Molinos Agro SA (MOLA) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Molinos Agro SA stock ARS 20,528, price ARS 19,550, upside +5.0%, quality 60 out of 100. Rating: fairly valued. 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 5, 2026.
How to read this chart
60‑month range 589.41 ARS – 36,325 ARS · fair‑value band 8,641 ARS – 29,212 ARS · the 19,550 ARS price screens below the 20,528 ARS fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 5, 2026.
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Molinos Agro S.A. produces and sells grain, soybean, and cereal products. The company also provides animal feeding, including both pet-food, as well as poultry, pork and dairy production; and constructs and operates a biodiesel plant.
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In addition, it exports soy meal, soy hull pellets, crude soy oil, soy lecithin, biodiesel, refined glycerin, corn, crude sunflower oil, and wheat. The company was incorporated in 2016 and is based in Victoria, Argentina.
Stock analysis
Molinos Agro SA (MOLA) currently trades at 19,550 ARS, while our model-based Fair Value estimate is 20,528 ARS, so the stock looks roughly fairly valued today (gap 4.8%).
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Valuation
Bull case: the Growth Earnings group reads highest at a median of 203,061 ARS per share, and 23 of the 26 models we run sit above the 19,550 ARS price.
Bear case: the Economic Profit group reads lowest at 19,863 ARS, and 3 of the 26 models stay below the price. Data coverage for this calculation is low.
Scenario range: 8,641 ARS (bear) to 29,212 ARS (bull), the price of 19,550 ARS sits inside 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 60/100 (solid quality), in the Consumer Defensive sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Molinos Agro SA reported revenue of 4.2T ARS in FY2026 versus 466B ARS in FY2022, a compound +72.8%/yr. Reported net income was 217B ARS in FY2026, compounding +124.8%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.
Key figures
Market cap 960B ARS (≈ $621M) Small · P/E ratio 4.2 · P/S ratio 0.23 · EPS (TTM) 4,582 ARS · Net margin 5.3% · Return on equity 132% · Return on assets (EBIT) 9.1% (5-year average) · Operating margin 6.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 60 out of 100 (medium confidence).
What moves the price
The share trades about 32% below its 52-week high and at its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at 10% fair-value upside, at 5%, MOLA screens richer than that median.
Fair Value models
Bear8,641 ARSFair Value 20,528 ARSBull29,212 ARS
Price 19,550 ARS · Upside +5.0%
Capped: our models arrive at a very high value here. We deliberately show a more cautious Fair Value.
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. Based on fiscal year 2026 figures (about 7 months old). Earnings retained since then (640.32 ARS per share) are deliberately not added.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.
Best data coverage
FCF DCF31,211 ARS37,520 ARS55,228 ARS79
Growth DCF29,856 ARS38,492 ARS52,307 ARS77
Owner Earnings24,057 ARS36,118 ARS53,775 ARS74
All 26 models by family
DCF Models
FCF DCF31,211 ARS37,520 ARS55,228 ARS79
Owner Earnings24,057 ARS36,118 ARS53,775 ARS74
5Y Revenue Exit46,965 ARS77,811 ARS142,354 ARS67
5Y EBITDA Exit48,209 ARS80,311 ARS143,117 ARS70
5Y P/E Exit50,412 ARS104,402 ARS177,528 ARS66
10Y Revenue Exit36,505 ARS69,304 ARS89,487 ARS64
10Y EBITDA Exit38,019 ARS70,903 ARS126,559 ARS63
10Y P/E Exit38,990 ARS73,731 ARS129,461 ARS59
Earnings-Based
Graham-Dodd30,162 ARS210,345 ARS295,188 ARS61
Lynch FV108,672 ARS155,246 ARS201,819 ARS59
PEG = 1.0108,672 ARS155,246 ARS201,819 ARS55
EPV31,036 ARS32,912 ARS34,321 ARS74
Dividend Discount
Gordon GGM18,000 ARS24,694 ARS28,207 ARS67
DDM Multi-Stage18,000 ARS25,526 ARS26,819 ARS65
Multiples
P/E Multiple69,860 ARS93,147 ARS116,434 ARS63
P/S Multiple56,554 ARS75,405 ARS94,256 ARS58
P/B Multiple8,185 ARS10,913 ARS13,641 ARS55
EV/EBIT78,013 ARS105,173 ARS132,333 ARS66
EV/EBITDA61,568 ARS83,246 ARS104,924 ARS67
EV/Revenue54,687 ARS79,610 ARS104,534 ARS53
Asset-Based
NCAV (Graham)1,390 ARS1,862 ARS2,780 ARS54
Growth DCF
Growth DCF29,856 ARS38,492 ARS52,307 ARS77
Rev-Margin DCF51,309 ARS88,085 ARS164,684 ARS67
Economic Profit
Residual Income5,437 ARS6,814 ARS10,251 ARS72
ROIC Compounder31,036 ARS32,912 ARS34,321 ARS70
Growth Earnings
Growth-Adj P/E142,143 ARS203,061 ARS263,980 ARS65
The fair value above starts from this blend and is adjusted for a cyclical peak year.
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.80/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+3.1%
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.
+12.3%
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.
+78.9%
Start year 2021 (pandemic)
Revenue growth 8 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.
+83.3%
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What shareholders gained per year (last 5 years), in ARS (mathematically smoothed) ⓘ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. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip. Measured in ARS: 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.
+98.7%
Earnings growth per share plus dividend.
Earnings per share, growth per year+98.7%
Dividend (yield on the price)0.0%
Profit margin 2021 to 2026 ⓘ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.2% → 8%
2026 sits 219% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
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).
+13.6%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (Argentina: IMF forecast 13.8% a year to 2030) that is about −0.2% 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.Farm Products · 291 stocks
Beats the industry median on 12/13 measures
Overall it ranks above its industry peers.
Valuation
Quality Score60 · Above median
Fair Value upside+5.0% · Above median
Profitability
Return on equity (12 months)132.1% · Top 25%
Return on assets22.6% · Top 25%
Net margin (12 months)5.3% · Above median
Operating margin (12 months)6.1% · Above median
Growth and dividend
Revenue growth (quarter YoY)7.3% · Above median
Dividend yield (12 months)18.1% · Top 25%
Valuation Multiplesvs Farm Products median · lower = cheaper
P/E (12 months)4.2× · Cheapest 25%
P/B6.79× · Priciest 25%
P/S (12 months)0.23× · Cheapest 25%
Price / free cash flow (fiscal year)7.7× · Cheaper than median
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Molinos Agro SA Fair Value". https://www.fairvalue-calculator.com/stock/MOLA
Frequently asked questions
Is Molinos Agro SA (MOLA) overvalued or undervalued?
As of Nov 5, 2026, our model estimates a fair value of 20,528 ARS versus a price of 19,550 ARS, about +5% upside (fairly valued).
What is the fair value of MOLA?
Our model-based fair value for Molinos Agro SA is 20,528 ARS (as of Nov 5, 2026), built from audited fundamentals. The current price: 19,550 ARS.
What is the quality score of MOLA?
Molinos Agro SA has a Quality Score of 60/100. 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 Molinos Agro SA (MOLA)?
Our model-based price target is the fair value of 20,528 ARS (as of Nov 5, 2026) from 26 valuation models. Cautious scenario 8,641 ARS, optimistic scenario 29,212 ARS. It is a calculation from audited fundamentals, not an analyst target.
What is the Molinos Agro SA stock forecast for 2026?
Our models put fair value at 20,528 ARS, about +5% upside versus a price of 19,550 ARS (fairly valued). Cautious scenario 8,641 ARS, optimistic scenario 29,212 ARS. The calculation is refreshed regularly with new filings.
What is the revenue of Molinos Agro SA (MOLA)?
Molinos Agro SA reported trailing-twelve-month revenue of about 4.2T ARS (latest available figure, as of Nov 5, 2026).
What growth is priced into Molinos Agro SA (MOLA)?
For today's price to be fair in a discounted-cash-flow model, Molinos Agro SA would have to grow free cash flow by +13.6 % per year for five years (discount rate 20.7 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +78.9 % per year. As of Nov 5, 2026.
What discount rate (WACC) does the fair value of MOLA use?
Our models discount Molinos Agro SA at 20.7 %: a base by market capitalisation (small), country premium for Argentina. 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 Molinos Agro SA that is +13.6 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (20.7 %) and the same formula as our fair value.
How much growth has Molinos Agro SA (MOLA) delivered so far?
Over the past 5 years revenue at Molinos Agro SA grew +78.9 % a year. The price currently implies free-cash-flow growth of +13.6 % 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 Molinos Agro SA (MOLA) growing?
The median revenue growth in the sector is +3.6 % a year. That is the yardstick for the growth priced into Molinos Agro SA (+13.6 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Molinos Agro SA (MOLA)?
The free-cash-flow yield on the price is 13.03 %: that much free cash flow Molinos Agro SA produces per unit of market value. When it exceeds the discount rate of our models (20.7 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Molinos Agro SA (MOLA)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Molinos Agro SA it is 20,528 ARS per share (as of Nov 5, 2026), against a price of 19,550 ARS. 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 Molinos Agro SA stock overvalued or undervalued in 2026?
As of Nov 5, 2026, MOLA trades below its calculated fair value: price 19,550 ARS, fair value 20,528 ARS, a gap of about +5% (fairly valued). 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 MOLA?
No. The price is what the market pays today (19,550 ARS); the fair value is what the company's own numbers justify (20,528 ARS). For Molinos Agro SA the two are 977.50 ARS per share apart. That gap is exactly why we show both numbers side by side.
How much is Molinos Agro SA worth?
The market values Molinos Agro SA at about 960B ARS (market capitalisation, as of Nov 5, 2026). Per share that is 19,550 ARS; our models calculate a fair value of 20,528 ARS per share.
What do the bullish and bearish scenarios say about MOLA?
Our models span a range for Molinos Agro SA: cautious scenario 8,641 ARS, base 20,528 ARS, optimistic 29,212 ARS per share (as of Nov 5, 2026, price 19,550 ARS). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of MOLA?
Molinos Agro SA trades at a price-to-earnings ratio of 4.2 (as of Nov 5, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 20,528 ARS is built from several models across several years. Median P/E at fiscal year-end, 9 fiscal years (2018 to 2026), reported earnings: 7.1. Other multiples: P/B 6.8, P/S 0.2, EV/EBITDA 2.1.
How solid is the balance sheet of Molinos Agro SA (MOLA)?
Balance-sheet figures for Molinos Agro SA (as of Nov 5, 2026): return on equity 132.1%. They feed the Quality Score of 60/100, which measures business quality independently of the share price.
How far is MOLA from its 52-week high?
Molinos Agro SA trades at 19,550 ARS, about 32% below its 52-week high of 28,950 ARS and at the low of 19,550 ARS (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of 20,528 ARS is for.
Which stocks are comparable to Molinos Agro SA?
From the same area (Consumer Defensive) we also value Muyuan Foods Group, Archer-Daniels-Midland Company, Tyson Foods, Inc, Bunge Global SA, 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 Molinos Agro SA stock attractive at the current price?
The data as of Nov 5, 2026: price 19,550 ARS, calculated fair value 20,528 ARS (+5%), Quality Score 60/100, 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 MOLA calculated?
We run Molinos Agro SA 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 20,528 ARS 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. Molinos Agro SA currently trades 5% 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 Molinos Agro SA (MOLA)?
The closing price on Nov 6, 2026 was 19,550 ARS. Our model-based fair value is 20,528 ARS, about +5% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Molinos Agro SA right now?
The model range is unusually wide (8,641 ARS to 29,212 ARS). The outcome hinges heavily on assumptions, so read the point estimate with caution. The price sits close to our fair value, market and models broadly agree here, little valuation tension. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Key figures of Molinos Agro SA
How large is the market capitalisation of Molinos Agro SA (MOLA)?
The market capitalisation of Molinos Agro SA is 960B ARS (≈ $621M). 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 Molinos Agro SA (MOLA)?
The price-to-sales ratio of Molinos Agro SA is 0.23 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Molinos Agro SA (MOLA)?
Earnings per share at Molinos Agro SA are 4,582 ARS (price ÷ EPS = P/E 4.2). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Molinos Agro SA (MOLA)?
The net margin of Molinos Agro SA is 5.3% (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 Molinos Agro SA (MOLA)?
The return on equity (ROE) of Molinos Agro SA is 132% (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 Molinos Agro SA (MOLA)?
On an EBIT basis the return on assets of Molinos Agro SA is 9.1% (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 Molinos Agro SA (MOLA)?
The operating margin of Molinos Agro SA is 6.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Molinos Agro SA (MOLA)?
Revenue at Molinos Agro SA is growing +7.3% versus a year earlier (3y avg +12.3%). 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 Molinos Agro SA (MOLA)?
Earnings per share at Molinos Agro SA are growing +20.0% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Molinos Agro SA (MOLA) carry?
The net debt of Molinos Agro SA is 169B ARS (fiscal year 2026, ≈ 1.4 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 5, 2026