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Malin Corporation plc (MLC) Fair Value & Analysis

Healthcare · IE · Market cap €31.6M · ISIN IE00BVGC3741

MC Malin Corporation plc MLC · IR
Price from Aug 24, 2026€7.00
Fair Value€13.24
Upside+89.1%
Quality69/100
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Strengths

Trades 47% below our fair value of €13.24

Risks

!Mixed Growth (revenue 5y +12.4 %/yr)
!Thin margins · 0.0% net margin
!Low debt · negative free cash flow
!Mixed vs. peers (5/10)
Mixed Growth (revenue 5y +12.4 %/yr)
Thin margins · 0.0% net margin
Low debt · negative free cash flow
Mixed vs. peers (5/10)
Narrow moat 3/100
Evidence: Low Range €8.74 – €16.56 Share as image

Fair value as of: Aug 20, 2026

From 1 valuation models · updated 11 days ago

A solid business, trading 47% below our fair value.

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69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price is below even our cautious bear case (€8.74). 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.
  • Solid quality (69/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (€8.74 to €16.56) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€10.30 €3.70 Fair Value €13.24 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.

How to read this chart

60‑month range €3.70 – €10.30 · fair‑value band €8.74 – €16.56 · the €7.00 price screens below the €13.24 fair value. Dashed = 300-day average. As of Aug 20, 2026.

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Analysis

Malin Corporation plc (MLC) currently trades at €7.00, while our model-based Fair Value estimate is €13.24, implying the stock looks roughly 89.1% undervalued today. The Quality Score stands at 69/100 (solid quality), in the Healthcare 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.

Trailing-twelve-month revenue stands at €41.0M. Revenue grew 23.1% year over year. It earns a return on equity of -6.0%. The balance sheet holds a net cash position of €32.6M. Fundamentals as of Aug 20, 2026

Our scenario range runs from €8.74 (bear case) to €16.56 (bull case); at €7.00, 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 25% below its 52-week high, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -45% fair-value upside, at 89%, MLC screens cheaper 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
NCAV (Graham) best evidence €22.33 €29.92 €44.66 54
All 1 models by family
Asset-Based
NCAV (Graham) best evidence €22.33 €29.92 €44.66 54

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Key figures & financial health

P/S ratio 0.77 TTM
Return on equity -6.0% TTM
Return on assets (EBIT) -1.7% avg 5y
Revenue (TTM) €41.0M TTM
Revenue growth (YoY) +23.1%
EPS growth (YoY) +13.3%
More key figures
Balance sheet & cash flow
Free cash flow −€1.3M FY2024
Net cash €32.6M FY2021

Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100

Of which business quality 73 · Market factors (momentum, volatility) 42

Profitability 11
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 96
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 86
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 90
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Malin Corporation plc, together with its subsidiaries, operates as an investment company in Europe and North America. It engages in the investment in life sciences and healthcare companies targeting various therapeutic areas, including oncology, immunology, and genetic diseases. The company was incorporated in 2014 and is headquartered in Dublin, Ireland.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Malin Corporation plc reported revenue of €0 in FY2024 versus €41.0M in FY2020. Reported net income was €0 in FY2024.

Growth Quality 28/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2020)
€41.0M
Latest YoY
+17.5%
Avg. revenue 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.
−0.7%
Avg. revenue 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.
+12.4%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2024 is a loss year, no rate is defined from a loss
not computed
Revenue
FY20 €41.0M
FY21 €0
FY22 €0
FY23 €0
FY24 €0
Net income
FY20 €87.7M
FY21 €37.8M
FY22 €12.9M
FY23 €0
FY24 €0

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Cite: Fair Value Calculator (2026). "Malin Corporation plc Fair Value". https://www.fairvalue-calculator.com/stock/MLC

Peer Group

Drug Manufacturers - Specialty & Generic · 637 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 73 · Top 25%
Fair Value upside +89% · Top 25%
Return on assets -1% · Bottom 25%
Net margin (TTM) 0% · Below median
Operating margin (TTM) 0% · Below median
Revenue growth 23% · Top 25%
Debt / equity 0.22× · Higher than median

Valuation Multiples vs Drug Manufacturers - Specialty & Generic median · lower = cheaper

P/B 0.19× · Cheaper than 75% of peers
P/S (TTM) 0.89× · Cheaper than median

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 4
FUTURE100 · sector 21
PAST0 · sector 23
HEALTH89 · sector 97
DIVIDEND0 · sector 29

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

Similar stocks

10 more Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).

Stock Price Fair Value vs Fair Value
Merck KGaA MRK €140.25 €106.48 -24%
Takeda Pharmaceutical Company TAK $18.03 $11.11 -38%
Jiangsu Hengrui Pharmaceuticals Co 600276 ¥53.76 ¥25.94 -52%
Sun Pharmaceutical Industries Limited SUNPHARMA ₹1,944 ₹989.50 -49%
Galderma Group GALD CHF 178.55 CHF 55.07 -69%
Haleon plc HLN $10.11 $7.64 -24%
Teva Pharmaceutical Industries Limited TEVA $37.92 $15.33 -60%
Sandoz Group SDZ CHF 70.66 CHF 39.21 -45%
Zoetis Inc ZTS $77.52 $104.88 +35%
Hansoh Pharmaceutical Group 3692 HK$33.50 HK$16.14 -52%

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Frequently asked questions

Is Malin Corporation plc (MLC) overvalued or undervalued?
As of Aug 20, 2026, our model estimates a fair value of €13.24 versus the last price from Aug 24, 2026 of €7.00, about +89% (undervalued).
What is the fair value of MLC?
Our model-based fair value for Malin Corporation plc is €13.24 (as of Aug 20, 2026), built from audited fundamentals. Last price (from Aug 24, 2026): €7.00.
What is the quality score of MLC?
Malin Corporation plc has a Quality Score of 69/100. 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 Malin Corporation plc (MLC)?
Malin Corporation plc reported trailing-twelve-month revenue of about €41.0M (latest available figure, as of Aug 20, 2026).
What is the net profit margin of MLC?
The net profit margin of Malin Corporation plc is about 0.0%, meaning it keeps roughly 0.0% 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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