Yara International ASA

OB:YAR Stock Report

Market Cap: NOK 110.1b

Yara International Valuation

Is YAR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of YAR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: YAR (NOK451.9) is trading below our estimate of future cash flow value (NOK1218.46)

Significantly Below Future Cash Flow Value: YAR is trading below future cash flow value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for YAR?

Key metric: As YAR is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for YAR. This is calculated by dividing YAR's market cap by their current earnings.
What is YAR's PE Ratio?
PE Ratio8.4x
EarningsUS$1.40b
Market CapUS$11.27b

Price to Earnings Ratio vs Peers

How does YAR's PE Ratio compare to its peers?

The above table shows the PE ratio for YAR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average19.8x
NHY Norsk Hydro
27.1x20.97%NOK 169.6b
BRG Borregaard
27.3x22.08%NOK 15.0b
AKRN Acron
11.6xn/a₽674.9b
JOPH Jordan Phosphate Mines
13.3xn/aد.أ8.0b
YAR Yara International
8.4x-9.36%NOK 115.1b

Price-To-Earnings vs Peers: YAR is good value based on its Price-To-Earnings Ratio (8.4x) compared to the peer average (22.6x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does YAR's PE Ratio compare vs other companies in the European Chemicals Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
YAR 8.4xIndustry Avg. 19.0xNo. of Companies11PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: YAR is good value based on its Price-To-Earnings Ratio (8.4x) compared to the European Chemicals industry average (19x).

Price to Earnings Ratio vs Fair Ratio

What is YAR's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

YAR PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio8.4x
Fair PE Ratio17.2x

Price-To-Earnings vs Fair Ratio: YAR is good value based on its Price-To-Earnings Ratio (8.4x) compared to the estimated Fair Price-To-Earnings Ratio (17.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst YAR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentNOK 451.90
NOK 491.72
+8.81%
12.31%NOK 619.00NOK 390.00n/a19
Jul ’27NOK 422.70
NOK 501.77
+18.71%
14.24%NOK 650.00NOK 390.00n/a19
Jun ’27NOK 503.40
NOK 530.96
+5.48%
13.01%NOK 650.00NOK 400.00n/a19
May ’27NOK 539.00
NOK 520.41
-3.45%
15.78%NOK 650.00NOK 330.00n/a19
Apr ’27NOK 561.00
NOK 476.71
-15.03%
14.81%NOK 610.00NOK 330.00n/a18
Mar ’27NOK 480.70
NOK 435.08
-9.49%
14.84%NOK 517.00NOK 285.00n/a18
Feb ’27NOK 443.20
NOK 406.95
-8.18%
14.10%NOK 490.00NOK 285.00n/a18
Jan ’27NOK 414.00
NOK 385.94
-6.78%
13.39%NOK 450.00NOK 275.00n/a17
Dec ’26NOK 372.50
NOK 378.67
+1.66%
14.16%NOK 450.00NOK 275.00n/a17
Nov ’26NOK 369.20
NOK 373.08
+1.05%
13.55%NOK 450.00NOK 285.00n/a17
Oct ’26NOK 370.40
NOK 372.34
+0.52%
13.59%NOK 450.00NOK 285.00n/a17
Sep ’26NOK 364.80
NOK 371.57
+1.86%
14.50%NOK 450.00NOK 270.00n/a17
Aug ’26NOK 383.40
NOK 366.90
-4.30%
14.15%NOK 450.00NOK 270.00n/a17
Jul ’26NOK 375.20
NOK 361.11
-3.75%
14.14%NOK 450.00NOK 270.00NOK 422.7017
Jun ’26NOK 366.00
NOK 357.94
-2.20%
13.96%NOK 435.00NOK 270.00NOK 503.4018
May ’26NOK 335.20
NOK 356.03
+6.22%
14.16%NOK 435.00NOK 270.00NOK 539.0019
Apr ’26NOK 317.20
NOK 353.47
+11.43%
13.44%NOK 435.00NOK 270.00NOK 561.0019
Mar ’26NOK 319.70
NOK 352.03
+10.11%
13.52%NOK 435.00NOK 270.00NOK 480.7019
Feb ’26NOK 339.00
NOK 351.06
+3.56%
15.01%NOK 435.00NOK 250.00NOK 443.2019
Jan ’26NOK 300.80
NOK 350.16
+16.41%
15.40%NOK 435.00NOK 250.00NOK 414.0019
Dec ’25NOK 310.60
NOK 351.25
+13.09%
14.80%NOK 435.00NOK 250.00NOK 372.5018
Nov ’25NOK 333.50
NOK 350.40
+5.07%
15.18%NOK 435.00NOK 250.00NOK 369.2018
Oct ’25NOK 337.60
NOK 347.25
+2.86%
14.76%NOK 435.00NOK 280.00NOK 370.4017
Sep ’25NOK 308.80
NOK 346.67
+12.26%
15.02%NOK 435.00NOK 270.00NOK 364.8017
Aug ’25NOK 306.40
NOK 352.04
+14.90%
15.64%NOK 435.00NOK 270.00NOK 383.4017
Jul ’25NOK 307.10
NOK 352.10
+14.65%
16.42%NOK 435.00NOK 270.00NOK 375.2017
NOK 491.72
Fair Value
8.1% undervalued intrinsic discount
19
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/08 21:03
End of Day Share Price 2026/07/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Yara International ASA is covered by 45 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullABG Sundal Collier
Stephen WilderAlliance Global Partners
Andreas HeineBarclays