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Allergy Therapeutics plc (AGY) Fair Value & Analysis

Healthcare · GB · Market cap 602M GBX

AT Allergy Therapeutics plc AGY · LSE
Price£0.0726
Fair Value£0.0300
Upside-58.7%
Quality95/100
Evidence: Low Range £0.0200 – £0.0400

Fair value as of: Jun 23, 2026

From 3 valuation models · updated 7 days ago

Share price −22.2% over the past month.

Price vs Fair Value (12 months)

£0.1255 £0.0726 Fair Value £0.0300 Jun 2025 Jun 2026

12‑month range £0.0726 – £0.1255 · fair‑value band £0.0200 – £0.0400 · the £0.0726 price screens above the £0.0300 fair value. As of Jun 23, 2026.

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Analysis

Allergy Therapeutics plc (AGY) currently trades at £0.0726, while our model-based Fair Value estimate is £0.0300 — implying the stock looks roughly 58.7% overvalued today. We read business quality at 95/100 (high quality), in the Healthcare 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: low).

Over the trailing twelve months, Allergy Therapeutics plc generated revenue of £57.3M at a net margin of -84.1%. Revenue grew 6.6% year over year. Net debt stands at £47.5M. Fundamentals as of Jun 23, 2026

Key figures & financial health

Revenue (TTM) 57.3M GBX
Revenue growth (YoY) +6.6%
Net margin -84.1%
Return on equity -369%
Free cash flow −32.0M GBX FY2025
Operating margin -31.4%
More key figures
EPS (TTM) £-0.0100
EPS growth (YoY) -55.7%
Net debt 47.5M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 23, 2026. TTM = trailing twelve months.

About the company

Allergy Therapeutics plc, a commercial biotechnology company, focuses on the diagnosis and treatment of allergic disorders in Germany, Austria, United Kingdom, Netherlands, Switzerland, Italy, Spain, and internationally. The company sells injectable and sublingual allergen-specific immunotherapies, and offers treatment of pollen-related allergies, particularly to grasses, weeds, and trees, as well as diagnostics products. Its products include Pollinex Quattro, Oralvac, Venomil, Venom ATL Polistes Dominula, Synbiotics, and Acarovac Plus. It also develops Grass MATA MPL, a subcutaneous allergen-specific immunotherapy candidate that aims to address the cause of symptoms of allergic rhinoconjunctivitis due to grass pollen; and VLP Peanut, a short-course peanut allergy vaccine. Allergy Therapeutics plc was founded in 1998 and is headquartered in Worthing, the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Allergy Therapeutics plc reported revenue of £55.0M in FY2025 versus £84.3M in FY2021, a compound −10.1%/yr. Reported net income was −£40.1M in FY2025.

Revenue −10.1%/yr
FY21 £84.3M
FY22 £72.8M
FY23 £59.6M
FY24 £55.2M
FY25 £55.0M
Net income
FY21 £2.9M
FY22 −£13.8M
FY23 −£43.1M
FY24 −£40.2M
FY25 −£40.1M

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Frequently asked questions

Is Allergy Therapeutics plc (AGY) undervalued?
As of Jun 23, 2026, our model estimates a fair value of £0.0300 versus a price of £0.0726 — about −59% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AGY?
Our 21-model fair value for Allergy Therapeutics plc is £0.0300 (as of Jun 23, 2026), built from audited fundamentals. The current price is £0.0726.
What is the quality score of AGY?
Allergy Therapeutics plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Allergy Therapeutics plc (AGY)?
Allergy Therapeutics plc reported trailing-twelve-month revenue of about £57.3M (latest available figure, as of Jun 23, 2026).
What is the net profit margin of AGY?
The net profit margin of Allergy Therapeutics plc is about -84.1%, 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.