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Pes Camanchaca (CAMANCHACA) Fair Value & Analysis

Consumer Defensive · CL · Market cap 333B CLP

PC Pes Camanchaca CAMANCHACA · SN
Price68.50 CLP
Fair Value192.61 CLP
Upside+181.2%
Quality67/100
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Strengths

Trades 181% below our fair value of 192.61 CLP
Healthy Growth
Low debt · generates free cash flow
Ranks above peers (10/14)

Risks

!Thin margins · 5.1% net margin
!Moderate moat 45/100
!Evidence only medium, so the estimate is less certain
Healthy Growth
Thin margins · 5.1% net margin
Low debt · generates free cash flow
Ranks above peers (10/14)
Moderate moat 45/100
Evidence: Medium Range 99.01 CLP – 243.09 CLP Share as image

Fair value as of: Aug 21, 2026

From 24 valuation models · updated today

Fair value updated Aug 21, 2026, revised from 0.2100 CLP to 192.61 CLP (+91,619.0%) since Aug 13, 2026. Share price −6.8% over the past month.

A solid business, screening 181% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (99.01 CLP). The market is more pessimistic than our downside scenario.
  • Solid quality (67/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (99.01 CLP to 243.09 CLP) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

92.74 CLP 27.08 CLP Fair Value 192.61 CLP May 2019 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

60‑month range 27.08 CLP – 92.74 CLP · fair‑value band 99.01 CLP – 243.09 CLP · the 68.50 CLP price screens below the 192.61 CLP fair value. Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

Pes Camanchaca (CAMANCHACA) currently trades at 68.50 CLP, while our model-based Fair Value estimate is 192.61 CLP, implying the stock looks roughly 181.2% undervalued today. The Quality Score stands at 67/100 (solid quality), in the Consumer Defensive 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, Pes Camanchaca generated revenue of 876M CLP at a net margin of 5.1%. Revenue grew 9.9% year over year. It earns a return on equity of 11.4%. Net debt stands at 149M CLP. Fundamentals as of Aug 21, 2026

Our scenario range runs from 99.01 CLP (bear case) to 243.09 CLP (bull case); at 68.50 CLP, 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 27% below its 52-week high and 41% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 97% fair-value upside, at 181%, CAMANCHACA 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
Growth DCF 73.38 CLP 119.23 CLP 201.78 CLP 80
Residual Income 73.38 CLP 91.72 CLP 174.27 CLP 76
Rev-Margin DCF 119.23 CLP 229.30 CLP 339.36 CLP 74
All 24 models by family
DCF Models
FCF DCF 73.38 CLP 128.41 CLP 220.13 CLP 38
Owner Earnings 64.20 CLP 119.23 CLP 210.95 CLP 31
5Y Revenue Exit 119.23 CLP 229.30 CLP 357.70 CLP 39
5Y EBITDA Exit 174.27 CLP 321.02 CLP 486.11 CLP 41
5Y P/E Exit 91.72 CLP 165.09 CLP 247.64 CLP 38
10Y Revenue Exit 100.89 CLP 192.61 CLP 311.84 CLP 36
10Y EBITDA Exit 137.58 CLP 256.81 CLP 412.74 CLP 37
10Y P/E Exit 82.55 CLP 146.75 CLP 229.30 CLP 35
Earnings-Based
Graham-Dodd 64.20 CLP 192.61 CLP 247.64 CLP 54
Lynch FV 36.69 CLP 55.03 CLP 73.38 CLP 50
PEG = 1.0 36.69 CLP 55.03 CLP 73.38 CLP 46
EPV 128.41 CLP 155.92 CLP 183.44 CLP 59
Multiples
P/E Multiple 146.75 CLP 192.61 CLP 238.47 CLP 63
P/S Multiple 119.23 CLP 155.92 CLP 192.61 CLP 58
P/B Multiple 119.23 CLP 155.92 CLP 192.61 CLP 55
EV/EBIT 229.30 CLP 321.02 CLP 403.56 CLP 53
EV/EBITDA 256.81 CLP 348.53 CLP 440.25 CLP 54
EV/Revenue 155.92 CLP 238.47 CLP 321.02 CLP 43
Asset-Based
NCAV (Graham) 45.86 CLP 55.03 CLP 82.55 CLP 50
Growth DCF
Growth DCF 73.38 CLP 119.23 CLP 201.78 CLP 80
Rev-Margin DCF 119.23 CLP 229.30 CLP 339.36 CLP 74
Economic Profit
Residual Income 73.38 CLP 91.72 CLP 174.27 CLP 76
ROIC Compounder 137.58 CLP 192.61 CLP 247.64 CLP 72
Growth Earnings
Growth-Adj P/E 119.23 CLP 174.27 CLP 220.13 CLP 68

Widest divergence: Multiples (192.61 CLP) versus Earnings-Based (55.03 CLP). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 876M CLP
Revenue growth (YoY) +9.9%
Net margin 5.1%
Return on equity 11.4%
Free cash flow 37.2M CLP FY2025
P/E ratio 7.2
More key figures
Operating margin 10.0%
EPS (TTM) 9.52 CLP
EPS growth (YoY) +24.3%
Net debt 149M CLP FY2025

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 64 · Market factors (momentum, volatility) 62

Profitability 45
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 56
Earnings quality: real cash, not paper profit
Fin. Strength 58
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 63
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

Camanchaca S.A. engages in the industrial fishing business in Chile, the United States, Mexico, Japan, Europe, and China. The company produces fishmeal, frozen and canned jack mackerel, langostino lobster, and fish oil in northern and southern Chile; and engages in salmon farming activities.

Full company description

Camanchaca S.A. engages in the industrial fishing business in Chile, the United States, Mexico, Japan, Europe, and China. The company produces fishmeal, frozen and canned jack mackerel, langostino lobster, and fish oil in northern and southern Chile; and engages in salmon farming activities. It is also involved in farming mussels, frozen horse mackerel, prawns, and shrimp, abalones, and shellfish, as well as logistics operations. In addition, the company exports fish and shellfish to approximately 50 countries. The company was formerly known as Compañía Pesquera Camanchaca S.A. Camanchaca S.A. was founded in 1965 and is based in Santiago, Chile.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Pes Camanchaca reported revenue of 854M CLP in FY2025 versus 640M CLP in FY2021, a compound +7.5%/yr. Reported net income was 41.7M CLP in FY2025, compounding +48.7%/yr from FY2021.

Growth Quality 75/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
854M CLP
Latest YoY
+5.1%
Avg. growth/yr (3Y) 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.
+5.7%
Avg. growth/yr (5Y) 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.
+9.6%
Avg. growth/yr (11Y) 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.
+5.1%
Revenue +7.5%/yr
FY21 640M CLP
FY22 723M CLP
FY23 762M CLP
FY24 813M CLP
FY25 854M CLP
Net income +48.7%/yr
FY21 8.5M CLP
FY22 38.2M CLP
FY23 5.4M CLP
FY24 21.9M CLP
FY25 41.7M CLP

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Cite: Fair Value Calculator (2026). "Pes Camanchaca Fair Value". https://www.fairvalue-calculator.com/stock/CAMANCHACA

Peer Group

Farm Products · 305 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 67 · Top 25%
Fair Value upside +181% · Top 25%
Return on equity (TTM) 11% · Above median
Return on assets 7% · Top 25%
Net margin (TTM) 5% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth 10% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.41× · Higher than 75% of peers

Valuation Multiples vs Farm Products median · lower = cheaper

P/E (TTM) 7.2× · Cheaper than 75% of peers
P/B 0.98× · Pricier than median
P/S (TTM) 0.42× · Cheaper than median
P/FCF 9.8× · Pricier than 75% of peers
EV/EBITDA 3.7× · Cheaper 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 30
FUTURE50 · sector 22
PAST45 · sector 19
HEALTH79 · sector 94
DIVIDEND0 · sector 47

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

Similar stocks

10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Aug 21, 2026).

Stock Price Fair Value vs Fair Value
Muyuan Foods Group 002714 ¥40.15 ¥47.42 +18%
Charoen Pokphand Foods Public Company CPF 21.90 THB 43.24 THB +97%
PT Charoen Pokphand Indonesia Tbk, CPIN 2,960 IDR 6,818 IDR +130%
PT Triputra Agro Persada Tbk TAPG 1,805 IDR 3,087 IDR +71%
PT FAP Agri Tbk FAPA 7,350 IDR 6,420 IDR -13%
PT Japfa Comfeed Indonesia Tbk JPFA 2,260 IDR 6,974 IDR +209%
PT Jhonlin Agro Raya Tbk JARR 1,890 IDR 610.80 IDR -68%
PT Nusantara Sawit Sejahtera Tbk NSSS 860.00 IDR 402.24 IDR -53%
PT Sinar Mas Agro Resources and Technology Tbk SMAR 5,625 IDR 16,227 IDR +188%
PT Dharma Satya Nusantara Tbk DSNG 1,320 IDR 2,696 IDR +104%

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Frequently asked questions

Is Pes Camanchaca (CAMANCHACA) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of 192.61 CLP versus a price of 68.50 CLP, about +181% (undervalued).
What is the fair value of CAMANCHACA?
Our model-based fair value for Pes Camanchaca is 192.61 CLP (as of Aug 21, 2026), built from audited fundamentals. The current price: 68.50 CLP.
What is the quality score of CAMANCHACA?
Pes Camanchaca has a Quality Score of 67/100. 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 Pes Camanchaca (CAMANCHACA)?
Pes Camanchaca reported trailing-twelve-month revenue of about 876M CLP (latest available figure, as of Aug 21, 2026).
What is the net profit margin of CAMANCHACA?
The net profit margin of Pes Camanchaca is about 5.1%, meaning it keeps roughly 5.1% 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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