AIR Global PLC (AIIR) Fair Value & Analysis
Consumer Defensive · US · Market cap $1.1B
AIR Global PLC
AIIR · US
Fair value as of: Jul 14, 2026
From 24 valuation models · updated 27 days ago
Share price −9.0% over the past month.
A solid business, but screening 15% overvalued on our models.
What matters now
- Solid but not exceptional quality (68/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($3.16 to $7.30) leaves room in how you read the outcome.
Price vs Fair Value (4 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 14, 2026.
How to read this chart
4‑month range $5.63 – $15.00 · fair‑value band $3.16 – $7.30 · the $6.20 price screens above the $5.30 fair value. As of Jul 14, 2026.
Analysis
AIR Global PLC (AIIR) currently trades at $6.20, while our model-based Fair Value estimate is $5.30, implying the stock looks roughly 14.5% overvalued today. The Quality Score stands at 68/100 (solid quality), in the Consumer Defensive 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).
Net debt stands at $281M. The stock trades on a trailing P/E of 23.5. Fundamentals as of Jul 14, 2026
Our scenario range runs from $3.16 (bear case) to $7.30 (bull case); at $6.20, 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 59% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 4% fair-value upside, at -15%, AIIR screens richer 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 24 models by family
Widest divergence: Growth DCF ($5.35) versus Asset-Based ($0.8700). Highest evidence: Growth DCF (80).
Key figures & financial health
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 0
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
AIR Global PLC manufactures and sells hookah and inhalation products. It sells its products through a B2B e-commerce platform. The company was formerly known as AIR Holdings Limited and changed its name to AIR Global PLC in April 2026. The company was founded in 1999 and is based in Dubai, United Arab Emirates.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2023 – FY2025 · reported fiscal years
AIR Global PLC reported revenue of $400M in FY2025 versus $364M in FY2023, a compound +4.8%/yr. Reported net income was $46.8M in FY2025, compounding −6.7%/yr from FY2023.
AIIR screens 15% overvalued. Compare with Philip Morris International Inc →
Peer Group
Tobacco · 34 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 Tobacco 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.
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 Tobacco stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Philip Morris International Inc PM | $188.93 | $103.71 | -45% |
| British American Tobacco p.l.c. BTI | $60.02 | $61.14 | +2% |
| Altria Group MO | $68.44 | $81.81 | +20% |
| ITC Limited ITC | ₹281.75 | ₹282.04 | +0% |
| KT&G Corporation 033780 | 179,900 KRW | 119,073 KRW | -34% |
| PT Hanjaya Mandala Sampoerna Tbk, HMSP | 695.00 IDR | 1,193 IDR | +72% |
| Godfrey Phillips India Limited GODFRYPHLP | ₹2,337 | ₹1,194 | -49% |
| PT Gudang Garam Tbk, GGRM | 16,375 IDR | 16,988 IDR | +4% |
| TABAK TABAK | 18,480 CZK | 23,215 CZK | +26% |
| China Tobacco International (HK) Company 6055 | HK$23.00 | HK$24.09 | +5% |
Compare AIR Global PLC with another stock
Price, fair value, quality and upside side by side.
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Frequently asked questions
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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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