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Intrinsic Value

Is AIR undervalued or overvalued?

See the intrinsic value estimate for Airbus SE and find out whether today’s valuation is cheap or expensive by its own historical standards.

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AIR Intrinsic Value
LOCKED
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Today vs. history

AIR looks undervalued.
But is it cheap by its own standards?

See how today’s valuation compares with AIR’s past valuations and how the stock performed after similar periods.

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Intrinsic Value Locked
Current Price €194.36
Margin of Safety 20% Locked
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Fundamental Analysis

What Airbus Does

Aerospace & Defense Industrials

Airbus SE designs and builds commercial passenger jets, military aircraft, helicopters, and space systems. Its best-known business is selling airliners to airlines and leasing companies, but it also supplies defense customers with transport planes, surveillance aircraft, and other military platforms, plus helicopters for civil and defense use. In space, it makes satellites, launch-related systems, and other equipment for governments and institutional customers.

Headquarters
Netherlands NL
Employees
166 876
IPO date
Jul 10, 2000
Read the full company overview
View Company Overview

Airbus has no economic moat

No Moat Narrow Wide

Customers can buy competing aircraft rather than depend exclusively on Airbus, so its position does not eliminate competition for future orders. Its shared aircraft designs make staying convenient and cheaper for airlines, but that protection is not an absolute barrier to rivals.

Read the full moat analysis

Latest Earnings Call

Q2 2026 · July 29, 2026

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EPS
€2.28
Expected
€1.97
Surprise
+15.7%
Stock, next trading day
−3.4%
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Financials
Efficiency

Earnings Waterfall
Airbus SE

Wall St Price Targets

Capital Returns

Buyback Yield
LOCKED
Debt Paydown Yield
LOCKED

Competitive Landscape

What is the Intrinsic Value of one AIR stock?

The intrinsic value for Airbus SE (AIR) under the Base Case is hidden EUR.

Is AIR stock undervalued or overvalued?

Compared with the current market price of 194.36 EUR, the stock appears hidden.

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