Libstar Holdings Ltd (LBR) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Libstar Holdings Ltd stock ZAR 9.63, price ZAR 3.94, upside +144.4%, quality 66 out of 100. Rating: strongly undervalued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 8, 2026.
How to read this chart
60‑month range R2.51 – R5.53 · fair‑value band R5.98 – R13.28 · the R3.94 price screens below the R9.63 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 8, 2026.
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Libstar Holdings Limited, together with its subsidiaries, manufactures, distributes, and markets branded and private label consumer packaged goods in South Africa and internationally. It operates through three segments: Perishable Products, Ambient Products, and Household and Personal Care Products.
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The company offers refrigerated or frozen products, including dairy, convenience meals, and value-added meats; wet and dry condiments, meal ingredients, baking and snacking products, and spreads; and household cleaning products, as well as personal care products.
It sells its products through retail and wholesale, food service, exports, and industrial and contract manufacturing channels. Libstar Holdings Limited was founded in 2005 and is headquartered in Plattekloof, South Africa.
Stock analysis
Libstar Holdings Ltd (LBR) currently trades at R3.94, while our model-based Fair Value estimate is R9.63, implying the stock looks roughly 59% undervalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of R12.23 per share, and 17 of the 26 models we run sit above the R3.94 price.
Bear case: the Earnings-Based group reads lowest at R1.25, and 9 of the 26 models stay below the price. Data coverage for this calculation is low.
Scenario range: R5.98 (bear) to R13.28 (bull), the price of R3.94 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 66/100 (solid quality), in the Consumer Defensive sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Libstar Holdings Ltd reported revenue of 12.3B ZAR in FY2025 versus 10.6B ZAR in FY2021, a compound +3.8%/yr. Reported net income was 61.1M ZAR in FY2025, compounding −21.1%/yr from FY2021.
Key figures
Market cap 2.3B ZAR Micro · P/E ratio 56.3 · P/S ratio 0.28 · EPS (TTM) R0.0700 · Dividend yield 7.1% · Net margin −0.3% · Return on equity 0.7% · Return on assets (EBIT) 3.6% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 26 out of 100 (medium confidence).
What moves the price
The share trades about 20% below its 52-week high and 21% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at −1% fair-value upside, at 144%, LBR screens cheaper than that median.
Fair Value models
BearR5.98Fair Value R9.63BullR13.28
Price R3.94 · Upside +144.4%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.65/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+4.7%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+1.6%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+5.7%
Start year 2020 (pandemic). Over 10 years: +7.2% a year
Revenue growth 11 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+9.1%
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What shareholders gained per year (last 5 years), in ZAR ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Measured in ZAR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
−10.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year−17.3%
Dividend (yield on the price)7.1%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−17.3% vs −9.6%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.4% → 5%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−15.0%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect
n/a
No analyst forecast available.
After inflation (South Africa: IMF forecast 3.3% a year to 2030, 4.9% from 2016 to 2025) that is about −17.7% a year for the price.
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Packaged Foods · 625 stocks
Beats the industry median on 7/13 measures
A mixed picture versus its industry peers.
Valuation
Quality Score66 · Top 25%
Fair Value upside+144.4% · Top 25%
Profitability
Return on equity (12 months)0.7% · Bottom 25%
Return on assets0.7% · Bottom 25%
Net margin (12 months)−0.3% · Bottom 25%
Operating margin (12 months)3.2% · Below median
Growth and dividend
Revenue growth (quarter YoY)0.7% · Below median
Dividend yield (12 months)7.1% · Top 25%
Valuation Multiplesvs Packaged Foods median · lower = cheaper
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Is Libstar Holdings Ltd (LBR) overvalued or undervalued?
As of Nov 8, 2026, our model estimates a fair value of R9.63 versus a price of R3.94, about +144% upside (undervalued).
What is the fair value of LBR?
Our model-based fair value for Libstar Holdings Ltd is R9.63 (as of Nov 8, 2026), built from audited fundamentals. The current price: R3.94.
What is the quality score of LBR?
Libstar Holdings Ltd has a Quality Score of 66/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Libstar Holdings Ltd (LBR)?
Our model-based price target is the fair value of R9.63 (as of Nov 8, 2026) from 26 valuation models. Cautious scenario R5.98, optimistic scenario R13.28. It is a calculation from audited fundamentals, not an analyst target.
What is the Libstar Holdings Ltd stock forecast for 2026?
Our models put fair value at R9.63, about +144% upside versus a price of R3.94 (undervalued). Cautious scenario R5.98, optimistic scenario R13.28. The calculation is refreshed regularly with new filings.
What is the revenue of Libstar Holdings Ltd (LBR)?
Libstar Holdings Ltd reported trailing-twelve-month revenue of about 12.4B ZAR (latest available figure, as of Nov 8, 2026).
Does Libstar Holdings Ltd pay a dividend?
Libstar Holdings Ltd currently shows a dividend yield of 7.11% relative to its recent price (as of Nov 8, 2026).
How much is the dividend of Libstar Holdings Ltd (LBR) and when is the ex-dividend date?
Libstar Holdings Ltd pays a dividend of R0.28 per share a year, a dividend yield of 7.1%. The last ex-dividend date was Apr 8, 2026. A dividend has been paid every year since at least 2019. Free cash flow covers the dividend 3.38 times. Our assessment: Sustainable. Payout and cash coverage both look sustainable.
What growth is priced into Libstar Holdings Ltd (LBR)?
For today's price to be fair in a discounted-cash-flow model, Libstar Holdings Ltd would have to grow free cash flow by -15.0 % per year for five years (discount rate 14.9 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +5.7 % per year. As of Nov 8, 2026.
What discount rate (WACC) does the fair value of LBR use?
Our models discount Libstar Holdings Ltd at 14.9 %: a base by market capitalisation (micro), damped by beta 0.31, country premium for South Africa. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Libstar Holdings Ltd that is -15.0 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (14.9 %) and the same formula as our fair value.
How much growth has Libstar Holdings Ltd (LBR) delivered so far?
Over the past 5 years revenue at Libstar Holdings Ltd grew +5.7 % a year. The price currently implies free-cash-flow growth of -15.0 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Libstar Holdings Ltd (LBR) growing?
The median revenue growth in the sector is +3.6 % a year. That is the yardstick for the growth priced into Libstar Holdings Ltd (-15.0 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Libstar Holdings Ltd (LBR)?
The free-cash-flow yield on the price is 23.83 %: that much free cash flow Libstar Holdings Ltd produces per unit of market value. When it exceeds the discount rate of our models (14.9 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Libstar Holdings Ltd (LBR)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Libstar Holdings Ltd it is R9.63 per share (as of Nov 8, 2026), against a price of R3.94. It is the blended result of 26 valuation models in 8 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Libstar Holdings Ltd stock overvalued or undervalued in 2026?
As of Nov 8, 2026, LBR trades below its calculated fair value: price R3.94, fair value R9.63, a gap of about +144% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LBR?
No. The price is what the market pays today (R3.94); the fair value is what the company's own numbers justify (R9.63). For Libstar Holdings Ltd the two are R5.69 per share apart. That gap is exactly why we show both numbers side by side.
How much is Libstar Holdings Ltd worth?
The market values Libstar Holdings Ltd at about 2.3B ZAR (market capitalisation, as of Nov 8, 2026). Per share that is R3.94; our models calculate a fair value of R9.63 per share.
What do the bullish and bearish scenarios say about LBR?
Our models span a range for Libstar Holdings Ltd: cautious scenario R5.98, base R9.63, optimistic R13.28 per share (as of Nov 8, 2026, price R3.94). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of LBR?
Libstar Holdings Ltd trades at a price-to-earnings ratio of 56.3 (as of Nov 8, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of R9.63 is built from several models across several years. Median P/E at fiscal year-end, 6 fiscal years (2018 to 2025), reported earnings: 21.5. Other multiples: P/B 0.5, P/S 0.2, EV/EBITDA 2.1.
How solid is the balance sheet of Libstar Holdings Ltd (LBR)?
Balance-sheet figures for Libstar Holdings Ltd (as of Nov 8, 2026): return on equity 0.7%. They feed the Quality Score of 66/100, which measures business quality independently of the share price.
How far is LBR from its 52-week high?
Libstar Holdings Ltd trades at R3.94, about 20% below its 52-week high of R4.93 and 21% above the low of R3.25 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of R9.63 is for.
Which stocks are comparable to Libstar Holdings Ltd?
From the same area (Consumer Defensive) we also value Nestlé S.A, Danone S.A, Foshan Haitian Flavouring and Food Company, The Kraft Heinz Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Libstar Holdings Ltd stock attractive at the current price?
The data as of Nov 8, 2026: price R3.94, calculated fair value R9.63 (+144%), Quality Score 66/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LBR calculated?
We run Libstar Holdings Ltd through 26 models from 8 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of R9.63 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Libstar Holdings Ltd currently trades 59% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Libstar Holdings Ltd (LBR)?
The closing price on Nov 6, 2026 was R3.94. Our model-based fair value is R9.63, about +144% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Libstar Holdings Ltd right now?
The price is below even our cautious bear case (R5.98). The market is more pessimistic than our downside scenario. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality. A fairly wide model range (R5.98 to R13.28) leaves room in how you read the outcome.
Where does the earnings growth of Libstar Holdings Ltd (LBR) come from?
Earnings per share at Libstar Holdings Ltd grew −1.8 % a year from 2015 to 2025. Broken into its drivers: revenue per share +6.7 %, EBIT margin −4.4 %, tax rate −1.4 %, residual (interest, one-offs) −2.3 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Libstar Holdings Ltd
How large is the market capitalisation of Libstar Holdings Ltd (LBR)?
The market capitalisation of Libstar Holdings Ltd is 2.3B ZAR. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Libstar Holdings Ltd (LBR)?
The price-to-sales ratio of Libstar Holdings Ltd is 0.28 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Libstar Holdings Ltd (LBR)?
Earnings per share at Libstar Holdings Ltd are R0.0700 (price ÷ EPS = P/E 56.3). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Libstar Holdings Ltd (LBR)?
The dividend yield of Libstar Holdings Ltd is 7.1%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Libstar Holdings Ltd (LBR)?
The net margin of Libstar Holdings Ltd is −0.3% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Libstar Holdings Ltd (LBR)?
The return on equity (ROE) of Libstar Holdings Ltd is 0.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Libstar Holdings Ltd (LBR)?
On an EBIT basis the return on assets of Libstar Holdings Ltd is 3.6% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Libstar Holdings Ltd (LBR)?
The operating margin of Libstar Holdings Ltd is 3.2% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Libstar Holdings Ltd (LBR)?
Revenue at Libstar Holdings Ltd is growing +0.7% versus a year earlier (3y avg +1.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Libstar Holdings Ltd (LBR)?
Earnings per share at Libstar Holdings Ltd are growing −42.1% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Libstar Holdings Ltd (LBR) carry?
The net debt of Libstar Holdings Ltd is 1.5B ZAR (fiscal year 2025, ≈ 2.7 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Thin data
Nov 8, 2026