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Audinate Group (AD8) Fair Value & Analysis

Technology · AU · Market cap A$176M

AG Audinate Group AD8 · AU
PriceA$2.55
Fair ValueA$1.65
Upside-35.3%
Quality39/100
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Evidence: Medium Range A$1.37 – A$1.93

Fair value as of: Jun 24, 2026

From 14 valuation models · updated 8 days ago

Fair value updated Jun 24, 2026 — revised from A$2.10 to A$1.65 (−21.4%) since Jun 23, 2026. Share price +8.8% over the past month.

Price vs Fair Value (12 months)

A$8.15 A$1.91 Fair Value A$1.65 Jun 2025 Jul 2026

12‑month range A$1.91 – A$8.15 · fair‑value band A$1.37 – A$1.93 · the A$2.55 price screens above the A$1.65 fair value. As of Jun 24, 2026.

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Analysis

Audinate Group (AD8) currently trades at A$2.55, while our model-based Fair Value estimate is A$1.65 — implying the stock looks roughly 35.3% overvalued today. We read business quality at 39/100 (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 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 Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$65.5M
Revenue growth (YoY) +12.1%
Net margin -22.5%
Return on equity -9.1%
Free cash flow A$6.1M FY2025
Operating margin -46.7%
More key figures
EPS (TTM) A$-0.1800
EPS growth (YoY) -52.5%
Net cash A$59.4M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

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. 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.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Audinate Group 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.

Revenue +16.8%/yr
FY21 A$33.4M
FY22 A$46.3M
FY23 A$69.7M
FY24 A$91.5M
FY25 A$62.1M
Net income
FY21 −A$3.4M
FY22 −A$4.5M
FY23 A$10.6M
FY24 A$10.2M
FY25 −A$6.4M

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Frequently asked questions

Is Audinate Group (AD8) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$1.65 versus a price of A$2.55 — about −35% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AD8?
Our model-based fair value for Audinate Group is A$1.65 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$2.55.
What is the quality score of AD8?
Audinate Group has a Quality Score of 39/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Audinate Group (AD8)?
Audinate Group reported trailing-twelve-month revenue of about A$65.5M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of AD8?
The net profit margin of Audinate Group is about -22.5%, meaning it is currently running at a net loss. Based on the latest reported figures.

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.