Lindsay Australia Limited (LAU) Fair Value & Analysis
Industrials · AU · Market cap A$242M
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from A$1.00 to A$0.6306 (−36.9%) since Jun 24, 2026.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range (A$0.3847 to A$0.7883) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range A$0.2578 – A$1.19 · fair‑value band A$0.3847 – A$0.7883 · the A$0.6300 price screens below the A$0.6306 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Lindsay Australia Limited (LAU) currently trades at A$0.6300, while our model-based Fair Value estimate is A$0.6306, implying the stock looks roughly 0.1% fairly valued today. The Quality Score stands at 51/100 (solid quality), in the Industrials 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: high), always confirm before acting.
Over the trailing twelve months, Lindsay Australia Limited generated revenue of A$961M at a net margin of 1.6%. Revenue grew 24.8% year over year. It earns a return on equity of 8.8%. Net debt stands at A$211M. Fundamentals as of Jul 16, 2026
Our scenario range runs from A$0.3847 (bear case) to A$0.7883 (bull case); at A$0.6300, 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 16% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -70% fair-value upside, at 0%, LAU 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.
All 26 models by family
Widest divergence: DCF Models (A$1.88) versus Asset-Based (A$0.2800). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 53 · Market factors (momentum, volatility) 47
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
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.
Full company description
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. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lindsay Australia Limited reported revenue of A$850M in FY2025 versus A$435M in FY2021, a compound +18.2%/yr. Reported net income was A$17.4M in FY2025, compounding +93.0%/yr from FY2021.
of which total revenue +10.5 pp · buybacks/dilution −2.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
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Peer Group
Trucking · 46 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 Trucking 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.
Similar stocks
10 more Trucking stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Old Dominion Freight Line, Inc ODFL | $225.23 | $103.37 | -54% |
| XPO, Inc XPO | $219.29 | $56.52 | -74% |
| TFI International Inc TFII | $155.83 | $110.79 | -29% |
| Knight-Swift Transportation Holdings KNX | $75.19 | $8.58 | -89% |
| Saia, Inc SAIA | $438.29 | $129.64 | -70% |
| Schneider National, Inc SNDR | $38.19 | $12.37 | -68% |
| RXO, Inc RXO | $27.07 | $3.48 | -87% |
| ArcBest Corporation ARCB | $147.13 | $45.89 | -69% |
| Werner Enterprises, Inc WERN | $46.04 | $8.24 | -82% |
| Dazhong Transportation (Group) Co 600611 | ¥4.55 | ¥1.20 | -74% |
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Frequently asked questions
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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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