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

Communication Services · AR · Market cap 512B ARS

GC Grupo Clarin S.A. GCLA · BA
Price3,575 ARS
Fair Value9,263 ARS
Upside+159.1%
Quality59/100
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Expensive Growth
Thin margins · 8.5% net margin
Low debt · negative free cash flow
2.72% dividend yield
Ranks above peers (10/13)
Moderate moat 54/100
Evidence: High Range 6,947 ARS – 11,579 ARS Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 6 days ago

A solid business, screening 159% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (6,947 ARS). The market is more pessimistic than our downside scenario.
  • Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

4,795 ARS 38.00 ARS Fair Value 9,263 ARS Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 38.00 ARS – 4,795 ARS · fair‑value band 6,947 ARS – 11,579 ARS · the 3,575 ARS price screens below the 9,263 ARS fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Grupo Clarin S.A. (GCLA) currently trades at 3,575 ARS, while our model-based Fair Value estimate is 9,263 ARS, implying the stock looks roughly 159.1% undervalued today. The Quality Score stands at 59/100 (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 Clarin 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 Aug 13, 2026

Our scenario range runs from 6,947 ARS (bear case) to 11,579 ARS (bull case); at 3,575 ARS, 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 29% below its 52-week high and 117% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -43% fair-value upside, at 159%, GCLA 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
Residual Income 4,984 ARS 6,336 ARS 18,876 ARS 76
ROIC Compounder 15,217 ARS 25,238 ARS 31,830 ARS 72
Gordon GGM 111.22 ARS 242.81 ARS 408.54 ARS 70
All 16 models by family
Earnings-Based
Graham-Dodd 4,418 ARS 30,807 ARS 43,234 ARS 54
Lynch FV 15,916 ARS 22,737 ARS 29,559 ARS 50
PEG = 1.0 15,916 ARS 22,737 ARS 29,559 ARS 46
EPV 10,777 ARS 12,660 ARS 14,333 ARS 59
Dividend Discount
Gordon GGM 111.22 ARS 242.81 ARS 408.54 ARS 70
DDM Multi-Stage 111.22 ARS 198.90 ARS 253.05 ARS 61
Multiples
P/E Multiple 10,719 ARS 14,292 ARS 17,865 ARS 63
P/S Multiple 8,283 ARS 11,044 ARS 13,805 ARS 58
P/B Multiple 8,283 ARS 11,044 ARS 13,805 ARS 55
EV/EBIT 14,333 ARS 19,074 ARS 23,815 ARS 53
EV/EBITDA 11,004 ARS 14,635 ARS 18,267 ARS 54
EV/Revenue 10,896 ARS 15,518 ARS 20,141 ARS 43
Asset-Based
NCAV (Graham) 2,630 ARS 3,524 ARS 5,260 ARS 50
Economic Profit
Residual Income 4,984 ARS 6,336 ARS 18,876 ARS 76
ROIC Compounder 15,217 ARS 25,238 ARS 31,830 ARS 72
Growth Earnings
Growth-Adj P/E 21,128 ARS 30,182 ARS 39,237 ARS 68

Widest divergence: Growth Earnings (30,182 ARS) versus Dividend Discount (198.90 ARS). Highest evidence: Residual Income (76).

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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 as of Jun 18, 2026
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 · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 59 · Market factors (momentum, volatility) 65

Profitability 56
Margins and returns on capital today
Quality Growth 73
Are margins and returns improving?
Cashflow 43
Earnings quality: real cash, not paper profit
Fin. Strength 68
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 63
Calm price path (market factor)
Momentum 70
Price trend over the last 3–12 months (market factor)
52W Momentum 60
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

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.

Full company description

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 sporting events. The company was founded in 1945 and is based in Buenos Aires, Argentina. Grupo Clarín S.A. is a subsidiary of GC Dominio S.A.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Grupo Clarin 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.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
540B ARS
Latest YoY
+16.0%
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.
+94.3%
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.
+82.5%
Avg. growth/yr (21Y) 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.
+31.7%
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 Clarin S.A. Fair Value". https://www.fairvalue-calculator.com/stock/GCLA

Peer Group

Entertainment · 269 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 59 · Top 25%
Fair Value upside +159% · Top 25%
Return on equity (TTM) 13% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 8% · Top 25%
Operating margin (TTM) 10% · Above median
Revenue growth -5% · Below median
Dividend yield (TTM) 3.4% · Above median
Debt / equity 0.01× · Lower than median

Valuation Multiples vs Entertainment median · lower = cheaper

P/E (TTM) 11.3× · Cheaper than median
P/B 1.41× · Pricier than median
P/S (TTM) 0.96× · Pricier than median
EV/EBITDA 4.8× · 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 11
FUTURE0 · sector 10
PAST53 · sector 0
HEALTH99 · sector 98
DIVIDEND68 · sector 44

Insider activity: 45/100

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 Entertainment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Netflix, Inc ZNFL C$6.44 C$2.82 -56%
The Walt Disney Company DIS $103.18 $80.62 -22%
Warner Bros. Discovery, Inc WBD $27.65 $9.03 -67%
Live Nation Entertainment, Inc LYV $185.33 $59.97 -68%
Empresas Cablevisión, S.A. CABLECPO 55.00 MXN 59.14 MXN +8%
PT MNC Digital Entertainment Tbk, MSIN 370.00 IDR 212.14 IDR -43%
Prime Focus Limited PFOCUS ₹268.00 ₹63.45 -76%
JYP Entertainment Corporation 035900 39,950 KRW 82,382 KRW +106%
SM Entertainment Co 041510 75,500 KRW 208,415 KRW +176%
PVR INOX Limited PVRINOX ₹1,176 ₹467.91 -60%

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Frequently asked questions

Is Grupo Clarin S.A. (GCLA) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 9,263 ARS versus a price of 3,575 ARS, about +159% (undervalued).
What is the fair value of GCLA?
Our model-based fair value for Grupo Clarin S.A. is 9,263 ARS (as of Aug 13, 2026), built from audited fundamentals. The current price: 3,575 ARS.
What is the quality score of GCLA?
Grupo Clarin S.A. has a Quality Score of 59/100. 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 Grupo Clarin S.A. (GCLA)?
Grupo Clarin S.A. reported trailing-twelve-month revenue of about 534B ARS (latest available figure, as of Aug 13, 2026).
What is the net profit margin of GCLA?
The net profit margin of Grupo Clarin 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 Clarin S.A. pay a dividend?
Grupo Clarin S.A. currently shows a dividend yield of about 2.72% relative to its recent price (as of Aug 13, 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.

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