Executive Summary
Yara International ASA provides environmental and industrial solutions in Norway and internationally.
Rewards
Risk Analysis
Snowflake Analysis
Adequate balance sheet with moderate growth potential.
Similar Companies
Share Price & News
How has Yara International's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: YAR has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-0.5%
YAR
2.9%
NO Chemicals
2.5%
NO Market
1 Year Return
6.3%
YAR
17.2%
NO Chemicals
-2.7%
NO Market
Return vs Industry: YAR underperformed the Norwegian Chemicals industry which returned 17.2% over the past year.
Return vs Market: YAR exceeded the Norwegian Market which returned -2.7% over the past year.
Shareholder returns
| YAR | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.5% | 2.9% | 2.5% |
| 30 Day | 11.0% | 3.2% | 6.4% |
| 90 Day | 24.0% | 19.4% | 14.8% |
| 1 Year | 11.1%6.3% | 20.8%17.2% | 0.4%-2.7% |
| 3 Year | 33.5%23.2% | 16.3%5.1% | 13.1%1.2% |
| 5 Year | 23.2%4.9% | 39.0%18.2% | 51.7%21.0% |
Price Volatility Vs. Market
How volatile is Yara International's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 days ago | Simply Wall St
Have Insiders Been Buying Yara International ASA (OB:YAR) Shares?2 weeks ago | Simply Wall St
What Kind Of Shareholders Own Yara International ASA (OB:YAR)?4 weeks ago | Simply Wall St
An Intrinsic Calculation For Yara International ASA (OB:YAR) Suggests It's 27% UndervaluedValuation
Is Yara International undervalued compared to its fair value and its price relative to the market?
5.9%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: YAR (NOK388) is trading below our estimate of fair value (NOK412.54)
Significantly Below Fair Value: YAR is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: YAR is poor value based on its PE Ratio (277.3x) compared to the XE Chemicals industry average (20.1x).
PE vs Market: YAR is poor value based on its PE Ratio (277.3x) compared to the Norwegian market (13.7x).
Price to Earnings Growth Ratio
PEG Ratio: YAR is poor value based on its PEG Ratio (8.9x)
Price to Book Ratio
PB vs Industry: YAR is overvalued based on its PB Ratio (13.1x) compared to the XE Chemicals industry average (1.7x).
Next Steps
Future Growth
How is Yara International forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?
31.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: YAR's forecast earnings growth (31.1% per year) is above the savings rate (1.6%).
Earnings vs Market: YAR's earnings (31.1% per year) are forecast to grow slower than the Norwegian market (35.1% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: YAR's revenue (7.4% per year) is forecast to grow faster than the Norwegian market (5.3% per year).
High Growth Revenue: YAR's revenue (7.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: YAR's Return on Equity is forecast to be low in 3 years time (12.5%).
Next Steps
Past Performance
How has Yara International performed over the past 5 years?
-27.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: YAR has high quality earnings.
Growing Profit Margin: YAR's current net profit margins (3.1%) are lower than last year (4.4%).
Past Earnings Growth Analysis
Earnings Trend: YAR's earnings have declined by 27.8% per year over the past 5 years.
Accelerating Growth: YAR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: YAR had negative earnings growth (-34.7%) over the past year, making it difficult to compare to the Chemicals industry average (-7.3%).
Return on Equity
High ROE: YAR's Return on Equity (4.7%) is considered low.
Next Steps
Financial Health
How is Yara International's financial position?
Financial Position Analysis
Short Term Liabilities: YAR's short term assets ($5.8B) exceed its short term liabilities ($2.9B).
Long Term Liabilities: YAR's short term assets ($5.8B) exceed its long term liabilities ($5.2B).
Debt to Equity History and Analysis
Debt Level: YAR's debt to equity ratio (46.7%) is considered high.
Reducing Debt: YAR's debt to equity ratio has increased from 17.5% to 46.7% over the past 5 years.
Debt Coverage: YAR's debt is well covered by operating cash flow (50.8%).
Interest Coverage: YAR's interest payments on its debt are well covered by EBIT (13.4x coverage).
Balance Sheet
Next Steps
Dividend
What is Yara International current dividend yield, its reliability and sustainability?
3.87%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: YAR's dividend (3.87%) is higher than the bottom 25% of dividend payers in the Norwegian market (2.77%).
High Dividend: YAR's dividend (3.87%) is low compared to the top 25% of dividend payers in the Norwegian market (6.59%).
Stability and Growth of Payments
Stable Dividend: YAR's dividend payments have been volatile in the past 10 years.
Growing Dividend: YAR's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (121.9%), YAR's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: YAR's dividends in 3 years are forecast to be covered by earnings (51.6% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
4.3yrs
Average management tenure
CEO
Svein Holsether (48 yo)
4.92yrs
Tenure
US$1,606,000
Compensation
Mr. Svein Tore Holsether has been the Chief Executive Officer and President of Yara International ASA since joining on September 9, 2015. Mr. Holsether Joined Yara International ASA in 2015. He served as t ...
CEO Compensation Analysis
Compensation vs Market: Svein's total compensation ($USD1.61M) is above average for companies of similar size in the Norwegian market ($USD1.05M).
Compensation vs Earnings: Svein's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President & CEO | 4.92yrs | US$1.61m | 0.015% $ 15.6m | |
| Executive VP & CFO | 1.75yrs | US$659.00k | 0.0023% $ 2.4m | |
| Executive VP of HR & General Counsel | 4.25yrs | US$574.00k | 0.0035% $ 3.6m | |
| Head of Chemical Compliance & Director | 8.58yrs | US$49.00k | 0.00012% $ 124.8k | |
| Newco IPO Lead / Senior VP of Strategy & Business Development | 4.17yrs | US$465.32k | 0.0029% $ 3.1m | |
| Executive Vice President of Farming Solutions | 0.58yr | US$830.00k | 0.0048% $ 5.0m | |
| Executive Vice President of Europe | 4.5yrs | US$687.00k | 0.0047% $ 4.9m | |
| Executive Vice President of Americas | 4.5yrs | US$1.06m | 0.0075% $ 7.8m | |
| Executive Vice President of Strategy & Communication | 2.33yrs | US$635.00k | 0.0026% $ 2.7m | |
| Head of Investor Relations | no data | US$2.36m | 0.0020% $ 2.1m | |
| Senior VP & Chief Compliance Officer | 8yrs | no data | no data | |
| Head of External Communications | no data | no data | 0.00028% $ 291.3k |
4.3yrs
Average Tenure
51.5yo
Average Age
Experienced Management: YAR's management team is considered experienced (4.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Head of Chemical Compliance & Director | 8.58yrs | US$49.00k | 0.00012% $ 124.8k | |
| Director and Production Manager CN & NPK2 - Porsgrunn Plant | 0.58yr | no data | no data | |
| Director & Senior Innovation Manager -Climate Neutral Solutions department | 0.58yr | no data | no data | |
| Chairman of the Board | 0.25yr | US$61.00k | 0.0011% $ 1.2m | |
| Independent Director | 6.25yrs | US$53.00k | 0.00045% $ 468.2k | |
| Deputy Board Member | 2.25yrs | no data | 0.00037% $ 384.9k | |
| Director | 10.58yrs | US$42.00k | 0.00011% $ 114.4k | |
| Director | 1.25yrs | US$41.00k | 0.0084% $ 8.7m | |
| Director | 0.25yr | no data | no data | |
| Vice Chairman of the Board | 0.25yr | US$25.00k | 0.00019% $ 197.7k | |
| Deputy Board Member | no data | no data | 0.00018% $ 187.3k | |
| Director | 1.25yrs | US$32.00k | 0.00075% $ 780.3k |
1.3yrs
Average Tenure
49yo
Average Age
Experienced Board: YAR's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: YAR insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Yara International ASA's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Yara International ASA
- Ticker: YAR
- Exchange: OB
- Founded: 1905
- Industry: Fertilizers and Agricultural Chemicals
- Sector: Materials
- Market Cap: kr104.035b
- Shares outstanding: 268.13m
- Website: https://www.yara.com
Number of Employees
Location
- Yara International ASA
- Drammensveien 131
- PO Box 343
- Oslo
- Oslo
- 277
- Norway
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| IU2 | DB (Deutsche Boerse AG) | Yes | Ordinary Shares | DE | EUR | Mar 2004 |
| YAR | OB (Oslo Bors) | Yes | Ordinary Shares | NO | NOK | Mar 2004 |
| 0O7D | LSE (London Stock Exchange) | Yes | Ordinary Shares | GB | NOK | Mar 2004 |
| YRAI.F | OTCPK (Pink Sheets LLC) | Yes | Ordinary Shares | US | USD | Mar 2004 |
| YARO | BATS-CHIXE (BATS 'Chi-X Europe') | Yes | Ordinary Shares | GB | NOK | Mar 2004 |
| YAR | SWX (SIX Swiss Exchange) | Yes | Ordinary Shares | CH | CHF | Mar 2004 |
| YARI.Y | OTCPK (Pink Sheets LLC) | SPONSORED ADR | US | USD | Apr 2004 |
Biography
Yara International ASA provides environmental and industrial solutions in Norway and internationally. It operates through three segments: Sales & Marketing, New Business, and Production. The Sales & Market ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/08/14 10:39 |
| End of Day Share Price | 2020/08/13 00:00 |
| Earnings | 2020/06/30 |
| Annual Earnings | 2019/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.