Molinos Agro SA (MOLA) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of Molinos Agro SA ARS 23,284, price ARS 21,725, upside +7.2%, quality 58 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
Watch Molinos Agro SA for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card.Watch for freePro now: $1 first month
69 individual criteria per stock, every one traceableSee the method →
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 541.35 ARS – 36,325 ARS · fair‑value band 9,801 ARS – 36,395 ARS · the 21,725 ARS price screens below the 23,284 ARS fair value. Dashed = 300-day average. As of Sep 24, 2026.
Follow Molinos Agro in your weekly email
Every Wednesday you see whether Molinos Agro is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Molinos Agro S.A. produces and sells grain, soybean, and cereal products. The company also provides animal feeding, including both pet-food, as well as poultry, pork and dairy production; and constructs and operates a biodiesel plant.
Show more
Molinos Agro S.A. produces and sells grain, soybean, and cereal products. The company also provides animal feeding, including both pet-food, as well as poultry, pork and dairy production; and constructs and operates a biodiesel plant. In addition, it exports soy meal, soy hull pellets, crude soy oil, soy lecithin, biodiesel, refined glycerin, corn, crude sunflower oil, and wheat. The company was incorporated in 2016 and is based in Victoria, Argentina.
Stock analysis
Molinos Agro SA (MOLA) currently trades at 21,725 ARS, while our model-based Fair Value estimate is 23,284 ARS, implying the stock looks roughly 6.7% fairly valued today.
Show more
Valuation
Bull case: the Growth Earnings group reads highest at a median of 203,061 ARS per share, and 22 of the 24 models we run sit above the 21,725 ARS price.
Bear case: the Economic Profit group reads lowest at 24,961 ARS, and 2 of the 24 models stay below the price. Evidence for this calculation is low.
Scenario range: 9,801 ARS (bear) to 36,395 ARS (bull), the price of 21,725 ARS sits inside 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 58/100 (solid quality), in the Consumer Defensive sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Molinos Agro SA reported revenue of 4.2T ARS in FY2026 versus 466B ARS in FY2022, a compound +72.8%/yr. Reported net income was 217B ARS in FY2026, compounding +124.8%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.
Key figures
Market cap 1.1T ARS (≈ $702M) · P/E ratio 4.9 · P/S ratio 0.26 · EPS (TTM) 4,417 ARS · Net margin 5.2% · Return on equity 120% · Return on assets (EBIT) 9.1% · Operating margin 10.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 46 out of 100 (medium confidence).
What moves the price
The share trades about 25% below its 52-week high and 27% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at 10% fair-value upside, at 7%, MOLA screens richer than that median.
Fair Value models
Bear 9,801 ARSFair Value 23,284 ARSBull 36,395 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. Based on fiscal year 2026 figures (about 6 months old). Earnings retained since then (430.81 ARS per share) are deliberately not added.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.80/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+3.1%
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.
+12.3%
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.
+78.9%
Start year 2021 (pandemic)
Revenue growth 8 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.
+83.3%
’18
’19
’20
’21
’22
’23
’24
’25
’26
What shareholders gained per year (last 5 years), in ARS (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip. Measured in ARS: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+98.7%
Earnings growth per share plus dividend.
Earnings per share, growth per year+98.7%
Dividend (yield on the price)0.0%
Profit margin 2021 to 2026 ⓘ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.2% → 8%
2026 sits 219% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+15.6%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (Argentina: IMF forecast 13.8% a year to 2030) that is about +1.6% a year for the price.
Price, fair value, quality and upside side by side.
Free, no sign-up
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.Farm Products · 296 stocks
Beats the industry median on 12/13 measures
Overall it ranks above its industry peers.
Valuation
Quality Score58 · Above median
Fair Value upside+5% · Above median
Profitability
Return on equity (TTM)120% · Top 25%
Return on assets19% · Top 25%
Net margin (TTM)6% · Above median
Operating margin (TTM)10% · Above median
Growth and dividend
Revenue growth21% · Above median
Dividend yield (TTM)16.3% · Top 25%
Valuation Multiplesvs Farm Products median · lower = cheaper
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). "Molinos Agro SA Fair Value". https://www.fairvalue-calculator.com/stock/MOLA
Frequently asked questions
Is Molinos Agro SA (MOLA) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 23,284 ARS versus a price of 21,725 ARS, about +7% upside (fairly valued).
What is the fair value of MOLA?
Our model-based fair value for Molinos Agro SA is 23,284 ARS (as of Sep 24, 2026), built from audited fundamentals. The current price: 21,725 ARS.
What is the quality score of MOLA?
Molinos Agro SA has a Quality Score of 58/100. 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 Molinos Agro SA (MOLA)?
Our model-based price target is the fair value of 23,284 ARS (as of Sep 24, 2026) from 24 valuation models. Cautious scenario 9,801 ARS, optimistic scenario 36,395 ARS. It is a calculation from audited fundamentals, not an analyst target.
What is the Molinos Agro SA stock forecast for 2026?
Our models put fair value at 23,284 ARS, about +7% upside versus a price of 21,725 ARS (fairly valued). Cautious scenario 9,801 ARS, optimistic scenario 36,395 ARS. The calculation is refreshed regularly with new filings.
What is the revenue of Molinos Agro SA (MOLA)?
Molinos Agro SA reported trailing-twelve-month revenue of about 3.0T ARS (latest available figure, as of Sep 24, 2026).
What growth is priced into Molinos Agro SA (MOLA)?
For today's price to be fair in a discounted-cash-flow model, Molinos Agro SA would have to grow free cash flow by +15.6 % per year for five years (discount rate 20.7 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +78.9 % per year. As of Sep 24, 2026.
What discount rate (WACC) does the fair value of MOLA use?
Our models discount Molinos Agro SA at 20.7 %: a base by market capitalisation (small), country premium for Argentina. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Molinos Agro SA that is +15.6 % per year a year over ten years, using the same discount rate (20.7 %) and the same formula as our fair value.
How much growth has Molinos Agro SA (MOLA) delivered so far?
Over the past 5 years revenue at Molinos Agro SA grew +78.9 % a year. The price currently implies +15.6 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Molinos Agro SA (MOLA) growing?
The median revenue growth in the sector is +2.9 % a year. That is the yardstick for the growth priced into Molinos Agro SA (+15.6 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Molinos Agro SA (MOLA)?
The free-cash-flow yield on the price is 11.73 %: that much free cash flow Molinos Agro SA produces per unit of market value. When it exceeds the discount rate of our models (20.7 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Molinos Agro SA (MOLA)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Molinos Agro SA it is 23,284 ARS per share (as of Sep 24, 2026), against a price of 21,725 ARS. It is the blended result of 24 valuation models (cash flow, earnings, asset, dividend).
Is Molinos Agro SA stock overvalued or undervalued in 2026?
As of Sep 24, 2026, MOLA trades below its calculated fair value: price 21,725 ARS, fair value 23,284 ARS, a gap of about +7% (fairly valued). 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 MOLA?
No. The price is what the market pays today (21,725 ARS); the fair value is what the company's own numbers justify (23,284 ARS). For Molinos Agro SA the two are 1,559 ARS per share apart. That gap is exactly why we show both numbers side by side.
How much is Molinos Agro SA worth?
The market values Molinos Agro SA at about 1.1T ARS (market capitalisation, as of Sep 24, 2026). Per share that is 21,725 ARS; our models calculate a fair value of 23,284 ARS per share.
What do the bullish and bearish scenarios say about MOLA?
Our models span a range for Molinos Agro SA: cautious scenario 9,801 ARS, base 23,284 ARS, optimistic 36,395 ARS per share (as of Sep 24, 2026, price 21,725 ARS). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of MOLA?
Molinos Agro SA trades at a price-to-earnings ratio of 4.9 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 23,284 ARS is built from several models across several years. Other multiples: P/B 7.7, P/S 0.4, EV/EBITDA 3.0.
How solid is the balance sheet of Molinos Agro SA (MOLA)?
Balance-sheet figures for Molinos Agro SA (as of Sep 24, 2026): return on equity 119.7%. They feed the Quality Score of 58/100, which measures business quality independently of the share price.
How far is MOLA from its 52-week high?
Molinos Agro SA trades at 21,725 ARS, about 25% below its 52-week high of 28,950 ARS and 27% above the low of 17,150 ARS (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of 23,284 ARS is for.
Which stocks are comparable to Molinos Agro SA?
From the same area (Consumer Defensive) we also value Archer-Daniels-Midland Company, Muyuan Foods Group, Bunge Global SA, Tyson Foods, Inc, 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 Molinos Agro SA stock attractive at the current price?
The data as of Sep 24, 2026: price 21,725 ARS, calculated fair value 23,284 ARS (+7%), Quality Score 58/100, from 24 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 MOLA calculated?
We run Molinos Agro SA through 24 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 23,284 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. Molinos Agro SA currently trades 7 % below its own fair value, and the market average says nothing about that. 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 Molinos Agro SA (MOLA)?
The closing price on Sep 24, 2026 was 21,725 ARS. Our model-based fair value is 23,284 ARS, about +7% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Molinos Agro SA right now?
The model range is unusually wide (9,801 ARS to 36,395 ARS). The outcome hinges heavily on assumptions, so read the point estimate with caution. The price sits close to our fair value, market and models broadly agree here, little valuation tension. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Key figures of Molinos Agro SA
How large is the market capitalisation of Molinos Agro SA (MOLA)?
The market capitalisation of Molinos Agro SA is 1.1T ARS (≈ $702M). 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 Molinos Agro SA (MOLA)?
The price-to-sales ratio of Molinos Agro SA is 0.26 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Molinos Agro SA (MOLA)?
Earnings per share at Molinos Agro SA are 4,417 ARS (price ÷ EPS = P/E 4.9). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Molinos Agro SA (MOLA)?
The net margin of Molinos Agro SA is 5.2% (fiscal year 2026). 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 Molinos Agro SA (MOLA)?
The return on equity (ROE) of Molinos Agro SA is 120% (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 Molinos Agro SA (MOLA)?
On an EBIT basis the return on assets of Molinos Agro SA is 9.1% (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 Molinos Agro SA (MOLA)?
The operating margin of Molinos Agro SA is 10.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Molinos Agro SA (MOLA)?
Revenue at Molinos Agro SA is growing +20.8% versus a year earlier (3y avg +12.3%). 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 Molinos Agro SA (MOLA)?
Earnings per share at Molinos Agro SA are growing +71.3% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Molinos Agro SA (MOLA) carry?
The net debt of Molinos Agro SA is 169B ARS (fiscal year 2026, ≈ 1.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed
Watch Molinos Agro SA in the live analysis
One click puts Molinos Agro SA on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
