BAF Vietnam Agriculture Joint Stock Company (BAF) Fair Value & Analysis
Consumer Defensive · VN · Market cap 10.5T VND
Fair value as of: Jun 26, 2026
From 14 valuation models · updated 23 days ago
Share price −15.7% over the past month.
Price vs Fair Value (12 months)
12‑month range 29,375 VND – 39,200 VND · fair‑value band 4,862 VND – 8,103 VND · the 29,750 VND price screens above the 6,483 VND fair value. As of Jun 26, 2026.
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BAF Vietnam Agriculture Joint Stock Company (BAF) currently trades at 29,750 VND, while our model-based Fair Value estimate is 6,483 VND, implying the stock looks roughly 78.2% overvalued today. We read business quality at 20/100 (below-average quality), in the Consumer Defensive 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, BAF Vietnam Agriculture Joint Stock Company generated revenue of 5.7T VND at a net margin of 3.5%. Revenue grew 56.8% year over year. It earns a return on equity of 5.4%. Net debt stands at 4.0T VND. Fundamentals as of Jun 26, 2026
Our scenario range runs from 4,862 VND (bear case) to 8,103 VND (bull case); at 29,750 VND, the current price sits above that range. The share trades about 24% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 61% fair-value upside, at -78%, BAF screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
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.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BAF Vietnam Agriculture Joint Stock Company 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.
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Similar stocks
10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥33.95 | ¥119.07 | +251% |
| Wens Foodstuff Group 300498 | ¥12.49 | ¥12.08 | -3% |
| Mowi ASA MOWI | kr 194.40 | kr 23.52 | -88% |
| SalMar ASA SALM | kr 541.00 | kr 171.05 | -68% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,240 IDR | 5,212 IDR | +61% |
| Charoen Pokphand Foods Public Company CPF | 18.90 THB | 41.16 THB | +118% |
| PT Triputra Agro Persada Tbk TAPG | 1,525 IDR | 4,521 IDR | +196% |
| PT FAP Agri Tbk FAPA | 7,225 IDR | 5,944 IDR | -18% |
| Thaifoods Group TFGR | 9.25 THB | 26.31 THB | +184% |
| PT Jhonlin Agro Raya Tbk JARR | 2,100 IDR | 918.95 IDR | -56% |
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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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