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Almarai Company (2280) Fair Value & Analysis

Consumer Defensive · SA · Market cap 47.7B SAR

AC Almarai Company 2280 · SR
Price48.00 SAR
Fair Value26.08 SAR
Upside-45.7%
Quality54/100
Expensive Growth
Solidly profitable · 10.6% net margin
Moderate debt · generates free cash flow
2.42% dividend yield
Ranks above peers (10/14)
Moderate moat 48/100
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Evidence: High Range 19.40 SAR – 52.51 SAR Share as image

Fair value as of: Aug 5, 2026

From 22 valuation models · updated today

Share price +5.2% over the past month.

A solid business, but screening 46% overvalued on our models.

What matters now

  • The model range is unusually wide (19.40 SAR to 52.51 SAR). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

66.02 SAR 38.82 SAR Fair Value 26.08 SAR Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 5, 2026.

How to read this chart

60‑month range 38.82 SAR – 66.02 SAR · fair‑value band 19.40 SAR – 52.51 SAR · the 48.00 SAR price screens above the 26.08 SAR fair value. Dashed = 300-day average. As of Aug 5, 2026.

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Analysis

Almarai Company (2280) currently trades at 48.00 SAR, while our model-based Fair Value estimate is 26.08 SAR, implying the stock looks roughly 45.7% overvalued today. We read business quality at 54/100 (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, Almarai Company generated revenue of 23.0B SAR at a net margin of 10.6%. Revenue grew 11.0% year over year. It earns a return on equity of 12.2%. Net debt stands at 12.5B SAR. Fundamentals as of Aug 5, 2026

Our scenario range runs from 19.40 SAR (bear case) to 52.51 SAR (bull case); at 48.00 SAR, the current price sits within that range. The share trades about 9% below its 52-week high and 29% 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 -46%, 2280 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 BearBaseBull Evidence
Highest evidence
Residual Income 19.14 SAR 22.50 SAR 42.67 SAR 76
ROIC Compounder 7.39 SAR 10.37 SAR 12.98 SAR 72
Gordon GGM 9.10 SAR 18.93 SAR 30.03 SAR 70
All 22 models by family
DCF Models
5Y Revenue Exit 1.60 SAR 12.37 SAR 26.64 SAR 39
5Y EBITDA Exit 15.83 SAR 39.42 SAR 67.78 SAR 41
5Y P/E Exit 11.42 SAR 31.05 SAR 52.23 SAR 38
10Y Revenue Exit 5.69 SAR 18.47 SAR 36
10Y EBITDA Exit 6.54 SAR 24.63 SAR 50.33 SAR 37
10Y P/E Exit 3.71 SAR 18.77 SAR 38.28 SAR 35
Earnings-Based
Graham-Dodd 16.80 SAR 56.39 SAR 75.54 SAR 54
Lynch FV 12.83 SAR 18.33 SAR 23.83 SAR 50
PEG = 1.0 12.83 SAR 18.33 SAR 23.83 SAR 46
EPV 7.39 SAR 10.37 SAR 12.98 SAR 59
Dividend Discount
Gordon GGM 9.10 SAR 18.93 SAR 30.03 SAR 70
DDM Multi-Stage 9.10 SAR 15.59 SAR 19.87 SAR 61
Multiples
P/E Multiple 37.06 SAR 49.42 SAR 61.77 SAR 63
P/S Multiple 31.50 SAR 42.01 SAR 52.51 SAR 58
P/B Multiple 31.50 SAR 42.01 SAR 52.51 SAR 55
EV/EBIT 17.67 SAR 27.06 SAR 36.44 SAR 53
EV/EBITDA 34.07 SAR 48.93 SAR 63.78 SAR 54
EV/Revenue 8.49 SAR 16.63 SAR 24.76 SAR 43
Asset-Based
NCAV (Graham) 10.33 SAR 13.84 SAR 20.65 SAR 50
Economic Profit
Residual Income 19.14 SAR 22.50 SAR 42.67 SAR 76
ROIC Compounder 7.39 SAR 10.37 SAR 12.98 SAR 72
Growth Earnings
Growth-Adj P/E 31.66 SAR 45.23 SAR 58.80 SAR 68

Widest divergence: Growth Earnings (45.23 SAR) versus Economic Profit (10.37 SAR). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 23.0B SAR
Revenue growth (YoY) +11.0%
Net margin 10.6%
Return on equity 12.2%
Free cash flow 36.3M SAR FY2025
P/E ratio 19.5
More key figures
Operating margin 13.9%
EPS (TTM) 2.46 SAR
Dividend yield 2.4%
EPS growth (YoY) -1.5%
Net debt 12.5B SAR FY2025

Figures from reported company fundamentals · as of Aug 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 48 · Market factors (momentum, volatility) 65

Profitability 42
Margins and returns on capital today
Quality Growth 22
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 42
Disciplined investing over empire-building
Low Volatility 92
Calm price path (market factor)
Momentum 53
Price trend over the last 3–12 months (market factor)
52W Momentum 54
Distance to the 52-week high (market factor)
Net Issuance 78
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

Almarai Company operates as an integrated consumer food and beverage company in Saudi Arabia, other Gulf Cooperation Council countries, and internationally. The company operates through Dairy and Juice, Bakery, Poultry, and Other Activities segments.

Full company description

Almarai Company operates as an integrated consumer food and beverage company in Saudi Arabia, other Gulf Cooperation Council countries, and internationally. The company operates through Dairy and Juice, Bakery, Poultry, and Other Activities segments. It offers drinking yogurt, milk coffee, protein milk, flavored milk, fresh milk, evaporated milk, and milk powders; yoghurts and desserts; cheese, honey, sweet condensed milk, butter, olive oil, butter ghee, cooking and whipping cream, and creams; dips including fresh natural cream, labneh, and hummus; ice cream; bakery and poultry products; fresh juices; beverages comprising iced coffee and tea, and refreshing drinks; infant and medical nutrition products; dates; and seafood products. It provides its products under the Almarai, L'usine, 7Days, ALYOUM, Nuralac, Evolac, SureGrow Junior, SureNutri, Farm's Select, Ice leaf, Almira, Seama, Beyti, Teeba, AlBashayer, brands. The company also owns and operates arable farms; and provides horticulture services. Almarai Company was founded in 1977 and is headquartered in Riyadh, Saudi Arabia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Almarai Company reported revenue of 22.1B SAR in FY2025 versus 15.8B SAR in FY2021, a compound +8.6%/yr. Reported net income was 2.5B SAR in FY2025, compounding +12.0%/yr from FY2021.

Growth Quality 59/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
22.1B SAR
Latest YoY
+5.2%
Avg. growth/yr (3Y)
+5.6%
Avg. growth/yr (5Y)
+7.5%
Avg. growth/yr (19Y)
+11.6%
Revenue +8.6%/yr
FY21 15.8B SAR
FY22 18.7B SAR
FY23 19.6B SAR
FY24 21.0B SAR
FY25 22.1B SAR
Net income +12.0%/yr
FY21 1.6B SAR
FY22 1.8B SAR
FY23 2.0B SAR
FY24 2.3B SAR
FY25 2.5B SAR

2280 screens 46% overvalued. Compare with Nestlé India Limited →

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Cite: Fair Value Calculator (2026). "Almarai Company Fair Value". https://www.fairvalue-calculator.com/stock/2280

Peer Group

Packaged Foods · 672 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 54 · Above median
Fair Value upside −46% · Bottom 25%
Return on equity (TTM) 12% · Above median
Return on assets 5% · Above median
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 14% · Top 25%
Revenue growth 11% · Above median
Dividend yield (TTM) 2.4% · Above median
Debt / equity 0.53× · Higher than 75% of peers

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/E (TTM) 19.5× · Pricier than median
P/B 0.62× · Cheaper than 75% of peers
P/S (TTM) 0.55× · Cheaper than median
P/FCF 349.9× · Pricier than 75% of peers
EV/EBITDA 4.2× · 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 0 · sector 25
FUTURE 55 · sector 20
PAST 49 · sector 26
HEALTH 73 · sector 96
DIVIDEND 48 · sector 46

VALUE 0: the price sits above our fair-value range.

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 Aug 5, 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 Almarai Company (2280) overvalued or undervalued?
As of Aug 5, 2026, our model estimates a fair value of 26.08 SAR versus a price of 48.00 SAR, about −46% (overvalued).
What is the fair value of 2280?
Our model-based fair value for Almarai Company is 26.08 SAR (as of Aug 5, 2026), built from audited fundamentals. The current price is 48.00 SAR.
What is the quality score of 2280?
Almarai Company has a Quality Score of 54/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Almarai Company (2280)?
Almarai Company reported trailing-twelve-month revenue of about 23.0B SAR (latest available figure, as of Aug 5, 2026).
What is the net profit margin of 2280?
The net profit margin of Almarai Company is about 10.6%, meaning it keeps roughly 10.6% of revenue as net income. Based on the latest reported figures.
Does Almarai Company pay a dividend?
Almarai Company currently shows a dividend yield of about 2.42% relative to its recent price (as of Aug 5, 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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