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Blumar S.A (BLUMAR) Fair Value & Analysis

Consumer Defensive · CL · Market cap 481B CLP

BS Blumar S.A BLUMAR · SN
Price271.00 CLP
Fair Value194.45 CLP
Upside-28.3%
Quality58/100
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Expensive Growth
Thin margins · 0.8% net margin
Low debt · generates free cash flow
Trails peers (2/14)
Narrow moat 34/100
Evidence: High Range 138.89 CLP – 268.53 CLP Share as image

Fair value as of: Jul 15, 2026

From 25 valuation models · updated 26 days ago

Fair value updated Jul 15, 2026, revised from 193.61 CLP to 194.45 CLP (+0.4%) since Jun 24, 2026. Share price −3.9% over the past month.

A solid business, but screening 28% overvalued on our models.

What matters now

  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (138.89 CLP to 268.53 CLP) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

330.25 CLP 130.58 CLP Fair Value 194.45 CLP Dec 2017 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range 130.58 CLP – 330.25 CLP · fair‑value band 138.89 CLP – 268.53 CLP · the 271.00 CLP price screens above the 194.45 CLP fair value. Dashed = 300-day average. As of Jul 15, 2026.

Full chart & analysis →

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Analysis

Blumar S.A (BLUMAR) currently trades at 271.00 CLP, while our model-based Fair Value estimate is 194.45 CLP, implying the stock looks roughly 28.3% overvalued today. The Quality Score stands at 58/100 (solid 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: high).

Over the trailing twelve months, Blumar S.A generated revenue of 696M CLP at a net margin of 0.8%. Revenue declined 8.1% year over year. It earns a return on equity of 1.0%. Net debt stands at 252M CLP. Fundamentals as of Jul 15, 2026

Our scenario range runs from 138.89 CLP (bear case) to 268.53 CLP (bull case); at 271.00 CLP, the current price sits above 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 18% below its 52-week high and 42% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -28%, BLUMAR screens richer 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 BearBaseBull Evidence
Highest evidence
Growth DCF 18.52 CLP 80
Residual Income 203.71 CLP 203.71 CLP 185.19 CLP 76
ROIC Compounder 64.82 CLP 83.34 CLP 101.85 CLP 72
All 25 models by family
DCF Models
FCF DCF 27.78 CLP 38
Owner Earnings 18.52 CLP 64.82 CLP 148.15 CLP 31
5Y Revenue Exit 92.60 CLP 222.23 CLP 398.16 CLP 39
5Y EBITDA Exit 194.45 CLP 416.68 CLP 675.95 CLP 41
5Y P/E Exit 46.30 CLP 129.63 CLP 222.23 CLP 38
10Y Revenue Exit 46.30 CLP 157.41 CLP 314.82 CLP 36
10Y EBITDA Exit 120.37 CLP 287.05 CLP 527.79 CLP 37
10Y P/E Exit 18.52 CLP 92.60 CLP 175.93 CLP 35
Earnings-Based
Graham-Dodd 74.08 CLP 231.49 CLP 305.56 CLP 54
Lynch FV 46.30 CLP 74.08 CLP 92.60 CLP 50
PEG = 1.0 46.30 CLP 74.08 CLP 92.60 CLP 46
EPV 64.82 CLP 83.34 CLP 101.85 CLP 59
Dividend Discount
Gordon GGM 27.78 CLP 55.56 CLP 83.34 CLP 70
DDM Multi-Stage 27.78 CLP 37.04 CLP 55.56 CLP 61
Multiples
P/E Multiple 166.67 CLP 222.23 CLP 268.53 CLP 63
P/S Multiple 129.63 CLP 175.93 CLP 222.23 CLP 58
P/B Multiple 129.63 CLP 175.93 CLP 222.23 CLP 55
EV/EBIT 259.27 CLP 361.12 CLP 472.24 CLP 53
EV/EBITDA 351.86 CLP 481.50 CLP 620.39 CLP 54
EV/Revenue 166.67 CLP 259.27 CLP 361.12 CLP 43
Asset-Based
NCAV (Graham) 129.63 CLP 175.93 CLP 268.53 CLP 50
Growth DCF
Growth DCF 18.52 CLP 80
Economic Profit
Residual Income 203.71 CLP 203.71 CLP 185.19 CLP 76
ROIC Compounder 64.82 CLP 83.34 CLP 101.85 CLP 72
Growth Earnings
Growth-Adj P/E 138.89 CLP 194.45 CLP 250.01 CLP 68

Widest divergence: Multiples (222.23 CLP) versus Dividend Discount (37.04 CLP). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 696M CLP
Revenue growth (YoY) -8.1%
Net margin 0.8%
Return on equity 1.0%
Free cash flow 5.2M CLP FY2025
P/E ratio 90.9
More key figures
Operating margin 15.2%
EPS (TTM) 3.27 CLP
EPS growth (YoY) -44.2%
Net debt 252M CLP FY2025

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 56 · Market factors (momentum, volatility) 75

Profitability 29
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 54
Earnings quality: real cash, not paper profit
Fin. Strength 52
Balance sheet, leverage, solvency risk
Investment 85
Disciplined investing over empire-building
Low Volatility 95
Calm price path (market factor)
Momentum 64
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 82
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

Blumar S.A. engages in the fishing and aquaculture businesses. The company produces and sells fresh or frozen salmon products in the United States, Brazil and the rest of Latin America, Europe, and Asia. It also provides fishmeal and fish oil products used in the production of animal feed; and frozen mackerel.

Full company description

Blumar S.A. engages in the fishing and aquaculture businesses. The company produces and sells fresh or frozen salmon products in the United States, Brazil and the rest of Latin America, Europe, and Asia. It also provides fishmeal and fish oil products used in the production of animal feed; and frozen mackerel. In addition, the company produces and sells mussels; and other products, such as fillets. It exports its products. The company was founded in 1948 and is based in Santiago, Chile.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Blumar S.A reported revenue of 713M CLP in FY2025 versus 626M CLP in FY2021, a compound +3.3%/yr. Reported net income was 18.1M CLP in FY2025, compounding −21.9%/yr from FY2021.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
713M CLP
Latest YoY
+15.4%
Avg. growth/yr (3Y)
+2.6%
Avg. growth/yr (5Y)
+9.0%
Avg. growth/yr (11Y)
+4.3%
Revenue +3.3%/yr
FY21 626M CLP
FY22 660M CLP
FY23 674M CLP
FY24 618M CLP
FY25 713M CLP
Net income −21.9%/yr
FY21 48.6M CLP
FY22 63.5M CLP
FY23 13.1M CLP
FY24 17.9M CLP
FY25 18.1M CLP

BLUMAR screens 28% overvalued. Compare with Muyuan Foods Group →

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Cite: Fair Value Calculator (2026). "Blumar S.A Fair Value". https://www.fairvalue-calculator.com/stock/BLUMAR

Peer Group

Farm Products · 291 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 58 · Above median
Fair Value upside −28% · Below median
Return on equity (TTM) 1% · Below median
Return on assets 2% · Below median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 15% · Top 25%
Revenue growth -8% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.32× · Higher than median

Valuation Multiples vs Farm Products median · lower = cheaper

P/E (TTM) 90.9× · Pricier than 75% of peers
P/B 1.13× · Pricier than median
P/S (TTM) 0.76× · Pricier than median
P/FCF 102.7× · Pricier than 75% of peers
EV/EBITDA 9.6× · Pricier than median

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 0 · sector 26
FUTURE 0 · sector 21
PAST 4 · sector 17
HEALTH 84 · sector 94
DIVIDEND 0 · sector 38

VALUE 0: the price sits above our fair-value range.

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.

Similar stocks

10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Muyuan Foods Group 002714 ¥40.90 ¥48.19 +18%
Wens Foodstuff Group 300498 ¥14.51 ¥12.08 -17%
Mowi ASA MOWI kr 188.40 kr 262.59 +39%
PT Charoen Pokphand Indonesia Tbk, CPIN 3,120 IDR 7,076 IDR +127%
Charoen Pokphand Foods Public Company CPF 22.00 THB 55.71 THB +153%
PT Triputra Agro Persada Tbk TAPG 1,540 IDR 3,105 IDR +102%
PT FAP Agri Tbk FAPA 7,300 IDR 7,463 IDR +2%
PT Japfa Comfeed Indonesia Tbk JPFA 2,070 IDR 7,231 IDR +249%
Thaifoods Group TFGR 10.60 THB 23.53 THB +122%
PT Jhonlin Agro Raya Tbk JARR 1,845 IDR 610.80 IDR -67%

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Frequently asked questions

Is Blumar S.A (BLUMAR) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of 194.45 CLP versus a price of 271.00 CLP, about −28% (overvalued).
What is the fair value of BLUMAR?
Our model-based fair value for Blumar S.A is 194.45 CLP (as of Jul 15, 2026), built from audited fundamentals. The current price is 271.00 CLP.
What is the quality score of BLUMAR?
Blumar S.A has a Quality Score of 58/100. 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 Blumar S.A (BLUMAR)?
Blumar S.A reported trailing-twelve-month revenue of about 696M CLP (latest available figure, as of Jul 15, 2026).
What is the net profit margin of BLUMAR?
The net profit margin of Blumar S.A is about 0.8%, meaning it keeps roughly 0.8% of revenue as net income. 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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