Both stocks run through our valuation models. Here is how S2fm34 (S2FM34) and Loblaw Companies (L) compare, as of Aug 11, 2026.
As of Aug 11, 2026, Fair Value Calculator sees S2fm34 as the less overvalued of the two: S2fm34 trades at BRL 145 versus a fair value of BRL 111 (-23%), while Loblaw Companies trades at C$61.97 versus C$44.44 (-28%).
S2fm34
S2FM34.SA · BRL · Consumer Defensive
-23%
upside to fair value
overvalued
PriceBRL 145
Fair ValueBRL 111
Quality72/100
Loblaw Companies
L.TO · CAD · Consumer Staples
-28%
upside to fair value
overvalued
PriceC$61.97
Fair ValueC$44.44
Quality70/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
S2fm34Loblaw Companies
Valuation
5.1×P/E (TTM)29.6×
0.29×P/S (TTM)0.85×
1.82×P/B4.96×
2.8×EV/EBITDA10.4×
0.37×PEG5.23×
—Dividend yield0.9%
—Dividend per shareC$0.56
Profitability
6%Net margin4%
9%Operating margin7%
37%Return on equity24%
11%Return on assets7%
Growth
4%Revenue growth (YoY)4%
11.2%Avg. growth/yr (3Y)4.2%
—Avg. growth/yr (5Y)3.9%
Balance & size
0.05×Debt / equity0.53×
$3BMarket cap$55B
healthyGrowth qualityhealthy
S2fm34 leads: 11 to 1 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
S2fm34of which business quality 70 · market factors 32Loblaw Companiesof which business quality 67 · market factors 60
ProfitabilityMargins and returns on capital today
82
69
Quality GrowthAre margins and returns improving?
60
51
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
64
94
Low VolatilityCalm price path (market factor)
48
93
MomentumPrice trend over the last 3–12 months (market factor)
36
44
52W MomentumDistance to the 52-week high (market factor)
8
50
Net IssuanceBuybacks instead of dilution
100
100
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
S2fm34
DCF ModelsBRL 125
Earnings-BasedBRL 70.16
MultiplesBRL 104
Asset-BasedBRL 10.00
Growth DCFBRL 118
Economic ProfitBRL 70.32
Growth EarningsBRL 106
23 of 24 models see the stock below the current price.
Loblaw Companies
DCF ModelsC$47.64
Earnings-BasedC$28.09
Dividend DiscountC$10.70
MultiplesC$46.88
Asset-BasedC$6.35
Growth DCFC$49.73
Economic ProfitC$25.87
Growth EarningsC$39.55
22 of 25 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
S2fm34
Bear BRL 75.90Fair Value BRL 111Bull BRL 139
BRL 145 = current price (white tick)
Loblaw Companies
Bear C$29.22Fair Value C$44.44Bull C$60.15
C$61.97 = current price (white tick)
Compare two other stocks
Tap a field and type again, ticker or company name.
Free, no sign-up
Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
S2fm34 · Consumer Defensive
Quality score72 · Top 25%
Fair value upside-23% · below median
Loblaw Companies · Consumer Staples
Quality score70 · Top 25%
Fair value upside-28% · below median
Bottom line
As of Aug 11, 2026, Fair Value Calculator sees S2fm34 as the less overvalued of the two: S2fm34 trades at BRL 145 versus a fair value of BRL 111 (-23%), while Loblaw Companies trades at C$61.97 versus C$44.44 (-28%).
Just your email for the monthly Top-25 report of the most undervalued quality stocks, with fair value, quality and price target. Plus 14 days of Pro to try, no card.
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.
A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
