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Inversora Juramento S.A (INVJ) Fair Value & Analysis

Consumer Defensive · AR · Market cap 313B ARS

IJ Inversora Juramento S.A INVJ · BA
Price437.00 ARS
Fair Value699.20 ARS
Upside+60.0%
Quality43/100
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Mixed Growth
Thin margins · 8.9% net margin
Low debt · negative free cash flow
Ranks above peers (5/8)
Narrow moat 37/100
Evidence: Low Range 518.62 ARS – 879.78 ARS Share as image

Fair value as of: Jul 19, 2026

From 6 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from 463.94 ARS to 699.20 ARS (+50.7%) since Jun 24, 2026. Share price +5.0% over the past month.

Below-average quality, screening 60% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (518.62 ARS). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

711.00 ARS 15.50 ARS Fair Value 699.20 ARS Feb 2021 Jun 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range 15.50 ARS – 711.00 ARS · fair‑value band 518.62 ARS – 879.78 ARS · the 437.00 ARS price screens below the 699.20 ARS fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Inversora Juramento S.A (INVJ) currently trades at 437.00 ARS, while our model-based Fair Value estimate is 699.20 ARS, implying the stock looks roughly 60.0% undervalued today. The Quality Score stands at 43/100 (below-average 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: low), always confirm before acting.

Over the trailing twelve months, Inversora Juramento S.A generated revenue of 382B ARS at a net margin of 8.9%. Revenue grew 131.7% year over year. It earns a return on equity of 9.6%. Net debt stands at 8.0B ARS. Fundamentals as of Jul 19, 2026

Our scenario range runs from 518.62 ARS (bear case) to 879.78 ARS (bull case); at 437.00 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 44% below its 52-week high and 94% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at 60%, INVJ screens richer 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
ROIC Compounder 359.04 ARS 548.66 ARS 697.71 ARS 72
EPV 258.38 ARS 302.94 ARS 342.56 ARS 59
EV/EBITDA 312.66 ARS 414.94 ARS 517.22 ARS 54
All 6 models by family
Earnings-Based
EPV 258.38 ARS 302.94 ARS 342.56 ARS 59
Multiples
EV/EBIT 363.60 ARS 482.86 ARS 602.12 ARS 53
EV/EBITDA 312.66 ARS 414.94 ARS 517.22 ARS 54
EV/Revenue 150.13 ARS 211.98 ARS 273.83 ARS 43
Asset-Based
NCAV (Graham) 79.20 ARS 106.13 ARS 158.41 ARS 50
Economic Profit
ROIC Compounder 359.04 ARS 548.66 ARS 697.71 ARS 72

Widest divergence: Economic Profit (548.66 ARS) versus Asset-Based (106.13 ARS). Highest evidence: ROIC Compounder (72).

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Key figures & financial health

Revenue (TTM) 382B ARS
Revenue growth (YoY) +132%
Net margin 8.9%
Return on equity 9.6%
Free cash flow −3.3B ARS FY2023
Operating margin 3.3%
More key figures
EPS (TTM) -1.67 ARS
EPS growth (YoY) +722%
Net debt 8.0B ARS FY2023

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 43 · Market factors (momentum, volatility) 52

Profitability 17
Margins and returns on capital today
Quality Growth 81
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 30
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 47
Price trend over the last 3–12 months (market factor)
52W Momentum 65
Distance to the 52-week high (market factor)
Net Issuance 56
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

Inversora Juramento S.A. operates as an agricultural and livestock company in the northwestern region of Argentina. The company engages in the production, industrialization, marketing, and sale of meat and agricultural products. Its agricultural products include soybeans, sorghum, alfalfa, pastures, and corn.

Full company description

Inversora Juramento S.A. operates as an agricultural and livestock company in the northwestern region of Argentina. The company engages in the production, industrialization, marketing, and sale of meat and agricultural products. Its agricultural products include soybeans, sorghum, alfalfa, pastures, and corn. The company has approximately 89,504 hectares of land located in the province of Salta. It also exports its products. The company was founded in 1990 and is based in Salta, Argentina.

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

Revenue & earnings trend

FY2019 – FY2023 · reported fiscal years

Inversora Juramento S.A reported revenue of 84.3B ARS in FY2023 versus 5.7B ARS in FY2019, a compound +96.3%/yr. Reported net income was −2.3B ARS in FY2023.

Growth Quality 50/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2023)
84.3B ARS
Latest YoY
+170.3%
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.
+119.8%
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.
+95.9%
Avg. growth/yr (8Y) 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.
+74.0%
Revenue +96.3%/yr
FY19 5.7B ARS
FY20 7.9B ARS
FY21 13.8B ARS
FY22 31.2B ARS
FY23 84.3B ARS
Net income
FY19 −365M ARS
FY20 712M ARS
FY21 −3.1B ARS
FY22 713M ARS
FY23 −2.3B ARS

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

Peer Group

Farm Products · 288 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 43 · Below median
Fair Value upside +60% · Top 25%
Return on equity (TTM) 10% · Above median
Return on assets 2% · Below median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 3% · Below median
Revenue growth 132% · Top 25%

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 25
FUTURE 100 · sector 20
PAST 38 · sector 17
HEALTH 100 · sector 94
DIVIDEND 0 · sector 38

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 Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Muyuan Foods Group 002714 ¥40.90 ¥48.19 +18%
Wens Foodstuff Group 300498 ¥14.51 ¥12.08 -17%
Mowi ASA MOWI kr 188.40 kr 262.59 +39%
PT Charoen Pokphand Indonesia Tbk, CPIN 3,120 IDR 7,076 IDR +127%
Charoen Pokphand Foods Public Company CPF 22.00 THB 55.71 THB +153%
PT Triputra Agro Persada Tbk TAPG 1,540 IDR 3,105 IDR +102%
PT FAP Agri Tbk FAPA 7,300 IDR 7,463 IDR +2%
PT Japfa Comfeed Indonesia Tbk JPFA 2,070 IDR 7,231 IDR +249%
Thaifoods Group TFGR 10.60 THB 23.53 THB +122%
PT Jhonlin Agro Raya Tbk JARR 1,845 IDR 610.80 IDR -67%

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Frequently asked questions

Is Inversora Juramento S.A (INVJ) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 699.20 ARS versus a price of 437.00 ARS, about +60% (undervalued).
What is the fair value of INVJ?
Our model-based fair value for Inversora Juramento S.A is 699.20 ARS (as of Jul 19, 2026), built from audited fundamentals. The current price is 437.00 ARS.
What is the quality score of INVJ?
Inversora Juramento S.A has a Quality Score of 43/100. 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 Inversora Juramento S.A (INVJ)?
Inversora Juramento S.A reported trailing-twelve-month revenue of about 382B ARS (latest available figure, as of Jul 19, 2026).
What is the net profit margin of INVJ?
The net profit margin of Inversora Juramento S.A is about 8.9%, meaning it keeps roughly 8.9% 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.

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