Ayalaland Logistics Holdings (PHS:ALLHC) Scaled Net Operating Assets: 0.62 (As of Mar. 2026)


PHS:ALLHC Ayalaland Logistics Holdings Corp PHS:ALLHC
64 GF Score
Price ₱1.05
GF Value ₱1.56
Valuation Possible Value Trap
! 6 Warning Signs
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What is Ayalaland Logistics Holdings Scaled Net Operating Assets?

Ayalaland Logistics Holdings PHS:ALLHC +1.94% 64 Scaled Net Operating Assets is 0.62 as of Mar. 2026. GuruFocus rates PHS:ALLHC with a GF Score™ of 64/100 and a GF Value™ of ₱1.56 (Possible Value Trap). The stock has 6 warning signs investors should review.

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Ayalaland Logistics Holdings's operating assets for the quarter that ended in Mar. 2026 was ₱31,991 Mil. Ayalaland Logistics Holdings's operating liabilities for the quarter that ended in Mar. 2026 was ₱11,993 Mil. Ayalaland Logistics Holdings's Total Assets for the quarter that ended in Dec. 2025 was ₱32,186 Mil. Therefore, Ayalaland Logistics Holdings's scaled net operating assets (SNOA) for the quarter that ended in Mar. 2026 was 0.62.


Ayalaland Logistics Holdings Scaled Net Operating Assets Historical Data

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The historical data trend for Ayalaland Logistics Holdings's Scaled Net Operating Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ayalaland Logistics Holdings Scaled Net Operating Assets Chart

Ayalaland Logistics Holdings Annual Data
Trend Jun16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Scaled Net Operating Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.81 0.83 0.70 0.66 0.65

Ayalaland Logistics Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Scaled Net Operating Assets Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.61 0.61 0.63 0.62 0.62

Ayalaland Logistics Holdings Scaled Net Operating Assets Competitor Comparison

For the Real Estate - Development subindustry, Ayalaland Logistics Holdings's Scaled Net Operating Assets, along with its competitors' market caps and Scaled Net Operating Assets data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Ayalaland Logistics Holdings Scaled Net Operating Assets vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Ayalaland Logistics Holdings's Scaled Net Operating Assets distribution charts can be found below:

* The bar in red indicates where Ayalaland Logistics Holdings's Scaled Net Operating Assets falls into.


PHS:ALLHC
64GF Score
Ayalaland Logistics Holdings Corp PHS:ALLHC
Scaled Net Operating Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Ayalaland Logistics Holdings Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Ayalaland Logistics Holdings's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Dec. 2025 is calculated as

Scaled Net Operating Assets (SNOA)(A: Dec. 2025 )
=(Operating Assets (A: Dec. 2025 )-Operating Liabilities (A: Dec. 2025 ))/Total Assets (A: Dec. 2024 )
=(32030.777-12028.131)/30739.296
=0.65

where

Operating Assets(A: Dec. 2025 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=32185.868 - 155.091
=32030.777

Operating Liabilities(A: Dec. 2025 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=17080 - 3766.662 - 1285.207
=12028.131

Ayalaland Logistics Holdings's Scaled Net Operating Assets (SNOA) for the quarter that ended in Mar. 2026 is calculated as

Scaled Net Operating Assets (SNOA)(Q: Mar. 2026 )
=(Operating Assets (Q: Mar. 2026 )-Operating Liabilities (Q: Mar. 2026 ))/Total Assets (Q: Dec. 2025 )
=(31991.255-11992.577)/32185.868
=0.62

where

Operating Assets(Q: Mar. 2026 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=32153.839 - 162.584
=31991.255

Operating Liabilities(Q: Mar. 2026 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=17043.922 - 3772.063 - 1279.282
=11992.577

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Scaled Net Operating Assets of 0.62 mean?
Ayalaland Logistics Holdings (PHS:ALLHC) has a Scaled Net Operating Assets of 0.62 as of Mar. 2026. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Ayalaland Logistics Holdings and its competitors.
Is Ayalaland Logistics Holdings' Scaled Net Operating Assets too high?
Ayalaland Logistics Holdings' current Scaled Net Operating Assets is 0.62. Overall, Ayalaland Logistics Holdings has a GF Score™ of 64/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Ayalaland Logistics Holdings' Scaled Net Operating Assets compare to competitors?
Ayalaland Logistics Holdings' Scaled Net Operating Assets of 0.62 can be compared against companies in the Real Estate industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Scaled Net Operating Assets for a Real Estate company?
A good Scaled Net Operating Assets depends on the Real Estate industry context. However, Scaled Net Operating Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Scaled Net Operating Assets mean?
A high Scaled Net Operating Assets can signal that a stock is expensive relative to its fundamentals. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Ayalaland Logistics Holdings and its competitors. Ayalaland Logistics Holdings's current Scaled Net Operating Assets is 0.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ayalaland Logistics Holdings stock overvalued right now?
Based on GuruFocus' analysis, Ayalaland Logistics Holdings (PHS:ALLHC) is currently considered Possible Value Trap. The stock's GF Value™ is ₱1.56, compared to a current price of ₱1.05 — trading 32.7% below its estimated fair value. The current Scaled Net Operating Assets is 0.62. Ayalaland Logistics Holdings' overall GF Score™ is 64/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Scaled Net Operating Assets calculated?
Scaled Net Operating Assets is calculated from a company's financial statements. For Ayalaland Logistics Holdings (PHS:ALLHC), the current Scaled Net Operating Assets is 0.62 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ayalaland Logistics Holdings (PHS:ALLHC) Overvalued in 2026?

Based on GuruFocus' analysis, Ayalaland Logistics Holdings stock appears to be undervalued. The current stock price of ₱1.05 is trading 32.7% below its estimated GF Value™ of ₱1.56. GuruFocus considers Ayalaland Logistics Holdings to be Possible Value Trap.

Key valuation signals for PHS:ALLHC:

  • Scaled Net Operating Assets: 0.62
  • GF Value™: ₱1.56 vs. price of ₱1.05 (32.7% below fair value)
  • GF Score™: 64/100 with 6 warning signs

No single metric tells the full story. See the PHS:ALLHC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ayalaland Logistics Holdings Business Description

Address Glorietta 4, 5th Floor, Ayala Center, Metro Manila, Makati, PHL, 1224
Ayalaland Logistics Holdings Corp is an investment holding company with an interest in a property management company. The company, together with its subsidiaries, has two operating segments: the real estate sales segment includes the sale of industrial lots; the rental and storage services segment covers operations in warehouse, cold storage, and commercial leasing. It derives a majority of its revenue from the real estate sales segment.
64GF Score

Get the complete analysis for PHS:ALLHC

Scaled Net Operating Assets is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₱1.05
Price
₱1.56
GF Value