Ledesma SAAI (LEDE) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of Ledesma SAAI ARS 228, price ARS 766, upside -70.2%, quality 35 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range 33.77 ARS – 1,585 ARS · fair‑value band 87.98 ARS – 368.35 ARS · the 766.00 ARS price screens above the 228.16 ARS fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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Ledesma Agrícola Industrial operates as an agro-industrial company in Argentina. The company offers sugar, alcohol and bioethanol, fruits and citric juices, and meat and grains, as well as paper, copybooks, school spares, and stationary from sugarcane fiber waste. It also produces energy from renewable sources.
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Ledesma Agrícola Industrial operates as an agro-industrial company in Argentina. The company offers sugar, alcohol and bioethanol, fruits and citric juices, and meat and grains, as well as paper, copybooks, school spares, and stationary from sugarcane fiber waste. It also produces energy from renewable sources. Ledesma Agrícola Industrial was incorporated in 1914 and is based in Buenos Aires, Argentina.
Stock analysis
Ledesma SAAI (LEDE) currently trades at 766.00 ARS, while our model-based Fair Value estimate is 228.16 ARS, implying the stock looks roughly 235.7% overvalued today.
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Valuation
How firm this estimate is: it rests on 2 models at a data quality of 95/100, which puts the evidence level at low.
Scenario range: 87.98 ARS (bear) to 368.35 ARS (bull), the price of 766.00 ARS sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 35/100 (below-average quality), in the Industrials sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Ledesma SAAI reported revenue of 832B ARS in FY2025 versus 45.2B ARS in FY2021, a compound +107.2%/yr. Reported net income was −25.2B ARS in FY2025.
Key figures
Market cap 337B ARS (≈ $222M) · P/S ratio 0.42 · EPS (TTM) −127.77 ARS · Dividend yield 6.5% · Net margin −3.0% · Return on equity −6.6% · Return on assets (EBIT) 9.7% · Operating margin 3.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 28 out of 100 (medium confidence).
What moves the price
The share trades about 35% below its 52-week high and 13% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Industrials peers we cover trades at 16% fair-value upside, at −70%, LEDE screens richer than that median.
Fair Value models
Bear 87.98 ARSFair Value 228.16 ARSBull 368.35 ARS
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single 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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
−20.7%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+119.4%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+93.4%
Start year 2020 (pandemic)
Revenue growth 9 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+68.6%
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Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
10.2% (2020) → −2.3% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Conglomerates · 377 stocks
Beats the industry median on 4/9 measures
A mixed picture versus its industry peers.
Valuation
Quality Score39 · Bottom 25%
Fair Value upside−70% · Bottom 25%
Profitability
Return on assets−1% · Bottom 25%
Net margin (TTM)−4% · Bottom 25%
Operating margin (TTM)3% · Below median
Growth and dividend
Revenue growth11% · Above median
Dividend yield (TTM)6.5% · Top 25%
Balance sheet
Debt / equity0.13× · Below median
Valuation Multiplesvs Conglomerates median · lower = cheaper
EV/EBITDA2.0× · Cheapest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 33
FUTURE (revenue growth)54· sector 17
PAST (return on equity)0· sector 19
HEALTH (low debt)93· sector 89
DIVIDEND (yield)100· sector 41
VALUE 0: the price sits above our fair-value range.
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). "Ledesma SAAI Fair Value". https://www.fairvalue-calculator.com/stock/LEDE
Frequently asked questions
Is Ledesma SAAI (LEDE) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 228.16 ARS versus a price of 766.00 ARS, about −70% upside (overvalued).
What is the fair value of LEDE?
Our model-based fair value for Ledesma SAAI is 228.16 ARS (as of Sep 24, 2026), built from audited fundamentals. The current price: 766.00 ARS.
What is the quality score of LEDE?
Ledesma SAAI has a Quality Score of 35/100. 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 price target for Ledesma SAAI (LEDE)?
Our model-based price target is the fair value of 228.16 ARS (as of Sep 24, 2026) from 2 valuation models. Cautious scenario 87.98 ARS, optimistic scenario 368.35 ARS. It is a calculation from audited fundamentals, not an analyst target.
What is the Ledesma SAAI stock forecast for 2026?
Our models put fair value at 228.16 ARS, about −70% upside versus a price of 766.00 ARS (overvalued). Cautious scenario 87.98 ARS, optimistic scenario 368.35 ARS. The calculation is refreshed regularly with new filings.
What is the revenue of Ledesma SAAI (LEDE)?
Ledesma SAAI reported trailing-twelve-month revenue of about 793B ARS (latest available figure, as of Sep 24, 2026).
Does Ledesma SAAI pay a dividend?
Ledesma SAAI currently shows a dividend yield of about 6.53% relative to its recent price (as of Sep 24, 2026).
What is the intrinsic value of Ledesma SAAI (LEDE)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Ledesma SAAI it is 228.16 ARS per share (as of Sep 24, 2026), against a price of 766.00 ARS. It is the blended result of 2 valuation models (cash flow, earnings, asset, dividend).
Is Ledesma SAAI stock overvalued or undervalued in 2026?
As of Sep 24, 2026, LEDE trades above its calculated fair value: price 766.00 ARS, fair value 228.16 ARS, a gap of about −70% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LEDE?
No. The price is what the market pays today (766.00 ARS); the fair value is what the company's own numbers justify (228.16 ARS). For Ledesma SAAI the two are 537.84 ARS per share apart. That gap is exactly why we show both numbers side by side.
How much is Ledesma SAAI worth?
The market values Ledesma SAAI at about 337B ARS (market capitalisation, as of Sep 24, 2026). Per share that is 766.00 ARS; our models calculate a fair value of 228.16 ARS per share.
What do the bullish and bearish scenarios say about LEDE?
Our models span a range for Ledesma SAAI: cautious scenario 87.98 ARS, base 228.16 ARS, optimistic 368.35 ARS per share (as of Sep 24, 2026, price 766.00 ARS). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Ledesma SAAI (LEDE)?
Balance-sheet figures for Ledesma SAAI (as of Sep 24, 2026): return on equity −6.6%, debt of 0.13 per unit of equity. They feed the Quality Score of 35/100, which measures business quality independently of the share price.
How far is LEDE from its 52-week high?
Ledesma SAAI trades at 766.00 ARS, about 35% below its 52-week high of 1,175 ARS and 13% above the low of 675.00 ARS (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of 228.16 ARS is for.
Which stocks are comparable to Ledesma SAAI?
From the same area (Industrials) we also value 3M Company, Honeywell International Inc, CITIC Limited, Poste Italiane S.p.A, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Ledesma SAAI stock attractive at the current price?
The data as of Sep 24, 2026: price 766.00 ARS, calculated fair value 228.16 ARS (−70%), Quality Score 35/100, from 2 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LEDE calculated?
We run Ledesma SAAI through 2 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 228.16 ARS, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.0 % above its aggregate fair value. Ledesma SAAI itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Ledesma SAAI (LEDE)?
The closing price on Sep 24, 2026 was 766.00 ARS. Our model-based fair value is 228.16 ARS, about −70% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Ledesma SAAI right now?
The price sits above even our optimistic bull case (368.35 ARS). The favourable scenario is already priced in. Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts. The model range is unusually wide (87.98 ARS to 368.35 ARS). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Key figures of Ledesma SAAI
How large is the market capitalisation of Ledesma SAAI (LEDE)?
The market capitalisation of Ledesma SAAI is 337B ARS (≈ $222M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Ledesma SAAI (LEDE)?
The price-to-sales ratio of Ledesma SAAI is 0.42 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Ledesma SAAI (LEDE)?
Earnings per share at Ledesma SAAI are −127.77 ARS. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Ledesma SAAI (LEDE)?
The dividend yield of Ledesma SAAI is 6.5%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Ledesma SAAI (LEDE)?
The net margin of Ledesma SAAI is −3.0% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Ledesma SAAI (LEDE)?
The return on equity (ROE) of Ledesma SAAI is −6.6% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Ledesma SAAI (LEDE)?
On an EBIT basis the return on assets of Ledesma SAAI is 9.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Ledesma SAAI (LEDE)?
The operating margin of Ledesma SAAI is 3.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Ledesma SAAI (LEDE)?
Revenue at Ledesma SAAI is growing +10.8% versus a year earlier (3y avg +119%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Ledesma SAAI (LEDE)?
Earnings per share at Ledesma SAAI are growing −83.1% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Ledesma SAAI (LEDE) generate?
The free cash flow of Ledesma SAAI is −88.5B ARS (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Ledesma SAAI (LEDE) carry?
The net debt of Ledesma SAAI is 146B ARS (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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