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PolyNovo Limited (PNV) Fair Value & Analysis

Healthcare · AU · Market cap A$729M

PL PolyNovo Limited PNV · AU
PriceA$0.9500
Fair ValueA$0.3300
Upside-65.3%
Quality95/100
Evidence: Medium Range A$0.2400 – A$0.4100

Fair value as of: Jun 24, 2026

From 14 valuation models · updated 6 days ago

Share price −24.6% over the past month.

Price vs Fair Value (12 months)

A$1.68 A$0.9035 Fair Value A$0.3300 Jun 2025 Jun 2026

12‑month range A$0.9035 – A$1.68 · fair‑value band A$0.2400 – A$0.4100 · the A$0.9500 price screens above the A$0.3300 fair value. As of Jun 24, 2026.

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Analysis

PolyNovo Limited (PNV) currently trades at A$0.9500, while our model-based Fair Value estimate is A$0.3300 — implying the stock looks roughly 65.3% overvalued today. We read business quality at 95/100 (high 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: medium).

Over the trailing twelve months, PolyNovo Limited generated revenue of A$139M at a net margin of 7.1%. Revenue grew 18.1% year over year. It earns a return on equity of 12.5%. The balance sheet holds a net cash position of A$16.4M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$139M
Revenue growth (YoY) +18.1%
Net margin 7.1%
Return on equity 12.5%
Free cash flow −A$10.8M FY2025
P/E ratio 105.5
More key figures
Operating margin 3.0%
EPS (TTM) A$0.0100
EPS growth (YoY) -99.9%
Net cash A$16.4M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

PolyNovo Limited designs, manufactures, and sells biodegradable medical devices in Australia, New Zealand, the United States, the United Kingdom, Ireland, Singapore, India, and Hong Kong. The company offers NovoSorb Biodegradable Temporising Matrix, a dermal matrix for the regeneration of the dermis when lost through extensive surgery, trauma, or burn. It is also developing hernia devices for hernia repair and solution for ventral hernia and complex abdominal wall reconstruction; Beta Cell implant, a novel intracutaneous ectopic pancreas to treat type 1 diabetes; NovoSorb MTX for single stage grafting in burns, chronic, and surgical wounds; and plastics and reconstructive device products. The company was formerly known as Calzada Limited and changed its name to PolyNovo Limited in November 2014. PolyNovo Limited was incorporated in 1998 and is headquartered in Port Melbourne, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PolyNovo Limited reported revenue of A$127M in FY2025 versus A$29.2M in FY2021, a compound +44.5%/yr. Reported net income was A$13.2M in FY2025.

Revenue +44.5%/yr
FY21 A$29.2M
FY22 A$41.4M
FY23 A$65.2M
FY24 A$103M
FY25 A$127M
Net income
FY21 −A$4.6M
FY22 −A$1.2M
FY23 −A$4.9M
FY24 A$5.3M
FY25 A$13.2M

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Similar stocks

6 more Medical Devices stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
Abbott Laboratories, ABTT34 R$39.41 R$30.42 -23%
Stryker Corporation S1YK34 R$79.18 R$43.78 -45%
Medtronic plc MDT $81.67 $60.02 -27%
Boston Scientific Corporation B1SX34 R$229.30 R$43.33 -81%
Edwards Lifesciences Corporation EW $85.98 $41.02 -52%
Siemens Healthineers AG SEMHF $39.95 $44.36 +11%

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Frequently asked questions

Is PolyNovo Limited (PNV) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$0.3300 versus a price of A$0.9500 — about −65% (overvalued). Model-based estimate, not financial advice.
What is the fair value of PNV?
Our 21-model fair value for PolyNovo Limited is A$0.3300 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.9500.
What is the quality score of PNV?
PolyNovo Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of PolyNovo Limited (PNV)?
PolyNovo Limited reported trailing-twelve-month revenue of about A$139M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of PNV?
The net profit margin of PolyNovo Limited is about 7.1%, meaning it keeps roughly 7.1% of revenue as net income. Based on the latest reported figures.

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.