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Grupo Empresas Navieras SA (NAVIERA) Fair Value & Analysis

Industrials · CL · Market cap 290B CLP

GE Grupo Empresas Navieras SA NAVIERA · SN
Price40.42 CLP
Fair Value103.44 CLP
Upside+155.9%
Quality49/100
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Strengths

Trades 156% below our fair value of 103.44 CLP
Moderate debt · generates free cash flow

Risks

!Mixed Growth
!Thin margins · 4.5% net margin
!Mixed vs. peers (8/14)
!Narrow moat 36/100
Mixed Growth
Thin margins · 4.5% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (8/14)
Narrow moat 36/100
Evidence: Medium Range 55.84 CLP – 133.52 CLP Share as image

Fair value as of: Aug 22, 2026

From 20 valuation models · updated today

Fair value updated Aug 22, 2026, revised from 0.1100 CLP to 103.44 CLP (+93,936.4%) since Aug 13, 2026. Share price −1.4% over the past month.

Below-average quality, screening 156% undervalued on our models.

What runs behind every stock

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

What matters now

  • The price is below even our cautious bear case (55.84 CLP). The market is more pessimistic than our downside scenario.
  • Solid quality (49/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (55.84 CLP to 133.52 CLP) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

42.00 CLP 7.40 CLP Fair Value 103.44 CLP Jun 2015 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 22, 2026.

How to read this chart

60‑month range 7.40 CLP – 42.00 CLP · fair‑value band 55.84 CLP – 133.52 CLP · the 40.42 CLP price screens below the 103.44 CLP fair value. Dashed = 300-day average. As of Aug 22, 2026.

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Analysis

Grupo Empresas Navieras SA (NAVIERA) currently trades at 40.42 CLP, while our model-based Fair Value estimate is 103.44 CLP, implying the stock looks roughly 155.9% undervalued today. The Quality Score stands at 49/100 (below-average quality), in the Industrials 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: medium), always confirm before acting.

Over the trailing twelve months, Grupo Empresas Navieras SA generated revenue of 1.1B CLP at a net margin of 4.5%. Revenue grew 15.3% year over year. It earns a return on equity of 13.1%. Net debt stands at 531M CLP. Fundamentals as of Aug 22, 2026

Our scenario range runs from 55.84 CLP (bear case) to 133.52 CLP (bull case); at 40.42 CLP, 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 4% below its 52-week high and 18% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 0% fair-value upside, at 156%, NAVIERA 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
Residual Income 47.02 CLP 56.42 CLP 84.63 CLP 76
ROIC Compounder 65.83 CLP 94.04 CLP 150.46 CLP 72
Growth-Adj P/E 56.42 CLP 84.63 CLP 103.44 CLP 68
All 20 models by family
DCF Models
5Y Revenue Exit 37.61 CLP 103.44 CLP 197.48 CLP 39
5Y EBITDA Exit 75.23 CLP 188.07 CLP 329.13 CLP 41
5Y P/E Exit 9.40 CLP 56.42 CLP 103.44 CLP 38
10Y Revenue Exit 9.40 CLP 65.83 CLP 159.86 CLP 36
10Y EBITDA Exit 37.61 CLP 131.65 CLP 263.30 CLP 37
10Y P/E Exit 28.21 CLP 75.23 CLP 35
Earnings-Based
Graham-Dodd 37.61 CLP 131.65 CLP 169.27 CLP 54
Lynch FV 28.21 CLP 47.02 CLP 56.42 CLP 50
PEG = 1.0 28.21 CLP 47.02 CLP 56.42 CLP 46
EPV 56.42 CLP 75.23 CLP 94.04 CLP 59
Multiples
P/E Multiple 84.63 CLP 112.84 CLP 141.05 CLP 63
P/S Multiple 65.83 CLP 84.63 CLP 112.84 CLP 58
P/B Multiple 65.83 CLP 84.63 CLP 112.84 CLP 55
EV/EBIT 122.25 CLP 178.67 CLP 225.69 CLP 53
EV/EBITDA 150.46 CLP 216.28 CLP 291.51 CLP 54
EV/Revenue 75.23 CLP 122.25 CLP 169.27 CLP 43
Asset-Based
NCAV (Graham) 28.21 CLP 37.61 CLP 56.42 CLP 50
Economic Profit
Residual Income 47.02 CLP 56.42 CLP 84.63 CLP 76
ROIC Compounder 65.83 CLP 94.04 CLP 150.46 CLP 72
Growth Earnings
Growth-Adj P/E 56.42 CLP 84.63 CLP 103.44 CLP 68

Widest divergence: Multiples (112.84 CLP) versus Asset-Based (37.61 CLP). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 1.1B CLP
Revenue growth (YoY) +15.3%
Net margin 4.5%
Return on equity 13.1%
Free cash flow 6.1M CLP FY2024
P/E ratio 7.2
More key figures
Operating margin 10.0%
EPS (TTM) 5.64 CLP
EPS growth (YoY) +13.9%
Net debt 531M CLP FY2024

Figures from reported company fundamentals · as of Aug 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 47 · Market factors (momentum, volatility) 79

Profitability 33
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 38
Balance sheet, leverage, solvency risk
Investment 62
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 76
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

Grupo Empresas Navieras S.A., an investment company, engages in the maritime, logistics, port, and cargo distribution businesses in Chile, Spain, Peru, Ecuador, the United States Gulf of Mexico, Europe, and Asia. The company operates through Shipbuilding, Agency, Logistics, Airports, Ports, and Other segments.

Full company description

Grupo Empresas Navieras S.A., an investment company, engages in the maritime, logistics, port, and cargo distribution businesses in Chile, Spain, Peru, Ecuador, the United States Gulf of Mexico, Europe, and Asia. The company operates through Shipbuilding, Agency, Logistics, Airports, Ports, and Other segments. It provides management and operation of full container vessels; ferries for people, vehicles, and cargo; pilot boats and services; wellboats to support the salmon industry; and tugboats. It also operates and airports terminal; and provides agency services for coordinating pilotage services, passengers and tourism service, bunkering, back office, and other services. In addition, the company offers logistics services, including supply chain support services for products; and export, import and internal replenishment of a country, such as freight, forwarding, warehousing, distribution, last mile delivery, reverse logistics and services, and courier services. Grupo Empresas Navieras S.A. was incorporated in 1983 and is headquartered in Santiago, Chile.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Grupo Empresas Navieras SA reported revenue of 969M CLP in FY2024 versus 585M CLP in FY2020, a compound +13.4%/yr. Reported net income was 38.4M CLP in FY2024, compounding +54.8%/yr from FY2020.

Growth Quality 53/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
969M CLP
Latest YoY
+7.4%
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.
+8.6%
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.
+8.1%
Avg. growth/yr (9Y) 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.
+7.1%
Revenue +13.4%/yr
FY20 585M CLP
FY21 757M CLP
FY22 962M CLP
FY23 902M CLP
FY24 969M CLP
Net income +54.8%/yr
FY20 6.7M CLP
FY21 65.5M CLP
FY22 55.0M CLP
FY23 29.5M CLP
FY24 38.4M CLP

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Cite: Fair Value Calculator (2026). "Grupo Empresas Navieras SA Fair Value". https://www.fairvalue-calculator.com/stock/NAVIERA

Peer Group

Marine Shipping · 237 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 49 · Below median
Fair Value upside +156% · Top 25%
Return on equity (TTM) 13% · Above median
Return on assets 4% · Above median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 10% · Below median
Revenue growth 15% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 1.04× · Higher than 75% of peers

Valuation Multiples vs Marine Shipping median · lower = cheaper

P/E (TTM) 7.2× · Cheaper than 75% of peers
P/B 0.78× · Cheaper than median
P/S (TTM) 0.28× · Cheaper than 75% of peers
P/FCF 52.1× · Pricier than 75% of peers
EV/EBITDA 3.7× · Cheaper than 75% of peers

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 23
FUTURE77 · sector 20
PAST52 · sector 28
HEALTH48 · sector 89
DIVIDEND0 · sector 53

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 Marine Shipping stocks, each showing price versus our Fair Value estimate (as of Aug 22, 2026).

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A.P. Møller - Mærsk A/S MAERSKA kr 20,040 kr 20,077 +0%
HMM Co 011200 21,350 KRW 33,795 KRW +58%
JSW Infrastructure Limited JSWINFRA ₹329.85 ₹122.71 -63%
PT Transcoal Pacific Tbk, a shipping company, TCPI 3,060 IDR 368.32 IDR -88%
Pan Ocean Co 028670 5,630 KRW 11,840 KRW +110%
Sociedad Matriz SAAM S.A SMSAAM 137.00 CLP 146.51 CLP +7%
PT Ancara Logistics Indonesia Tbk ALII 795.00 IDR 350.80 IDR -56%
PT Pelayaran Nasional Ekalya Purnamasari Tbk ELPI 700.00 IDR 298.20 IDR -57%
PT Temas Tbk. TMAS 136.00 IDR 149.24 IDR +10%

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Frequently asked questions

Is Grupo Empresas Navieras SA (NAVIERA) overvalued or undervalued?
As of Aug 22, 2026, our model estimates a fair value of 103.44 CLP versus a price of 40.42 CLP, about +156% (undervalued).
What is the fair value of NAVIERA?
Our model-based fair value for Grupo Empresas Navieras SA is 103.44 CLP (as of Aug 22, 2026), built from audited fundamentals. The current price: 40.42 CLP.
What is the quality score of NAVIERA?
Grupo Empresas Navieras SA has a Quality Score of 49/100. 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 Grupo Empresas Navieras SA (NAVIERA)?
Grupo Empresas Navieras SA reported trailing-twelve-month revenue of about 1.1B CLP (latest available figure, as of Aug 22, 2026).
What is the net profit margin of NAVIERA?
The net profit margin of Grupo Empresas Navieras SA is about 4.5%, meaning it keeps roughly 4.5% 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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