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Alcidion Group (ALC) Fair Value & Analysis

Healthcare · AU · Market cap A$148M

AG Alcidion Group ALC · AU
PriceA$0.0950
Fair ValueA$0.0523
Upside-45.0%
Quality95/100
Evidence: High Range A$0.0428 – A$0.0523

Fair value as of: Jun 26, 2026

From 24 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from A$0.0800 to A$0.0523 (−34.7%) since Jun 24, 2026. Share price −12.7% over the past month.

Price vs Fair Value (12 months)

A$0.1385 A$0.0871 Fair Value A$0.0523 Jun 2025 Jun 2026

12‑month range A$0.0871 – A$0.1385 · fair‑value band A$0.0428 – A$0.0523 · the A$0.0950 price screens above the A$0.0523 fair value. As of Jun 26, 2026.

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Analysis

Alcidion Group (ALC) currently trades at A$0.0950, while our model-based Fair Value estimate is A$0.0523 — implying the stock looks roughly 45.0% 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: high).

Over the trailing twelve months, Alcidion Group generated revenue of A$48.6M at a net margin of 8.0%. Revenue grew 44.4% year over year. It earns a return on equity of 4.4%. The balance sheet holds a net cash position of A$16.3M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) A$48.6M
Revenue growth (YoY) +44.4%
Net margin 8.0%
Return on equity 4.4%
Free cash flow A$5.6M FY2025
Operating margin 7.8%
More key figures
Net cash A$16.3M FY2025

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

About the company

Alcidion Group Limited, together with its subsidiaries, engages in the development and licensing of healthcare software products in Australia, New Zealand, and the United Kingdom. It offers Miya Precision, a fast healthcare interoperability resource (FHIR)-events platform that integrates digital patient care services, such as a clinical decision support system, electronic patient record (EPR), and patient administration systems (PAS). The company platform also provides electronic patient flow journey boards; virtual care and remote patient management; integrated care system smart operations center; emergency department and specialized care; real-time data integration, FHIR-based interoperability, and predictive analytics; modern modular EPR; and streamlined clinical workflows, intelligent comms, and mobility solutions. In addition, the company offers Smartpage, a smartphone and web-based system for hospital communication and task management; and product implementation, product suppo…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Alcidion Group reported revenue of A$40.8M in FY2025 versus A$25.9M in FY2021, a compound +12.0%/yr. Reported net income was A$1.7M in FY2025.

Revenue +12.0%/yr
FY21 A$25.9M
FY22 A$34.4M
FY23 A$40.4M
FY24 A$37.1M
FY25 A$40.8M
Net income
FY21 −A$2.2M
FY22 −A$4.4M
FY23 −A$3.6M
FY24 −A$8.4M
FY25 A$1.7M

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

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Pro Medicus Limited PME A$172.80 A$32.25 -81%
BrightSpring Health Services, Inc BTSG $60.59 $23.87 -61%
Tempus AI, Inc TEM $48.61 $12.67 -74%
HealthEquity, Inc HQY $84.61 $79.57 -6%
M3, Inc MTHRY $5.03 $7.44 +48%

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Frequently asked questions

Is Alcidion Group (ALC) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$0.0523 versus a price of A$0.0950 — about −45% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ALC?
Our 21-model fair value for Alcidion Group is A$0.0523 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$0.0950.
What is the quality score of ALC?
Alcidion Group has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Alcidion Group (ALC)?
Alcidion Group reported trailing-twelve-month revenue of about A$48.6M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of ALC?
The net profit margin of Alcidion Group is about 8.0%, meaning it keeps roughly 8.0% 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.