Audinate Group Ltd (AD8) Fair Value & Analysis
Technology · AU · Market cap A$196M
Fair value as of: Aug 13, 2026
From 13 valuation models · updated 3 days ago
Fair value updated Aug 13, 2026, revised from A$0.7400 to A$0.7500 (+1.4%) since Jul 13, 2026. Share price −3.7% over the past month.
Below-average quality, and screening another 64% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (A$0.7700). The favourable scenario is already priced in.
- Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The models converge in a tight band (A$0.7400 to A$0.7700), unusually little disagreement for a valuation.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range A$1.75 – A$23.31 · fair‑value band A$0.7400 – A$0.7700 · the A$2.10 price screens above the A$0.7500 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Audinate Group Ltd (AD8) currently trades at A$2.10, while our model-based Fair Value estimate is A$0.7500, implying the stock looks roughly 64.3% overvalued today. The Quality Score stands at 42/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Audinate Group Ltd generated revenue of A$65.5M at a net margin of -22.5%. Revenue grew 12.1% year over year. It earns a return on equity of -9.1%. The balance sheet holds a net cash position of A$59.4M. Fundamentals as of Aug 13, 2026
Our scenario range runs from A$0.7400 (bear case) to A$0.7700 (bull case); at A$2.10, 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 73% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -64%, AD8 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 13 models by family
Widest divergence: Growth DCF (A$2.00) versus Dividend Discount (A$0.1300). Highest evidence: Growth DCF (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 21
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.
About the company
Audinate Group Limited engages in develops and sells digital audio visual (AV) networking solutions Australia and internationally. It provides Dante, a technology platform that distributes digital audio and video signals over computer networks to original equipment manufacturers.
Full company description
Audinate Group Limited engages in develops and sells digital audio visual (AV) networking solutions Australia and internationally. It provides Dante, a technology platform that distributes digital audio and video signals over computer networks to original equipment manufacturers. The company provides software products, such as Dante Controller, a real-time network monitoring device; Dante Virtual Soundcard that provides access to various audio devices on the network; Dante Via, a software application that route audio between applications, devices connected to computer; Dante Studio; Dante Director, a cloud-based SaaS application; Dante Managed API; Dante connect, a cloud-based broadcast production; and Dante Domain Manager, as well as Dante AVIO adapters. It also, offers Dante-enabled products; and solutions for manufacturers. The company was founded in 2003 and is headquartered in Surry Hills, Australia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Audinate Group Ltd reported revenue of A$62.1M in FY2025 versus A$33.4M in FY2021, a compound +16.8%/yr. Reported net income was −A$6.4M in FY2025.
AD8 screens 64% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 645 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 Electronic Components median · lower = cheaper
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.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,790 TWD | 602.37 TWD | -66% |
| Luxshare Precision Industry Co 002475 | ¥56.06 | ¥38.44 | -31% |
| Samsung Electro-Mechanics Co 009150 | 1,503,000 KRW | 172,954 KRW | -88% |
| Suzhou Dongshan Precision Manufacturing Co 002384 | ¥202.11 | ¥21.19 | -90% |
| Shengyi Technology Co 600183 | ¥143.23 | ¥36.30 | -75% |
| Shennan Circuits Co 002916 | ¥385.80 | ¥125.52 | -67% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$238.60 | HK$75.68 | -68% |
| Kingboard Laminates Holdings 1888 | HK$38.70 | HK$8.95 | -77% |
| Asia Vital Components Co 3017 | 2,910 TWD | 1,369 TWD | -53% |
| Nan Ya Printed Circuit Board Corporation 8046 | 1,215 TWD | 1,768 TWD | +46% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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