Arlen S.A (ARL) Fair Value & Analysis
Consumer Cyclical · PL · Market cap 488M PLN
Fair value as of: Jul 14, 2026
From 26 valuation models · updated today
Fair value updated Jul 14, 2026 — revised from 43.69 PLN to 11.24 PLN (−74.3%) since Jun 24, 2026. Share price −9.7% over the past month.
Price vs Fair Value (12 months)
12‑month range 21.25 PLN – 46.37 PLN · fair‑value band 8.43 PLN – 14.05 PLN · the 21.25 PLN price screens above the 11.24 PLN fair value. As of Jul 14, 2026.
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Arlen S.A (ARL) currently trades at 21.25 PLN, while our model-based Fair Value estimate is 11.24 PLN — implying the stock looks roughly 47.1% overvalued today. We read business quality at 48/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).
Over the trailing twelve months, Arlen S.A generated revenue of 437M PLN at a net margin of 10.0%. Revenue declined 63.7% year over year. It earns a return on equity of 15.5%. The stock trades on a trailing P/E of 10.4. Fundamentals as of Jul 14, 2026
Our scenario range runs from 8.43 PLN (bear case) to 14.05 PLN (bull case); at 21.25 PLN, the current price sits above that range. The share trades about 55% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -34% fair-value upside — at -47%, ARL screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.
About the company
Arlen S.A. designs, manufactures, and distributes protective and business clothes. It offers clothes for uniformed services, such as the police, city guards, armed forces, and border guards; specialized clothes for users having high OSH requirements; corporate clothes for business customers; and medical clothes for hospitals. The company also provides woven and technical fabrics. In addition, it offers textiles for rent to hospitals and health centers. The company also serves customers that include fire brigades, courier companies, the post offices, transport companies, petrochemical plants, petrol stations, heavy-industry plants, food production plants, hypermarket chains, pharmaceutical plants, health services, catering establishments and hotels, and rental companies, as well as services, which handle and control road, air, and rail transport. Arlen S.A. was founded in 1995 and is based in Warsaw, Poland with operations in Germany, Austria, and Switzerland.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
Arlen S.A reported revenue of 474M PLN in FY2025 versus 282M PLN in FY2022, a compound +18.9%/yr. Reported net income was 53.8M PLN in FY2025, compounding +28.4%/yr from FY2022.
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Similar stocks
10 more Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Toray Industries, Inc TRYIF | $7.90 | $6.29 | -20% |
| Shenzhou International Group SZHIF | $6.78 | $9.47 | +40% |
| Tongkun Group 601233 | ¥23.09 | ¥14.53 | -37% |
| HMT (Xiamen) New Technical Materials Co 603306 | ¥110.20 | ¥13.36 | -88% |
| Far Eastern New Century Corporation 1402 | 27.55 TWD | 28.72 TWD | +4% |
| K.P.R. Mill Limited KPRMILL | ₹1,181 | ₹467.49 | -60% |
| Shijiazhuang ChangShan BeiMing Technology Co 000158 | ¥15.43 | ¥2.27 | -85% |
| Zhejiang Orient Holdings 600120 | ¥4.47 | ¥2.25 | -50% |
| Vardhman Textiles Limited VTL | ₹666.25 | ₹437.96 | -34% |
| Shandong Fiberglass Group 605006 | ¥22.82 | ¥16.45 | -28% |
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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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.