EN DE

Konfrut Tarim A.S., (KNFRT) Fair Value & Analysis

Consumer Defensive · TR · Market cap 3.1B TRY

KT Konfrut Tarim A.S., KNFRT · IS
Price11.90 TRY
Fair Value3.94 TRY
Upside-66.9%
Quality36/100
Watch Konfrut Tarim A.S., for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Loss-making · -3.1% net margin
Low debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 3/100
Evidence: Medium Range 2.83 TRY – 5.05 TRY Share as image

Fair value as of: Aug 13, 2026

From 10 valuation models · updated today

Share price +0.1% over the past month.

Below-average quality, and screening another 67% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (5.05 TRY). The favourable scenario is already priced in.
  • Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

23.72 TRY 1.80 TRY Fair Value 3.94 TRY May 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 1.80 TRY – 23.72 TRY · fair‑value band 2.83 TRY – 5.05 TRY · the 11.90 TRY price screens above the 3.94 TRY fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Konfrut Tarim A.S., (KNFRT) currently trades at 11.90 TRY, while our model-based Fair Value estimate is 3.94 TRY, implying the stock looks roughly 66.9% overvalued today. The Quality Score stands at 36/100 (below-average 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: medium).

Over the trailing twelve months, Konfrut Tarim A.S., generated revenue of 6.6B TRY at a net margin of -3.1%. Revenue grew 64.4% year over year. It earns a return on equity of -18.2%. Net debt stands at 134M TRY. Fundamentals as of Aug 13, 2026

Our scenario range runs from 2.83 TRY (bear case) to 5.05 TRY (bull case); at 11.90 TRY, the current price sits above 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 51% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -11% fair-value upside, at -67%, KNFRT 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
Growth DCF 3.15 TRY 6.46 TRY 11.78 TRY 80
Rev-Margin DCF 2.66 TRY 5.07 TRY 10.12 TRY 74
EV/EBITDA 2.83 TRY 3.94 TRY 5.05 TRY 54
All 10 models by family
DCF Models
FCF DCF 3.39 TRY 5.49 TRY 12.05 TRY 38
5Y Revenue Exit 2.37 TRY 4.37 TRY 8.54 TRY 39
5Y EBITDA Exit 3.07 TRY 5.78 TRY 11.10 TRY 41
10Y Revenue Exit 2.63 TRY 6.11 TRY 8.24 TRY 36
10Y EBITDA Exit 3.22 TRY 7.58 TRY 15.10 TRY 37
Multiples
EV/EBITDA 2.83 TRY 3.94 TRY 5.05 TRY 54
EV/Revenue 1.72 TRY 2.68 TRY 3.63 TRY 43
Asset-Based
NCAV (Graham) 2.77 TRY 3.71 TRY 5.53 TRY 50
Growth DCF
Growth DCF 3.15 TRY 6.46 TRY 11.78 TRY 80
Rev-Margin DCF 2.66 TRY 5.07 TRY 10.12 TRY 74

Widest divergence: DCF Models (5.78 TRY) versus Multiples (2.68 TRY). Highest evidence: Growth DCF (80).

Notify me when KNFRT reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) 6.6B TRY
Revenue growth (YoY) +64.4%
Net margin -3.1%
Return on equity -18.2%
Free cash flow 64.7M TRY FY2025
Operating margin -6.4%
More key figures
EPS (TTM) -1.31 TRY
EPS growth (YoY) -63.2%
Net debt 134M TRY FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 36/100

Of which business quality 40 · Market factors (momentum, volatility) 29

Profitability 25
Margins and returns on capital today
Quality Growth 83
Are margins and returns improving?
Cashflow 15
Earnings quality: real cash, not paper profit
Fin. Strength 58
Balance sheet, leverage, solvency risk
Investment 32
Disciplined investing over empire-building
Low Volatility 57
Calm price path (market factor)
Momentum 25
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 40
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

Konfrut Tarim A.S., together with its subsidiaries, operates in agricultural and food sectors. It engages in cultivation, harvesting, storage, packaging, wholesale and retail trade, import, and export of all kinds of legumes, grains, and fruits and vegetables, including strawberry, beet, apple, carrot, pomegranate, watermelon, orange, pear, mandarin, …

Full company description

Konfrut Tarim A.S., together with its subsidiaries, operates in agricultural and food sectors. It engages in cultivation, harvesting, storage, packaging, wholesale and retail trade, import, and export of all kinds of legumes, grains, and fruits and vegetables, including strawberry, beet, apple, carrot, pomegranate, watermelon, orange, pear, mandarin, quince, tomatoes, and lemon. The company also provides logistics solutions for agricultural products. Konfrut Tarim A.S. was formerly known as Konfrut Gida Sanayi ve Ticaret A.S. and changed its name to Konfrut Tarim A.S. in January 2025. Konfrut Tarim A.S. was founded in 1968 and is headquartered in Istanbul, Turkey. Konfrut Gida Sanayi ve Ticaret A.S. operates as a subsidiary of Dohler Gida Sanayi Anonim Sirketi.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Konfrut Tarim A.S., reported revenue of 6.2B TRY in FY2025 versus 811M TRY in FY2021, a compound +66.1%/yr. Reported net income was −298M TRY in FY2025.

Growth Quality 62/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
6.2B TRY
Latest YoY
+33.2%
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.
+41.8%
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.
+86.8%
Avg. growth/yr (20Y) 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.
+33.1%
Revenue +66.1%/yr
FY21 811M TRY
FY22 2.2B TRY
FY23 5.0B TRY
FY24 4.6B TRY
FY25 6.2B TRY
Net income
FY21 50.7M TRY
FY22 129M TRY
FY23 224M TRY
FY24 −346M TRY
FY25 −298M TRY

KNFRT screens 67% overvalued. Compare with Nestlé India Limited →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Konfrut Tarim A.S., Fair Value". https://www.fairvalue-calculator.com/stock/KNFRT

Peer Group

Packaged Foods · 651 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 36 · Bottom 25%
Fair Value upside −67% · Bottom 25%
Return on assets -1% · Bottom 25%
Net margin (TTM) -3% · Bottom 25%
Operating margin (TTM) -6% · Bottom 25%
Revenue growth 64% · Top 25%
Debt / equity 0.11× · Higher than median

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/B 0.05× · Cheaper than 75% of peers
P/S (TTM) 0.01× · Cheaper than 75% of peers
P/FCF 1.0× · Cheaper than median
EV/EBITDA 1.6× · Cheaper than 75% of peers

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 0 · sector 27
FUTURE 100 · sector 19
PAST 0 · sector 27
HEALTH 94 · sector 96
DIVIDEND 0 · sector 47

VALUE 0: the price sits above our fair-value range.

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

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,427 ₹362.37 -75%
Uni-President Enterprises Corp 1216 79.00 TWD 68.72 TWD -13%
Britannia Industries Limited BRITANNIA ₹5,413 ₹1,870 -65%
Tata Consumer Products Limited TATACONSUM ₹1,089 ₹327.27 -70%
PT Indofood CBP Sukses Makmur Tbk ICBP 6,650 IDR 15,757 IDR +137%
Samyang Foods Co 003230 1,139,000 KRW 1,010,543 KRW -11%
Vietnam Dairy Products Joint Stock Company VNM 58,500 VND 68,259 VND +17%
Patanjali Foods Limited PATANJALI ₹413.80 ₹157.04 -62%
PT Mayora Indah Tbk, MYOR 1,750 IDR 2,699 IDR +54%
PT Cisarua Mountain Dairy Tbk CMRY 4,490 IDR 4,355 IDR -3%

Compare Konfrut Tarim A.S., with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Consumer Defensive stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Konfrut Tarim A.S., (KNFRT) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 3.94 TRY versus a price of 11.90 TRY, about −67% (overvalued).
What is the fair value of KNFRT?
Our model-based fair value for Konfrut Tarim A.S., is 3.94 TRY (as of Aug 13, 2026), built from audited fundamentals. The current price is 11.90 TRY.
What is the quality score of KNFRT?
Konfrut Tarim A.S., has a Quality Score of 36/100. 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 Konfrut Tarim A.S., (KNFRT)?
Konfrut Tarim A.S., reported trailing-twelve-month revenue of about 6.6B TRY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of KNFRT?
The net profit margin of Konfrut Tarim A.S., is about -3.1%, meaning it is currently running at a net loss. 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.

14 days Pro free · no card

Track Konfrut Tarim A.S., and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.