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Eagers Automotive Limited (APE) Fair Value & Analysis

Consumer Cyclical · AU · Market cap A$5.8B

EA Eagers Automotive Limited APE · AU
PriceA$24.04
Fair ValueA$17.66
Upside-26.5%
Quality52/100
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Mixed Growth
Thin margins · 1.7% net margin
Low debt · generates free cash flow
3.51% dividend yield
Mixed vs. peers (8/15)
Narrow moat 43/100
Evidence: High Range A$12.77 – A$22.07 Share as image

Fair value as of: Jul 15, 2026

From 26 valuation models · updated 26 days ago

Share price +13.9% over the past month.

A solid business, but screening 27% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (A$22.07). The favourable scenario is already priced in.
  • Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

A$33.93 A$7.27 Fair Value A$17.66 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range A$7.27 – A$33.93 · fair‑value band A$12.77 – A$22.07 · the A$24.04 price screens above the A$17.66 fair value. Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Eagers Automotive Limited (APE) currently trades at A$24.04, while our model-based Fair Value estimate is A$17.66, implying the stock looks roughly 26.5% overvalued today. The Quality Score stands at 52/100 (solid 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, Eagers Automotive Limited generated revenue of A$13.0B at a net margin of 1.7%. Revenue grew 14.3% year over year. It earns a return on equity of 15.7%. Net debt stands at A$3.3B. Fundamentals as of Jul 15, 2026

Our scenario range runs from A$12.77 (bear case) to A$22.07 (bull case); at A$24.04, the current price sits above 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 31% below its 52-week high and 51% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 19% fair-value upside, at -27%, APE 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF A$17.12 A$30.37 A$52.38 80
Residual Income A$6.07 A$6.96 A$10.92 76
Rev-Margin DCF A$18.88 A$34.47 A$55.32 74
All 26 models by family
DCF Models
FCF DCF A$17.44 A$32.51 A$58.85 38
Owner Earnings A$13.93 A$25.99 A$47.08 31
5Y Revenue Exit A$18.88 A$35.07 A$57.66 39
5Y EBITDA Exit A$20.97 A$39.50 A$63.41 41
5Y P/E Exit A$13.92 A$24.51 A$36.82 38
10Y Revenue Exit A$17.55 A$32.74 A$57.24 36
10Y EBITDA Exit A$19.59 A$35.98 A$62.10 37
10Y P/E Exit A$14.96 A$25.04 A$39.65 35
Earnings-Based
Graham-Dodd A$5.46 A$28.16 A$38.93 54
Lynch FV A$7.69 A$10.99 A$14.29 50
PEG = 1.0 A$7.69 A$10.99 A$14.29 46
EPV A$15.34 A$17.78 A$19.88 59
Dividend Discount
Gordon GGM A$5.89 A$11.73 A$17.76 70
DDM Multi-Stage A$5.89 A$10.14 A$12.38 61
Multiples
P/E Multiple A$13.24 A$17.66 A$22.07 63
P/S Multiple A$10.23 A$13.65 A$17.06 58
P/B Multiple A$10.23 A$13.65 A$17.06 55
EV/EBIT A$29.17 A$38.92 A$48.68 53
EV/EBITDA A$24.35 A$32.50 A$40.65 54
EV/Revenue A$19.63 A$28.08 A$36.54 43
Asset-Based
NCAV (Graham) A$3.29 A$4.41 A$6.58 50
Growth DCF
Growth DCF A$17.12 A$30.37 A$52.38 80
Rev-Margin DCF A$18.88 A$34.47 A$55.32 74
Economic Profit
Residual Income A$6.07 A$6.96 A$10.92 76
ROIC Compounder A$17.61 A$23.51 A$30.95 72
Growth Earnings
Growth-Adj P/E A$11.84 A$16.91 A$21.98 68

Widest divergence: DCF Models (A$32.51) versus Asset-Based (A$4.41). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) A$13.0B
Revenue growth (YoY) +14.3%
Net margin 1.7%
Return on equity 15.7%
Free cash flow A$388M FY2025
P/E ratio 23.9
More key figures
Operating margin 4.6%
EPS (TTM) A$0.8600
Dividend yield 3.5%
EPS growth (YoY) +16.2%
Net debt A$3.3B FY2025

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 52 · Market factors (momentum, volatility) 47

Profitability 48
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 58
Earnings quality: real cash, not paper profit
Fin. Strength 45
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 49
Distance to the 52-week high (market factor)
Net Issuance 65
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

Eagers Automotive Limited owns and operates motor vehicle dealerships in Australia and New Zealand. It operates in two segments, Car Retailing and Property.

Full company description

Eagers Automotive Limited owns and operates motor vehicle dealerships in Australia and New Zealand. It operates in two segments, Car Retailing and Property. The company offers a range of automotive products and services, including new and used vehicles, vehicle maintenance and repair services, vehicle parts, service contracts, vehicle brokerage services, vehicle protection products, and other aftermarket products. It also engages in facilitating financing for vehicle purchases through third-party sources; and motor auction and forklift rental business. In addition, the company acquires commercial properties primarily for use as facility premises for its motor dealership operations. The company was formerly known as A.P. Eagers Limited and changed its name to Eagers Automotive Limited in July 2020. Eagers Automotive Limited was founded in 1913 and is based in Newstead, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Eagers Automotive Limited reported revenue of A$13.0B in FY2025 versus A$8.7B in FY2021, a compound +10.8%/yr. Reported net income was A$227M in FY2025, compounding −8.1%/yr from FY2021.

Growth Quality 69/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
A$13.0B
Latest YoY
+16.5%
Avg. growth/yr (3Y)
+15.2%
Avg. growth/yr (5Y)
+8.3%
Avg. growth/yr (36Y)
+14.8%
Revenue +10.8%/yr
FY21 A$8.7B
FY22 A$8.5B
FY23 A$9.9B
FY24 A$11.2B
FY25 A$13.0B
Net income −8.1%/yr
FY21 A$318M
FY22 A$308M
FY23 A$281M
FY24 A$205M
FY25 A$227M

APE screens 27% overvalued. Compare with Carvana Co →

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Cite: Fair Value Calculator (2026). "Eagers Automotive Limited Fair Value". https://www.fairvalue-calculator.com/stock/APE

Peer Group

Auto & Truck Dealerships · 102 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 52 · Above median
Fair Value upside −27% · Below median
Return on equity (TTM) 16% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 2% · Above median
Operating margin (TTM) 5% · Above median
Revenue growth 14% · Top 25%
Dividend yield (TTM) 3.5% · Above median
Debt / equity 0.26× · Higher than median

Valuation Multiples vs Auto & Truck Dealerships median · lower = cheaper

P/E (TTM) 23.9× · Pricier than median
P/B 2.21× · Pricier than median
P/S (TTM) 0.32× · Pricier than median
P/FCF 10.6× · Pricier than median
EV/EBITDA 6.4× · Cheaper than median
PEG 1.91× · 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 0 · sector 21
FUTURE 72 · sector 9
PAST 63 · sector 20
HEALTH 87 · sector 89
DIVIDEND 70 · sector 49

VALUE 0: the price sits above our fair-value range.

Insider activity: 48/100

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 Auto & Truck Dealerships stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Carvana Co CVNA $70.38 $24.58 -65%
Penske Automotive Group PAG $202.66 $241.86 +19%
Hotai Motor Co 2207 476.50 TWD 576.75 TWD +21%
CarMax, Inc KMX $58.47 $29.62 -49%
Lithia Motors, Inc LAD $339.16 $610.95 +80%
AutoNation, Inc AN $205.72 $329.77 +60%
Rush Enterprises, Inc RUSHA $76.89 $66.27 -14%
Valvoline Inc VVV $38.64 $24.57 -36%
OPENLANE, Inc OPLN $39.46 $33.81 -14%
Asbury Automotive Group ABG $211.97 $449.22 +112%

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Frequently asked questions

Is Eagers Automotive Limited (APE) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of A$17.66 versus a price of A$24.04, about −27% (overvalued).
What is the fair value of APE?
Our model-based fair value for Eagers Automotive Limited is A$17.66 (as of Jul 15, 2026), built from audited fundamentals. The current price is A$24.04.
What is the quality score of APE?
Eagers Automotive Limited has a Quality Score of 52/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Eagers Automotive Limited (APE)?
Eagers Automotive Limited reported trailing-twelve-month revenue of about A$13.0B (latest available figure, as of Jul 15, 2026).
What is the net profit margin of APE?
The net profit margin of Eagers Automotive Limited is about 1.7%, meaning it keeps roughly 1.7% of revenue as net income. Based on the latest reported figures.
Does Eagers Automotive Limited pay a dividend?
Eagers Automotive Limited currently shows a dividend yield of about 3.52% relative to its recent price (as of Jul 15, 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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