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Carbios SAS, (ALCRB) Fair Value & Analysis

Basic Materials · FR · Market cap €101M

CS Carbios SAS, ALCRB · PA
Price€6.94
Fair Value€7.12
Upside+2.6%
Quality26/100
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Mixed Growth
Thin margins · 0.0% net margin
Low debt · negative free cash flow
Trails peers (4/11)
Narrow moat 12/100
Evidence: Low Range €4.51 – €8.85 Share as image

Fair value as of: Jul 16, 2026

From 3 valuation models · updated 26 days ago

Fair value updated Jul 16, 2026, revised from €8.55 to €7.12 (−16.7%) since Jun 25, 2026. Share price +26.4% over the past month.

Below-average quality, 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 (€4.51 to €8.85) leaves room in how you read the outcome.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

€41.69 €4.99 Fair Value €7.12 Jun 2021 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

60‑month range €4.99 – €41.69 · fair‑value band €4.51 – €8.85 · the €6.94 price screens below the €7.12 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

Carbios SAS, (ALCRB) currently trades at €6.94, while our model-based Fair Value estimate is €7.12, implying the stock looks roughly 2.6% fairly valued today. The Quality Score stands at 26/100 (below-average quality), in the Basic Materials 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: low), always confirm before acting.

Trailing-twelve-month revenue stands at €5.7M. It earns a return on equity of -17.4%. The balance sheet holds a net cash position of €9.3M. The stock trades on a trailing P/E of 2.9. Fundamentals as of Jul 16, 2026

Our scenario range runs from €4.51 (bear case) to €8.85 (bull case); at €6.94, 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 56% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 3%, ALCRB screens cheaper 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
Gordon GGM €45.05 €75.45 €97.93 70
DDM Multi-Stage €45.05 €71.56 €81.17 61
NCAV (Graham) €5.74 €7.69 €11.48 50
All 3 models by family
Dividend Discount
Gordon GGM €45.05 €75.45 €97.93 70
DDM Multi-Stage €45.05 €71.56 €81.17 61
Asset-Based
NCAV (Graham) €5.74 €7.69 €11.48 50

Widest divergence: Dividend Discount (€71.56) versus Asset-Based (€7.69). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) €5.7M
Revenue growth (YoY) +8,202%
Return on equity -17.4%
Free cash flow −€18.4M FY2025
P/E ratio 2.9
Operating margin -1.5%
More key figures
EPS (TTM) €-2.30
Net cash €9.3M FY2025

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

Quality Score breakdown

Overall quality 26/100

Of which business quality 29 · Market factors (momentum, volatility) 12

Profitability 0
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 63
Balance sheet, leverage, solvency risk
Investment 27
Disciplined investing over empire-building
Low Volatility 11
Calm price path (market factor)
Momentum 13
Price trend over the last 3–12 months (market factor)
52W Momentum 12
Distance to the 52-week high (market factor)
Net Issuance 39
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

Carbios SAS, engages in design and development of enzymatic processes in France. The company is also involved in enzymatic recycling and biodegradation activities. It exports its products. Carbios SAS was incorporated in 2011 and is headquartered in Clermont-Ferrand, France.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Carbios SAS, reported revenue of €3.1M in FY2025 versus €105K in FY2021, a compound +133.1%/yr. Reported net income was −€34.3M in FY2025.

Growth Quality 30/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€3.1M
Latest YoY
+2,179.4%
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.
+253.8%
Avg. growth/yr (5Y) 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.
+89.2%
Avg. growth/yr (13Y) 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.
+14.2%
Revenue +133.1%/yr
FY21 €105K
FY22 €70.0K
FY23 €24.0K
FY24 €136K
FY25 €3.1M
Net income
FY21 €3.8M
FY22 −€27.7M
FY23 −€27.2M
FY24 −€33.1M
FY25 −€34.3M

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Cite: Fair Value Calculator (2026). "Carbios SAS, Fair Value". https://www.fairvalue-calculator.com/stock/ALCRB

Peer Group

Specialty Chemicals · 673 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 26 · Bottom 25%
Fair Value upside +3% · Above median
Return on assets -6% · Bottom 25%
Net margin (TTM) 0% · Below median
Operating margin (TTM) -2% · Bottom 25%
Revenue growth 87% · Top 25%
Debt / equity 0.13× · Higher than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 2.9× · Cheaper than 75% of peers
P/B 0.60× · Cheaper than 75% of peers
P/S (TTM) 24.43× · Pricier 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 37 · sector 0
FUTURE 100 · sector 19
PAST 0 · sector 23
HEALTH 94 · sector 95
DIVIDEND 0 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Carbios SAS, (ALCRB) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of €7.12 versus a price of €6.94, about +3% (fairly valued).
What is the fair value of ALCRB?
Our model-based fair value for Carbios SAS, is €7.12 (as of Jul 16, 2026), built from audited fundamentals. The current price is €6.94.
What is the quality score of ALCRB?
Carbios SAS, has a Quality Score of 26/100. 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 Carbios SAS, (ALCRB)?
Carbios SAS, reported trailing-twelve-month revenue of about €5.7M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of ALCRB?
The net profit margin of Carbios SAS, is about 0.0%, meaning it keeps roughly 0.0% 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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