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OB Holdings (0327) Fair Value & Analysis

Consumer Defensive · MY · Market cap 82.2M MYR

OH OB Holdings 0327 · KLSE
Price0.2100 MYR
Fair Value0.2000 MYR
Upside-4.8%
Quality51/100
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Expensive Growth
Solidly profitable · 12.2% net margin
Low debt · negative free cash flow
1.43% dividend yield
Ranks above peers (10/13)
Moderate moat 56/100
Evidence: High Range 0.1400 MYR – 0.2600 MYR Share as image

Fair value as of: Jul 16, 2026

From 16 valuation models · updated 26 days ago

Share price +2.4% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (0.1400 MYR to 0.2600 MYR) leaves room in how you read the outcome.
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Price vs Fair Value (21 months)

0.2632 MYR 0.1374 MYR Fair Value 0.2000 MYR Oct 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

21‑month range 0.1374 MYR – 0.2632 MYR · fair‑value band 0.1400 MYR – 0.2600 MYR · the 0.2100 MYR price screens above the 0.2000 MYR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

OB Holdings (0327) currently trades at 0.2100 MYR, while our model-based Fair Value estimate is 0.2000 MYR, implying the stock looks roughly 4.8% fairly valued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, OB Holdings generated revenue of 64.5M MYR at a net margin of 12.2%. Revenue grew 15.6% year over year. It earns a return on equity of 9.6%. The balance sheet holds a net cash position of 1.4M MYR. Fundamentals as of Jul 16, 2026

Our scenario range runs from 0.1400 MYR (bear case) to 0.2600 MYR (bull case); at 0.2100 MYR, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 7% below its 52-week high and 52% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -5%, 0327 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model 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. Evidence
Highest evidence
Residual Income 0.1200 MYR 0.1200 MYR 0.1100 MYR 76
ROIC Compounder 0.1100 MYR 0.1300 MYR 0.1300 MYR 72
Gordon GGM 0.0100 MYR 0.0100 MYR 0.0200 MYR 70
All 16 models by family
Earnings-Based
Graham-Dodd 0.0800 MYR 0.3300 MYR 0.4400 MYR 54
Lynch FV 0.0800 MYR 0.1200 MYR 0.1500 MYR 50
PEG = 1.0 0.0800 MYR 0.1200 MYR 0.1500 MYR 46
EPV 0.1100 MYR 0.1300 MYR 0.1300 MYR 59
Dividend Discount
Gordon GGM 0.0100 MYR 0.0100 MYR 0.0200 MYR 70
DDM Multi-Stage 0.0100 MYR 0.0100 MYR 0.0200 MYR 61
Multiples
P/E Multiple 0.1800 MYR 0.2300 MYR 0.2900 MYR 63
P/S Multiple 0.1500 MYR 0.2000 MYR 0.2500 MYR 58
P/B Multiple 0.1500 MYR 0.2000 MYR 0.2500 MYR 55
EV/EBIT 0.2700 MYR 0.3500 MYR 0.4300 MYR 53
EV/EBITDA 0.2600 MYR 0.3400 MYR 0.4200 MYR 54
EV/Revenue 0.1900 MYR 0.2600 MYR 0.3300 MYR 43
Asset-Based
NCAV (Graham) 0.0800 MYR 0.1100 MYR 0.1600 MYR 50
Economic Profit
Residual Income 0.1200 MYR 0.1200 MYR 0.1100 MYR 76
ROIC Compounder 0.1100 MYR 0.1300 MYR 0.1300 MYR 72
Growth Earnings
Growth-Adj P/E 0.1400 MYR 0.2000 MYR 0.2600 MYR 68

Widest divergence: Multiples (0.2300 MYR) versus Dividend Discount (0.0100 MYR). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 64.5M MYR
Revenue growth (YoY) +15.6%
Net margin 12.2%
Return on equity 9.6%
Free cash flow −841K MYR FY2025
P/E ratio 10.5
More key figures
Operating margin 21.0%
EPS (TTM) 0.0200 MYR
Dividend yield 1.4%
EPS growth (YoY) +8.1%
Net cash 1.4M MYR FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 51 · Market factors (momentum, volatility) 56

Profitability 45
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 30
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 23
Disciplined investing over empire-building
Low Volatility 38
Calm price path (market factor)
Momentum 56
Price trend over the last 3–12 months (market factor)
52W Momentum 77
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

OB Holdings Berhad engages in the manufacture and sale of fortified food and beverage and dietary supplements. It also offers contract packing services of milk powder, tea leaves, honey, herb powder, fruit powder, and liquid chlorophyll into retail packaging sizes. In addition, the company trades milk powder and other activities.

Full company description

OB Holdings Berhad engages in the manufacture and sale of fortified food and beverage and dietary supplements. It also offers contract packing services of milk powder, tea leaves, honey, herb powder, fruit powder, and liquid chlorophyll into retail packaging sizes. In addition, the company trades milk powder and other activities. The company offers its products under its brands comprising Bonlife, GoHerb, Zen Night, Sleepin' Beaute, EZ:Nitez, Beyoute, Zen Youte, and Zenliv. OB Holdings Berhad was founded in 1995 and is headquartered in Batu Caves, Malaysia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

OB Holdings reported revenue of 54.5M MYR in FY2025 versus 29.7M MYR in FY2021, a compound +16.4%/yr. Reported net income was 4.6M MYR in FY2025, compounding −0.8%/yr from FY2021.

Growth Quality 49/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
54.5M MYR
Latest YoY
+7.2%
Avg. growth/yr (3Y) 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.
+7.8%
Revenue +16.4%/yr
FY21 29.7M MYR
FY22 43.6M MYR
FY23 46.4M MYR
FY24 50.9M MYR
FY25 54.5M MYR
Net income −0.8%/yr
FY21 4.7M MYR
FY22 8.2M MYR
FY23 9.6M MYR
FY24 5.5M MYR
FY25 4.6M MYR

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Cite: Fair Value Calculator (2026). "OB Holdings Fair Value". https://www.fairvalue-calculator.com/stock/0327

Peer Group

Packaged Foods · 649 stocks

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.

Quality Score 51 · Below median
Fair Value upside −5% · Below median
Return on equity (TTM) 10% · Above median
Return on assets 6% · Top 25%
Net margin (TTM) 12% · Top 25%
Operating margin (TTM) 21% · Top 25%
Revenue growth 16% · Top 25%
Dividend yield (TTM) 1.4% · Below median
Debt / equity 0.01× · Lower than median

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/E (TTM) 10.5× · Cheaper than 75% of peers
P/B 0.32× · Cheaper than 75% of peers
P/S (TTM) 0.31× · Cheaper than median
EV/EBITDA 1.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 27 · sector 28
FUTURE 78 · sector 20
PAST 38 · sector 27
HEALTH 100 · sector 96
DIVIDEND 29 · sector 47

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,427 ₹362.37 -75%
Britannia Industries Limited BRITANNIA ₹5,413 ₹1,870 -65%
Tata Consumer Products Limited TATACONSUM ₹1,089 ₹327.27 -70%
PT Indofood CBP Sukses Makmur Tbk ICBP 6,650 IDR 15,757 IDR +137%
Samyang Foods Co 003230 1,139,000 KRW 1,010,543 KRW -11%
Patanjali Foods Limited PATANJALI ₹413.80 ₹157.04 -62%
Vietnam Dairy Products Joint Stock Company VNM 58,500 VND 68,259 VND +17%
PT Mayora Indah Tbk, MYOR 1,750 IDR 2,699 IDR +54%
PT Cisarua Mountain Dairy Tbk CMRY 4,490 IDR 4,355 IDR -3%
Nongshim Co 004370 348,500 KRW 530,619 KRW +52%

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Frequently asked questions

Is OB Holdings (0327) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 0.2000 MYR versus a price of 0.2100 MYR, about −5% (fairly valued).
What is the fair value of 0327?
Our model-based fair value for OB Holdings is 0.2000 MYR (as of Jul 16, 2026), built from audited fundamentals. The current price is 0.2100 MYR.
What is the quality score of 0327?
OB Holdings has a Quality Score of 51/100. 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 revenue of OB Holdings (0327)?
OB Holdings reported trailing-twelve-month revenue of about 64.5M MYR (latest available figure, as of Jul 16, 2026).
What is the net profit margin of 0327?
The net profit margin of OB Holdings is about 12.2%, meaning it keeps roughly 12.2% of revenue as net income. Based on the latest reported figures.
Does OB Holdings pay a dividend?
OB Holdings currently shows a dividend yield of about 1.43% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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