Ayala Land（ALI）株式概要
アヤラ・ランド社はフィリピンで不動産デベロッパーとして事業を展開している。 詳細
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Analyst Price Targets
Ayala Land, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₱15.50 |
| 52週高値 | ₱30.05 |
| 52週安値 | ₱14.72 |
| ベータ | 0.75 |
| 1ヶ月の変化 | -5.14% |
| 3ヶ月変化 | -27.06% |
| 1年変化 | -33.48% |
| 3年間の変化 | -40.15% |
| 5年間の変化 | -55.07% |
| IPOからの変化 | 62.33% |
最新ニュース
ナラティブの更新 • Apr 20
ALI: Debt Funding And 2026 Dividends Will Support Future Upside
Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.ナラティブの更新 • Apr 05
ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside
Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.ナラティブの更新 • Mar 22
ALI: Planned Debt Raise And Dividends Will Support Future Upside
Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).Recent updates
ナラティブの更新 • Apr 20
ALI: Debt Funding And 2026 Dividends Will Support Future Upside
Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.ナラティブの更新 • Apr 05
ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside
Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.ナラティブの更新 • Mar 22
ALI: Planned Debt Raise And Dividends Will Support Future Upside
Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).ナラティブの更新 • Mar 07
ALI: Planned Debt Funding And Dividends Will Support Future Upside
Analysts have trimmed their price target for Ayala Land slightly from ₱32.36 to ₱32.05, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that point to a more measured outlook for the company’s fair value. What's in the News The board scheduled a meeting on February 20, 2026 to consider raising up to ₱40b in funding with tenors of up to 10 years through retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs (company board meeting).ナラティブの更新 • Feb 20
ALI: Planned Debt Raise And Steady Margins Will Support Future Upside
Analysts have trimmed their price target on Ayala Land to ₱32.36 from ₱33.28, citing updated assumptions for the discount rate, modest revenue growth and profit margins, as well as a slightly higher future P/E multiple. What's in the News A board meeting on February 20, 2026 will consider raising up to ₱40 billion in funding with a tenor of up to 10 years through retail bonds, corporate notes, listing on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, primarily for debt refinancing and partial funding of general corporate requirements (Key Developments).
新しいナラティブ • Feb 08
Leasing And Hospitality Headwinds Will Persist But Long Term Recurring Income Will Eventually Strengthen
Catalysts About Ayala Land Ayala Land is a diversified Philippine real estate company engaged in residential development, commercial leasing, hospitality, estates, industrial facilities and related services. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 06
ALI: Stable Fair Value And Lower Discount Rate Will Support Upside
Analysts have trimmed their price target for Ayala Land to ₱33.28. This reflects a slightly lower applied discount rate and a modestly reduced future P/E assumption, while keeping revenue growth and profit margin expectations essentially unchanged.
新しいナラティブ • Jan 22
Mall, Office And Hospitality Expansion Will Support A Stronger Long Term Outlook
Catalysts About Ayala Land Ayala Land is a Philippine real estate company with businesses across residential development, malls, offices, hotels, resorts and industrial properties. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 21
ALI: Regular Cash Dividends And Higher Fair Value Will Support Upside
Analysts have adjusted their fair value estimate for Ayala Land to ₱33.28 from ₱32.37, reflecting refreshed assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (company disclosure) Board approval of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 at the October 28, 2025 meeting, with record date on November 12, 2025 and payment date on November 26, 2025 (company disclosure) Valuation Changes Fair Value Estimate is now at ₱33.28 per share, compared with the previous ₱32.37.ナラティブの更新 • Jan 07
ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025
Analysts have kept their fair value estimate for Ayala Land steady at ₱32.37 per share, with only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E that reflect refinements rather than a change in their overall view. What's in the News A board meeting is scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (Key Developments).ナラティブの更新 • Dec 22
ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025
Analysts have slightly lowered their price target for Ayala Land to PHP 32.37 from PHP 32.83, citing marginally softer expectations for revenue growth and profit margins, even though the discount rate has been modestly reduced and a slightly higher future P/E multiple has been assumed. What's in the News Board meeting scheduled for October 29, 2025, to consider declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments) Board approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 at the October 28, 2025, meeting, with record date on November 12, 2025, and payment date on November 26, 2025 (Key Developments) Valuation Changes Fair Value: Lowered slightly to ₱32.37 from ₱32.83, reflecting a modest reduction of about 1.4 percent.ナラティブの更新 • Dec 08
ALI: Regular Dividend Will Support Share Price Momentum Into Late 2025
Analysts have trimmed their fair value estimate for Ayala Land by roughly 5 percent to about ₱32.83 per share, reflecting expectations of slower revenue growth and slightly softer profit margins, despite a marginally lower discount rate and modestly reduced future P E assumptions. What's in the News A board meeting is scheduled for October 29, 2025 to consider the declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments).ナラティブの更新 • Nov 24
ALI: Regular Cash Dividend Will Support Share Price Momentum Into Late 2025
Analysts have revised their price target for Ayala Land downward from ₱36.58 to ₱34.70. They cite updated expectations for profitability, revenue growth, and valuation multiples as reasons for the change.ナラティブの更新 • Nov 02
ALI: Dividend Hike And Quezon City Acquisition Will Drive Upside
Analysts have raised their price target for Ayala Land from ₱35.90 to ₱36.58, citing modest improvements in profit margin expectations as well as a slight adjustment to projected growth and discount rates. What's in the News Ayala Land's Board of Directors approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025.
新しいナラティブ • Nov 27
Mega Infrastructure And Global Marketing Leap To Drive Dynamic Growth
Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth.株主還元
| ALI | PH Real Estate | PH 市場 | |
|---|---|---|---|
| 7D | 0.8% | -0.02% | -0.4% |
| 1Y | -33.5% | -17.2% | -11.2% |
業界別リターン: ALI過去 1 年間で-17.2 % の収益を上げたPH Real Estate業界を下回りました。
リターン対市場: ALIは、過去 1 年間で-11.2 % のリターンを上げたPH市場を下回りました。
価格変動
| ALI volatility | |
|---|---|
| ALI Average Weekly Movement | 6.2% |
| Real Estate Industry Average Movement | 5.6% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in PH Market | 10.2% |
| 10% least volatile stocks in PH Market | 2.8% |
安定した株価: ALI 、 PH市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ALIの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1988 | n/a | Anna Maria Margarita Dy | www.ayalaland.com.ph |
アヤラ・ランドはフィリピンの不動産開発会社。不動産開発、インターナショナル、ショッピングセンター、オフィス、ホテル・リゾート、建設、不動産管理・その他部門を通じて事業を展開している。同社は、高級・中級以上の住宅用地やユニット、手頃な価格の住宅用地やユニット、経済住宅やレジャー・コミュニティ開発用地の販売、合弁事業による住宅開発の賃貸、大規模・複合用途・マスタープラン・コミュニティの取得・開発・販売、オーバーライド・ユニットの販売などを行っている。また、住宅用地の開発・販売も行っている。さらに、ショッピングセンターの開発、店舗スペースや土地の第三者への賃貸、ショッピングセンター内での映画館、フードコート、娯楽施設、ガソリンスタンド、駐車場の運営、ショッピングモールの管理・運営、オフィスビルの開発・賃貸・販売、工業用地の販売、工場ビルの賃貸も行っている。さらに、ホテルやリゾート／サービスアパートメントの開発・管理、ホテルテナントへの土地の賃貸、グループや第三者のプロジェクトに対する土地の開発・建設・施設管理業務にも従事している。アヤラ・ランド社は1988年に設立され、フィリピンのマカティ市に本社を置いている。
Ayala Land, Inc. 基礎のまとめ
| ALI 基礎統計学 | |
|---|---|
| 時価総額 | ₱221.78b |
| 収益（TTM） | ₱37.46b |
| 売上高(TTM) | ₱184.14b |
5.9x
PER（株価収益率1.2x
P/SレシオALI は割高か？
公正価値と評価分析を参照収益と収入
| ALI 損益計算書（TTM） | |
|---|---|
| 収益 | ₱184.14b |
| 売上原価 | ₱98.84b |
| 売上総利益 | ₱85.30b |
| その他の費用 | ₱47.84b |
| 収益 | ₱37.46b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.62 |
| グロス・マージン | 46.32% |
| 純利益率 | 20.34% |
| 有利子負債／自己資本比率 | 86.7% |
ALI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.8%
現在の配当利回り25%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/23 19:15 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ayala Land, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Russ Toribio | BofA Global Research |
| Edser Trinidad | CGS International |
| Sureeporn Sirisansaneeyawong | Citigroup Inc |