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Aroa Biosurgery Limited (ARX) Fair Value & Analysis

Healthcare · AU · Market cap A$224M

AB Aroa Biosurgery Limited ARX · AU
PriceA$0.6000
Fair ValueA$0.2000
Upside-66.7%
Quality97/100
Evidence: High Range A$0.1700 – A$0.2500

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from A$0.4600 to A$0.2000 (−56.5%) since Jun 23, 2026. Share price −13.9% over the past month.

Price vs Fair Value (12 months)

A$0.8085 A$0.5186 Fair Value A$0.2000 Jun 2025 Jun 2026

12‑month range A$0.5186 – A$0.8085 · fair‑value band A$0.1700 – A$0.2500 · the A$0.6000 price screens above the A$0.2000 fair value. As of Jun 24, 2026.

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Analysis

Aroa Biosurgery Limited (ARX) currently trades at A$0.6000, while our model-based Fair Value estimate is A$0.2000 — implying the stock looks roughly 66.7% overvalued today. We read business quality at 97/100 (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, Aroa Biosurgery Limited generated revenue of A$104M at a net margin of 4.5%. Revenue grew 29.5% year over year. It earns a return on equity of 4.9%. The balance sheet holds a net cash position of A$12.2M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$104M
Revenue growth (YoY) +29.5%
Net margin 4.5%
Return on equity 4.9%
Free cash flow A$8.4M FY2026
P/E ratio 64.5
More key figures
Operating margin 12.0%
EPS (TTM) A$0.0100
Net cash A$12.2M FY2026

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Aroa Biosurgery Limited develops, manufactures, and sells medical devices for wound and soft tissue repair using extracellular matrix (ECM) technology in the United States and internationally. Its products include Endoform Natural and Endoform Antimicrobial Restorative Bioscaffold for treating acute and chronic wounds; Myriad Matrix, an engineered ECM for soft tissue repair, reinforcement, and complex wounds; Myriad Morcells, a morcellized (powdered) format of Myriad Matrix for soft tissue repair and complex wounds; Myriad Morcells Fine that delivers a bolus of biologically important ECM proteins to help kick start and sustain healing; and Symphony, a combination cellular and tissue product, indicated for the regeneration of functional tissue in complex wounds. The company also develops products for abdominal wall reconstruction, hernia repair, and breast reconstruction in North America and Europe. Aroa Biosurgery Limited was incorporated in 2007 and is headquartered in Auckland, Ne…

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Aroa Biosurgery Limited reported revenue of A$92.3M in FY2026 versus A$36.9M in FY2022, a compound +25.8%/yr. Reported net income was A$4.2M in FY2026.

Revenue +25.8%/yr
FY22 A$36.9M
FY23 A$59.3M
FY24 A$63.4M
FY25 A$77.0M
FY26 A$92.3M
Net income
FY22 −A$7.8M
FY23 −A$371K
FY24 −A$9.7M
FY25 −A$3.5M
FY26 A$4.2M

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6 more Medical Devices stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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Stryker Corporation S1YK34 R$77.83 R$8.47 -89%
Medtronic plc MDT $80.25 $74.40 -7%
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Frequently asked questions

Is Aroa Biosurgery Limited (ARX) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$0.2000 versus a price of A$0.6000 — about −67% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ARX?
Our 21-model fair value for Aroa Biosurgery Limited is A$0.2000 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.6000.
What is the quality score of ARX?
Aroa Biosurgery Limited has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Aroa Biosurgery Limited (ARX)?
Aroa Biosurgery Limited reported trailing-twelve-month revenue of about A$104M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of ARX?
The net profit margin of Aroa Biosurgery Limited is about 4.5%, meaning it keeps roughly 4.5% 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.