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Falabella S.A (FALABELLA) Fair Value & Analysis

Consumer Cyclical · CL · Market cap 15.0T CLP

FS Falabella S.A FALABELLA · SN
Price6,470 CLP
Fair Value8,880 CLP
Upside+37.3%
Quality57/100
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Healthy Growth
Solidly profitable · 10.3% net margin
Low debt · generates free cash flow
Ranks above peers (10/15)
Moderate moat 52/100
Evidence: Medium Range 5,892 CLP – 12,406 CLP Share as image

Fair value as of: Jul 16, 2026

From 24 valuation models · updated 25 days ago

Share price +10.0% over the past month.

A solid business, screening 37% undervalued on our models.

What matters now

  • Solid quality (57/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (5,892 CLP to 12,406 CLP) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

6,734 CLP 1,476 CLP Fair Value 8,880 CLP Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 1,476 CLP – 6,734 CLP · fair‑value band 5,892 CLP – 12,406 CLP · the 6,470 CLP price screens below the 8,880 CLP fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Falabella S.A (FALABELLA) currently trades at 6,470 CLP, while our model-based Fair Value estimate is 8,880 CLP, implying the stock looks roughly 37.3% undervalued today. The Quality Score stands at 57/100 (solid quality), in the Consumer Cyclical 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, Falabella S.A generated revenue of 13.6T CLP at a net margin of 10.3%. Revenue grew 6.9% year over year. It earns a return on equity of 21.6%. Net debt stands at 661B CLP. Fundamentals as of Jul 16, 2026

Our scenario range runs from 5,892 CLP (bear case) to 12,406 CLP (bull case); at 6,470 CLP, the current price sits within 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 6% below its 52-week high and 43% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 23% fair-value upside, at 37%, FALABELLA 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 BearBaseBull Evidence
Highest evidence
Growth DCF 5,772 CLP 8,284 CLP 12,027 CLP 80
Residual Income 3,668 CLP 4,816 CLP 16,059 CLP 76
Rev-Margin DCF 5,202 CLP 7,788 CLP 10,714 CLP 74
All 24 models by family
DCF Models
FCF DCF 5,654 CLP 8,437 CLP 12,827 CLP 38
Owner Earnings 6,133 CLP 9,187 CLP 14,005 CLP 31
5Y Revenue Exit 5,202 CLP 7,770 CLP 11,008 CLP 39
5Y EBITDA Exit 5,642 CLP 8,582 CLP 11,963 CLP 41
5Y P/E Exit 7,606 CLP 12,213 CLP 17,003 CLP 38
10Y Revenue Exit 5,177 CLP 7,583 CLP 10,738 CLP 36
10Y EBITDA Exit 5,603 CLP 8,157 CLP 11,476 CLP 37
10Y P/E Exit 6,877 CLP 10,720 CLP 15,369 CLP 35
Earnings-Based
Graham-Dodd 3,652 CLP 10,692 CLP 14,131 CLP 54
Lynch FV 2,229 CLP 3,185 CLP 4,140 CLP 50
PEG = 1.0 2,229 CLP 3,185 CLP 4,140 CLP 46
EPV 6,116 CLP 7,066 CLP 7,910 CLP 59
Multiples
P/E Multiple 8,862 CLP 11,816 CLP 14,770 CLP 63
P/S Multiple 4,773 CLP 6,364 CLP 7,954 CLP 58
P/B Multiple 6,848 CLP 9,131 CLP 11,413 CLP 55
EV/EBIT 8,806 CLP 11,497 CLP 14,187 CLP 53
EV/EBITDA 6,256 CLP 8,096 CLP 9,936 CLP 54
EV/Revenue 5,190 CLP 7,099 CLP 9,008 CLP 43
Asset-Based
NCAV (Graham) 1,589 CLP 2,129 CLP 3,178 CLP 50
Growth DCF
Growth DCF 5,772 CLP 8,284 CLP 12,027 CLP 80
Rev-Margin DCF 5,202 CLP 7,788 CLP 10,714 CLP 74
Economic Profit
Residual Income 3,668 CLP 4,816 CLP 16,059 CLP 76
ROIC Compounder 6,485 CLP 8,029 CLP 9,820 CLP 72
Growth Earnings
Growth-Adj P/E 7,145 CLP 10,208 CLP 13,270 CLP 68

Widest divergence: Growth Earnings (10,208 CLP) versus Asset-Based (2,129 CLP). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 13.6T CLP
Revenue growth (YoY) +6.9%
Net margin 10.3%
Return on equity 21.6%
Free cash flow 1.0T CLP FY2025
P/E ratio 10.7
More key figures
Operating margin 12.8%
EPS (TTM) 555.81 CLP
EPS growth (YoY) +22.3%
Net debt 661B CLP FY2022

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 54 · Market factors (momentum, volatility) 69

Profitability 44
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 48
Earnings quality: real cash, not paper profit
Fin. Strength 46
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 79
Calm price path (market factor)
Momentum 57
Price trend over the last 3–12 months (market factor)
52W Momentum 80
Distance to the 52-week high (market factor)
Net Issuance 81
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

Falabella S.A. engages in the retail sale of clothing, accessories, household, electronics, beauty, and other products in Chile, Argentina, Peru, Colombia, Uruguay, Mexico, and Brazil. It operates through Home Improvement, Real Estate, Supermarkets, and Other Businesses segments.

Full company description

Falabella S.A. engages in the retail sale of clothing, accessories, household, electronics, beauty, and other products in Chile, Argentina, Peru, Colombia, Uruguay, Mexico, and Brazil. It operates through Home Improvement, Real Estate, Supermarkets, and Other Businesses segments. The company operates multi-specialist stores, which sells various clothing and accessories, as well as products for the home, electronics, beauty products, and others under the Falabella brand; hypermarkets and supermarkets format that offers food and other non-food products under the Tottus brand. It also sells construction and home improvement products, including construction materials, hardware, tools, kitchen accessories, bathroom, garden, and decoration products under the Sodimac brand. In addition, the company engages in the construction and leasing of commercial centers; and provision of financial services, such as CMR, insurance brokers, and banking, as well as manufacturing of textiles. Further, it provides digital payments; and involved in online business superstore, as well as operates department stores; and financial retails. Falabella S.A. was founded in 1889 and is headquartered in Santiago, Chile.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Falabella S.A reported revenue of 13.3T CLP in FY2025 versus 11.5T CLP in FY2021, a compound +3.8%/yr. Reported net income was 1.3T CLP in FY2025, compounding +19.9%/yr from FY2021.

Growth Quality 79/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
13.3T CLP
Latest YoY
+9.6%
Avg. growth/yr (3Y)
+2.7%
Avg. growth/yr (5Y)
+7.0%
Avg. growth/yr (11Y)
+5.2%
Revenue +3.8%/yr
FY21 11.5T CLP
FY22 12.3T CLP
FY23 11.2T CLP
FY24 12.1T CLP
FY25 13.3T CLP
Net income +19.9%/yr
FY21 652B CLP
FY22 90.2B CLP
FY23 60.6B CLP
FY24 481B CLP
FY25 1.3T CLP

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

Peer Group

Department Stores · 127 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 57 · Above median
Fair Value upside +37% · Above median
Return on equity (TTM) 22% · Top 25%
Return on assets 4% · Top 25%
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 13% · Top 25%
Revenue growth 7% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Department Stores median · lower = cheaper

P/E (TTM) 10.7× · Cheaper than 75% of peers
P/B 1.88× · Pricier than median
P/S (TTM) 1.11× · Pricier than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 7.4× · Pricier than median
PEG 1.03× · 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 83 · sector 26
FUTURE 35 · sector 2
PAST 86 · sector 16
HEALTH 97 · sector 96
DIVIDEND 0 · sector 37

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 Department Stores stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
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99 Speed Mart Retail Holdings 5326 3.70 MYR 1.45 MYR -61%
Cencosud S.A CENCOSUD 2,040 CLP 2,516 CLP +23%
Vishal Mega Mart Limited VMM ₹113.94 ₹37.39 -67%
SHINSEGAE Inc 004170 610,000 KRW 200,259 KRW -67%
Organización Soriana, S. A. B. de C. V., SORIANAB 30.04 MXN 59.59 MXN +98%
Lotte Shopping Co 023530 155,300 KRW 81,725 KRW -47%
Lojas Renner S.A LREN3 R$14.10 R$33.36 +137%
La Comer, S.A. LACOMERUBC 34.37 MXN 51.49 MXN +50%
PT Daya Intiguna Yasa Tbk MDIY 1,005 IDR 880.69 IDR -12%

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Frequently asked questions

Is Falabella S.A (FALABELLA) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 8,880 CLP versus a price of 6,470 CLP, about +37% (undervalued).
What is the fair value of FALABELLA?
Our model-based fair value for Falabella S.A is 8,880 CLP (as of Jul 16, 2026), built from audited fundamentals. The current price is 6,470 CLP.
What is the quality score of FALABELLA?
Falabella S.A has a Quality Score of 57/100. 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 Falabella S.A (FALABELLA)?
Falabella S.A reported trailing-twelve-month revenue of about 13.6T CLP (latest available figure, as of Jul 16, 2026).
What is the net profit margin of FALABELLA?
The net profit margin of Falabella S.A is about 10.3%, meaning it keeps roughly 10.3% 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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