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ORIOR AG (ORON) Fair Value & Analysis

Consumer Defensive · CH · Market cap CHF 102M

OA ORIOR AG ORON · SW
PriceCHF 14.54
Fair ValueCHF 27.93
Upside+92.1%
Quality62/100
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Weak Growth
Thin margins · 1.5% net margin
High debt · generates free cash flow
Mixed vs. peers (6/13)
Moderate moat 48/100
Evidence: High Range CHF 15.08 – CHF 37.66 Share as image

Fair value as of: Jul 19, 2026

From 22 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from CHF 27.96 to CHF 27.93 (−0.1%) since Jun 25, 2026. Share price −10.1% over the past month.

A solid business, screening 92% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (CHF 15.08). The market is more pessimistic than our downside scenario.
  • Solid quality (62/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (CHF 15.08 to CHF 37.66) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

CHF 81.81 CHF 9.95 Fair Value CHF 27.93 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range CHF 9.95 – CHF 81.81 · fair‑value band CHF 15.08 – CHF 37.66 · the CHF 14.54 price screens below the CHF 27.93 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

ORIOR AG (ORON) currently trades at CHF 14.54, while our model-based Fair Value estimate is CHF 27.93, implying the stock looks roughly 92.1% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Defensive 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: high), always confirm before acting.

Over the trailing twelve months, ORIOR AG generated revenue of CHF 623M at a net margin of 1.5%. Revenue declined 3.1% year over year. It earns a return on equity of 26.6%. Net debt stands at CHF 152M. Fundamentals as of Jul 19, 2026

Our scenario range runs from CHF 15.08 (bear case) to CHF 37.66 (bull case); at CHF 14.54, 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 17% below its 52-week high and 53% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at 92%, ORON 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 BearBaseBull Evidence
Highest evidence
Growth DCF CHF 9.85 CHF 14.79 CHF 22.90 80
Residual Income CHF 7.33 CHF 9.82 CHF 32.97 76
Rev-Margin DCF CHF 13.58 CHF 26.23 CHF 42.20 74
All 22 models by family
DCF Models
FCF DCF CHF 9.37 CHF 14.58 CHF 23.92 38
Owner Earnings CHF 10.47 CHF 15.92 CHF 25.71 31
5Y Revenue Exit CHF 13.58 CHF 25.60 CHF 43.67 39
5Y EBITDA Exit CHF 30.44 CHF 54.18 CHF 86.57 41
5Y P/E Exit CHF 7.51 CHF 15.31 CHF 25.03 38
10Y Revenue Exit CHF 10.75 CHF 19.64 CHF 29.62 36
10Y EBITDA Exit CHF 20.25 CHF 35.61 CHF 52.99 37
10Y P/E Exit CHF 8.23 CHF 13.90 CHF 19.47 35
Earnings-Based
Graham-Dodd CHF 9.76 CHF 15.46 CHF 18.58 54
EPV CHF 10.02 CHF 12.86 CHF 15.16 59
Multiples
P/E Multiple CHF 22.60 CHF 30.13 CHF 37.66 63
P/S Multiple CHF 18.29 CHF 24.39 CHF 30.49 58
P/B Multiple CHF 18.29 CHF 24.39 CHF 30.49 55
EV/EBIT CHF 33.25 CHF 48.87 CHF 64.48 53
EV/EBITDA CHF 58.98 CHF 83.18 CHF 107.37 54
EV/Revenue CHF 19.84 CHF 34.17 CHF 48.50 43
Asset-Based
NCAV (Graham) CHF 3.04 CHF 4.07 CHF 6.07 50
Growth DCF
Growth DCF CHF 9.85 CHF 14.79 CHF 22.90 80
Rev-Margin DCF CHF 13.58 CHF 26.23 CHF 42.20 74
Economic Profit
Residual Income CHF 7.33 CHF 9.82 CHF 32.97 76
ROIC Compounder CHF 10.15 CHF 13.36 CHF 16.54 72
Growth Earnings
Growth-Adj P/E CHF 15.96 CHF 22.79 CHF 29.63 68

Widest divergence: Multiples (CHF 30.13) versus Asset-Based (CHF 4.07). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) CHF 623M
Revenue growth (YoY) -3.1%
Net margin 1.5%
Return on equity 26.6%
Free cash flow CHF 20.2M FY2025
P/E ratio 9.4
More key figures
Operating margin 4.5%
EPS (TTM) CHF 1.43
EPS growth (YoY) -79.4%
Net debt CHF 152M FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 58 · Market factors (momentum, volatility) 65

Profitability 60
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 24
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 71
Price trend over the last 3–12 months (market factor)
52W Momentum 58
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

ORIOR AG, together with its subsidiaries, operates as a food and beverage company in Switzerland. It operates through three segments: ORIOR Convenience, ORIOR Refinement, and ORIOR International.

Full company description

ORIOR AG, together with its subsidiaries, operates as a food and beverage company in Switzerland. It operates through three segments: ORIOR Convenience, ORIOR Refinement, and ORIOR International. The ORIOR Convenience segment provides fresh convenience products, such as ready-made meals, patés and terrines, fresh pasta, vegetarian and vegan specialties, and cooked poultry and meat products, as well as organic vegetable and fruit juices through retail and food service channels, and specialized retailers. The ORIOR Refinement segment offers refined and processed meat products, including Bündnerfleisch, ham, salami, and Mostbröckli through retail and food service channels. The ORIOR International segment produces ready-made meals and meal components, and organic vegetable juices, as well as operates approximately small food to go islands, and convenience shops. The company offers its products under the myEnergy, Rapelli, Biotta, Ticinella, Albert Spiess, GESA, Vivitz, C-ICE, Happy Vegi Butcher, Biotta Sprizz, Casualfood, Goodman & Filippo, super food, Hermanns's, Beans Barley, Fredag, Le Patron, Möfag, Pastinella, Noppa's, Ocean's Best, Pure Nature, Nature Gourment, east side berlin, Brezel Lovers, Levante, Quicker's, Culinor, Vaco's Kitchen, and Home Cuisine brand names. ORIOR AG was founded in 1852 and is headquartered in Zurich, Switzerland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ORIOR AG reported revenue of CHF 623M in FY2025 versus CHF 614M in FY2021, a compound +0.4%/yr. Reported net income was CHF 9.4M in FY2025, compounding −23.4%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
CHF 623M
Latest YoY
−3.0%
Avg. growth/yr (3Y)
−0.7%
Avg. growth/yr (5Y)
+0.7%
Avg. growth/yr (15Y)
+1.4%
Revenue +0.4%/yr
FY21 CHF 614M
FY22 CHF 637M
FY23 CHF 643M
FY24 CHF 642M
FY25 CHF 623M
Net income −23.4%/yr
FY21 CHF 27.3M
FY22 CHF 30.2M
FY23 CHF 24.8M
FY24 −CHF 35.2M
FY25 CHF 9.4M

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Cite: Fair Value Calculator (2026). "ORIOR AG Fair Value". https://www.fairvalue-calculator.com/stock/ORON

Peer Group

Packaged Foods · 653 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 62 · Top 25%
Fair Value upside +92% · Top 25%
Return on equity (TTM) 27% · Top 25%
Return on assets 3% · Below median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 4% · Below median
Revenue growth -3% · Bottom 25%
Debt / equity 2.46× · Higher than 75% of peers

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/E (TTM) 10.9× · Cheaper than 75% of peers
P/B 3.18× · Pricier than 75% of peers
P/S (TTM) 0.20× · Cheaper than 75% of peers
P/FCF 6.2× · Pricier than median
EV/EBITDA 5.3× · 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.

VALUE 100 · sector 29
FUTURE 0 · sector 19
PAST 100 · sector 27
HEALTH 0 · sector 96
DIVIDEND 0 · 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 19, 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%

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Frequently asked questions

Is ORIOR AG (ORON) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of CHF 27.93 versus a price of CHF 14.54, about +92% (undervalued).
What is the fair value of ORON?
Our model-based fair value for ORIOR AG is CHF 27.93 (as of Jul 19, 2026), built from audited fundamentals. The current price is CHF 14.54.
What is the quality score of ORON?
ORIOR AG has a Quality Score of 62/100. 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 ORIOR AG (ORON)?
ORIOR AG reported trailing-twelve-month revenue of about CHF 623M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of ORON?
The net profit margin of ORIOR AG is about 1.5%, meaning it keeps roughly 1.5% 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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