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Ion Beam Applications SA (IBAB) Fair Value & Analysis

Healthcare · BE · Market cap €463M

IB Ion Beam Applications SA IBAB · BR
Price€16.26
Fair Value€6.23
Upside-61.7%
Quality55/100
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Expensive Growth
Thin margins · 2.1% net margin
Low debt · negative free cash flow
1.58% dividend yield
Mixed vs. peers (7/13)
Narrow moat 39/100
Evidence: High Range €3.49 – €6.75 Share as image

Fair value as of: Aug 6, 2026

From 17 valuation models · updated 4 days ago

Fair value updated Aug 6, 2026, revised from €6.61 to €6.23 (−5.7%) since Jul 17, 2026. Share price −1.5% over the past month.

A solid business, but screening 62% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (€6.75). The favourable scenario is already priced in.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (€3.49 to €6.75) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€19.38 €8.12 Fair Value €6.23 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 6, 2026.

How to read this chart

60‑month range €8.12 – €19.38 · fair‑value band €3.49 – €6.75 · the €16.26 price screens above the €6.23 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 6, 2026.

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Analysis

Ion Beam Applications SA (IBAB) currently trades at €16.26, while our model-based Fair Value estimate is €6.23, implying the stock looks roughly 61.7% overvalued today. The Quality Score stands at 55/100 (solid 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, Ion Beam Applications SA generated revenue of €620M at a net margin of 2.1%. Revenue grew 12.3% year over year. It earns a return on equity of 10.7%. Net debt stands at €52.1M. Fundamentals as of Aug 6, 2026

Our scenario range runs from €3.49 (bear case) to €6.75 (bull case); at €16.26, 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 7% below its 52-week high and 64% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -22% fair-value upside, at -62%, IBAB 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
Residual Income €3.64 €3.96 €4.67 76
ROIC Compounder €6.58 €8.09 €9.86 72
Gordon GGM €1.90 €3.42 €4.71 70
All 17 models by family
DCF Models
Owner Earnings €6.10 €9.12 €13.36 31
Earnings-Based
Graham-Dodd €2.97 €10.92 €14.75 54
Lynch FV €2.61 €3.73 €4.84 50
PEG = 1.0 €2.61 €3.73 €4.84 46
EPV €6.19 €6.99 €7.66 59
Dividend Discount
Gordon GGM €1.90 €3.42 €4.71 70
DDM Multi-Stage €1.90 €3.13 €3.66 61
Multiples
P/E Multiple €7.22 €9.62 €12.03 63
P/S Multiple €5.58 €7.43 €9.29 58
P/B Multiple €5.58 €7.43 €9.29 55
EV/EBIT €12.31 €16.30 €20.30 53
EV/EBITDA €15.15 €20.09 €25.03 54
EV/Revenue €8.88 €12.54 €16.21 43
Asset-Based
NCAV (Graham) €2.19 €2.93 €4.38 50
Economic Profit
Residual Income €3.64 €3.96 €4.67 76
ROIC Compounder €6.58 €8.09 €9.86 72
Growth Earnings
Growth-Adj P/E €5.03 €7.19 €9.34 68

Widest divergence: Multiples (€9.62) versus Asset-Based (€2.93). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) €620M
Revenue growth (YoY) +12.3%
Net margin 2.1%
Return on equity 10.7%
Free cash flow −€35.0M FY2025
P/E ratio 40.2
More key figures
Operating margin 8.8%
EPS (TTM) €0.4200
Dividend yield 1.4%
EPS growth (YoY) -21.7%
Net debt €52.1M FY2025

Figures from reported company fundamentals · as of Aug 6, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 50 · Market factors (momentum, volatility) 66

Profitability 42
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 1
Earnings quality: real cash, not paper profit
Fin. Strength 41
Balance sheet, leverage, solvency risk
Investment 89
Disciplined investing over empire-building
Low Volatility 53
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 81
Distance to the 52-week high (market factor)
Net Issuance 95
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

Ion Beam Applications SA designs, produces, and markets solutions for cancer diagnosis and treatments, serious illnesses, and industrial applications in Belgium, the United States, China, Germany, and India. It operates through four segments, Clinical Proton Therapy; Clinical Dosimetry; IBA Technologies; and IBA Corporate.

Full company description

Ion Beam Applications SA designs, produces, and markets solutions for cancer diagnosis and treatments, serious illnesses, and industrial applications in Belgium, the United States, China, Germany, and India. It operates through four segments, Clinical Proton Therapy; Clinical Dosimetry; IBA Technologies; and IBA Corporate. The company develops ConformalFLASH, a novel technique using the proton Bragg peak; DynamicARC, a technique that allows dynamic spot scanning irradiation and energy switching while the gantry is rotating; Proteus ONE, a compact proton therapy system transforming cancer treatment; Proteus PLUS, a proton therapy solution for cancer centers; and dosimetry solutions that includes radiation therapy; medical imaging; and QUASAR that offers a portfolio of sophisticated phantoms supporting MR guided radiation therapy, motion management, surface guided radiation therapy, geometric distortion analysis, and machine targeting solutions. It also offers radio pharma solutions, including radioisotopes, cyclotrons, and radiochemistry, as well as other integrated and industrial solutions, and services. In addition, the company is involved in construction of proton therapy, and other accelerators equipment and installation services; and operation and maintenance services, as well as sales a license for intellectual property. The company has strategic research and development partnership with SCK CEN, a Belgian nuclear research center focusing on the development of Actinium-225, a radioactive isotope for the treatment of cancer. Ion Beam Applications SA was incorporated in 1986 and is headquartered in Louvain-la-Neuve, Belgium.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ion Beam Applications SA reported revenue of €620M in FY2025 versus €313M in FY2021, a compound +18.6%/yr. Reported net income was €12.7M in FY2025, compounding +34.5%/yr from FY2021.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
€620M
Latest YoY
+24.5%
Avg. growth/yr (3Y)
+19.7%
Avg. growth/yr (5Y)
+14.7%
Avg. growth/yr (25Y)
+4.3%
Revenue +18.6%/yr
FY21 €313M
FY22 €361M
FY23 €429M
FY24 €498M
FY25 €620M
Net income +34.5%/yr
FY21 €3.9M
FY22 €6.1M
FY23 −€9.1M
FY24 €9.3M
FY25 €12.7M

IBAB screens 62% overvalued. Compare with Abbott Laboratories, →

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Cite: Fair Value Calculator (2026). "Ion Beam Applications SA Fair Value". https://www.fairvalue-calculator.com/stock/IBAB

Peer Group

Medical Devices · 351 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 55 · Above median
Fair Value upside −62% · Bottom 25%
Return on equity (TTM) 11% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 9% · Above median
Revenue growth 12% · Above median
Dividend yield (TTM) 1.6% · Below median
Debt / equity 0.44× · Higher than 75% of peers

Valuation Multiples vs Medical Devices median · lower = cheaper

P/E (TTM) 38.0× · Pricier than median
P/B 4.21× · Pricier than 75% of peers
P/S (TTM) 0.86× · Cheaper than median
EV/EBITDA 13.2× · Cheaper than median

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 0
FUTURE 62 · sector 27
PAST 43 · sector 8
HEALTH 78 · sector 97
DIVIDEND 32 · sector 38

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

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

Stock Price Fair Value vs Fair Value
Abbott Laboratories, ABT $100.68 $74.79 -26%
Stryker Corporation SYK $316.44 $186.28 -41%
Medtronic plc MDT $83.56 $65.57 -22%
Boston Scientific Corporation BSX $43.04 $38.44 -11%
Edwards Lifesciences Corporation EW $85.73 $41.02 -52%
Siemens Healthineers AG SHL €34.59 €33.87 -2%
Shenzhen Mindray Bio-Medical Electronics Co 300760 ¥149.43 ¥147.63 -1%
Shanghai United Imaging Healthcare Co 688271 ¥109.00 ¥43.60 -60%
Demant A/S DEMANT kr 276.60 kr 161.17 -42%
Getinge AB GETIB kr 206.80 kr 192.14 -7%

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Frequently asked questions

Is Ion Beam Applications SA (IBAB) overvalued or undervalued?
As of Aug 6, 2026, our model estimates a fair value of €6.23 versus a price of €16.26, about −62% (overvalued).
What is the fair value of IBAB?
Our model-based fair value for Ion Beam Applications SA is €6.23 (as of Aug 6, 2026), built from audited fundamentals. The current price is €16.26.
What is the quality score of IBAB?
Ion Beam Applications SA has a Quality Score of 55/100. 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 Ion Beam Applications SA (IBAB)?
Ion Beam Applications SA reported trailing-twelve-month revenue of about €620M (latest available figure, as of Aug 6, 2026).
What is the net profit margin of IBAB?
The net profit margin of Ion Beam Applications SA is about 2.1%, meaning it keeps roughly 2.1% of revenue as net income. Based on the latest reported figures.
Does Ion Beam Applications SA pay a dividend?
Ion Beam Applications SA currently shows a dividend yield of about 1.44% relative to its recent price (as of Aug 6, 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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