Expanding Air Travel Network Will Boost 25% Seat Capacity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Feb 25

Updated

09 Dec 25

Views

92

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

12.9%

7D

-3.0%

Loading

1Y

12.9%

7D

-3.0%

You can edit this narrative until Dec 10 1:05 AM. Then, changes will post as Updates.

Author's Valuation

₱5743.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Increased 3.64%

CEB: Rising Traffic And Capacity Recovery Will Drive Stronger Prospects

Narrative Update on Cebu Air Analyst Price Target Analysts have raised their fair value estimate for Cebu Air from PHP 55 to PHP 57, citing slightly stronger expected revenue growth that more than offsets a modest uptick in the discount rate and a marginally softer projected profit margin and valuation multiple. What's in the News October 2025 traffic update shows stable demand, with 2.081 million passengers carried, nearly flat year on year, while RPK grew to 2,234 million as ASK expanded to 2,932 million.

Shared on 01 May 25

Fair value Increased 6.42%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 3.48%

AnalystConsensusTarget has increased revenue growth from 8.2% to 11.2% and decreased profit margin from 6.9% to 6.2%.

Shared on 02 Apr 25

Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 11.3% to 8.2%, increased profit margin from 5.4% to 6.9% and decreased future PE multiple from 6.1x to 5.4x.

Shared on 26 Mar 25

Fair value Increased 1.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Decreased 15%

AnalystConsensusTarget has decreased profit margin from 6.9% to 5.4%, increased future PE multiple from 5.2x to 6.1x and increased shares outstanding growth rate from -0.0% to 0.0%.

AnalystConsensusTarget Fair Value

₱57

43.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

10.01%

Airlines revenue growth rate

0.99%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

19.83%

Calculation

₱8.53b

Earnings '28

x

6.67x

PE Ratio '28

=

₱56.89b

Market Cap '28

₱56.89b

Market Cap '28

/

580.78m

No. shares '28

=

₱97.95

Share Price '28

₱97.95 Share Price '28

Discounted to 2025 @ 19.83% p.a.

=

₱56.92

Fair Value '25