Nufarm Ltd
ASX:NUF
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4.07
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Intrinsic Value
The intrinsic value of one
NUF
stock under the Base Case scenario is
6.69
AUD.
Compared to the current market price of 2.31 AUD,
Nufarm Ltd
is
Undervalued by 65%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Let our AI compare Alpha Spread’s intrinsic value with external valuations from Simply Wall St, GuruFocus, ValueInvesting.io, Seeking Alpha, and others.
Let our AI break down the key assumptions behind the intrinsic value calculation for Nufarm Ltd.
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Corteva Inc
NYSE:CTVA
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Nutrien Ltd
TSX:NTR
|
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| CN |
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Qinghai Salt Lake Industry Co Ltd
SZSE:000792
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Sociedad Quimica y Minera de Chile SA
NYSE:SQM
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Zangge Mining Co Ltd
SZSE:000408
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SABIC Agri-Nutrients Company SJSC
SAU:2020
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CF Industries Holdings Inc
NYSE:CF
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| NO |
|
Yara International ASA
OSE:YAR
|
|
| RU |
|
PhosAgro PAO
MOEX:PHOR
|
|
| CN |
|
Shandong Hualu-Hengsheng Chemical Co Ltd
SSE:600426
|
Fundamental Analysis
Select up to 3 indicators:
Select up to 3 indicators:
Regulatory uncertainties around Nufarm’s crop protection products could pressure margins in regions where new environmental policies are tightening, forcing the company to invest heavily in R&D and potentially delay product launches.
Volatile raw material prices, particularly for active ingredients sourced from China, may squeeze profitability, as Nufarm’s global manufacturing network has limited ability to quickly pivot to alternative suppliers.
Shifting weather patterns and climate change introduce unpredictable demand for crop protection solutions, and overexposure to drought- or flood-prone markets heightens revenue risk from year to year.
Ongoing expansion in the seed technologies segment, notably in traits like Omega-3 canola, differentiates Nufarm from traditional agrochemical peers and opens multiple revenue streams in higher-margin segments.
Strategic partnerships and licensing deals, such as those with Sumitomo Chemical, position Nufarm to access new geographies and technologies quickly, enhancing its competitive moat in a consolidating agrochemical market.
Improvements in Nufarm’s operational efficiency, supported by recent plant consolidations and cost-optimization initiatives, are expected to drive margin expansion and offer resilience against short-term input price fluctuations.
Revenue & Expenses Breakdown
Nufarm Ltd
Balance Sheet Decomposition
Nufarm Ltd
| Current Assets | 2.3B |
| Cash & Short-Term Investments | 474.7m |
| Receivables | 639.4m |
| Other Current Assets | 1.2B |
| Non-Current Assets | 2.3B |
| Long-Term Investments | 72.8m |
| PP&E | 723.1m |
| Intangibles | 1.2B |
| Other Non-Current Assets | 281m |
| Current Liabilities | 1.3B |
| Accounts Payable | 914.5m |
| Accrued Liabilities | 34.3m |
| Other Current Liabilities | 302m |
| Non-Current Liabilities | 1.4B |
| Long-Term Debt | 1B |
| Other Non-Current Liabilities | 395m |
Free Cash Flow Analysis
Nufarm Ltd
| AUD | |
| Free Cash Flow | AUD |
Earnings Waterfall
Nufarm Ltd
|
Revenue
|
3.4B
AUD
|
|
Cost of Revenue
|
-2.5B
AUD
|
|
Gross Profit
|
950.1m
AUD
|
|
Operating Expenses
|
-868.2m
AUD
|
|
Operating Income
|
82m
AUD
|
|
Other Expenses
|
-268.9m
AUD
|
|
Net Income
|
-187m
AUD
|
NUF Profitability Score
Profitability Due Diligence
Nufarm Ltd's profitability score is 38/100. The higher the profitability score, the more profitable the company is.
Score
Nufarm Ltd's profitability score is 38/100. The higher the profitability score, the more profitable the company is.
NUF Solvency Score
Solvency Due Diligence
Nufarm Ltd's solvency score is 39/100. The higher the solvency score, the more solvent the company is.
Score
Nufarm Ltd's solvency score is 39/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
NUF Price Targets Summary
Nufarm Ltd
According to Wall Street analysts, the average 1-year price target for
NUF
is 2.96 AUD
with a low forecast of 2.24 AUD and a high forecast of 3.78 AUD.
Dividends
Current shareholder yield for
NUF is
.
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
The intrinsic value of one
NUF
stock under the Base Case scenario is
6.69
AUD.
Compared to the current market price of 2.31 AUD,
Nufarm Ltd
is
Undervalued by 65%.