BAF Viet Nam Agriculture JSC (BAF) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of BAF Viet Nam Agriculture JSC VND 4,966, price VND 31,650, upside -84.3%, quality 11 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
Structural break:
The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
Weakest SetupStrongly overvalued and low quality.
!Fair value 4,966 VND · Strongly overvalued (−84%)
!Quality 11/100
!Weak Growth(revenue 5y −17.1 %/yr)
!Thin margins · 3.5% net margin (TTM)
!Moderate debt · negative free cash flow
!Trails peers(4/13)
!Narrow moat39/100
!Evidence only low, so the estimate is less certain
Watch BAF Viet Nam Agriculture JSC for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card.Watch for freePro now: $1 first month
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
58‑month range 7,673 VND – 32,700 VND · fair‑value band 3,730 VND – 6,043 VND · the 31,650 VND price screens above the 4,966 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
Follow BAF Viet Nam Agriculture JSC in your weekly email
Every Wednesday you see whether BAF Viet Nam Agriculture JSC is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
BAF Vietnam Agriculture Joint Stock Company engages in the mixed farming activities and producing animal deed, process and preserve meat in Vietnam and Myanmar.
Show more
BAF Vietnam Agriculture Joint Stock Company engages in the mixed farming activities and producing animal deed, process and preserve meat in Vietnam and Myanmar. It offers various pork meat, such as leg steak, tail, belly and baby ribs, shoulder cartilage, rib tips, tenderloin, neckbone, femur bone, blade bone, shoulder, rib, picnic shoulder, minced, loin steak, ribs, fresh lean, fresh trotters, fillet, fresh belly, fresh boneless hock, and fresh thigh meat products under the BAF brand name. The company was founded in 2017 and is headquartered in Ho Chi Minh City, Vietnam.
Stock analysis
BAF Viet Nam Agriculture JSC (BAF) currently trades at 31,650 VND, while our model-based Fair Value estimate is 4,966 VND, implying the stock looks roughly 537.3% overvalued today.
Show more
Valuation
Bull case: the Asset-Based group reads highest at a median of 7,342 VND per share, and 0 of the 14 models we run sit above the 31,650 VND price.
Bear case: the Earnings-Based group reads lowest at 1,911 VND, and 14 of the 14 models stay below the price. Evidence for this calculation is low.
Scenario range: 3,730 VND (bear) to 6,043 VND (bull), the price of 31,650 VND sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 11/100 (below-average quality), in the Consumer Defensive sector.
Weak Growth: Revenue is shrinking: the last year, the last three and the last five years are all negative.
BAF Viet Nam Agriculture JSC reported revenue of 5.0T VND in FY2025 versus 10.4T VND in FY2021, a compound −16.6%/yr. Reported net income was 127B VND in FY2025, compounding −20.8%/yr from FY2021.
Key figures
Market cap 10.9T VND · P/E ratio 61.9 · P/S ratio 1.55 · EPS (TTM) 511.70 VND · Dividend yield 0.0% · Net margin 2.5% · Return on equity 5.4% · Return on assets (EBIT) 5.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (medium confidence).
What moves the price
The share trades about 3% below its 52-week high and 21% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at 10% fair-value upside, at −84%, BAF screens richer than that median.
Fair Value models
The price assumes far more growth than our models allow for, so the models scatter widely (98.35 VND to 16,419 VND). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear 3,730 VNDFair Value 4,966 VNDBull 6,043 VND
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (375.71 VND per share) are deliberately not added.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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.8/100
Revenue is shrinking: the last year, the last three and the last five years are all negative.
Revenue growth 1 year
−10.7%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
−10.7%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
−17.1%
Start year 2020 (pandemic)
’20
’21
’22
’23
’24
’25
What shareholders gained per year (last 5 years), in VND ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis. Measured in VND: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+6.9%
Earnings growth per share plus dividend.
Earnings per share, growth per year+6.9%
Dividend (yield on the price)0.0%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.1% → 7%
Compare BAF Viet Nam Agriculture JSC with another stock
Price, fair value, quality and upside side by side.
Free, no sign-up
Peer Groupⓘ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.Farm Products · 296 stocks
Beats the industry median on 4/13 measures
Overall it trails its industry peers.
Valuation
Quality Score11 · Bottom 25%
Fair Value upside−84% · Bottom 25%
Profitability
Return on equity (TTM)5% · Above median
Return on assets3% · Above median
Net margin (TTM)4% · Below median
Operating margin (TTM)18% · Top 25%
Growth and dividend
Revenue growth57% · Top 25%
Dividend yield (TTM)0.0% · Bottom 25%
Balance sheet
Debt / equity0.55× · Highest 25%
Valuation Multiplesvs Farm Products median · lower = cheaper
P/E (TTM)61.9× · Priciest 25%
P/B2.71× · Priciest 25%
P/S (TTM)1.93× · Priciest 25%
EV/EBITDA17.2× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 26
FUTURE (revenue growth)100· sector 21
PAST (return on equity)22· sector 19
HEALTH (low debt)73· sector 94
DIVIDEND (yield)1· sector 47
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "BAF Viet Nam Agriculture JSC Fair Value". https://www.fairvalue-calculator.com/stock/BAF
Frequently asked questions
Is BAF Viet Nam Agriculture JSC (BAF) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 4,966 VND versus a price of 31,650 VND, about −84% upside (overvalued).
What is the fair value of BAF?
Our model-based fair value for BAF Viet Nam Agriculture JSC is 4,966 VND (as of Sep 24, 2026), built from audited fundamentals. The current price: 31,650 VND.
What is the quality score of BAF?
BAF Viet Nam Agriculture JSC has a Quality Score of 11/100. 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 price target for BAF Viet Nam Agriculture JSC (BAF)?
Our model-based price target is the fair value of 4,966 VND (as of Sep 24, 2026) from 14 valuation models. Cautious scenario 3,730 VND, optimistic scenario 6,043 VND. It is a calculation from audited fundamentals, not an analyst target.
What is the BAF Viet Nam Agriculture JSC stock forecast for 2026?
Our models put fair value at 4,966 VND, about −84% upside versus a price of 31,650 VND (overvalued). Cautious scenario 3,730 VND, optimistic scenario 6,043 VND. The calculation is refreshed regularly with new filings.
What is the revenue of BAF Viet Nam Agriculture JSC (BAF)?
BAF Viet Nam Agriculture JSC reported trailing-twelve-month revenue of about 5.7T VND (latest available figure, as of Sep 24, 2026).
Does BAF Viet Nam Agriculture JSC pay a dividend?
BAF Viet Nam Agriculture JSC currently shows a dividend yield of about 0.04% relative to its recent price (as of Sep 24, 2026).
What is the intrinsic value of BAF Viet Nam Agriculture JSC (BAF)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For BAF Viet Nam Agriculture JSC it is 4,966 VND per share (as of Sep 24, 2026), against a price of 31,650 VND. It is the blended result of 14 valuation models (cash flow, earnings, asset, dividend).
Is BAF Viet Nam Agriculture JSC stock overvalued or undervalued in 2026?
As of Sep 24, 2026, BAF trades above its calculated fair value: price 31,650 VND, fair value 4,966 VND, a gap of about −84% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of BAF?
No. The price is what the market pays today (31,650 VND); the fair value is what the company's own numbers justify (4,966 VND). For BAF Viet Nam Agriculture JSC the two are 26,684 VND per share apart. That gap is exactly why we show both numbers side by side.
How much is BAF Viet Nam Agriculture JSC worth?
The market values BAF Viet Nam Agriculture JSC at about 10.9T VND (market capitalisation, as of Sep 24, 2026). Per share that is 31,650 VND; our models calculate a fair value of 4,966 VND per share.
What do the bullish and bearish scenarios say about BAF?
Our models span a range for BAF Viet Nam Agriculture JSC: cautious scenario 3,730 VND, base 4,966 VND, optimistic 6,043 VND per share (as of Sep 24, 2026, price 31,650 VND). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of BAF?
BAF Viet Nam Agriculture JSC trades at a price-to-earnings ratio of 61.9 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 4,966 VND is built from several models across several years. Other multiples: P/B 2.7, P/S 1.9, EV/EBITDA 17.2.
How solid is the balance sheet of BAF Viet Nam Agriculture JSC (BAF)?
Balance-sheet figures for BAF Viet Nam Agriculture JSC (as of Sep 24, 2026): return on equity 5.4%, debt of 0.55 per unit of equity. They feed the Quality Score of 11/100, which measures business quality independently of the share price.
How far is BAF from its 52-week high?
BAF Viet Nam Agriculture JSC trades at 31,650 VND, about 3% below its 52-week high of 32,700 VND and 21% above the low of 26,125 VND (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of 4,966 VND is for.
Which stocks are comparable to BAF Viet Nam Agriculture JSC?
From the same area (Consumer Defensive) we also value Archer-Daniels-Midland Company, Muyuan Foods Group, Bunge Global SA, Tyson Foods, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is BAF Viet Nam Agriculture JSC stock attractive at the current price?
The data as of Sep 24, 2026: price 31,650 VND, calculated fair value 4,966 VND (−84%), Quality Score 11/100, from 14 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of BAF calculated?
We run BAF Viet Nam Agriculture JSC through 14 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 4,966 VND, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.0 % above its aggregate fair value. BAF Viet Nam Agriculture JSC itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of BAF Viet Nam Agriculture JSC (BAF)?
The closing price on Sep 24, 2026 was 31,650 VND. Our model-based fair value is 4,966 VND, about −84% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with BAF Viet Nam Agriculture JSC right now?
The price sits above even our optimistic bull case (6,043 VND). The favourable scenario is already priced in. Weak quality (11/100) and above fair value at the same time, the margin of safety is missing on both counts. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Key figures of BAF Viet Nam Agriculture JSC
How large is the market capitalisation of BAF Viet Nam Agriculture JSC (BAF)?
The market capitalisation of BAF Viet Nam Agriculture JSC is 10.9T VND. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of BAF Viet Nam Agriculture JSC (BAF)?
The price-to-sales ratio of BAF Viet Nam Agriculture JSC is 1.55 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of BAF Viet Nam Agriculture JSC (BAF)?
Earnings per share at BAF Viet Nam Agriculture JSC are 511.70 VND (price ÷ EPS = P/E 61.9). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of BAF Viet Nam Agriculture JSC (BAF)?
The dividend yield of BAF Viet Nam Agriculture JSC is 0.0% (payout 2.4%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of BAF Viet Nam Agriculture JSC (BAF)?
The net margin of BAF Viet Nam Agriculture JSC is 2.5% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of BAF Viet Nam Agriculture JSC (BAF)?
The return on equity (ROE) of BAF Viet Nam Agriculture JSC is 5.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of BAF Viet Nam Agriculture JSC (BAF)?
On an EBIT basis the return on assets of BAF Viet Nam Agriculture JSC is 5.6% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of BAF Viet Nam Agriculture JSC (BAF)?
The operating margin of BAF Viet Nam Agriculture JSC is 17.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at BAF Viet Nam Agriculture JSC (BAF)?
Revenue at BAF Viet Nam Agriculture JSC is growing +56.8% versus a year earlier (3y avg −10.7%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at BAF Viet Nam Agriculture JSC (BAF)?
Earnings per share at BAF Viet Nam Agriculture JSC are growing +21.3% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does BAF Viet Nam Agriculture JSC (BAF) generate?
The free cash flow of BAF Viet Nam Agriculture JSC is −2.7T VND (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does BAF Viet Nam Agriculture JSC (BAF) carry?
The net debt of BAF Viet Nam Agriculture JSC is 4.0T VND (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed
Watch BAF Viet Nam Agriculture JSC in the live analysis
One click puts BAF Viet Nam Agriculture JSC on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
