MHP SE (MHPC) Fair Value & Analysis
Consumer Defensive · GB · Market cap $38.6B
Fair value as of: Jul 17, 2026
From 17 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from $0.0191 to $0.0229 (+19.9%) since Jun 26, 2026. Share price −1.4% over the past month.
Below-average quality, and screening another 72% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($0.0229). The favourable scenario is already priced in.
- Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $0.0282 – $0.1030 · the $0.0822 price screens above the $0.0229 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
MHP SE (MHPC) currently trades at $0.0822, while our model-based Fair Value estimate is $0.0229, implying the stock looks roughly 72.1% overvalued today. The Quality Score stands at 46/100 (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: high).
Over the trailing twelve months, MHP SE generated revenue of $3.8B at a net margin of 4.7%. Revenue grew 44.3% year over year. It earns a return on equity of 9.0%. Net debt stands at $2.1B. Fundamentals as of Jul 17, 2026
For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -72%, MHPC 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.
All 17 models by family
Widest divergence: Multiples ($0.7800) versus Dividend Discount ($0.2000). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 47 · Market factors (momentum, volatility) 62
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
MHP SE, together with its subsidiaries, engages in the poultry and related business in Ukraine and internationally. It operates through Poultry and Related Operations, Vegetable Oil Operations, Agricultural Operations, and European Operating segments.
Full company description
MHP SE, together with its subsidiaries, engages in the poultry and related business in Ukraine and internationally. It operates through Poultry and Related Operations, Vegetable Oil Operations, Agricultural Operations, and European Operating segments. The company produces, processes, and sells fresh and frozen chicken meats; processed-meat products, including sausage and salami; pre-prepared and culinary products, such as marinated chicken, and ready-to-eat and ready-to-cook convenience food, which include restaurant-grade products; and other poultry-related products. It also produces and sells edible vegetable oils and related products comprising sunflower husks used as bedding in chicken rearing sheds, and sunflower pellets for animal feed; grain cultivation business; and raise cattle to produce beef, as well as milk and other dairy products. The company sells its products under the Nasha Ryaba, Appetizing, Easy!, Bashchynskyi, Skott Smeat, RyabChick, and other brands. In addition, it is involved in the production and sale of chicken meat and processed meat products; fodder and vegetable oil production; trading in vegetable oil and poultry meat; operates breeder farms; management, marketing, and sale activities; wet pet food production facility, and finance business. MHP SE was founded in 1998 and is headquartered in Kyiv, Ukraine.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
MHP SE reported revenue of $3.8B in FY2025 versus $2.4B in FY2021, a compound +12.2%/yr. Reported net income was $175M in FY2025, compounding −17.4%/yr from FY2021.
MHPC screens 72% overvalued. Compare with Muyuan Foods Group →
Peer Group
Farm Products · 291 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.
Valuation Multiples vs Farm Products median · lower = cheaper
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: 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.
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 17, 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
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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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