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Grupo Clarín S.A (GCLA) Fair Value & Analysis

Communication Services · AR · Market cap 512B ARS

GC Grupo Clarín S.A GCLA · BA
Price4,565 ARS
Fair Value8,819 ARS
Upside+93.2%
Quality69/100
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Evidence: High Range 6,614 ARS – 11,647 ARS

Fair value as of: Jul 5, 2026

From 16 valuation models · updated today

Fair value updated Jul 5, 2026 — revised from 14,405 ARS to 8,819 ARS (−38.8%) since Jun 24, 2026. Share price +20.1% over the past month.

Price vs Fair Value (12 months)

4,795 ARS 1,710 ARS Fair Value 8,819 ARS Jun 2025 Jun 2026

12‑month range 1,710 ARS – 4,795 ARS · fair‑value band 6,614 ARS – 11,647 ARS · the 4,565 ARS price screens below the 8,819 ARS fair value. As of Jul 5, 2026.

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Analysis

Grupo Clarín S.A (GCLA) currently trades at 4,565 ARS, while our model-based Fair Value estimate is 8,819 ARS — implying the stock looks roughly 93.2% undervalued today. We read business quality at 69/100 (solid quality), in the Communication 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: high) — always confirm before acting.

Over the trailing twelve months, Grupo Clarín S.A generated revenue of 534B ARS at a net margin of 8.5%. Revenue declined 5.0% year over year. It earns a return on equity of 13.3%. Net debt stands at 8.4B ARS. Fundamentals as of Jul 5, 2026

Our scenario range runs from 6,614 ARS (bear case) to 11,647 ARS (bull case); at 4,565 ARS, the current price sits below that range. The share trades about 9% below its 52-week high and 177% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -19% fair-value upside — at 93%, GCLA screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 534B ARS
Revenue growth (YoY) -5.0%
Net margin 8.5%
Return on equity 13.3%
Free cash flow −930M ARS FY2025
P/E ratio 11.3
More key figures
Operating margin 9.8%
EPS (TTM) 423.88 ARS
Dividend yield 2.7%
EPS growth (YoY) +5.2%
Net debt 8.4B ARS FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 5, 2026. TTM = trailing twelve months.

About the company

Grupo Clarín S.A., together with its subsidiaries, operates in the media industry in Argentina an Internationally. It operates through Digital and Printed Publications; and Production and Distribution of Content segments. The Digital and Printed Publications segment includes newspapers with national and regional circulation, sports newspapers, the edition, and publication and distribution of magazines, as well as commercial printing; publishes newspapers, a sports daily; magazine publishing and editing and distribution. This segment also offers Diario Clarín, a national newspaper for the Spanish-speaking world; Olé, a sports newspaper for the Argentine market; and Genios, a children's magazine. The Production and Distribution of Content segment offers Canal 13 channels, amplitude modulation/frequency modulation radio broadcast stations, and Radio Mitre and La 100, as well as produces content for television, films and radio, and cable television signals; and organizes and broadcasts …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Grupo Clarín S.A reported revenue of 540B ARS in FY2025 versus 40.1B ARS in FY2021, a compound +91.5%/yr. Reported net income was 45.0B ARS in FY2025, compounding +156.5%/yr from FY2021.

Revenue +91.5%/yr
FY21 40.1B ARS
FY22 73.6B ARS
FY23 471B ARS
FY24 465B ARS
FY25 540B ARS
Net income +156.5%/yr
FY21 1.0B ARS
FY22 −1.4B ARS
FY23 −23.0B ARS
FY24 −5.3B ARS
FY25 45.0B ARS

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

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Frequently asked questions

Is Grupo Clarín S.A (GCLA) undervalued?
As of Jul 5, 2026, our model estimates a fair value of 8,819 ARS versus a price of 4,565 ARS — about +93% (undervalued). Model-based estimate, not financial advice.
What is the fair value of GCLA?
Our model-based fair value for Grupo Clarín S.A is 8,819 ARS (as of Jul 5, 2026), built from audited fundamentals. The current price is 4,565 ARS.
What is the quality score of GCLA?
Grupo Clarín S.A has a Quality Score of 69/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Grupo Clarín S.A (GCLA)?
Grupo Clarín S.A reported trailing-twelve-month revenue of about 534B ARS (latest available figure, as of Jul 5, 2026).
What is the net profit margin of GCLA?
The net profit margin of Grupo Clarín S.A is about 8.5%, meaning it keeps roughly 8.5% of revenue as net income. Based on the latest reported figures.
Does Grupo Clarín S.A pay a dividend?
Grupo Clarín S.A currently shows a dividend yield of about 2.72% relative to its recent price (as of Jul 5, 2026).

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.

Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.