RYANAIR HOLDINGS PLC (RYAAY)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-04
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-04
Research Workspace
Put RYAAY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — No further rulings that materially reduce add-on fees or increase costs: Direct metric needs a verified mapping.
View ThesisModerate volatility — typically moves about 1% a day.
View RiskRyanair's low-cost model must absorb a 2 billion euro fuel hit. Traffic grew 6% while fares fell 4% in the first half. Profits dropped 15% to 2.15 billion euros on higher costs. The desk lacks a clean multiple to compare against peers. The price is roughly in line with our growth forecast. The primary pillar is under pressure from unverified cost data. The thesis comparison is not yet verified. Peer multiples imply a price about 0% above where it trades. Our standing thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. RYAAY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering RYAAY (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare RYAAY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RYAAY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Compare the value case
Put RYAAY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
CEO warning on future fares signals potential margin pressure.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

CEO demands regulatory changes, signaling operational friction.

Long-term growth guidance and capital return signal confidence.

Buyback and dividend signal confidence despite cost warnings.

Massive fuel cost increase directly hits profitability.

15% profit drop signals significant margin pressure.

€2bn fuel bill increase is major headwind.

Potential pay freezes and cost cuts signal margin pressure.
