GrainCorp Limited (GRCLF) Fair Value & Analysis
Consumer Defensive · US · Market cap $756M
GrainCorp Limited
GRCLF · US
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 7 days ago
Share price +10.6% over the past month.
Price vs Fair Value (12 months)
12‑month range $3.20 – $6.15 · fair‑value band $2.35 – $3.92 · the $3.76 price screens above the $3.47 fair value. As of Jul 16, 2026.
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GrainCorp Limited (GRCLF) currently trades at $3.76, while our model-based Fair Value estimate is $3.47, implying the stock looks roughly 7.7% fairly valued today. We read business quality at 53/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, GrainCorp Limited generated revenue of $7.1B at a net margin of -0.2%. Revenue declined 5.1% year over year. It earns a return on equity of -1.0%. Net debt stands at $323M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $2.35 (bear case) to $3.92 (bull case); at $3.76, the current price sits within that range. The share trades about 39% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 40% fair-value upside, at -8%, GRCLF screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.
About the company
GrainCorp Limited operates as an agribusiness and processing company in Australasia, Asia, North America, Europe, Asia, the Middle East and North Africa, and internationally. It operates through two segments, Agribusiness and Nutrition and Energy. The company engages in the operation of an integrated grain storage and handling network comprising receival sites and bulk port terminals; purchasing, storing, transporting, and selling agricultural commodities; handling wheat, barley, canola, chickpeas, and sorghum; and trading, importing and exporting cereals, oilseeds, and pulses; and supplies arable seeds and organic agriproducts. The company also offers blended and single oils, infant nutrition inputs, bakery products, margarines and spreads, and frying shortenings to manufacturers, wholesalers, and quick service restaurants; manufacture and supply molasses and vegetable oil-based feed supplements; import vegetable oils; export renewable fuel feedstocks, tallow, and used cooking …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
GrainCorp Limited reported revenue of $7.3B in FY2025 versus $5.5B in FY2021, a compound +7.4%/yr. Reported net income was $39.9M in FY2025, compounding −26.8%/yr from FY2021.
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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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.