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Nido Education Limited (NDO) Fair Value & Analysis

Consumer Defensive · AU · Market cap A$87.4M

NE Nido Education Limited NDO · AU
PriceA$0.3700
Fair ValueA$0.4900
Upside+32.4%
Quality55/100
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Healthy Growth
Thin margins · 3.8% net margin
Low debt · generates free cash flow
9.61% dividend yield
Ranks above peers (9/14)
Narrow moat 43/100
Evidence: High Range A$0.3600 – A$0.6100 Share as image

Fair value as of: Jul 11, 2026

From 24 valuation models · updated 30 days ago

Share price −3.9% over the past month.

A solid business, screening 32% undervalued on our models.

What matters now

  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
  • Our model range runs from A$0.3600 (bear) to A$0.6100 (bull), base A$0.4900. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 55/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

A$6.73 A$0.2650 Fair Value A$0.4900 Jul 2010 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range A$0.2650 – A$6.73 · fair‑value band A$0.3600 – A$0.6100 · the A$0.3700 price screens below the A$0.4900 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Nido Education Limited (NDO) currently trades at A$0.3700, while our model-based Fair Value estimate is A$0.4900, implying the stock looks roughly 32.4% undervalued today. The Quality Score stands at 55/100 (solid quality), in the Consumer Defensive 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, Nido Education Limited generated revenue of A$170M at a net margin of 3.8%. Revenue grew 0.6% year over year. It earns a return on equity of 5.5%. Net debt stands at A$207M. Fundamentals as of Jul 11, 2026

Our scenario range runs from A$0.3600 (bear case) to A$0.6100 (bull case); at A$0.3700, 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 49% below its 52-week high and 61% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 17% fair-value upside, at 32%, NDO 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$0.6600 A$1.13 A$1.85 80
Residual Income A$0.3500 A$0.3400 A$0.3000 76
Rev-Margin DCF A$0.8200 A$1.54 A$3.05 74
All 24 models by family
DCF Models
FCF DCF A$0.7100 A$1.04 A$1.99 38
Owner Earnings A$0.5600 A$1.20 A$2.31 31
5Y Revenue Exit A$0.7400 A$1.34 A$2.60 39
5Y EBITDA Exit A$0.9700 A$1.80 A$3.45 41
5Y P/E Exit A$0.4300 A$0.9000 A$1.51 38
10Y Revenue Exit A$0.7000 A$1.60 A$2.16 36
10Y EBITDA Exit A$0.8700 A$2.02 A$4.03 37
10Y P/E Exit A$0.5300 A$1.03 A$1.80 35
Earnings-Based
Graham-Dodd A$0.1900 A$1.36 A$1.90 54
Lynch FV A$0.7000 A$1.00 A$1.30 50
PEG = 1.0 A$0.7000 A$1.00 A$1.30 46
EPV A$0.5900 A$0.6700 A$0.7400 59
Multiples
P/E Multiple A$0.3600 A$0.4900 A$0.6100 63
P/S Multiple A$0.3600 A$0.4900 A$0.6100 58
P/B Multiple A$0.3600 A$0.4900 A$0.6100 55
EV/EBIT A$1.02 A$1.40 A$1.77 53
EV/EBITDA A$1.10 A$1.50 A$1.90 54
EV/Revenue A$0.6900 A$1.03 A$1.36 43
Asset-Based
NCAV (Graham) A$0.2500 A$0.3300 A$0.4900 50
Growth DCF
Growth DCF A$0.6600 A$1.13 A$1.85 80
Rev-Margin DCF A$0.8200 A$1.54 A$3.05 74
Economic Profit
Residual Income A$0.3500 A$0.3400 A$0.3000 76
ROIC Compounder A$0.6700 A$0.9100 A$1.08 72
Growth Earnings
Growth-Adj P/E A$0.8600 A$1.23 A$1.60 68

Widest divergence: Growth Earnings (A$1.23) versus Asset-Based (A$0.3300). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) A$170M
Revenue growth (YoY) +0.6%
Net margin 3.8%
Return on equity 5.5%
Free cash flow A$15.5M FY2025
P/E ratio 12.3
More key figures
Operating margin 17.1%
EPS (TTM) A$0.0300
Dividend yield 10.2%
EPS growth (YoY) -64.1%
Net debt A$207M FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 52 · Market factors (momentum, volatility) 27

Profitability 27
Margins and returns on capital today
Quality Growth 40
Are margins and returns improving?
Cashflow 66
Earnings quality: real cash, not paper profit
Fin. Strength 27
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 14
Distance to the 52-week high (market factor)
Net Issuance 84
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

Nido Education Limited owns, operates, and manages long day early childhood education and care centers under the Nido Early School brand in Australia. It also provides establishment and management services to clients and third party incubator partners. The company was incorporated in 2021 and is based in Drummoyne, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Nido Education Limited reported revenue of A$170M in FY2025 versus A$19.2M in FY2021, a compound +72.4%/yr. Reported net income was A$6.5M in FY2025, compounding +36.3%/yr from FY2021.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
A$170M
Latest YoY
+3.8%
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.
+43.1%
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.
+85.1%
Revenue +72.4%/yr
FY21 A$19.2M
FY22 A$57.9M
FY23 A$93.4M
FY24 A$164M
FY25 A$170M
Net income +36.3%/yr
FY21 A$1.9M
FY22 −A$6.8M
FY23 −A$18.1M
FY24 A$14.7M
FY25 A$6.5M

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Cite: Fair Value Calculator (2026). "Nido Education Limited Fair Value". https://www.fairvalue-calculator.com/stock/NDO

Peer Group

Education & Training Services · 148 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 · Below median
Fair Value upside +32% · Above median
Return on equity (TTM) 6% · Above median
Return on assets 5% · Above median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 17% · Above median
Revenue growth 1% · Below median
Dividend yield (TTM) 9.6% · Top 25%
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Education & Training Services median · lower = cheaper

P/E (TTM) 12.8× · Cheaper than median
P/B 0.55× · Cheaper than median
P/S (TTM) 0.36× · Cheaper than median
P/FCF 4.0× · Pricier than median
EV/EBITDA 2.9× · 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 77 · sector 37
FUTURE 3 · sector 24
PAST 22 · sector 18
HEALTH 88 · sector 95
DIVIDEND 100 · sector 66

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 Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
New Oriental Education & Technology Group EDUN 966.48 MXN 897.37 MXN -7%
TAL Education Group TAL $10.24 $15.60 +52%
Laureate Education, Inc LAUR $36.45 $41.45 +14%
Physicswallah Limited PWL ₹131.59 ₹14.81 -89%
Grand Canyon Education, Inc LOPE $149.00 $152.01 +2%
Covista Inc CVSA $116.22 $135.45 +17%
Stride, Inc LRN $83.39 $139.45 +67%
Universal Technical Institute, Inc UTI $40.33 $21.35 -47%
Perdoceo Education Corporation PRDO $31.66 $41.45 +31%
Strategic Education, Inc STRA $84.18 $105.48 +25%

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Frequently asked questions

Is Nido Education Limited (NDO) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of A$0.4900 versus a price of A$0.3700, about +32% (undervalued).
What is the fair value of NDO?
Our model-based fair value for Nido Education Limited is A$0.4900 (as of Jul 11, 2026), built from audited fundamentals. The current price is A$0.3700.
What is the quality score of NDO?
Nido Education Limited 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 Nido Education Limited (NDO)?
Nido Education Limited reported trailing-twelve-month revenue of about A$170M (latest available figure, as of Jul 11, 2026).
What is the net profit margin of NDO?
The net profit margin of Nido Education Limited is about 3.8%, meaning it keeps roughly 3.8% of revenue as net income. Based on the latest reported figures.
Does Nido Education Limited pay a dividend?
Nido Education Limited currently shows a dividend yield of about 10.21% relative to its recent price (as of Jul 11, 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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