Lindsay Australia Ltd (LAU) fair value: what the stock is really worth
As of Nov 9, 2026: fair value (intrinsic value) of Lindsay Australia Ltd stock A$0.60, price A$0.72, that is 16.6% below the price, quality 41 out of 100. Rating: overvalued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range A$0.2745 – A$1.16 · fair‑value band A$0.3686 – A$0.7463 · the A$0.7150 price screens above the A$0.5961 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 6, 2026.
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Lindsay Australia Limited, together with its subsidiaries, provides integrated transport, logistics, and rural supply services to the food processing, food services, fresh produce, and horticulture sectors in Australia. The company operates through three segments: Transport, Rural, and Hunter.
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The company offers agricultural solutions, including seed, chemicals, nutrients, fertilizer, irrigation, farm consumables and packaging. The company also provides linehaul, dry and general, refrigerated chiller freight, and local pick-up delivery services.
In addition, it offers unloading, cross-docking, storage, ripening, quarantine, inspection, fumigation, and import/export services.
Further, the company provides fencing and livestock products; agricultural services, such as agronomy and feed testing services; trade essentials, including hardware, timber, and trade supplies; and pet products.
Lindsay Australia Limited was incorporated in 1993 and is based in Acacia Ridge, Australia.
Stock analysis
Lindsay Australia Ltd (LAU) currently trades at A$0.7150, while our model-based Fair Value estimate is A$0.5961, 17% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of A$2.76 per share, and 19 of the 26 models we run sit above the A$0.7150 price.
Bear case: the Asset-Based group reads lowest at A$0.1900, and 7 of the 26 models stay below the price. Data coverage for this calculation is low.
Scenario range: A$0.3686 (bear) to A$0.7463 (bull), the price of A$0.7150 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 41/100 (below-average quality), in the Industrials sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Lindsay Australia Ltd reported revenue of A$1.1B in FY2026 versus A$553M in FY2022, a compound +18.1%/yr. Reported net income was A$22.9M in FY2026, compounding +4.4%/yr from FY2022.
Key figures
Market cap A$262M (≈ $181M) Micro · P/E ratio 11.5 · P/S ratio 0.24 · EPS (TTM) A$0.0624 · Dividend yield 5.3% · Net margin 2.1% · Return on equity 12.8% · Return on assets (EBIT) 7.7% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 39 out of 100 (low confidence).
What moves the price
The share trades about 7% below its 52-week high and 35% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −39% fair-value upside, at −17%, LAU screens cheaper than that median.
Fair Value models
BearA$0.3686Fair Value A$0.5961BullA$0.7463
Price A$0.7150 · Downside -16.6%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2026 figures (about 4 months old). Earnings retained since then (A$0.0080 per share) are deliberately not added.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. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCFA$2.02A$3.34A$5.2779
Growth DCFA$2.00A$3.19A$4.8477
Residual IncomeA$0.4700A$0.5200A$0.640076
All 26 models by family
DCF Models
FCF DCFA$2.02A$3.34A$5.2779
Owner EarningsA$1.88A$3.11A$4.9275
5Y Revenue ExitA$1.37A$2.22A$3.3272
5Y EBITDA ExitA$2.40A$4.29A$6.6074
5Y P/E ExitA$1.20A$1.89A$2.6370
10Y Revenue ExitA$1.56A$2.40A$3.5766
10Y EBITDA ExitA$2.22A$3.76A$6.0167
10Y P/E ExitA$1.50A$2.18A$3.0564
Earnings-Based
Graham-DoddA$0.4200A$1.77A$2.4264
Lynch FVA$0.4500A$0.6400A$0.830061
PEG = 1.0A$0.4500A$0.6400A$0.830057
EPVA$0.6300A$0.7400A$0.830074
Dividend Discount
Gordon GGMA$0.2500A$0.4600A$0.630068
DDM Multi-StageA$0.2500A$0.4200A$0.490067
Multiples
P/E MultipleA$0.9800A$1.31A$1.6463
P/S MultipleA$0.7900A$1.06A$1.3258
P/B MultipleA$0.5100A$0.6900A$0.860055
EV/EBITA$0.8100A$1.37A$1.9364
EV/EBITDAA$2.26A$3.31A$4.3567
EV/RevenueA$0.3300A$0.8500A$1.3650
Asset-Based
NCAV (Graham)A$0.1400A$0.1900A$0.280054
Growth DCF
Growth DCFA$2.00A$3.19A$4.8477
Rev-Margin DCFA$1.37A$2.23A$3.3272
Economic Profit
Residual IncomeA$0.4700A$0.5200A$0.640076
ROIC CompounderA$0.6600A$0.8700A$1.1472
Growth Earnings
Growth-Adj P/EA$0.7700A$1.09A$1.4267
The fair value above starts from this blend and is adjusted for a cyclical peak year.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+26.8%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+16.8%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+19.9%
Start year 2021 (pandemic). Over 10 years: +12.7% a year
Revenue growth 26 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+16.1%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+33.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year+28.5%
Dividend (yield on the price)5.3%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.28.5% vs 10.0%, picking up
Profit margin 2021 to 2026 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.1% → 5%
Pace: the 5-year rate starts in 2021 (pandemic)
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−11.6%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+3.2%
Yearly sales growth analysts expect, extended to five years.
After inflation (Australia: IMF forecast 3.0% a year to 2030, 2.9% from 2016 to 2025) that is about −14.1% a year for the price and +0.3% for the forecasts.
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Trucking · 44 stocks
Beats the industry median on 10/15 measures
Overall it ranks above its industry peers.
Valuation
Quality Score41 · Bottom 25%
Fair Value upside−16.6% · Below median
Profitability
Return on equity (12 months)12.8% · Top 25%
Return on assets3.0% · Above median
Net margin (12 months)2.1% · Below median
Operating margin (12 months)4.3% · Above median
Growth and dividend
Revenue growth (quarter YoY)28.8% · Top 25%
Dividend yield (12 months)5.3% · Top 25%
Balance sheet
Debt / equity0.63× · Highest 25%
Valuation Multiplesvs Trucking median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Lindsay Australia Ltd Fair Value". https://www.fairvalue-calculator.com/stock/LAU
Frequently asked questions
Is Lindsay Australia Ltd (LAU) overvalued or undervalued?
As of Nov 6, 2026, our model estimates a fair value of A$0.5961 versus a price of A$0.7150, about 17% lower (overvalued).
What is the fair value of LAU?
Our model-based fair value for Lindsay Australia Ltd is A$0.5961 (as of Nov 6, 2026), built from audited fundamentals. The current price: A$0.7150.
What is the quality score of LAU?
Lindsay Australia Ltd has a Quality Score of 41/100. 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 price target for Lindsay Australia Ltd (LAU)?
Our model-based price target is the fair value of A$0.5961 (as of Nov 6, 2026) from 26 valuation models. Cautious scenario A$0.3686, optimistic scenario A$0.7463. It is a calculation from audited fundamentals, not an analyst target.
What is the Lindsay Australia Ltd stock forecast for 2026?
Our models put fair value at A$0.5961, about 17% lower versus a price of A$0.7150 (overvalued). Cautious scenario A$0.3686, optimistic scenario A$0.7463. The calculation is refreshed regularly with new filings.
What is the revenue of Lindsay Australia Ltd (LAU)?
Lindsay Australia Ltd reported trailing-twelve-month revenue of about A$1.1B (latest available figure, as of Nov 6, 2026).
Does Lindsay Australia Ltd pay a dividend?
Lindsay Australia Ltd currently shows a dividend yield of 5.31% relative to its recent price (as of Nov 6, 2026).
How much is the dividend of Lindsay Australia Ltd (LAU) and when is the ex-dividend date?
Lindsay Australia Ltd pays a dividend of A$0.038 per share a year, a dividend yield of 5.3%. The last ex-dividend date was Sep 28, 2026. A dividend has been paid every year since at least 2003. The payout ratio is 63.3% of earnings. Free cash flow covers the dividend 4.45 times. Our assessment: Sustainable. Payout and cash coverage both look sustainable.
What growth is priced into Lindsay Australia Ltd (LAU)?
For today's price to be fair in a discounted-cash-flow model, Lindsay Australia Ltd would have to grow free cash flow by -11.6 % per year for five years (discount rate 11.0 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +19.9 % per year. As of Nov 6, 2026.
What discount rate (WACC) does the fair value of LAU use?
Our models discount Lindsay Australia Ltd at 11.0 %: a base by market capitalisation (micro), damped by beta 0.34, country premium for Australia. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Lindsay Australia Ltd that is -11.6 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (11.0 %) and the same formula as our fair value.
How much growth has Lindsay Australia Ltd (LAU) delivered so far?
Over the past 5 years revenue at Lindsay Australia Ltd grew +19.9 % a year. The price currently implies free-cash-flow growth of -11.6 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Lindsay Australia Ltd (LAU) growing?
The median revenue growth in the sector is +7.8 % a year. That is the yardstick for the growth priced into Lindsay Australia Ltd (-11.6 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Lindsay Australia Ltd (LAU)?
The free-cash-flow yield on the price is 23.69 %: that much free cash flow Lindsay Australia Ltd produces per unit of market value. When it exceeds the discount rate of our models (11.0 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Lindsay Australia Ltd (LAU)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Lindsay Australia Ltd it is A$0.5961 per share (as of Nov 6, 2026), against a price of A$0.7150. It is the blended result of 26 valuation models in 8 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Lindsay Australia Ltd stock overvalued or undervalued in 2026?
As of Nov 6, 2026, LAU trades above its calculated fair value: price A$0.7150, fair value A$0.5961, a gap of about −17% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LAU?
No. The price is what the market pays today (A$0.7150); the fair value is what the company's own numbers justify (A$0.5961). For Lindsay Australia Ltd the two are A$0.1189 per share apart. That gap is exactly why we show both numbers side by side.
How much is Lindsay Australia Ltd worth?
The market values Lindsay Australia Ltd at about A$262M (market capitalisation, as of Nov 6, 2026). Per share that is A$0.7150; our models calculate a fair value of A$0.5961 per share.
What do the bullish and bearish scenarios say about LAU?
Our models span a range for Lindsay Australia Ltd: cautious scenario A$0.3686, base A$0.5961, optimistic A$0.7463 per share (as of Nov 6, 2026, price A$0.7150). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of LAU?
Lindsay Australia Ltd trades at a price-to-earnings ratio of 11.5 (as of Nov 6, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of A$0.5961 is built from several models across several years. Median P/E at fiscal year-end, 10 fiscal years (2017 to 2026), reported earnings, FY2026 ex one-offs: 12.3. Other multiples: PEG 0.2, P/B 1.3, P/S 0.2, EV/EBITDA 4.3.
What is the PEG ratio of LAU?
The PEG ratio of Lindsay Australia Ltd is 0.24 (P/E divided by earnings growth, as of Nov 6, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Lindsay Australia Ltd (LAU)?
Balance-sheet figures for Lindsay Australia Ltd (as of Nov 6, 2026): return on equity 12.8%, debt of 0.63 per unit of equity. They feed the Quality Score of 41/100, which measures business quality independently of the share price.
How far is LAU from its 52-week high?
Lindsay Australia Ltd trades at A$0.7150, about 7% below its 52-week high of A$0.7650 and 35% above the low of A$0.5278 (as of Nov 9, 2026). Distance from the high says nothing about value: that is what the fair value of A$0.5961 is for.
Which stocks are comparable to Lindsay Australia Ltd?
From the same area (Industrials) we also value Old Dominion Freight Line, Inc, XPO, Inc, Knight-Swift Transportation Holdings, Saia, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Lindsay Australia Ltd stock attractive at the current price?
The data as of Nov 6, 2026: price A$0.7150, calculated fair value A$0.5961 (−17%), Quality Score 41/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LAU calculated?
We run Lindsay Australia Ltd through 26 models from 8 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of A$0.5961 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Lindsay Australia Ltd itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Lindsay Australia Ltd (LAU)?
The closing price on Nov 9, 2026 was A$0.7150. Our model-based fair value is A$0.5961, about 17% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Lindsay Australia Ltd right now?
Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts. A fairly wide model range (A$0.3686 to A$0.7463) leaves room in how you read the outcome. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Where does the earnings growth of Lindsay Australia Ltd (LAU) come from?
Earnings per share at Lindsay Australia Ltd grew +11.9 % a year from 2015 to 2026. Broken into its drivers: revenue per share +10.1 %, EBIT margin −5.3 %, tax rate −0.7 %, residual (interest, one-offs) +8.1 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Lindsay Australia Ltd
How large is the market capitalisation of Lindsay Australia Ltd (LAU)?
The market capitalisation of Lindsay Australia Ltd is A$262M (≈ $181M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Lindsay Australia Ltd (LAU)?
The price-to-sales ratio of Lindsay Australia Ltd is 0.24 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Lindsay Australia Ltd (LAU)?
Earnings per share at Lindsay Australia Ltd are A$0.0624 (price ÷ EPS = P/E 11.5). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Lindsay Australia Ltd (LAU)?
The dividend yield of Lindsay Australia Ltd is 5.3% (payout 60.9%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Lindsay Australia Ltd (LAU)?
The net margin of Lindsay Australia Ltd is 2.1% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Lindsay Australia Ltd (LAU)?
The return on equity (ROE) of Lindsay Australia Ltd is 12.8% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Lindsay Australia Ltd (LAU)?
On an EBIT basis the return on assets of Lindsay Australia Ltd is 7.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Lindsay Australia Ltd (LAU)?
The operating margin of Lindsay Australia Ltd is 4.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Lindsay Australia Ltd (LAU)?
Revenue at Lindsay Australia Ltd is growing +28.8% versus a year earlier (3y avg +16.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Lindsay Australia Ltd (LAU)?
Earnings per share at Lindsay Australia Ltd are growing +235% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Lindsay Australia Ltd (LAU) carry?
The net debt of Lindsay Australia Ltd is A$316M (fiscal year 2026, ≈ 5.1 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Thin data
Nov 6, 2026