Tarczynski S.A. (TAR) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of Tarczynski S.A. PLN 194, price PLN 120, upside +61.5%, quality 43 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Tarczynski S.A. processes, produces, distributes, and sells meat products in Poland. It offers Kabanos, a meat snacks; Tarczynski Naturally, a meat without preservatives; sausage products under the FRANKFURTERS name; Beef Jerky and Strips under the Protein name; meat snacks for children under the Gryzzale name; plant-based sausages; and cure meat products.
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Tarczynski S.A. processes, produces, distributes, and sells meat products in Poland. It offers Kabanos, a meat snacks; Tarczynski Naturally, a meat without preservatives; sausage products under the FRANKFURTERS name; Beef Jerky and Strips under the Protein name; meat snacks for children under the Gryzzale name; plant-based sausages; and cure meat products. The company was founded in 1991 and is headquartered in Trzebnica, Poland.
Stock analysis
Tarczynski S.A. (TAR) currently trades at 120.00 PLN, while our model-based Fair Value estimate is 193.74 PLN, implying the stock looks roughly 38.1% undervalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of 250.70 PLN per share, and 11 of the 14 models we run sit above the 120.00 PLN price.
Bear case: the Asset-Based group reads lowest at 42.77 PLN, and 3 of the 14 models stay below the price. Evidence for this calculation is high.
Scenario range: 141.25 PLN (bear) to 264.57 PLN (bull), the price of 120.00 PLN sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 43/100 (below-average quality), in the Consumer Defensive sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Tarczynski S.A. reported revenue of 2.2B PLN in FY2025 versus 1.2B PLN in FY2021, a compound +17.1%/yr. Reported net income was 126M PLN in FY2025, compounding +7.1%/yr from FY2021.
Key figures
Market cap 1.4B PLN (≈ $354M) · P/E ratio 9.2 · P/S ratio 0.52 · EPS (TTM) 13.00 PLN · Dividend yield 2.2% · Net margin 5.6% · Return on equity 20.4% · Return on assets (EBIT) 10.5%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (low confidence).
What moves the price
The share trades about 5% below its 52-week high and 9% 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 61%, TAR screens cheaper than that median.
Fair Value models
Bear 141.25 PLNFair Value 193.74 PLNBull 264.57 PLN
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (7.60 PLN per share) are deliberately not added.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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+8.5%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+11.6%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+17.0%
Start year 2020 (pandemic). Over 10 years: +15.3% a year
Revenue growth 15 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+14.0%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+8.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year+6.6%
Dividend (yield on the price)2.2%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.7% vs 27%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.13% → 8%
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Packaged Foods · 667 stocks
Beats the industry median on 10/13 measures
Overall it ranks above its industry peers.
Valuation
Quality Score43 · Bottom 25%
Fair Value upside+62% · Top 25%
Profitability
Return on equity (TTM)20% · Top 25%
Return on assets6% · Above median
Net margin (TTM)6% · Above median
Operating margin (TTM)8% · Above median
Growth and dividend
Revenue growth7% · Above median
Dividend yield (TTM)2.2% · Below median
Balance sheet
Debt / equity0.70× · Highest 25%
Valuation Multiplesvs Packaged Foods median · lower = cheaper
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Cite: Fair Value Calculator (2026). "Tarczynski S.A. Fair Value". https://www.fairvalue-calculator.com/stock/TAR
Frequently asked questions
Is Tarczynski S.A. (TAR) overvalued or undervalued?
As of Sep 23, 2026, our model estimates a fair value of 193.74 PLN versus a price of 120.00 PLN, about +61% upside (undervalued).
What is the fair value of TAR?
Our model-based fair value for Tarczynski S.A. is 193.74 PLN (as of Sep 23, 2026), built from audited fundamentals. The current price: 120.00 PLN.
What is the quality score of TAR?
Tarczynski S.A. has a Quality Score of 43/100. 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 price target for Tarczynski S.A. (TAR)?
Our model-based price target is the fair value of 193.74 PLN (as of Sep 23, 2026) from 14 valuation models. Cautious scenario 141.25 PLN, optimistic scenario 264.57 PLN. It is a calculation from audited fundamentals, not an analyst target.
What is the Tarczynski S.A. stock forecast for 2026?
Our models put fair value at 193.74 PLN, about +61% upside versus a price of 120.00 PLN (undervalued). Cautious scenario 141.25 PLN, optimistic scenario 264.57 PLN. The calculation is refreshed regularly with new filings.
What is the revenue of Tarczynski S.A. (TAR)?
Tarczynski S.A. reported trailing-twelve-month revenue of about 2.3B PLN (latest available figure, as of Sep 23, 2026).
Does Tarczynski S.A. pay a dividend?
Tarczynski S.A. currently shows a dividend yield of about 2.21% relative to its recent price (as of Sep 23, 2026).
What is the intrinsic value of Tarczynski S.A. (TAR)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Tarczynski S.A. it is 193.74 PLN per share (as of Sep 23, 2026), against a price of 120.00 PLN. It is the blended result of 14 valuation models (cash flow, earnings, asset, dividend).
Is Tarczynski S.A. stock overvalued or undervalued in 2026?
As of Sep 23, 2026, TAR trades below its calculated fair value: price 120.00 PLN, fair value 193.74 PLN, a gap of about +61% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of TAR?
No. The price is what the market pays today (120.00 PLN); the fair value is what the company's own numbers justify (193.74 PLN). For Tarczynski S.A. the two are 73.74 PLN per share apart. That gap is exactly why we show both numbers side by side.
How much is Tarczynski S.A. worth?
The market values Tarczynski S.A. at about 1.4B PLN (market capitalisation, as of Sep 23, 2026). Per share that is 120.00 PLN; our models calculate a fair value of 193.74 PLN per share.
What do the bullish and bearish scenarios say about TAR?
Our models span a range for Tarczynski S.A.: cautious scenario 141.25 PLN, base 193.74 PLN, optimistic 264.57 PLN per share (as of Sep 23, 2026, price 120.00 PLN). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of TAR?
Tarczynski S.A. trades at a price-to-earnings ratio of 9.2 (as of Sep 23, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 193.74 PLN is built from several models across several years. Other multiples: P/B 0.5, P/S 0.2, EV/EBITDA 3.2.
How solid is the balance sheet of Tarczynski S.A. (TAR)?
Balance-sheet figures for Tarczynski S.A. (as of Sep 23, 2026): return on equity 20.4%, debt of 0.70 per unit of equity. They feed the Quality Score of 43/100, which measures business quality independently of the share price.
How far is TAR from its 52-week high?
Tarczynski S.A. trades at 120.00 PLN, about 5% below its 52-week high of 126.05 PLN and 9% above the low of 109.99 PLN (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of 193.74 PLN is for.
Which stocks are comparable to Tarczynski S.A.?
From the same area (Consumer Defensive) we also value Nestlé S.A, Danone S.A, The Kraft Heinz Company, Foshan Haitian Flavouring and Food Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Tarczynski S.A. stock attractive at the current price?
The data as of Sep 23, 2026: price 120.00 PLN, calculated fair value 193.74 PLN (+61%), Quality Score 43/100, from 14 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of TAR calculated?
We run Tarczynski S.A. through 14 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 193.74 PLN, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0 % above its aggregate fair value. Tarczynski S.A. currently trades 61 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Tarczynski S.A. (TAR)?
The closing price on Sep 24, 2026 was 120.00 PLN. Our model-based fair value is 193.74 PLN, about +61% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Tarczynski S.A. right now?
The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain. The price is below even our cautious bear case (141.25 PLN). The market is more pessimistic than our downside scenario. A fairly wide model range (141.25 PLN to 264.57 PLN) leaves room in how you read the outcome.
Where does the earnings growth of Tarczynski S.A. (TAR) come from?
Earnings per share at Tarczynski S.A. grew +27.8 % a year from 2014 to 2025. Broken into its drivers: revenue per share +15.6 %, EBIT margin +7.8 %, tax rate +2.9 %, residual (interest, one-offs) −0.4 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Tarczynski S.A.
How large is the market capitalisation of Tarczynski S.A. (TAR)?
The market capitalisation of Tarczynski S.A. is 1.4B PLN (≈ $354M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Tarczynski S.A. (TAR)?
The price-to-sales ratio of Tarczynski S.A. is 0.52 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Tarczynski S.A. (TAR)?
Earnings per share at Tarczynski S.A. are 13.00 PLN (price ÷ EPS = P/E 9.2). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Tarczynski S.A. (TAR)?
The dividend yield of Tarczynski S.A. is 2.2% (payout 20.4%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Tarczynski S.A. (TAR)?
The net margin of Tarczynski S.A. is 5.6% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Tarczynski S.A. (TAR)?
The return on equity (ROE) of Tarczynski S.A. is 20.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Tarczynski S.A. (TAR)?
On an EBIT basis the return on assets of Tarczynski S.A. is 10.5% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Tarczynski S.A. (TAR)?
The operating margin of Tarczynski S.A. is 8.2% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Tarczynski S.A. (TAR)?
Revenue at Tarczynski S.A. is growing +7.1% versus a year earlier (3y avg +11.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Tarczynski S.A. (TAR)?
Earnings per share at Tarczynski S.A. are growing +74.1% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Tarczynski S.A. (TAR) generate?
The free cash flow of Tarczynski S.A. is −137M PLN (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Tarczynski S.A. (TAR) carry?
The net debt of Tarczynski S.A. is 1.0B PLN (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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