.01 – €32.38 · the €11.07 price screens below the €25.90 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.
Analysis
ALD SA (AYV) currently trades at €11.07, while our model-based Fair Value estimate is €25.90, implying the stock looks roughly 57.3% undervalued today. The Quality Score stands at 32/100 (below-average quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of €27.73 per share, and 12 of the 13 models we run sit above the €11.07 price. Bear case: the Asset-Based group reads lowest at €9.42, and 1 of the 13 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, ALD SA generated revenue of €25.0B at a net margin of 4.2%. Revenue declined 1.5% year over year. It earns a return on equity of 9.3%. Net debt stands at €34.3B. Fundamentals as of Aug 19, 2026
Our scenario range runs from €15.01 (bear case) to €32.38 (bull case); at €11.07, the current price sits below 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 8% below its 52-week high and 40% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −19% fair-value upside, at 134%, AYV 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 €0.7512 per share, which is 2.9 % 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.
All 16 models by family
Widest divergence: Growth Earnings (€27.73) versus Asset-Based (€9.42). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 32 · Market factors (momentum, volatility) 67
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
Ayvens provides service leasing and vehicle fleet management services in the France, Rest of Europe, Latin America, Asia, and internationally. Its products and services include full-service leasing, fleet management, mobility solutions, consultancy services, car auctions, and sale or lease back for fleet managers and drivers.
Full company description
Ayvens provides service leasing and vehicle fleet management services in the France, Rest of Europe, Latin America, Asia, and internationally. Its products and services include full-service leasing, fleet management, mobility solutions, consultancy services, car auctions, and sale or lease back for fleet managers and drivers. The company was formerly known as ALD S.A. and changed its name to Ayvens in May 2024. Ayvens was incorporated in 1998 and is headquartered in Puteaux, France. Ayvens operates as a subsidiary of Société Générale Société anonyme.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ALD SA reported revenue of €25.2B in FY2025 versus €10.4B in FY2021, a compound +24.6%/yr. Reported net income was €923M in FY2025, compounding +1.4%/yr from FY2021.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ayvens SA (WBO:AYV) (H1 2026) Earnings Call Highlights: Record Margins and Cost Discipline Amid ...
- Ayvens announces the publication of its financial statements for the year ended 31 December 2025
- Ayvens and Omoda/Jaecoo sign MoU to expand leasing offer in Europe
Peer Group
Rental & Leasing Services · 90 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.
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,038 | $449.86 | −57% |
| Sunbelt Rentals Holdings SUNB | $84.80 | $65.76 | −22% |
| AerCap Holdings AER | $147.49 | $301.51 | +104% |
| U-Haul Holding UHAL | $68.41 | $7.21 | −89% |
| Ryder System, Inc R | $243.48 | $109.71 | −55% |
| Element Fleet Management Corp EFN | C$27.92 | C$20.86 | −25% |
| BOC Aviation Limited 2588 | HK$75.15 | HK$145.91 | +94% |
| GATX Corporation GATX | $173.54 | $140.90 | −19% |
| Avis Budget Group CAR | $139.58 | $158.11 | +13% |
| WillScot Holdings WSC | $23.76 | $43.19 | +82% |
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