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AIMS APAC REIT (O5RU) Fair Value & Analysis

Real Estate · SG · Market cap 1.4B SGD

AA AIMS APAC REIT O5RU · SG
Price1.65 SGD
Fair Value1.77 SGD
Upside+7.3%
Quality70/100
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Evidence: High Range 1.29 SGD – 2.49 SGD

Fair value as of: Jul 4, 2026

From 26 valuation models · updated yesterday

Share price +5.1% over the past month.

Price vs Fair Value (12 months)

1.65 SGD 1.23 SGD Fair Value 1.77 SGD Jul 2025 Jul 2026

12‑month range 1.23 SGD – 1.65 SGD · fair‑value band 1.29 SGD – 2.49 SGD · the 1.65 SGD price screens below the 1.77 SGD fair value. As of Jul 4, 2026.

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Analysis

AIMS APAC REIT (O5RU) currently trades at 1.65 SGD, while our model-based Fair Value estimate is 1.77 SGD — implying the stock looks roughly 7.3% undervalued today. We read business quality at 70/100 (solid quality), in the Real Estate 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, AIMS APAC REIT generated revenue of 191M SGD at a net margin of 68.8%. Revenue grew 4.1% year over year. It earns a return on equity of 8.3%. Net debt stands at 515M SGD. Fundamentals as of Jul 4, 2026

Key figures & financial health

Revenue (TTM) 191M SGD
Revenue growth (YoY) +4.1%
Net margin 68.8%
Return on equity 8.3%
Free cash flow 109M SGD FY2026
P/E ratio 12.7
More key figures
Operating margin 64.5%
EPS (TTM) 0.1300 SGD
Dividend yield 6.3%
EPS growth (YoY) +5.7%
Net debt 515M SGD FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 4, 2026. TTM = trailing twelve months.

About the company

AIMS APAC REIT is a real estate investment trust listed on the Mainboard of the SGX-ST since 2007. AA REIT was established with the principal investment objective of owning and investing in a diversified portfolio of high-quality income-producing industrial, logistics and business park real estate, located throughout the Asia Pacific region. The real estate assets are utilized for a variety of purposes, including but not limited to warehousing and distribution activities, business park activities and manufacturing activities. AA REIT's existing portfolio consists of 28 properties, of which 25 properties are located throughout Singapore, and 3 properties located in Australia, including a property located in Gold Coast, Queensland, a 49.0% interest in Optus Centre located in Macquarie Park, New South Wales and Woolworths HQ located in Bella Vista, New South Wales. AA REIT is an index constituent of several benchmark indices including the FTSE EPRA Nareit Global Developed Index, MSCI …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

AIMS APAC REIT reported revenue of 191M SGD in FY2026 versus 142M SGD in FY2022, a compound +7.6%/yr. Reported net income was 131M SGD in FY2026, compounding +6.0%/yr from FY2022.

Revenue +7.6%/yr
FY22 142M SGD
FY23 167M SGD
FY24 177M SGD
FY25 187M SGD
FY26 191M SGD
Net income +6.0%/yr
FY22 104M SGD
FY23 114M SGD
FY24 62.9M SGD
FY25 53.5M SGD
FY26 131M SGD

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6 more REIT - Industrial stocks, each showing price versus our Fair Value estimate (as of Jul 4, 2026).

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Prologis, Inc PLD $143.83 $76.01 -47%
Public Storage, a member of the S&P 500, PSA $325.94 $215.22 -34%
Extra Space Storage Inc EXR $145.33 $56.21 -61%
SEGRO Plc SEGXF $11.50 $4.60 -60%
EastGroup Properties, Inc EGP $204.89 $126.92 -38%
Lineage, Inc LINE $41.38 $35.41 -14%

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Frequently asked questions

Is AIMS APAC REIT (O5RU) undervalued?
As of Jul 4, 2026, our model estimates a fair value of 1.77 SGD versus a price of 1.65 SGD — about +7% (undervalued). Model-based estimate, not financial advice.
What is the fair value of O5RU?
Our model-based fair value for AIMS APAC REIT is 1.77 SGD (as of Jul 4, 2026), built from audited fundamentals. The current price is 1.65 SGD.
What is the quality score of O5RU?
AIMS APAC REIT has a Quality Score of 70/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of AIMS APAC REIT (O5RU)?
AIMS APAC REIT reported trailing-twelve-month revenue of about 191M SGD (latest available figure, as of Jul 4, 2026).
What is the net profit margin of O5RU?
The net profit margin of AIMS APAC REIT is about 68.8%, meaning it keeps roughly 68.8% of revenue as net income. Based on the latest reported figures.
Does AIMS APAC REIT pay a dividend?
AIMS APAC REIT currently shows a dividend yield of about 6.27% relative to its recent price (as of Jul 4, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.