EN DE

Dr. Miele Cosmed Group (DMG) Fair Value & Analysis

Consumer Defensive · PL · Market cap 206M PLN

DM Dr. Miele Cosmed Group DMG · WAR
Price2.33 PLN
Fair Value4.29 PLN
Upside+84.1%
Quality56/100
Watch Dr. Miele Cosmed Group for free, get notified when fair value or trend changes. Watch for free
Healthy Growth
Thin margins · 3.3% net margin
Low debt · generates free cash flow
3.33% dividend yield
Mixed vs. peers (8/14)
Narrow moat 36/100
Evidence: High Range 2.52 PLN – 5.74 PLN Share as image

Fair value as of: Jul 11, 2026

From 26 valuation models · updated 30 days ago

Fair value updated Jul 11, 2026, revised from 3.84 PLN to 4.29 PLN (+11.7%) since Jun 24, 2026. Share price −2.9% over the past month.

A solid business, screening 84% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (2.52 PLN). The market is more pessimistic than our downside scenario.
  • Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (2.52 PLN to 5.74 PLN) leaves room in how you read the outcome.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

5.34 PLN 1.81 PLN Fair Value 4.29 PLN Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range 1.81 PLN – 5.34 PLN · fair‑value band 2.52 PLN – 5.74 PLN · the 2.33 PLN price screens below the 4.29 PLN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Dr. Miele Cosmed Group (DMG) currently trades at 2.33 PLN, while our model-based Fair Value estimate is 4.29 PLN, implying the stock looks roughly 84.1% undervalued today. The Quality Score stands at 56/100 (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: high), always confirm before acting.

Over the trailing twelve months, Dr. Miele Cosmed Group generated revenue of 504M PLN at a net margin of 3.9%. Revenue grew 2.6% year over year. It earns a return on equity of 7.4%. Net debt stands at 37.5M PLN. Fundamentals as of Jul 11, 2026

Our scenario range runs from 2.52 PLN (bear case) to 5.74 PLN (bull case); at 2.33 PLN, 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 40% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at 84%, DMG 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 1.44 PLN 1.99 PLN 2.68 PLN 80
Residual Income 2.30 PLN 2.33 PLN 2.22 PLN 76
Rev-Margin DCF 2.38 PLN 4.00 PLN 5.94 PLN 74
All 26 models by family
DCF Models
FCF DCF 1.45 PLN 2.06 PLN 2.86 PLN 38
Owner Earnings 0.9400 PLN 1.32 PLN 1.81 PLN 31
5Y Revenue Exit 2.38 PLN 4.04 PLN 6.23 PLN 39
5Y EBITDA Exit 2.64 PLN 4.53 PLN 6.82 PLN 41
5Y P/E Exit 2.19 PLN 3.67 PLN 5.28 PLN 38
10Y Revenue Exit 1.87 PLN 3.15 PLN 4.97 PLN 36
10Y EBITDA Exit 2.09 PLN 3.45 PLN 5.37 PLN 37
10Y P/E Exit 1.84 PLN 2.92 PLN 4.33 PLN 35
Earnings-Based
Graham-Dodd 1.56 PLN 5.75 PLN 7.77 PLN 54
Lynch FV 1.38 PLN 1.97 PLN 2.55 PLN 50
PEG = 1.0 1.38 PLN 1.97 PLN 2.55 PLN 46
EPV 2.05 PLN 2.27 PLN 2.46 PLN 59
Dividend Discount
Gordon GGM 0.3500 PLN 0.5800 PLN 0.7600 PLN 70
DDM Multi-Stage 0.3500 PLN 0.5500 PLN 0.6300 PLN 61
Multiples
P/E Multiple 2.93 PLN 3.90 PLN 4.88 PLN 63
P/S Multiple 2.93 PLN 3.90 PLN 4.88 PLN 58
P/B Multiple 2.93 PLN 3.90 PLN 4.88 PLN 55
EV/EBIT 3.69 PLN 4.87 PLN 6.06 PLN 53
EV/EBITDA 3.94 PLN 5.20 PLN 6.47 PLN 54
EV/Revenue 3.22 PLN 4.54 PLN 5.86 PLN 43
Asset-Based
NCAV (Graham) 1.58 PLN 2.11 PLN 3.15 PLN 50
Growth DCF
Growth DCF 1.44 PLN 1.99 PLN 2.68 PLN 80
Rev-Margin DCF 2.38 PLN 4.00 PLN 5.94 PLN 74
Economic Profit
Residual Income 2.30 PLN 2.33 PLN 2.22 PLN 76
ROIC Compounder 2.05 PLN 2.27 PLN 2.46 PLN 72
Growth Earnings
Growth-Adj P/E 2.27 PLN 3.24 PLN 4.22 PLN 68

Widest divergence: Multiples (3.90 PLN) versus Dividend Discount (0.5500 PLN). Highest evidence: Growth DCF (80).

Notify me when DMG reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) 500M PLN
Revenue growth (YoY) -3.8%
Net margin 3.3%
Return on equity 6.1%
Free cash flow 13.0M PLN FY2025
P/E ratio 12.6
More key figures
Operating margin 4.1%
EPS (TTM) 0.1900 PLN
Dividend yield 3.3%
EPS growth (YoY) -45.5%
Net debt 37.5M PLN FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 56 · Market factors (momentum, volatility) 36

Profitability 57
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 40
Earnings quality: real cash, not paper profit
Fin. Strength 59
Balance sheet, leverage, solvency risk
Investment 73
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 7
Distance to the 52-week high (market factor)
Net Issuance 88
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

Dr. Miele Cosmed Group S.A. engages in the production and sale of chemical and cosmetic assortments in Poland and internationally.

Full company description

Dr. Miele Cosmed Group S.A. engages in the production and sale of chemical and cosmetic assortments in Poland and internationally. The company offers washing and care cosmetics, wet wipes, and laundry detergents for children; cleansing cosmetics, such as sanitizing gels and sprays, and liquid soaps; shower gels; and toilet cleaners, toilet blocks, and drain opener granules and gels; washing liquids and fabric softening concentrates; cleaning agents for kitchens and bathrooms; and hand sanitizing and surface disinfectants. The company markets its products primarily under the Bobini, Apart, Biophen, Mole, Sofin, Izo, and Izozid brands. The company was formerly known as Global Cosmed S.A. and changed its name to Dr. Miele Cosmed Group S.A. in March 2024. The company was founded in 1990 and is based in Radom, Poland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dr. Miele Cosmed Group reported revenue of 504M PLN in FY2025 versus 352M PLN in FY2021, a compound +9.4%/yr. Reported net income was 19.7M PLN in FY2025, compounding +14.2%/yr from FY2021.

Growth Quality 72/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
504M PLN
Latest YoY
+3.2%
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.
+8.3%
Revenue +9.4%/yr
FY21 352M PLN
FY22 397M PLN
FY23 444M PLN
FY24 488M PLN
FY25 504M PLN
Net income +14.2%/yr
FY21 11.6M PLN
FY22 −2.3M PLN
FY23 22.2M PLN
FY24 36.0M PLN
FY25 19.7M PLN

Watch DMG: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

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). "Dr. Miele Cosmed Group Fair Value". https://www.fairvalue-calculator.com/stock/DMG

Peer Group

Household & Personal Products · 244 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 56 · Below median
Fair Value upside +84% · Top 25%
Return on equity (TTM) 6% · Below median
Return on assets 3% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 4% · Below median
Revenue growth -4% · Below median
Dividend yield (TTM) 3.3% · Above median

Valuation Multiples vs Household & Personal Products median · lower = cheaper

P/E (TTM) 12.6× · Cheaper than median
P/B 0.20× · Cheaper than 75% of peers
P/S (TTM) 0.11× · Cheaper than 75% of peers
P/FCF 4.3× · Pricier than median
EV/EBITDA 1.3× · Cheaper 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 100 · sector 28
FUTURE 0 · sector 4
PAST 24 · sector 26
HEALTH 100 · sector 98
DIVIDEND 67 · sector 50

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 Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
The Procter & Gamble Company PG $146.80 $108.16 -26%
Unilever PLC ULN 1,080 MXN 1,273 MXN +18%
Hindustan Unilever Limited HINDUNILVR ₹2,144 ₹1,000 -53%
Essity AB ESSITYA kr 279.00 kr 250.02 -10%
Godrej Consumer Products Limited GODREJCP ₹1,088 ₹367.64 -66%
Marico Limited MARICO ₹846.75 ₹233.05 -72%
APR Co 278470 375,000 KRW 151,222 KRW -60%
Dabur India Limited DABUR ₹429.45 ₹181.60 -58%
Kimberly-Clark de México, S. A. B. de C. V., KIMBERA 38.07 MXN 50.09 MXN +32%
PT Unilever Indonesia Tbk UNVR 1,730 IDR 1,934 IDR +12%

Compare Dr. Miele Cosmed Group with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Consumer Defensive stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Dr. Miele Cosmed Group (DMG) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of 4.29 PLN versus a price of 2.33 PLN, about +84% (undervalued).
What is the fair value of DMG?
Our model-based fair value for Dr. Miele Cosmed Group is 4.29 PLN (as of Jul 11, 2026), built from audited fundamentals. The current price is 2.33 PLN.
What is the quality score of DMG?
Dr. Miele Cosmed Group has a Quality Score of 56/100. 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 Dr. Miele Cosmed Group (DMG)?
Dr. Miele Cosmed Group reported trailing-twelve-month revenue of about 504M PLN (latest available figure, as of Jul 11, 2026).
What is the net profit margin of DMG?
The net profit margin of Dr. Miele Cosmed Group is about 3.9%, meaning it keeps roughly 3.9% 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.

14 days Pro free · no card

Track Dr. Miele Cosmed Group and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.