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InvestoNGX Intelligence

NAHCO

Investo's verdict, shared with you

avoidmedium confidence12-month horizon
Trades at132.95-2.49%close, 2026-09-15
Fair value₦80.42 – ₦126bear – bullTrading above the range — 6% over our bull case.

NAHCO is a structurally high-quality aviation services franchise generating exceptional returns — ROE of ~71% on Q2-2026 data — with strong earnings momentum and a healthy dividend yield of 3.64%; however, at ₦150.20, the stock trades at 16.7x trailing P/E and 11.9x P/B, representing a ~45% premium to our blended fair value of ₦83.25 (bear ₦80.42 / bull ₦125.66) derived from sector-median multiples. The quality profile is genuinely compelling, but current pricing already embeds a substantial re-rating that leaves limited margin of safety for new positions.

Verdict published 2026-08-16 · fundamentals through FY2025 · reviewed as the data changes

Published with 1 open flag · confidence downgraded

  • A per-share input was repaired or refused

    One of the per-share figures behind this valuation did not agree with the audited totals it should reconcile to, so it was recomputed from those totals or rejected outright.

    confidence leans on the vendor snapshot, not on our own filings: vendor snapshot as of 2026-08-16 corroborated (agrees with our filing-derived EPS); credited 6 because we hold 1 clean annual year(s) of our own

Source: NGX live market data · Investo intelligence. Educational only — not financial advice.