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The Agency Group (AU1) Fair Value & Analysis

Real Estate · AU · Market cap A$11.9M

TA The Agency Group AU1 · AU
PriceA$0.0330
Fair ValueA$0.0379
Upside+14.9%
Quality50/100
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Mixed Growth
Loss-making · -3.7% net margin
Low debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 17/100
Evidence: Medium Range A$0.0311 – A$0.0448 Share as image

Fair value as of: Jul 18, 2026

From 12 valuation models · updated 23 days ago

Fair value updated Jul 18, 2026, revised from A$0.0361 to A$0.0379 (+4.9%) since Jun 26, 2026. Share price +26.9% over the past month.

A solid business, screening 15% undervalued on our models.

What matters now

  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
  • Our model range runs from A$0.0311 (bear) to A$0.0448 (bull), base A$0.0379. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 50/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

A$0.0580 A$0.0160 Fair Value A$0.0379 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range A$0.0160 – A$0.0580 · fair‑value band A$0.0311 – A$0.0448 · the A$0.0330 price screens below the A$0.0379 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

The Agency Group (AU1) currently trades at A$0.0330, while our model-based Fair Value estimate is A$0.0379, implying the stock looks roughly 14.9% undervalued today. The Quality Score stands at 50/100 (solid quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, The Agency Group generated revenue of A$107M at a net margin of -3.7%. Revenue grew 18.1% year over year. Net debt stands at A$16.6M. Fundamentals as of Jul 18, 2026

Our scenario range runs from A$0.0311 (bear case) to A$0.0448 (bull case); at A$0.0330, 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 3% below its 52-week high and 106% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -2% fair-value upside, at 15%, AU1 screens cheaper 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF A$0.1000 A$0.1500 A$0.2400 80
Rev-Margin DCF A$0.1000 A$0.1700 A$0.3100 74
Gordon GGM A$0.0800 A$0.1300 A$0.1700 70
All 12 models by family
DCF Models
FCF DCF A$0.1100 A$0.1500 A$0.2600 38
5Y Revenue Exit A$0.1000 A$0.1500 A$0.2700 39
5Y EBITDA Exit A$0.1000 A$0.1700 A$0.3000 41
10Y Revenue Exit A$0.1000 A$0.1800 A$0.2400 36
10Y EBITDA Exit A$0.1000 A$0.1900 A$0.3600 37
Dividend Discount
Gordon GGM A$0.0800 A$0.1300 A$0.1700 70
DDM Multi-Stage A$0.0800 A$0.1300 A$0.1400 61
Multiples
EV/EBITDA A$0.1000 A$0.1300 A$0.1600 54
EV/Revenue A$0.0900 A$0.1200 A$0.1500 43
Asset-Based
NCAV (Graham) A$0.0100 50
Growth DCF
Growth DCF A$0.1000 A$0.1500 A$0.2400 80
Rev-Margin DCF A$0.1000 A$0.1700 A$0.3100 74

Widest divergence: DCF Models (A$0.1700) versus Multiples (A$0.1200). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) A$107M
Revenue growth (YoY) +18.1%
Net margin -3.7%
Return on equity -110%
Free cash flow A$3.6M FY2025
Operating margin 1.1%
More key figures
EPS (TTM) A$-0.0100
EPS growth (YoY) +7.5%
Net debt A$16.6M FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 49 · Market factors (momentum, volatility) 70

Profitability 40
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 46
Earnings quality: real cash, not paper profit
Fin. Strength 12
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 47
Calm price path (market factor)
Momentum 70
Price trend over the last 3–12 months (market factor)
52W Momentum 97
Distance to the 52-week high (market factor)
Net Issuance 74
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

The Agency Group Australia Limited engages in the real estate business in Australia. It operates through Real Estate and Property Services, and Property management services segments. The company sells residential properties, as well as offers settlement agent services.

Full company description

The Agency Group Australia Limited engages in the real estate business in Australia. It operates through Real Estate and Property Services, and Property management services segments. The company sells residential properties, as well as offers settlement agent services. The Agency Group Australia Limited was founded in 1996 and is headquartered in Perth, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

The Agency Group reported revenue of A$98.5M in FY2025 versus A$58.4M in FY2021, a compound +14.0%/yr. Reported net income was −A$5.4M in FY2025.

Growth Quality 62/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
A$98.5M
Latest YoY
+12.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.7%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.1%
Avg. growth/yr (12Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+26.7%
Revenue +14.0%/yr
FY21 A$58.4M
FY22 A$72.7M
FY23 A$77.5M
FY24 A$88.0M
FY25 A$98.5M
Net income
FY21 −A$1.9M
FY22 A$1.6M
FY23 −A$4.3M
FY24 −A$4.9M
FY25 −A$5.4M

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Cite: Fair Value Calculator (2026). "The Agency Group Fair Value". https://www.fairvalue-calculator.com/stock/AU1

Peer Group

Real Estate Services · 520 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 51 · Below median
Fair Value upside +21% · Above median
Return on assets -2% · Bottom 25%
Net margin (TTM) -4% · Bottom 25%
Operating margin (TTM) 1% · Bottom 25%
Revenue growth 18% · Top 25%

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/B 3.42× · Pricier than 75% of peers
P/S (TTM) 0.08× · Cheaper than 75% of peers
P/FCF 2.4× · Pricier than median
EV/EBITDA 1.2× · Cheaper 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 62 · sector 37
FUTURE 91 · sector 10
PAST 0 · sector 16
HEALTH 100 · sector 85
DIVIDEND 0 · sector 49

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 Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
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KE Holdings 2423 HK$44.76 HK$18.03 -60%
Swire Properties Limited 1972 HK$23.90 HK$18.75 -22%
Plaza S.A MALLPLAZA 3,725 CLP 5,571 CLP +50%
SAGAA SAGAA kr 170.00 kr 75.55 -56%
Cencosud Shopping S.A CENCOMALLS 2,324 CLP 2,976 CLP +28%
PT Sarana Menara Nusantara Tbk. owns and TOWR 372.00 IDR 1,208 IDR +225%
PT Metropolitan Kentjana Tbk MKPI 20,975 IDR 19,160 IDR -9%
PT Bangun Kosambi Sukses Tbk, CBDK 3,530 IDR 3,464 IDR -2%
IRSA Inversiones y Representaciones Sociedad Anónima, IRSA 2,495 ARS 3,998 ARS +60%

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Frequently asked questions

Is The Agency Group (AU1) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of A$0.0379 versus a price of A$0.0330, about +15% (undervalued).
What is the fair value of AU1?
Our model-based fair value for The Agency Group is A$0.0379 (as of Jul 18, 2026), built from audited fundamentals. The current price is A$0.0330.
What is the quality score of AU1?
The Agency Group has a Quality Score of 50/100. 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 The Agency Group (AU1)?
The Agency Group reported trailing-twelve-month revenue of about A$107M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of AU1?
The net profit margin of The Agency Group is about -3.7%, 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.

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