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Arabian Centres Company (4321) Fair Value & Analysis

Real Estate · SA · Market cap 7.4B SAR

AC Arabian Centres Company 4321 · SR
Price15.57 SAR
Fair Value29.50 SAR
Upside+89.5%
Quality54/100
Mixed Growth
Highly profitable · 55.2% net margin
Moderate debt · generates free cash flow
Ranks above peers (9/14)
Wide moat 68/100
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Evidence: High Range 23.63 SAR – 31.07 SAR Share as image

Fair value as of: Jul 31, 2026

From 24 valuation models · updated today

Share price −8.9% over the past month.

What matters now

  • The price is below even our cautious bear case (23.63 SAR). The market is more pessimistic than our downside scenario.
  • Solid quality (54/100) at a price below fair value, the discount is the argument here, not the business quality.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.

Price vs Fair Value (12 months)

22.67 SAR 15.57 SAR Fair Value 29.50 SAR Aug 2025 Jul 2026

12‑month range 15.57 SAR – 22.67 SAR · fair‑value band 23.63 SAR – 31.07 SAR · the 15.57 SAR price screens below the 29.50 SAR fair value. As of Jul 31, 2026.

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Analysis

Arabian Centres Company (4321) currently trades at 15.57 SAR, while our model-based Fair Value estimate is 29.50 SAR, implying the stock looks roughly 89.5% undervalued today. We read business quality at 54/100 (solid quality), in the Real Estate 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, Arabian Centres Company generated revenue of 2.3B SAR at a net margin of 55.2%. Revenue declined 2.2% year over year. It earns a return on equity of 8.2%. Net debt stands at 19.5B SAR. Fundamentals as of Jul 31, 2026

Our scenario range runs from 23.63 SAR (bear case) to 31.07 SAR (bull case); at 15.57 SAR, the current price sits below that range. The share trades about 32% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -4% fair-value upside, at 89%, 4321 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 2.3B SAR
Revenue growth (YoY) -2.2%
Net margin 55.2%
Return on equity 8.2%
Free cash flow 854M SAR FY2026
P/E ratio 5.9
More key figures
Operating margin 61.9%
EPS (TTM) 2.64 SAR
EPS growth (YoY) -6.7%
Net debt 19.5B SAR FY2026

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

Quality Score breakdown

Overall quality 54/100
Profitability 37
Quality Growth 46
Cashflow 78
Fin. Strength 42
Investment 72
Low Volatility 94
Momentum 21
52W Momentum 4
Net Issuance 82

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

Arabian Centres Company engages in the operation and management of commercial centres, tourist resorts, hotels, and restaurants in the Kingdom of Saudi Arabia.

Full company description

Arabian Centres Company engages in the operation and management of commercial centres, tourist resorts, hotels, and restaurants in the Kingdom of Saudi Arabia. It is involved in the purchase lands; build, develop, and invest in buildings; sell or lease of buildings and the construction of commercial buildings, including demolition, repair, excavation, and maintenance works; operates and manages temporary and permanent exhibitions, compounds, and hospitals. Arabian Centres Company was founded in 2002 and is based in Riyadh, the Kingdom of Saudi Arabia.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Arabian Centres Company reported revenue of 2.3B SAR in FY2026 versus 2.0B SAR in FY2022, a compound +3.1%/yr. Reported net income was 1.3B SAR in FY2026, compounding +30.5%/yr from FY2022.

Revenue +3.1%/yr
FY22 2.0B SAR
FY23 2.2B SAR
FY24 2.2B SAR
FY25 2.3B SAR
FY26 2.3B SAR
Net income +30.5%/yr
FY22 437M SAR
FY23 1.1B SAR
FY24 1.5B SAR
FY25 1.2B SAR
FY26 1.3B SAR

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Cite: Fair Value Calculator (2026). "Arabian Centres Company Fair Value". https://www.fairvalue-calculator.com/stock/4321

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 / 42
FUTURE 0 / 29
PAST 33 / 15
HEALTH 56 / 75
DIVIDEND 0 / 42

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 Real Estate - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
Mitsubishi Estate Co MITEY $24.70 $13.49 -45%
Mitsui Fudosan Co MTSFF $9.20 $10.98 +19%
Henderson Land Development Company HLDVF $3.70 $2.53 -32%
Swiss Prime Site AG SPSN CHF 131.60 CHF 44.83 -66%
Central Pattana Public Company CPN 65.00 THB 105.00 THB +62%
SM Prime Holdings SPHXF $0.2801 $0.6700 +139%
Prestige Estates Projects Limited PRESTIGE ₹1,381 ₹972.98 -30%
The Phoenix Mills Limited PHOENIXLTD ₹1,766 ₹583.22 -67%
Fastighets AB BALDF $5.42 $6.97 +29%
NEPI Rockcastle N.V NRP €7.50 €7.18 -4%

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Frequently asked questions

Is Arabian Centres Company (4321) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 29.50 SAR versus a price of 15.57 SAR, about +89% (undervalued).
What is the fair value of 4321?
Our model-based fair value for Arabian Centres Company is 29.50 SAR (as of Jul 31, 2026), built from audited fundamentals. The current price is 15.57 SAR.
What is the quality score of 4321?
Arabian Centres Company has a Quality Score of 54/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Arabian Centres Company (4321)?
Arabian Centres Company reported trailing-twelve-month revenue of about 2.3B SAR (latest available figure, as of Jul 31, 2026).
What is the net profit margin of 4321?
The net profit margin of Arabian Centres Company is about 55.2%, meaning it keeps roughly 55.2% of revenue as net income. Based on the latest reported figures.

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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