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Aena S.M.E., S.A (AENA) Fair Value & Analysis

Industrials · ES · Market cap €39.4B

AS Aena S.M.E., S.A AENA · MC
Price€26.82
Fair Value€28.41
Upside+5.9%
Quality69/100
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Healthy Growth
Highly profitable · 33.5% net margin
Moderate debt · generates free cash flow
4.16% dividend yield
Mixed vs. peers (8/15)
Wide moat 81/100
Evidence: High Range €17.20 – €36.38 Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 21 days ago

Share price −1.1% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (€17.20 to €36.38) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€27.83 €9.02 Fair Value €28.41 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range €9.02 – €27.83 · fair‑value band €17.20 – €36.38 · the €26.82 price screens below the €28.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Aena S.M.E., S.A (AENA) currently trades at €26.82, while our model-based Fair Value estimate is €28.41, implying the stock looks roughly 5.9% fairly valued today. We read business quality at 69/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Aena S.M.E., S.A generated revenue of €6.5B at a net margin of 33.5%. Revenue grew 11.8% year over year. It earns a return on equity of 24.4%. Net debt stands at €5.2B. Fundamentals as of Jul 17, 2026

Our scenario range runs from €17.20 (bear case) to €36.38 (bull case); at €26.82, the current price sits within 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 4% below its 52-week high and 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -29% fair-value upside, at 6%, AENA 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF €15.34 €26.78 €45.40 80
Residual Income €8.79 €10.71 €31.50 76
Rev-Margin DCF €8.60 €14.24 €21.26 74
All 26 models by family
DCF Models
FCF DCF €15.28 €27.25 €46.97 38
Owner Earnings €16.17 €28.75 €49.49 31
5Y Revenue Exit €8.60 €14.16 €21.27 39
5Y EBITDA Exit €18.35 €33.46 €51.90 41
5Y P/E Exit €16.80 €30.39 €45.40 38
10Y Revenue Exit €10.53 €16.40 €24.53 36
10Y EBITDA Exit €17.13 €30.23 €49.19 37
10Y P/E Exit €16.11 €28.03 €43.96 35
Earnings-Based
Graham-Dodd €9.69 €38.66 €52.55 54
Lynch FV €9.60 €13.72 €17.83 50
PEG = 1.0 €9.60 €13.72 €17.83 46
EPV €12.18 €14.51 €16.56 59
Dividend Discount
Gordon GGM €9.17 €19.06 €30.24 70
DDM Multi-Stage €9.17 €16.07 €20.01 61
Multiples
P/E Multiple €21.37 €28.49 €35.61 63
P/S Multiple €7.85 €10.46 €13.08 58
P/B Multiple €13.81 €18.41 €23.02 55
EV/EBIT €24.10 €32.75 €41.40 53
EV/EBITDA €22.07 €30.04 €38.02 54
EV/Revenue €5.47 €8.61 €11.75 43
Asset-Based
NCAV (Graham) €3.07 €4.11 €6.14 50
Growth DCF
Growth DCF €15.34 €26.78 €45.40 80
Rev-Margin DCF €8.60 €14.24 €21.26 74
Economic Profit
Residual Income €8.79 €10.71 €31.50 76
ROIC Compounder €13.72 €18.78 €25.28 72
Growth Earnings
Growth-Adj P/E €16.43 €23.47 €30.51 68

Widest divergence: DCF Models (€28.03) versus Asset-Based (€4.11). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €6.5B
Revenue growth (YoY) +11.8%
Net margin 33.5%
Return on equity 24.4%
Free cash flow €2.1B FY2025
P/E ratio 17.3
More key figures
Operating margin 30.8%
EPS (TTM) €1.44
Dividend yield 4.5%
EPS growth (YoY) +10.0%
Net debt €5.2B FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100

Of which business quality 68 · Market factors (momentum, volatility) 64

Profitability 63
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 80
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 56
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 51
Price trend over the last 3–12 months (market factor)
52W Momentum 66
Distance to the 52-week high (market factor)
Net Issuance 82
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.

About the company

Aena S.M.E., S.A., together with its subsidiaries, engages in the management of airports in Spain, Brazil, the United Kingdom, Mexico, and Colombia. The company operates through Airports, Real Estate Services, Región de Murcia International Airport, and International segments.

Full company description

Aena S.M.E., S.A., together with its subsidiaries, engages in the management of airports in Spain, Brazil, the United Kingdom, Mexico, and Colombia. The company operates through Airports, Real Estate Services, Región de Murcia International Airport, and International segments. It also manages commercial spaces in airport terminals, and a network of car parks; and leasing or transfer use of land, office buildings, warehouses, hangars, and cargo vessels to airlines, air cargo operators, handling agents and other airport service providers. In addition, the company is involved in the operation of duty-free shops, food and beverage, and specialty shops; rental of cars; advertising; baggage wrapping machines; other vending machines; regulated services, including pharmacies, tobacconists, lottery vendors, etc.; and provision of financial services, such as currency exchange, VAT refunds, and ATMs, as well as advisory services to international airports. Aena S.M.E., S.A. was formerly known as Aena, S.A. and changed its name to Aena S.M.E., S.A. in April 2017. The company was founded in 1991 and is headquartered in Madrid, Spain. Aena S.M.E., S.A. operates as a subsidiary of Entidad Pública Empresarial ENAIRE.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Aena S.M.E., S.A reported revenue of €6.3B in FY2025 versus €2.4B in FY2021, a compound +26.7%/yr. Reported net income was €2.1B in FY2025.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
€6.3B
Latest YoY
+8.5%
Avg. growth/yr (3Y)
+14.4%
Avg. growth/yr (5Y)
+23.5%
Avg. growth/yr (14Y)
+7.1%
Revenue +26.7%/yr
FY21 €2.4B
FY22 €4.2B
FY23 €5.0B
FY24 €5.8B
FY25 €6.3B
Net income
FY21 −€475M
FY22 €901M
FY23 €1.6B
FY24 €1.9B
FY25 €2.1B

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Cite: Fair Value Calculator (2026). "Aena S.M.E., S.A Fair Value". https://www.fairvalue-calculator.com/stock/AENA

Peer Group

Airports & Air Services · 55 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 69 · Top 25%
Fair Value upside +6% · Above median
Return on equity (TTM) 24% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 34% · Top 25%
Operating margin (TTM) 31% · Top 25%
Revenue growth 12% · Top 25%
Dividend yield (TTM) 4.2% · Top 25%
Debt / equity 0.53× · Higher than median

Valuation Multiples vs Airports & Air Services median · lower = cheaper

P/E (TTM) 18.2× · Pricier than median
P/B 4.93× · Pricier than 75% of peers
P/S (TTM) 7.03× · Pricier than 75% of peers
P/FCF 21.6× · Pricier than 75% of peers
EV/EBITDA 13.1× · Pricier than 75% of peers
PEG 3.02× · Pricier than 75% of peers

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 41 · sector 36
FUTURE 59 · sector 31
PAST 98 · sector 45
HEALTH 74 · sector 90
DIVIDEND 83 · sector 45

Insider activity: 35/100

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Airports & Air Services stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Airports of Thailand Public Company TATD 2.50 SGD 1.26 SGD -50%
Grupo Aeroportuario del Pacífico, S.A. PAC $220.91 $246.06 +11%
GMR Airports Limited GMRINFRA ₹112.80 ₹22.29 -80%
Flughafen Zürich AG FHZN CHF 237.20 CHF 121.30 -49%
Shanghai International Airport Co 600009 ¥24.08 ¥17.09 -29%
Auckland International Airport Limited AIA A$7.11 A$2.80 -61%
Fraport AG FRA €69.35 €49.83 -28%
Københavns Lufthavne A/S KBHL kr 5,660 kr 1,821 -68%
SATS Ltd S58 4.45 SGD 4.03 SGD -9%
Flughafen Wien Aktiengesellschaft, FLU €50.60 €46.33 -8%

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Frequently asked questions

Is Aena S.M.E., S.A (AENA) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of €28.41 versus a price of €26.82, about +6% (fairly valued).
What is the fair value of AENA?
Our model-based fair value for Aena S.M.E., S.A is €28.41 (as of Jul 17, 2026), built from audited fundamentals. The current price is €26.82.
What is the quality score of AENA?
Aena S.M.E., S.A has a Quality Score of 69/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Aena S.M.E., S.A (AENA)?
Aena S.M.E., S.A reported trailing-twelve-month revenue of about €6.5B (latest available figure, as of Jul 17, 2026).
What is the net profit margin of AENA?
The net profit margin of Aena S.M.E., S.A is about 33.5%, meaning it keeps roughly 33.5% of revenue as net income. Based on the latest reported figures.
Does Aena S.M.E., S.A pay a dividend?
Aena S.M.E., S.A currently shows a dividend yield of about 4.47% relative to its recent price (as of Jul 17, 2026).

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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