Ayr Wellness Inc (AYRWF) Fair Value & Analysis

Healthcare · US · Market cap $2.0M

Below-average quality, currently priced close to our fair value.

What matters now

• The price sits above even our optimistic bull case ($0.0035). The favourable scenario is already priced in.
• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• The models converge in a tight band ($0.0033 to $0.0035), unusually little disagreement for a valuation.
• Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 29, 2026.

How to read this chart

60‑month range $0.0010 – $30.82 · fair‑value band $0.0033 – $0.0035 · the $0.0037 price screens above the $0.0034 fair value. Dashed = 300-day average. As of Jul 29, 2026.

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Analysis

Ayr Wellness Inc (AYRWF) currently trades at $0.0037, while our model-based Fair Value estimate is $0.0034, implying the stock looks roughly 8.1% fairly valued today. The Quality Score stands at 20/100 (below-average 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: low).

Over the trailing twelve months, Ayr Wellness Inc generated revenue of $453M at a net margin of -68.5%. Revenue declined 9.1% year over year. It earns a return on equity of -68.0%. Net debt stands at $375M. Fundamentals as of Jul 29, 2026

Our scenario range runs from $0.0033 (bear case) to $0.0035 (bull case); at $0.0037, 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. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at -8%, AYRWF 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.

Widest divergence: Multiples ($0.0040) versus Asset-Based ($0.0031). Highest evidence: EV/EBITDA (54).

Key figures & financial health

Quality Score breakdown

About the company

Ayr Wellness Inc. cultivates, manufactures, and retails cannabis products and branded cannabis packaged goods in United States. The company engages in the possession, manufacture, use, sale, or distribution of cannabis and/or holding of licenses in the adult-use and/or medicinal cannabis marketplace.

Full company description

Ayr Wellness Inc. cultivates, manufactures, and retails cannabis products and branded cannabis packaged goods in United States. The company engages in the possession, manufacture, use, sale, or distribution of cannabis and/or holding of licenses in the adult-use and/or medicinal cannabis marketplace. Its portfolio includes consumer-packaged goods under the kynd, HAZE, and Later Days brand names, as well as legacy and local brands. The company also owns and operates a chain of cannabis retail stores under AYR and The Dispensary brand names. The company was formerly known as Ayr Strategies Inc. and changed its name to Ayr Wellness Inc. in February 2021. Ayr Wellness Inc. was incorporated in 2017 and is headquartered in Miami, Florida.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Ayr Wellness Inc reported revenue of $464M in FY2024 versus $155M in FY2020, a compound +31.5%/yr. Reported net income was −$359M in FY2024.

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Peer Group

Drug Manufacturers - Specialty & Generic · 623 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 Drug Manufacturers - Specialty & Generic 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.

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Frequently asked questions

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.