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Molinos Juan Semino S.A (SEMI) Fair Value & Analysis

Consumer Defensive · AR · Market cap 60.3B ARS

Price16.75 ARS
Fair Value8.72 ARS
Upside-47.9%
Quality95/100
Evidence: High Range 8.59 ARS – 9.01 ARS

Fair value as of: Jun 24, 2026

Analysis

Molinos Juan Semino S.A (SEMI) currently trades at 16.75 ARS, while our model-based Fair Value estimate is 8.72 ARS — implying the stock looks roughly 47.9% overvalued today. We read business quality at 95/100 (high 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: high).

About the company

Molinos Juan Semino S.A. engages in the production and sale of grains and byproducts in Argentina. It offers flours, gluten, native and modified starches, dextrins, proteins, and pre-mixes. The company's products are used in the food, refrigeration, textile, paper, and other industries. It also exports its products to Brazil, Chile, Bolivia, Uruguay, Paraguay, Ecuador, Peru, the United States, Japan, China, Malaysia, Taiwan, Thailand, Hong Kong, Saudi Arabia, Turkey, and Russia. Molinos Juan Semino S.A. was founded in 1865 and is based in Carcarañá, Argentina.

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Frequently asked questions

Is Molinos Juan Semino S.A (SEMI) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 8.72 ARS versus a price of 16.75 ARS — about −48% (overvalued). Model-based estimate, not financial advice.
What is the fair value of SEMI?
Our 21-model fair value for Molinos Juan Semino S.A is 8.72 ARS (as of Jun 24, 2026), built from audited fundamentals. The current price is 16.75 ARS.
What is the quality score of SEMI?
Molinos Juan Semino S.A has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.