Yara International ASA (YAR) Fair Value & Analysis
Basic Materials · NO · Market cap 115B NOK
Fair value as of: Aug 13, 2026
From 24 valuation models · updated yesterday
Share price −8.9% over the past month.
A solid business, but screening 84% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (kr 102.91). The favourable scenario is already priced in.
- Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (kr 42.43 to kr 102.91) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range kr 272.18 – kr 572.42 · fair‑value band kr 42.43 – kr 102.91 · the kr 418.30 price screens above the kr 67.25 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Yara International ASA (YAR) currently trades at kr 418.30, while our model-based Fair Value estimate is kr 67.25, implying the stock looks roughly 83.9% overvalued today. The Quality Score stands at 69/100 (solid quality), in the Basic Materials 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).
Over the trailing twelve months, Yara International ASA generated revenue of 16.2B NOK at a net margin of 8.6%. Revenue grew 16.6% year over year. It earns a return on equity of 16.9%. Net debt stands at 2.7B NOK. Fundamentals as of Aug 13, 2026
Our scenario range runs from kr 42.43 (bear case) to kr 102.91 (bull case); at kr 418.30, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 27% below its 52-week high and 23% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -17% fair-value upside, at -84%, YAR screens richer 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.
All 24 models by family
Widest divergence: Multiples (kr 91.36) versus Dividend Discount (kr 5.98). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 52
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
Yara International ASA provides crop nutrition, ammonia, and industrial solutions in Norway, European Union, Europe, Africa, Asia, North America, Latin America, Australia, and New Zealand.
Full company description
Yara International ASA provides crop nutrition, ammonia, and industrial solutions in Norway, European Union, Europe, Africa, Asia, North America, Latin America, Australia, and New Zealand. The company offers ammonium- and urea-based fertilizers; compound fertilizers that contain nutrients, such as nitrogen, phosphorus, and potassium; coatings; biostimulants; organic-based fertilizers; climate choice fertilizers; and nitrate-based fertilizers, as well as foliar and fertigation solutions; and nitrate, calcium nitrate, micronutrient, and urea fertilizers. It also provides digital solutions, such as YaraFX Insight, an agricultural API that connects unparalleled crop nutrition expertise with digital platforms; N-sensors, a tractor-mounted sensor; N-Tester, a handheld tool that measures chlorophyll content; YaraPlus, a digital platform to support crop nutrition decisions; Atfarm, a digital toolbox for farmer; Tankmix, an app and web solutions that provides guidelines; Yara E-commerce, a platform that enables customer access to nutritional solutions; Yara FarmCare, a mobile app for farmers; Yara AllFarm, a farm management platform; YaraConnect, a mobile app for retailers; and Yara Crop Nutrition Recommendation System, a service that helps farmers to make decisions for crop management. The company sells its products under YaraBela, YaraMila, YaraLiva, YaraVita, YaraAmplix, YaraRega, YaraTera, YaraSuna, and YaraVera brand names. Yara International ASA was founded in 1905 and is based in Oslo, Norway.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Yara International ASA reported revenue of kr 15.6B in FY2025 versus kr 16.6B in FY2021, a compound −1.5%/yr. Reported net income was kr 1.4B in FY2025, compounding +32.1%/yr from FY2021.
of which total revenue +2.4 pp · buybacks/dilution +1.0 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
YAR screens 84% overvalued. Compare with Corteva, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is Yara International ASA (YARIY) a Great Value Stock Right Now?
- Yara International ASA (YARIY) Q2 2026 Earnings Call Highlights: Strong Financial Performance ...
- Zacks Industry Outlook Nutrien, CF Industries and Yara International
- Should Value Investors Buy Yara International ASA (YARIY) Stock?
Peer Group
Agricultural Inputs · 178 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.
Valuation Multiples vs Agricultural Inputs median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Agricultural Inputs stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Corteva, Inc CTVA | $76.22 | $27.81 | -64% |
| Nutrien Ltd NTR | C$93.60 | C$81.69 | -13% |
| Qinghai Salt Lake Industry Co 000792 | ¥27.65 | ¥21.26 | -23% |
| CF Industries Holdings CF | $120.01 | $161.00 | +34% |
| SABIC Agri-Nutrients Company 2020 | 122.90 SAR | 127.31 SAR | +4% |
| Yunnan Yuntianhua Co 600096 | ¥29.82 | ¥42.12 | +41% |
| Asia-potash International Investment (Guangzhou)Co.,Ltd., 000893 | ¥45.86 | ¥38.01 | -17% |
| Coromandel International Limited COROMANDEL | ₹2,089 | ₹1,129 | -46% |
| UPL Limited UPL | ₹570.50 | ₹387.06 | -32% |
| PI Industries Limited PIIND | ₹2,494 | ₹1,320 | -47% |
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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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