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Base Carbon Inc (BCBN) Fair Value & Analysis

Financial Services · CA · Market cap C$74.6M

BC Base Carbon Inc BCBN · NEO
PriceC$0.6000
Fair ValueC$0.8500
Upside+41.7%
Quality39/100
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Weak Growth
Loss-making · -60.9% net margin
negative free cash flow
Trails peers (3/8)
Narrow moat 10/100
Evidence: Medium Range C$0.6400 – C$1.06 Share as image

Fair value as of: Aug 13, 2026

From 2 valuation models · updated today

Fair value updated Aug 13, 2026, revised from C$0.0400 to C$0.8500 (+2,025.0%) since Jul 25, 2026.

Below-average quality, screening 42% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (39/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (C$0.6400). The market is more pessimistic than our downside scenario.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (4 years)

C$1.14 C$0.3000 Fair Value C$0.8500 Mar 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

53‑month range C$0.3000 – C$1.14 · fair‑value band C$0.6400 – C$1.06 · the C$0.6000 price screens below the C$0.8500 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Base Carbon Inc (BCBN) currently trades at C$0.6000, while our model-based Fair Value estimate is C$0.8500, implying the stock looks roughly 41.7% undervalued today. The Quality Score stands at 39/100 (below-average quality), in the Financial Services 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: medium), always confirm before acting.

Over the trailing twelve months, Base Carbon Inc generated revenue of C$2.2M at a net margin of -60.9%. Revenue grew 48.1% year over year. It earns a return on equity of -1.3%. Fundamentals as of Aug 13, 2026

Our scenario range runs from C$0.6400 (bear case) to C$1.06 (bull case); at C$0.6000, the current price sits below 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 48% below its 52-week high, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -33% fair-value upside, at 42%, BCBN 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
P/B Multiple C$0.6400 C$0.8500 C$1.06 55
NCAV (Graham) C$0.5000 C$0.6700 C$1.00 50
All 2 models by family
Multiples
P/B Multiple C$0.6400 C$0.8500 C$1.06 55
Asset-Based
NCAV (Graham) C$0.5000 C$0.6700 C$1.00 50

Widest divergence: Multiples (C$0.8500) versus Asset-Based (C$0.6700). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) C$2.2M
Revenue growth (YoY) +48.1%
Net margin -60.9%
Return on equity -1.3%
Free cash flow −C$5.3M FY2025
Operating margin -390%
More key figures
EPS (TTM) C$-0.0100
EPS growth (YoY) +2,808%

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100

Of which business quality 41 · Market factors (momentum, volatility) 20

Profitability 19
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 47
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 100
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

Base Carbon Inc., together with its subsidiaries, engages in the carbon business in Canada and internationally. The company offers capital, development expertise, and management operating resources to projects in voluntary and compliance carbon markets, as well as environmental markets.

Full company description

Base Carbon Inc., together with its subsidiaries, engages in the carbon business in Canada and internationally. The company offers capital, development expertise, and management operating resources to projects in voluntary and compliance carbon markets, as well as environmental markets. It is also involved in the sale of carbon credits; carbon capital allocation to carbon removal and reduction projects, as well as carbon development companies; project origination; and development of data management tools and workflow automation applications. The company is headquartered in Toronto, Canada.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Base Carbon Inc reported revenue of C$1.8M in FY2025 versus C$0 in FY2021. Reported net income was C$245K in FY2025.

Growth Quality 1/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
C$1.8M
Latest YoY
−93.6%
Revenue
FY21 C$0
FY22 C$0
FY23 C$6.4M
FY24 C$28.2M
FY25 C$1.8M
Net income
FY21 −C$1.5M
FY22 −C$15.5M
FY23 C$98.3M
FY24 −C$28.9M
FY25 C$245K

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Cite: Fair Value Calculator (2026). "Base Carbon Inc Fair Value". https://www.fairvalue-calculator.com/stock/BCBN

Peer Group

Asset Management · 690 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 38 · Bottom 25%
Fair Value upside +42% · Above median
Return on assets -8% · Bottom 25%
Net margin (TTM) -61% · Bottom 25%
Revenue growth 48% · Top 25%

Valuation Multiples vs Asset Management median · lower = cheaper

P/B 0.53× · Cheaper than median
P/S (TTM) 24.46× · 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 89 · sector 36
FUTURE 100 · sector 14
PAST 0 · sector 24
HEALTH 0 · sector 95
DIVIDEND 0 · sector 68

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.

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Frequently asked questions

Is Base Carbon Inc (BCBN) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of C$0.8500 versus a price of C$0.6000, about +42% (undervalued).
What is the fair value of BCBN?
Our model-based fair value for Base Carbon Inc is C$0.8500 (as of Aug 13, 2026), built from audited fundamentals. The current price is C$0.6000.
What is the quality score of BCBN?
Base Carbon Inc has a Quality Score of 39/100. 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 Base Carbon Inc (BCBN)?
Base Carbon Inc reported trailing-twelve-month revenue of about C$2.2M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of BCBN?
The net profit margin of Base Carbon Inc is about -60.9%, meaning it is currently running at a net loss. 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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