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Abdullah Al-Othaim Markets Company (4001) Fair Value & Analysis

Consumer Defensive · SA · Market cap 4.6B SAR

AA Abdullah Al-Othaim Markets Company 4001 · SR
Price5.06 SAR
Fair Value10.73 SAR
Upside+112.1%
Quality41/100
Expensive Growth
Thin margins · 2.1% net margin
Low debt · generates free cash flow
7.10% dividend yield
Mixed vs. peers (8/14)
Narrow moat 35/100
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Evidence: High Range 6.66 SAR – 16.27 SAR Share as image

Fair value as of: Jul 31, 2026

From 26 valuation models · updated today

Share price −14.1% over the past month.

What matters now

  • The large discount to fair value meets weak quality (41/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (6.66 SAR). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (6.66 SAR to 16.27 SAR) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

7.59 SAR 5.06 SAR Fair Value 10.73 SAR Jul 2025 Jul 2026

12‑month range 5.06 SAR – 7.59 SAR · fair‑value band 6.66 SAR – 16.27 SAR · the 5.06 SAR price screens below the 10.73 SAR fair value. As of Jul 31, 2026.

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Analysis

Abdullah Al-Othaim Markets Company (4001) currently trades at 5.06 SAR, while our model-based Fair Value estimate is 10.73 SAR, implying the stock looks roughly 112.1% undervalued today. We read business quality at 41/100 (below-average 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, Abdullah Al-Othaim Markets Company generated revenue of 10.9B SAR at a net margin of 2.1%. Revenue declined 5.8% year over year. It earns a return on equity of 17.9%. Net debt stands at 2.9B SAR. Fundamentals as of Jul 31, 2026

Our scenario range runs from 6.66 SAR (bear case) to 16.27 SAR (bull case); at 5.06 SAR, the current price sits below that range. The share trades about 34% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 5% fair-value upside, at 112%, 4001 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 10.9B SAR
Revenue growth (YoY) -5.8%
Net margin 2.1%
Return on equity 17.9%
Free cash flow 445M SAR FY2025
P/E ratio 19.8
More key figures
Operating margin 2.4%
EPS (TTM) 0.2600 SAR
Dividend yield 7.1%
EPS growth (YoY) -29.7%
Net debt 2.9B SAR FY2025

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

Quality Score breakdown

Overall quality 41/100
Profitability 90
Quality Growth 36
Cashflow 26
Fin. Strength 29
Investment 81
Low Volatility 98
Momentum 21
52W Momentum 1
Net Issuance 0

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

Abdullah Al-Othaim Markets Company, together with its subsidiaries, engages in the wholesale and retail trade of food supplies and other products in the Kingdom of Saudi Arabia and Arab Republic of Egypt. It operates through Retail and Wholesale, Real Estate and Rental, and Other segments.

Full company description

Abdullah Al-Othaim Markets Company, together with its subsidiaries, engages in the wholesale and retail trade of food supplies and other products in the Kingdom of Saudi Arabia and Arab Republic of Egypt. It operates through Retail and Wholesale, Real Estate and Rental, and Other segments. The company wholesales and retails food, fish, meat, agricultural products, livestock, and household items; and involved in establishing, managing, operating, and maintaining supermarkets, commercial complexes, and bakeries, offering cooked and uncooked catering services, as well as managing training and educational centers. It also acquires land to construct buildings for leasing or sale. In addition, the company imports, exports, retails and whole sale trading fruits, vegetables, fish, dairy products, olive, ghee, halawa, pasta, and soft drinks; ready-made garments, sportswear, jewelry, sewing tools, bags, leather products, decorations, dropped ceilings, agricultural produce and vehicles spare parts. Further, the company sells, rents, and exploits real estate properties and lands; as well as offers computer services; and maintenance of training and entertainment, and sports centers. Additionally, it establishes agriculture projects; manages bakeries and cafes; and undertakes general contracting services. Furthermore, the company is involved in the construction, maintenance, demolition, and restoration of electrical and electronic works, as well as cultivating vegetables and fodder; and operates commercial complexes. It also offers poultry breeding, as well as import and export, and marketing services. The company provides labor services regarding household workers and workers for both public and private sectors. Abdullah Al-Othaim Markets Company was founded in 1956 and is headquartered in Riyadh, the Kingdom of Saudi Arabia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Abdullah Al-Othaim Markets Company reported revenue of 11.1B SAR in FY2025 versus 8.4B SAR in FY2021, a compound +7.2%/yr. Reported net income was 2.5B SAR in FY2025, compounding +69.9%/yr from FY2021.

Revenue +7.2%/yr
FY21 8.4B SAR
FY22 9.5B SAR
FY23 10.2B SAR
FY24 10.7B SAR
FY25 11.1B SAR
Net income +69.9%/yr
FY21 300M SAR
FY22 1.1B SAR
FY23 491M SAR
FY24 511M SAR
FY25 2.5B SAR

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Cite: Fair Value Calculator (2026). "Abdullah Al-Othaim Markets Company Fair Value". https://www.fairvalue-calculator.com/stock/4001

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 / 34
FUTURE 0 / 17
PAST 72 / 51
HEALTH 100 / 92
DIVIDEND 100 / 46

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 Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
Loblaw Companies Limited L C$66.47 C$40.13 -40%
Koninklijke Ahold Delhaize N.V AHODF $42.54 $49.43 +16%
Tesco PLC TSCDF $5.94 $7.90 +33%
The Kroger Co KR $63.57 $26.18 -59%
Woolworths Group WOW A$37.63 A$12.52 -67%
Seven & i Holdings SVNDF $11.76 $15.18 +29%
George Weston Limited WN C$103.47 C$106.15 +3%
Coles Group COL A$23.86 A$15.86 -34%
CP ALL Public Company CVPUF $1.30 $1.60 +23%
Metro Inc MRU C$89.80 C$94.01 +5%

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Frequently asked questions

Is Abdullah Al-Othaim Markets Company (4001) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 10.73 SAR versus a price of 5.06 SAR, about +112% (undervalued).
What is the fair value of 4001?
Our model-based fair value for Abdullah Al-Othaim Markets Company is 10.73 SAR (as of Jul 31, 2026), built from audited fundamentals. The current price is 5.06 SAR.
What is the quality score of 4001?
Abdullah Al-Othaim Markets Company has a Quality Score of 41/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Abdullah Al-Othaim Markets Company (4001)?
Abdullah Al-Othaim Markets Company reported trailing-twelve-month revenue of about 10.9B SAR (latest available figure, as of Jul 31, 2026).
What is the net profit margin of 4001?
The net profit margin of Abdullah Al-Othaim Markets Company is about 2.1%, meaning it keeps roughly 2.1% of revenue as net income. Based on the latest reported figures.
Does Abdullah Al-Othaim Markets Company pay a dividend?
Abdullah Al-Othaim Markets Company currently shows a dividend yield of about 7.10% 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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