Ayala Land, Inc. engages in the real estate development business in the Philippines.
Proven track record with adequate balance sheet and pays a dividend.
Share Price & News
How has Ayala Land's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: AYAA.F has not had significant price volatility in the past 3 months.
7 Day Return
US Real Estate
1 Year Return
US Real Estate
Return vs Industry: Insufficient data to determine how AYAA.F performed against the US Real Estate industry.
Return vs Market: Insufficient data to determine how AYAA.F performed against the US Market.
Price Volatility Vs. Market
How volatile is Ayala Land's share price compared to the market and industry in the last 5 years?
Simply Wall St News
Is Ayala Land undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: AYAA.F ($1.05) is trading above our estimate of fair value ($0.2)
Significantly Below Fair Value: AYAA.F is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: AYAA.F is good value based on its PE Ratio (18.8x) compared to the Real Estate industry average (22.8x).
PE vs Market: AYAA.F is poor value based on its PE Ratio (18.8x) compared to the US market (18.2x).
Price to Earnings Growth Ratio
PEG Ratio: AYAA.F is poor value based on its PEG Ratio (1.5x)
Price to Book Ratio
PB vs Industry: AYAA.F is overvalued based on its PB Ratio (3x) compared to the US Real Estate industry average (1.4x).
How is Ayala Land forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AYAA.F's forecast earnings growth (12.4% per year) is above the savings rate (1.7%).
Earnings vs Market: AYAA.F's earnings (12.4% per year) are forecast to grow slower than the US market (14.1% per year).
High Growth Earnings: AYAA.F's earnings are forecast to grow, but not significantly.
Revenue vs Market: AYAA.F's revenue (11.8% per year) is forecast to grow faster than the US market (7.6% per year).
High Growth Revenue: AYAA.F's revenue (11.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AYAA.F's Return on Equity is forecast to be low in 3 years time (16.4%).
How has Ayala Land performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AYAA.F has high quality earnings.
Growing Profit Margin: AYAA.F's current net profit margins (19.8%) are higher than last year (17.8%).
Past Earnings Growth Analysis
Earnings Trend: AYAA.F's earnings have grown by 16.2% per year over the past 5 years.
Accelerating Growth: AYAA.F's earnings growth over the past year (13.7%) is below its 5-year average (16.2% per year).
Earnings vs Industry: AYAA.F earnings growth over the past year (13.7%) exceeded the Real Estate industry -31.1%.
Return on Equity
High ROE: AYAA.F's Return on Equity (15.7%) is considered low.
Return on Assets
Return on Capital Employed
How is Ayala Land's financial position?
Financial Position Analysis
Short Term Liabilities: AYAA.F's short term assets (PHP271.0B) exceed its short term liabilities (PHP207.7B).
Long Term Liabilities: AYAA.F's short term assets (PHP271.0B) exceed its long term liabilities (PHP235.4B).
Debt to Equity History and Analysis
Debt Level: AYAA.F's debt to equity ratio (76.5%) is considered high.
Reducing Debt: AYAA.F's debt to equity ratio has reduced from 102% to 76.5% over the past 5 years.
Debt Coverage: AYAA.F's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: AYAA.F's interest payments on its debt are well covered by EBIT (4.9x coverage).
Inventory Level: AYAA.F has a low level of unsold assets or inventory.
Debt Coverage by Assets: AYAA.F's debt is covered by short term assets (assets are 1.5x debt).
What is Ayala Land's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: AYAA.F's dividend (1.27%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.45%).
High Dividend: AYAA.F's dividend (1.27%) is low compared to the top 25% of dividend payers in the US market (3.73%).
Stability and Growth of Payments
Stable Dividend: AYAA.F's dividends per share have been stable in the past 10 years.
Growing Dividend: AYAA.F's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (23.1%), AYAA.F's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: AYAA.F's dividends in 3 years are forecast to be well covered by earnings (26.7% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Bobby Dy (56yo)
Mr. Vincent Olmedo Dy, also known as Bobby, has been the Chief Executive Officer and President of Ayala Land, Inc. since April 7, 2014 and served as Chief Operating Officer & Group Head of Ayala Malls. Mr. ...
|President||5.8yrs||no data||0.10% PHP12.6m|
|Senior VP||2.8yrs||no data||0.019% PHP2.4m|
|Chief Information Officer||0yrs||no data||0.010% PHP1.3m|
|Head for Investor Communications & Compliance Division||0yrs||no data||no data|
|Group General Counsel & Corporate Secretary||4.8yrs||no data||no data|
|VP & Group Head of Human Resources and Public Affairs||0yrs||no data||0.0020% PHP239.5k|
|Senior Vice President||1.8yrs||no data||0.061% PHP7.4m|
|Group Head of Commercial Business & Senior VP||0yrs||no data||0.047% PHP5.7m|
|Head of Ali Capital Corporation||0yrs||no data||no data|
|Senior VP & President of Makati Development Corporation||4.1yrs||no data||0.035% PHP4.2m|
Experienced Management: AYAA.F's management team is considered experienced (4.1 years average tenure).
|President||5.8yrs||no data||0.10% PHP12.6m|
|Non-Executive Director||23.8yrs||no data||no data|
|Chairman of the Board||20.8yrs||no data||0.0012% PHP151.5k|
|Vice Chairman of the Board||31.7yrs||no data||0.000080% PHP9.8k|
|Non-Executive Director||3.8yrs||no data||0.040% PHP4.9m|
|Non-Executive Director||10.8yrs||no data||0.14% PHP16.9m|
|Lead Independent Director||2.8yrs||no data||0.000070% PHP8.6k|
|Independent Director||5.8yrs||no data||no data|
|Independent Director||1.8yrs||no data||no data|
Experienced Board: AYAA.F's board of directors are considered experienced (5.8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Ayala Land, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Ayala Land, Inc.
- Ticker: AYAA.F
- Exchange: OTCPK
- Founded: 1834
- Industry: Diversified Real Estate Activities
- Sector: Real Estate
- Market Cap: ₱621.918b
- Listing Market Cap: ₱12.218b
- Shares outstanding: 14.72b
- Website: https://www.ayalaland.com.ph
Number of Employees
- Ayala Land, Inc.
- Tower One and Exchange Plaza
- 31st Floor
- Makati City
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|AYAA.F||OTCPK (Pink Sheets LLC)||Yes||Common Shares||US||USD||Sep 1997|
|ALI||PSE (Philippines Stock Exchange)||Yes||Common Shares||PH||PHP||Sep 1997|
|AYAA.Y||OTCPK (Pink Sheets LLC)||ADR||US||USD||May 2014|
Ayala Land, Inc. engages in the real estate development business in the Philippines. It operates through Property developments, International, Shopping centers, Offices, Hotels and Resorts, Construction, and Property management and others segments. The company sells of high-end and upper middle-income residential lots and units, affordable housing units and lots, economic housing and leisure community developments; leases residential developments under joint venture; and acquires, develops, and sells large-scale, mixed-use, and planned communities. It also develops shopping centers, and leases retail space and land to third parties; operates movie theaters, food courts, entertainment facilities, gas stations, and car parking in shopping centers; develops and sells office buildings; and sells industrial lots and leases factory building. In addition, it develops and manages hotels and resorts/serviced apartments; leases land to hotel tenants; and constructs and manages third-party projects. The company was founded in 1834 and is based in Makati City, the Philippines. Ayala Land, Inc. is a subsidiary of Ayala Corporation.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/23 00:40|
|End of Day Share Price||2020/02/20 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.