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Rubicon Organics Inc (ROMJ) Fair Value & Analysis

Healthcare · CA · Market cap C$30.1M

RO Rubicon Organics Inc ROMJ · V
PriceC$0.5500
Fair ValueC$0.3910
Upside-28.9%
Quality35/100
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Mixed Growth
Loss-making · -2.3% net margin
Low debt · negative free cash flow
Trails peers (4/11)
Narrow moat 8/100
Evidence: Medium Range C$0.3910 – C$0.3910 Share as image

Fair value as of: Jul 18, 2026

From 14 valuation models · updated 23 days ago

Share price +25.0% over the past month.

Below-average quality, and screening another 29% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (C$0.3910). The favourable scenario is already priced in.
  • Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

C$3.12 C$0.3000 Fair Value C$0.3910 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range C$0.3000 – C$3.12 · the C$0.5500 price screens above the C$0.3910 fair value. Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Rubicon Organics Inc (ROMJ) currently trades at C$0.5500, while our model-based Fair Value estimate is C$0.3910, implying the stock looks roughly 28.9% overvalued today. The Quality Score stands at 35/100 (below-average quality), in the Healthcare 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, Rubicon Organics Inc generated revenue of C$60.8M at a net margin of -2.3%. Revenue grew 10.6% year over year. It earns a return on equity of -3.5%. Net debt stands at C$8.1M. Fundamentals as of Jul 18, 2026

The share trades about 25% below its 52-week high and 49% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at -29%, ROMJ 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 C$0.4200 C$0.3800 C$0.2700 76
ROIC Compounder C$0.0600 C$0.0800 C$0.0900 72
Growth-Adj P/E C$0.5100 C$0.7200 C$0.9400 68
All 14 models by family
Earnings-Based
Graham-Dodd C$0.1100 C$0.7400 C$1.03 54
Lynch FV C$0.3800 C$0.5400 C$0.7100 50
PEG = 1.0 C$0.3800 C$0.5400 C$0.7100 46
EPV C$0.0600 C$0.0800 C$0.0900 59
Multiples
P/E Multiple C$0.2600 C$0.3400 C$0.4300 63
P/S Multiple C$0.2000 C$0.2600 C$0.3300 58
P/B Multiple C$0.2000 C$0.2600 C$0.3300 55
EV/EBIT C$0.2500 C$0.3600 C$0.4800 53
EV/EBITDA C$0.7100 C$0.9800 C$1.25 54
EV/Revenue C$0.1500 C$0.2600 C$0.3600 43
Asset-Based
NCAV (Graham) C$0.3300 C$0.4400 C$0.6500 50
Economic Profit
Residual Income C$0.4200 C$0.3800 C$0.2700 76
ROIC Compounder C$0.0600 C$0.0800 C$0.0900 72
Growth Earnings
Growth-Adj P/E C$0.5100 C$0.7200 C$0.9400 68

Widest divergence: Growth Earnings (C$0.7200) versus Economic Profit (C$0.0800). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) C$60.8M
Revenue growth (YoY) +10.6%
Net margin -2.3%
Return on equity -3.5%
Free cash flow −C$11.5M FY2025
Operating margin -18.5%
More key figures
EPS (TTM) C$-0.0100
Net debt C$8.1M FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 35/100

Of which business quality 37 · Market factors (momentum, volatility) 54

Profitability 38
Margins and returns on capital today
Quality Growth 91
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 43
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 56
Distance to the 52-week high (market factor)
Net Issuance 9
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

Rubicon Organics Inc., together with its subsidiaries, engages in the production, processing, and sale of organic cannabis for the recreational and medical-use markets in Canada and internationally. The company offers cannabis products in dried flower, pre-rolls, concentrates, gummies, capsules, edibles, vapes, topicals, relief sticks, and oils.

Full company description

Rubicon Organics Inc., together with its subsidiaries, engages in the production, processing, and sale of organic cannabis for the recreational and medical-use markets in Canada and internationally. The company offers cannabis products in dried flower, pre-rolls, concentrates, gummies, capsules, edibles, vapes, topicals, relief sticks, and oils. It sells its products under the Simply Bare Organic, 1964 Supply Co, Homestead Cannabis Supply, and Wildflower brand names. The company was formerly known as West Coast Land Corporation and changed its name to Rubicon Organics Inc. in May 2018. Rubicon Organics Inc. was incorporated in 2015 and is headquartered in Vancouver, Canada.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Rubicon Organics Inc reported revenue of C$59.5M in FY2025 versus C$22.6M in FY2021, a compound +27.3%/yr. Reported net income was C$1.1M in FY2025.

Growth Quality 50/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
C$59.5M
Latest YoY
+22.1%
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.
+18.7%
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.
+44.7%
Avg. growth/yr (8Y) 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.
+69.2%
Revenue +27.3%/yr
FY21 C$22.6M
FY22 C$35.5M
FY23 C$40.1M
FY24 C$48.7M
FY25 C$59.5M
Net income
FY21 −C$14.5M
FY22 −C$3.9M
FY23 −C$1.8M
FY24 −C$2.6M
FY25 C$1.1M

ROMJ screens 29% overvalued. Compare with Jiangsu Hengrui Pharmaceuticals Co →

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Cite: Fair Value Calculator (2026). "Rubicon Organics Inc Fair Value". https://www.fairvalue-calculator.com/stock/ROMJ

Peer Group

Drug Manufacturers - Specialty & Generic · 623 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 35 · Bottom 25%
Fair Value upside −29% · Below median
Return on assets -1% · Below median
Net margin (TTM) -2% · Bottom 25%
Operating margin (TTM) -18% · Bottom 25%
Revenue growth 11% · Above median
Debt / equity 0.24× · Higher than median

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

P/B 0.49× · Cheaper than 75% of peers
P/S (TTM) 0.36× · Cheaper than 75% of peers
EV/EBITDA 10.5× · 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 0 · sector 6
FUTURE 53 · sector 20
PAST 0 · sector 24
HEALTH 88 · sector 97
DIVIDEND 0 · sector 34

VALUE 0: the price sits above our fair-value range.

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 Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Jiangsu Hengrui Pharmaceuticals Co 600276 ¥53.19 ¥25.94 -51%
Sun Pharmaceutical Industries Limited SUNPHARMA ₹1,933 ₹989.50 -49%
Divi's Laboratories Limited DIVISLAB ₹7,316 ₹1,943 -73%
Torrent Pharmaceuticals Limited TORNTPHARM ₹4,763 ₹1,329 -72%
PharmaEssentia Corporation 6446 1,285 TWD 221.01 TWD -83%
Cipla Limited CIPLA ₹1,439 ₹1,001 -30%
Zydus Lifesciences Limited ZYDUSLIFE ₹1,151 ₹703.32 -39%
Lupin Limited LUPIN ₹2,443 ₹2,477 +1%
Mankind Pharma Limited MANKIND ₹2,484 ₹983.11 -60%
Dr. Reddy's Laboratories Limited DRREDDY ₹1,211 ₹874.79 -28%

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Frequently asked questions

Is Rubicon Organics Inc (ROMJ) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of C$0.3910 versus a price of C$0.5500, about −29% (overvalued).
What is the fair value of ROMJ?
Our model-based fair value for Rubicon Organics Inc is C$0.3910 (as of Jul 18, 2026), built from audited fundamentals. The current price is C$0.5500.
What is the quality score of ROMJ?
Rubicon Organics Inc has a Quality Score of 35/100. 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 Rubicon Organics Inc (ROMJ)?
Rubicon Organics Inc reported trailing-twelve-month revenue of about C$60.8M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of ROMJ?
The net profit margin of Rubicon Organics Inc is about -2.3%, 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.

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