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Aeffe S.p.A (AEF) Fair Value & Analysis

Consumer Cyclical · IT · Market cap €14.4M

AS Aeffe S.p.A AEF · MI
Price€0.1775
Fair Value€0.1603
Upside-9.7%
Quality92/100
Evidence: High Range €0.1126 – €0.2050

Fair value as of: Jun 26, 2026

From 18 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from €3.19 to €0.1603 (−95.0%) since Jun 24, 2026. Share price +6.9% over the past month.

Price vs Fair Value (12 months)

€0.5294 €0.1365 Fair Value €0.1603 Jun 2025 Jun 2026

12‑month range €0.1365 – €0.5294 · fair‑value band €0.1126 – €0.2050 · the €0.1775 price screens above the €0.1603 fair value. As of Jun 26, 2026.

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Analysis

Aeffe S.p.A (AEF) currently trades at €0.1775, while our model-based Fair Value estimate is €0.1603 — implying the stock looks roughly 9.7% overvalued today. We read business quality at 92/100 (high quality), in the Consumer Cyclical 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: high).

Over the trailing twelve months, Aeffe S.p.A generated revenue of €233M at a net margin of 4.8%. Revenue declined 33.9% year over year. It earns a return on equity of 17.3%. Net debt stands at €67.7M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) €233M
Revenue growth (YoY) -33.9%
Net margin 4.8%
Return on equity 17.3%
Free cash flow €10.6M FY2024
P/E ratio 1.3
More key figures
Operating margin -30.5%
EPS (TTM) €0.1100
EPS growth (YoY) -68.0%
Net debt €67.7M FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Aeffe S.p.A. engages in the design, production, and distribution of fashion and luxury goods worldwide. It operates in two segments, Prêt-a-Porter, and Footwear and Leather Goods. The company offers luxury prêt-a-porter garments and lingerie, swimwear, beachwear, and loungewear for men's/women's under the Alberta Ferretti, Philosophy di Lorenzo Serafini, Moschino, Boutique Moschino, and Love Moschino brands, as well as brands licensed from other companies. It also manages licensing agreements granted to other companies to manufacture Aeffe and Moschino branded product lines, such as the Moschino branded perfumes and sunglasses. In addition, the company is involved in design, production, and distribution of footwear, small leather goods, bags, and matching accessories under the Pollini brand; and manages licensing agreements granted to other companies to manufacture Pollini branded products, such as umbrellas, scarves, and ties. Further, it licenses the production and distribution of…

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Aeffe S.p.A reported revenue of €251M in FY2024 versus €280M in FY2020, a compound −2.7%/yr. Reported net income was €19.3M in FY2024.

Revenue −2.7%/yr
FY20 €280M
FY21 €333M
FY22 €364M
FY23 €319M
FY24 €251M
Net income
FY20 −€23.4M
FY21 €12.1M
FY22 −€9.1M
FY23 −€32.1M
FY24 €19.3M

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Similar stocks

6 more Apparel Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
H & M Hennes & Mauritz AB HNNMY $3.58 $3.95 +10%
Ralph Lauren Corporation RL $376.43 $423.69 +13%
Moncler S.p.A MONC €51.22 €50.69 -1%
Gildan Activewear Inc GIL $57.04 $34.84 -39%
LPP SA LPP 21,720 PLN 18,670 PLN -14%
Levi Strauss & Co LEVI $22.53 $56.56 +151%

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Frequently asked questions

Is Aeffe S.p.A (AEF) undervalued?
As of Jun 26, 2026, our model estimates a fair value of €0.1603 versus a price of €0.1775 — about −10% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AEF?
Our 21-model fair value for Aeffe S.p.A is €0.1603 (as of Jun 26, 2026), built from audited fundamentals. The current price is €0.1775.
What is the quality score of AEF?
Aeffe S.p.A has a Quality Score of 92/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Aeffe S.p.A (AEF)?
Aeffe S.p.A reported trailing-twelve-month revenue of about €233M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of AEF?
The net profit margin of Aeffe S.p.A is about 4.8%, meaning it keeps roughly 4.8% of revenue as net income. 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.