QualityDipStocks / Consumer Discretionary · Textiles
Albany International AIN
Outside our quality screen, so we don’t track its dips. It’s 4% below its 52-week high.
Outside our quality screen, trading well above our fair value estimate.
Worth knowing
- Share count down 5% in 2 years
From the data on this page, as of the last close. How we pick these
- Fair value est.
- $42.21−43%
- Market Value
- forming
- Off 52-wk high
- −4%
- Risk vs market
- Below marketbeta 0.87
3 bullish · 5 bearish See why
Repriced or dip?
Near its high
The price is 4% below its 52-week high (Jun 26), but the business held up: revenue +8.8%, revenue growth rate +14.3 pts, earnings per share turned to a profit.
Some numbers held up (revenue +8.8%, revenue growth rate +14.3 pts, earnings per share turned to a profit), others slipped (free cash flow −24.5%). The price is 4% below its 52-week high.
The price is 4% below its 52-week high, and the business changed too: free cash flow −24.5%.
Within 10% of its 52-week high, so there is no dip to judge yet.
Data-based read, not advice.
Priced in
How much growth the market assumed at the 52-week high, the low and today (a reverse DCF).
At the high ($76.29, Jun 26) the price assumed about 10%/yr free-cash-flow growth; at the low ($41.42, Nov 17) about 0%; today about 15%. The last 3 years delivered 34%/yr (free cash flow).
Dashed line: what the last 3 years delivered, 34%/yr (free cash flow)
| High | Low | Now | |
|---|---|---|---|
| Price | $76.29Jun 26 | $41.42Nov 17 | $73.47 |
| Implied growth | +10% | 0% | +15% |
| P/E | n/a | n/a | 23.8× |
| P/FCF | 23.6× | 13.1× | 30.1× |
| EV/Sales | 2.1× | 1.4× | 1.9× |
What this means: the higher the implied growth, the more the price already counts on. If today's number sits well below what the business has delivered, the market expects less than its track record.
How it’s computed
Reverse DCF: the same 10-year free-cash-flow model as our fair value estimate (9.5% discount rate, growth for years 1–5 fading to 3% by year 10, 3% after), solved for the growth that makes it equal the market value at each price. For the high and the low we use only the filings that were public on that day, so nothing from a later report leaks back. Market value = that close × diluted shares. P/E = market value / 12-month net income; Price / FCF = market value / 12-month free cash flow; EV / Sales = (market value + debt − cash) / 12-month revenue. Hidden when the share count moved over 20% (split, merger), free cash flow is negative, or the company reports in another currency.
Valuation
What we estimate it's worth, and how it ranks on value vs every stock we cover.
Fair value estimate
How the range is computed
Ten-year free-cash-flow DCF. Same 10-year free-cash-flow model as the base: discount rate 9.5% ±1 point and growth 4.6% ±2 points. Bear = 10.5% and 2.6%; bull = 8.5% and 6.6% (both fade to 3%). A model estimate from public filings, not a forecast of where the price will go.
Price is above even the bull case.
What the price implies To be worth today’s price, AIN’s free cash flow would need to grow about 15% a year for five years; our estimate uses 5%.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 31 to Nov 2, 252 sessions). Beta = how much AIN moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Moves a bit less than the market, and its own price swings are 3.2× the S&P 500’s.
- Beta vs S&P 500
- 0.87
- Volatility
- 41% vs 13% SPY
- Correlation SPY
- 0.27
- Correlation QQQ
- 0.17
How it ranks
Where AIN stands vs every one of the 1,996 stocks we cover that has the number. Longer bar = better.
Not in the top quarter on any of these 6 measures
- Discount to fair value estimate43% · price above our base caseLowest 18%of 1,314
- Free cash flow yield3.3% · free cash flow vs market capLowest 42%of 1,391
- Dividends + buybacks yield2.2% · cash paid out or used to retire shares, vs market capLowest 44%of 1,836
- Revenue growth, last 12 months+14% · vs the 12 months beforeTop 36%of 1,814
- Operating margin11% · of sales kept as operating profitLowest 47%of 1,288
- Return on invested capital9.1% · profit per dollar of capitalLowest 43%of 838
From SEC filings and our fair value estimate model. A ranking, not advice.
Valuation details
DCF $42.21 · FCF value $61.22
Assumes 4.6% growth for 5 years (revenue grew 4.6% a year FY22–FY25), fading to 3%; 9.5% discount rate, 3% terminal growth. FCF base $2.44 a share (trailing 12 months to Sep 30, 2026), from the 10-Q filed Oct 29, 2026. Net debt $343M, not deducted.
Fundamentals
The business itself: sales, profits, cash and debt, from SEC filings.
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 3 of 5
GrowthSales grew 14% to $1.3B over the last 12 months vs the 12 months before (SEC filings).
ValuationEV/EBITDA of 10.4×, below the 12.3× median for the 230 Consumer Discretionary companies we cover.
Balance sheetDebt / equity of 0.5×, below the 0.8× median for the 250 Consumer Discretionary companies we cover.
Top bearish points 5 of 5
ValuationOur DCF fair value estimate is $42.21, 43% below the price.
ProfitabilityGross margin narrowed to 20.6% in FY2025 from 36.9% in FY2023 (SEC filings).
ProfitabilityOperating margin narrowed to −3.1% in FY2025 from 14.6% in FY2023 (SEC filings).
ProfitabilityReturn on equity fell 19 points in two fiscal years, to -8% in FY2025.
Cash returnsFree cash flow fell 24% over the last 12 months vs the 12 months before.
All fundamentals
P/E 23.8 · FCF yield 3.3% · ROE 12%
Valuation
- P/E
- 23.8×Consumer Discretionary median 20.7×
- Price / FCF
- 30.1×
- FCF yield
- 3.3%
- EV / EBITDA
- 10.4×
- Price / sales
- 1.60×
- Price / book
- 2.69×
- Market cap
- $2.1Bprice × diluted shares
- Enterprise value
- $2.4B
Growth
- Revenue, 12 months
- $1.3B
- Sales growth, 12 months
- +14.2%vs the 12 months before
- Sales growth, 3 yrs
- +4.6%/yrfrom FY2022
- Diluted EPS, 12 months
- $3.04
- EPS growth, last FY
- n/afewer than two years of diluted EPS
- Net income, 12 months
- $88M
- Net income growth
- n/anot reported in its SEC filings
Profitability
- Gross margin
- 34.2%
- Operating margin
- 11.2%
- Net margin
- 6.7%
- FCF margin
- 5.3%
- Return on equity
- 12%
- Return on invested capital
- 9%
Balance sheet
- Cash & short-term inv.
- $79M
- Total debt
- $422M
- Net cash
- −$343M
- Debt / equity
- 0.54×
- Interest coverage
- n/ainterest expense not tagged in SEC data
Cash flow & returns
- Free cash flow, 12 months
- $70M
- FCF growth, 12 months
- −24%
- Dividend yield
- 1.50%$32M paid
- Payout ratio
- 36%
- Buybacks, 12 months
- $15M0.7% of market cap
- Share count, 1 year
- −1.4%diluted shares vs a year ago
- Stock-based comp
- n/anot reported in its SEC filings
Trailing 12 months to Sep 30, 2026; balance sheet at Sep 30, 2026. From Albany International’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
The business
FCF $0.1B · Sales +34%
- Free cash flow, 12 months$0.1B
- Free-cash-flow yield3.3%
- Free-cash-flow margin6%
- Gross margin34%
- Operating margin19%
- Return on invested capital17%
- Return on equity12%
- Sales growth (latest quarter vs year-ago quarter)+34%
- Net debt / EBITDA1.4×
Chart & levels
Where the price is vs its key levels and trends.
Key levels
Every level vs today’s $73.47
- 52-wk lowlowest close, 1 year$41.42−43.6%
- Fair value est.base case$42.21−42.5%
- PriceMon Nov 2 close$73.47you are here
- 52-wk highhighest close, 1 year$76.29+3.8%
Momentum & 52-week range
RSI 79 · 5 days +16.3%
Signals
Reversal signal setups, the public ledger and the next earnings date.
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
AIN is outside our quality screen
One text when a published rule fires on one of the 332 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.
Voices & buzz
Who is talking about it, and how it compares with peers.
Who’s talking about it
Notable investors, executives, analysts and public figures on Albany International in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 3, 1:01 PM ET.
Compare with peers
Closest in size in Consumer Discretionary
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.