EN DE

Molinos Rio de la Plata S.A (MOLI) Fair Value & Analysis

Consumer Defensive · AR · Market cap 538B ARS

MR Molinos Rio de la Plata S.A MOLI · BA
Price2,670 ARS
Fair Value2,641 ARS
Upside-1.1%
Quality39/100
Watch Molinos Rio de la Plata S.A for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Loss-making · -4.3% net margin
Moderate debt · generates free cash flow
18.99% dividend yield
Trails peers (3/12)
Narrow moat 20/100
Evidence: Medium Range 1,522 ARS – 3,760 ARS Share as image

Fair value as of: Jul 17, 2026

From 10 valuation models · updated 24 days ago

Fair value updated Jul 17, 2026, revised from 6,867 ARS to 2,641 ARS (−61.5%) since Jun 24, 2026. Share price +5.1% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (1,522 ARS to 3,760 ARS) leaves room in how you read the outcome.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

5,960 ARS 57.08 ARS Fair Value 2,641 ARS Feb 2021 Jun 2026

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 57.08 ARS – 5,960 ARS · fair‑value band 1,522 ARS – 3,760 ARS · the 2,670 ARS price screens above the 2,641 ARS fair value. Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

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

Analysis

Molinos Rio de la Plata S.A (MOLI) currently trades at 2,670 ARS, while our model-based Fair Value estimate is 2,641 ARS, implying the stock looks roughly 1.1% fairly valued today. The Quality Score stands at 39/100 (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, Molinos Rio de la Plata S.A generated revenue of 952B ARS at a net margin of -4.3%. Revenue declined 4.6% year over year. It earns a return on equity of -12.6%. Net debt stands at 218B ARS. Fundamentals as of Jul 17, 2026

Our scenario range runs from 1,522 ARS (bear case) to 3,760 ARS (bull case); at 2,670 ARS, the current price sits within 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 40% below its 52-week high and 58% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -1%, MOLI 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
Growth DCF 193,633 ARS 425,733 ARS 815,533 ARS 80
Rev-Margin DCF 150,627 ARS 281,447 ARS 555,625 ARS 74
EV/EBITDA 2,641 ARS 8,412 ARS 54
All 10 models by family
DCF Models
FCF DCF 206,693 ARS 345,795 ARS 800,627 ARS 38
5Y Revenue Exit 134,749 ARS 243,370 ARS 470,315 ARS 39
5Y EBITDA Exit 52,320 ARS 76,633 ARS 123,105 ARS 41
10Y Revenue Exit 152,682 ARS 349,449 ARS 471,184 ARS 36
10Y EBITDA Exit 96,656 ARS 167,762 ARS 268,165 ARS 37
Multiples
EV/EBITDA 2,641 ARS 8,412 ARS 54
EV/Revenue 95,299 ARS 144,903 ARS 194,507 ARS 43
Asset-Based
NCAV (Graham) 27,677 ARS 37,087 ARS 55,354 ARS 50
Growth DCF
Growth DCF 193,633 ARS 425,733 ARS 815,533 ARS 80
Rev-Margin DCF 150,627 ARS 281,447 ARS 555,625 ARS 74

Widest divergence: Growth DCF (281,447 ARS) versus Multiples (2,641 ARS). Highest evidence: Growth DCF (80).

Notify me when MOLI reaches fair value

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

Key figures & financial health

Revenue (TTM) 952B ARS
Revenue growth (YoY) -4.6%
Net margin -4.3%
Return on equity -12.6%
Free cash flow 57.5B ARS FY2025
P/E ratio 352.2
More key figures
Operating margin 1.6%
EPS (TTM) 7.58 ARS
EPS growth (YoY) -81.2%
Net debt 218B ARS FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100

Of which business quality 42 · Market factors (momentum, volatility) 33

Profitability 32
Margins and returns on capital today
Quality Growth 30
Are margins and returns improving?
Cashflow 45
Earnings quality: real cash, not paper profit
Fin. Strength 38
Balance sheet, leverage, solvency risk
Investment 32
Disciplined investing over empire-building
Low Volatility 53
Calm price path (market factor)
Momentum 23
Price trend over the last 3–12 months (market factor)
52W Momentum 29
Distance to the 52-week high (market factor)
Net Issuance 82
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

Molinos Rio de la Plata S.A. engages in the industrialization and commercialization of food and alcoholic beverages in Argentina and internationally. It operates through Foods and Wineries segments. The company offers edible oils, pasta, dried, frozen, fractionated flour, grass, rice, wines, and sparkling wines. Molinos Rio de la Plata S.A.

Full company description

Molinos Rio de la Plata S.A. engages in the industrialization and commercialization of food and alcoholic beverages in Argentina and internationally. It operates through Foods and Wineries segments. The company offers edible oils, pasta, dried, frozen, fractionated flour, grass, rice, wines, and sparkling wines. Molinos Rio de la Plata S.A. was incorporated in 1931 and is based in Buenos Aires, Argentina.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Molinos Rio de la Plata S.A reported revenue of 952B ARS in FY2025 versus 66.6B ARS in FY2021, a compound +94.5%/yr. Reported net income was −40.7B ARS in FY2025.

Growth Quality 48/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
952B ARS
Latest YoY
−18.0%
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.
+90.2%
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.
+83.2%
Avg. growth/yr (10Y) 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.
+43.5%
Revenue +94.5%/yr
FY21 66.6B ARS
FY22 138B ARS
FY23 943B ARS
FY24 1.2T ARS
FY25 952B ARS
Net income
FY21 2.8B ARS
FY22 8.2B ARS
FY23 101B ARS
FY24 43.0B ARS
FY25 −40.7B ARS

Watch MOLI: get an alert when its fair value changes →

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). "Molinos Rio de la Plata S.A Fair Value". https://www.fairvalue-calculator.com/stock/MOLI

Peer Group

Packaged Foods · 649 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 39 · Bottom 25%
Fair Value upside −1% · Above median
Return on assets -1% · Bottom 25%
Net margin (TTM) -4% · Bottom 25%
Operating margin (TTM) 2% · Bottom 25%
Revenue growth -5% · Bottom 25%
Dividend yield (TTM) 19.0% · Top 25%
Debt / equity 0.52× · Higher than 75% of peers

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/E (TTM) 352.2× · Pricier than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 11.1× · Pricier 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.

VALUE 32 · sector 28
FUTURE 0 · sector 20
PAST 0 · sector 27
HEALTH 74 · sector 96
DIVIDEND 100 · sector 47

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 Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,427 ₹362.37 -75%
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%
Patanjali Foods Limited PATANJALI ₹413.80 ₹157.04 -62%
Vietnam Dairy Products Joint Stock Company VNM 58,500 VND 68,259 VND +17%
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%
Nongshim Co 004370 348,500 KRW 530,619 KRW +52%

Compare Molinos Rio de la Plata S.A 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 Molinos Rio de la Plata S.A (MOLI) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 2,641 ARS versus a price of 2,670 ARS, about −1% (fairly valued).
What is the fair value of MOLI?
Our model-based fair value for Molinos Rio de la Plata S.A is 2,641 ARS (as of Jul 17, 2026), built from audited fundamentals. The current price is 2,670 ARS.
What is the quality score of MOLI?
Molinos Rio de la Plata S.A has a Quality Score of 39/100. 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 Molinos Rio de la Plata S.A (MOLI)?
Molinos Rio de la Plata S.A reported trailing-twelve-month revenue of about 952B ARS (latest available figure, as of Jul 17, 2026).
What is the net profit margin of MOLI?
The net profit margin of Molinos Rio de la Plata S.A is about -4.3%, 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 Molinos Rio de la Plata S.A 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.