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The First Milling Company (2283) Fair Value & Analysis

Consumer Defensive · SA · Market cap 2.8B SAR

TF The First Milling Company 2283 · SR
Price51.10 SAR
Fair Value82.89 SAR
Upside+62.2%
Quality64/100
Healthy Growth
Highly profitable · 23.2% net margin
Moderate debt · generates free cash flow
6.50% dividend yield
Ranks above peers (12/14)
Wide moat 78/100
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Evidence: High Range 47.32 SAR – 109.57 SAR Share as image

Fair value as of: Jul 31, 2026

From 26 valuation models · updated today

Share price −6.2% over the past month.

What matters now

  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (47.32 SAR to 109.57 SAR) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

56.70 SAR 44.56 SAR Fair Value 82.89 SAR Aug 2025 Jul 2026

12‑month range 44.56 SAR – 56.70 SAR · fair‑value band 47.32 SAR – 109.57 SAR · the 51.10 SAR price screens below the 82.89 SAR fair value. As of Jul 31, 2026.

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Analysis

The First Milling Company (2283) currently trades at 51.10 SAR, while our model-based Fair Value estimate is 82.89 SAR, implying the stock looks roughly 62.2% undervalued today. We read business quality at 64/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, The First Milling Company generated revenue of 1.2B SAR at a net margin of 23.2%. Revenue grew 17.3% year over year. It earns a return on equity of 19.0%. Net debt stands at 1.2B SAR. Fundamentals as of Jul 31, 2026

Our scenario range runs from 47.32 SAR (bear case) to 109.57 SAR (bull case); at 51.10 SAR, the current price sits within that range. The share trades about 10% below its 52-week high and 17% 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 62%, 2283 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 1.2B SAR
Revenue growth (YoY) +17.3%
Net margin 23.2%
Return on equity 19.0%
Free cash flow 260M SAR FY2025
P/E ratio 10.1
More key figures
Operating margin 30.0%
EPS (TTM) 4.99 SAR
Dividend yield 6.5%
EPS growth (YoY) +1.4%
Net debt 1.2B SAR FY2025

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100
Profitability 63
Quality Growth 43
Cashflow 77
Fin. Strength 41
Investment 66
Low Volatility 93
Momentum 40
52W Momentum 42
Net Issuance 83

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

The First Milling Company produces and sells flour products in the Kingdom of Saudi Arabia. It provides flour, bran, semolina, specialty flour, peeled and crushed wheat under First Mills and Aloula brand name. In addition, it offers complete crushed feed, livestock fattener, lamb, horse, pigeon, dairy cattle, poultry feed pellet under the Naffa'a brand name.

Full company description

The First Milling Company produces and sells flour products in the Kingdom of Saudi Arabia. It provides flour, bran, semolina, specialty flour, peeled and crushed wheat under First Mills and Aloula brand name. In addition, it offers complete crushed feed, livestock fattener, lamb, horse, pigeon, dairy cattle, poultry feed pellet under the Naffa'a brand name. The First Milling Company was founded in 1972 and is based in Jeddah, Saudi Arabia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

The First Milling Company reported revenue of 1.1B SAR in FY2025 versus 801M SAR in FY2021, a compound +9.4%/yr. Reported net income was 277M SAR in FY2025, compounding +8.7%/yr from FY2021.

Revenue +9.4%/yr
FY21 801M SAR
FY22 914M SAR
FY23 964M SAR
FY24 1.0B SAR
FY25 1.1B SAR
Net income +8.7%/yr
FY21 198M SAR
FY22 217M SAR
FY23 220M SAR
FY24 251M SAR
FY25 277M SAR

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Cite: Fair Value Calculator (2026). "The First Milling Company Fair Value". https://www.fairvalue-calculator.com/stock/2283

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 100 / 27
FUTURE 87 / 21
PAST 76 / 28
HEALTH 64 / 96
DIVIDEND 100 / 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 31, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,392 ₹362.37 -74%
Uni-President Enterprises Corp 1216 75.10 TWD 72.54 TWD -3%
Britannia Industries Limited BRITANNIA ₹5,171 ₹1,966 -62%
Tata Consumer Products Limited TATACONSUM ₹1,131 ₹339.05 -70%
PT Indofood CBP Sukses Makmur Tbk ICBP 6,575 IDR 13,311 IDR +102%
PT Indofood Sukses Makmur Tbk INDF 6,250 IDR 22,853 IDR +266%
Samyang Foods Co 003230 1,000,000 KRW 1,010,543 KRW +1%
Patanjali Foods Limited PATANJALI ₹420.45 ₹294.68 -30%
Vietnam Dairy Products Joint Stock Company VNM 58,600 VND 68,035 VND +16%
PT Mayora Indah Tbk, MYOR 1,650 IDR 2,175 IDR +32%

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Frequently asked questions

Is The First Milling Company (2283) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 82.89 SAR versus a price of 51.10 SAR, about +62% (undervalued).
What is the fair value of 2283?
Our model-based fair value for The First Milling Company is 82.89 SAR (as of Jul 31, 2026), built from audited fundamentals. The current price is 51.10 SAR.
What is the quality score of 2283?
The First Milling Company has a Quality Score of 64/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of The First Milling Company (2283)?
The First Milling Company reported trailing-twelve-month revenue of about 1.2B SAR (latest available figure, as of Jul 31, 2026).
What is the net profit margin of 2283?
The net profit margin of The First Milling Company is about 23.2%, meaning it keeps roughly 23.2% of revenue as net income. Based on the latest reported figures.
Does The First Milling Company pay a dividend?
The First Milling Company currently shows a dividend yield of about 6.50% relative to its recent price (as of Jul 31, 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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