ARB Corporation (ARB) Fair Value & Analysis

Consumer Cyclical · AU · Market cap A$1.5B

A solid business, 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 (A$12.57 to A$29.43) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

60‑month range A$17.01 – A$49.09 · fair‑value band A$12.57 – A$29.43 · the A$20.48 price screens below the A$21.22 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.

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Analysis

ARB Corporation (ARB) currently trades at A$20.48, while our model-based Fair Value estimate is A$21.22, implying the stock looks roughly 3.6% fairly valued today. The Quality Score stands at 61/100 (solid quality), in the Consumer Cyclical 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, ARB Corporation generated revenue of A$730M at a net margin of 12.2%. Revenue declined 1.2% year over year. It earns a return on equity of 12.1%. The balance sheet holds a net cash position of A$22.5M. Fundamentals as of Jul 14, 2026

Our scenario range runs from A$12.57 (bear case) to A$29.43 (bull case); at A$20.48, 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 49% below its 52-week high and 21% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at 4%, ARB 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.

Widest divergence: Growth Earnings (A$21.54) versus Dividend Discount (A$3.60). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

ARB Corporation Limited engages in the design, manufacture, distribution, and sale of motor vehicle accessories and light metal engineering works.

Full company description

ARB Corporation Limited engages in the design, manufacture, distribution, and sale of motor vehicle accessories and light metal engineering works. The company provides earth campers; bull bars; side rails and steps; rear protection, towing, and wheel carriers; canopies; MITS alloy; UTE lids and tub accessories; roof racks, cross bars, and carriers; old man EMU 4X4 suspensions; linx products; driving lights; air compressors and tyre accessories; air lockers; winches; recovery equipment; recovery points; and under vehicle protection products. It also offers fuel tanks and storage products; drawers and cargo solutions; slide kitchen products; portable fridge freezers; tents, swags, and awnings; camping and touring accessories; UHF radios, GPS, and reverse cameras; safari snorkels; dual battery and solar systems; general accessories; and interior protection and merchandise products. The company serves stockists, vehicle dealers, and various fleet operators, as well as owns and license ARB branded store network. It has operations in Australasia, the United States, Thailand, the Middle East, the United Kingdom, and rest of Europe. ARB Corporation Limited was incorporated in 1975 and is based in Kilsyth, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ARB Corporation reported revenue of A$730M in FY2025 versus A$623M in FY2021, a compound +4.0%/yr. Reported net income was A$97.5M in FY2025, compounding −3.6%/yr from FY2021.

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Peer Group

Auto Parts · 642 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.

Valuation Multiples vs Auto Parts median · lower = cheaper

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.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

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.