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Updated 1h ago
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Yara International ASAOB:YAR Stock Report

Market Cap NOK 115.2b
Updated 1h ago
Share Price
n/a
1Y22.1%
7D-1.1%
1D-2.0%
Portfolio Value
​
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Yara International ASA

OB:YAR Stock Report

Market Cap: NOK 115.2b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Yara International (YAR) Stock Overview

Provides crop nutrition, ammonia, and industrial solutions in Norway, European Union, Europe, Africa, Asia, North America, Latin America, Australia, and New Zealand. More details

YAR fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends4/6

Rewards

Trading at 66.5% below our estimate of its fair value

Earnings grew by 118.4% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 13.3% per year for the next 3 years

Unstable dividend track record


YAR Community Fair Values

Create Narrative

See what 63 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
7.2% undervalued intrinsic discount
AnalystConsensusTarget
•1mo ago

Premium Fertilizer Margins Will Crumble Under Mounting Headwinds

269
0
34
AN
AnalystHighTarget
22.0% undervalued intrinsic discount
AnalystHighTarget
•8d ago

Global Urbanization And Decarbonization Will Drive Sustainable Fertilizer Demand

75
0
5
AN
AnalystLowTarget
22.2% overvalued intrinsic discount
AnalystLowTarget
•22d ago

Organic Farming And Regulatory Costs Will Crush Fertilizer Markets

94
0
3

Top Analyst Narratives

AN
AnalystConsensusTarget
7.2% undervalued intrinsic discount
AnalystConsensusTarget
•1mo ago

Premium Fertilizer Margins Will Crumble Under Mounting Headwinds

269
0
34
AN
AnalystHighTarget
22.0% undervalued intrinsic discount
AnalystHighTarget
•8d ago

Global Urbanization And Decarbonization Will Drive Sustainable Fertilizer Demand

75
0
5
AN
AnalystLowTarget
22.2% overvalued intrinsic discount
AnalystLowTarget
•22d ago

Organic Farming And Regulatory Costs Will Crush Fertilizer Markets

94
0
3
View all narratives

Yara International ASA Competitors

Norsk Hydro

Symbol: OB:NHY
Market cap: NOK 172.0b

Borregaard

Symbol: OB:BRG
Market cap: NOK 14.9b

Acron

Symbol: MISX:AKRN
Market cap: ₽674.9b

Jordan Phosphate Mines

Symbol: ASE:JOPH
Market cap: د.أ8.0b

Price History & Performance

Summary of share price highs, lows and changes for Yara International
Historical stock prices
Current Share PriceNOK 452.30
52 Week HighNOK 599.40
52 Week LowNOK 353.40
Beta0.24
1 Month Change7.13%
3 Month Change-3.79%
1 Year Change22.08%
3 Year Change11.24%
5 Year Change11.65%
Change since IPO786.86%

Recent News & Updates

User avatar
Narrative Update • Sep 03

YAR: Management Discipline And Renewable Ammonia Partnership Will Drive Re Rating

Yara International’s analyst price target has been revised lower to NOK 580 from NOK 615.71 as analysts factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions, even as they continue to highlight the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International reflects a more cautious stance on fertilizer markets and farmer income expectations, yet analysts still point to areas that could support the stock over time.
User avatar
Narrative Update • Aug 20

YAR: Weaker Fertilizer Prices And Higher Gas Costs Will Pressure Returns

Analysts have trimmed their fair value estimate for Yara International from NOK 390 to NOK 370. This reflects lower Street price targets in the NOK 445 to NOK 480 range and updated expectations for fertilizer pricing, farmer incomes and gas costs.
User avatar
Narrative Update • Aug 03

YAR: Softer Fertilizer Markets And Gas Costs Will Shape Future Repricing

Analysts have trimmed the fair value estimate for Yara International to about NOK 487 from about NOK 520, reflecting lower Street price targets in the NOK 445 to NOK 480 range and more cautious assumptions on the agriculture backdrop and fertilizer pricing. Analyst Commentary Recent Street research on Yara International points to a more cautious tone, with several firms trimming price targets into the NOK 445 to NOK 480 range and shifting ratings toward neutral stances.
User avatar
Narrative Update • Jul 20

YAR: Rising Margin Outlook And Management Discipline Will Drive Re Rating

The updated analyst price target for Yara International has been reduced from about NOK 650 to around NOK 616. This reflects analysts' views of a weaker agricultural backdrop, softer fertilizer pricing, pressure on farmer incomes, more cautious sentiment and higher gas cost assumptions, even as they still point to solid management and capital allocation.

Recent updates

User avatar
Narrative Update • Sep 03

YAR: Management Discipline And Renewable Ammonia Partnership Will Drive Re Rating

Yara International’s analyst price target has been revised lower to NOK 580 from NOK 615.71 as analysts factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions, even as they continue to highlight the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International reflects a more cautious stance on fertilizer markets and farmer income expectations, yet analysts still point to areas that could support the stock over time.
User avatar
Narrative Update • Aug 20

YAR: Weaker Fertilizer Prices And Higher Gas Costs Will Pressure Returns

Analysts have trimmed their fair value estimate for Yara International from NOK 390 to NOK 370. This reflects lower Street price targets in the NOK 445 to NOK 480 range and updated expectations for fertilizer pricing, farmer incomes and gas costs.
User avatar
Narrative Update • Aug 03

YAR: Softer Fertilizer Markets And Gas Costs Will Shape Future Repricing

Analysts have trimmed the fair value estimate for Yara International to about NOK 487 from about NOK 520, reflecting lower Street price targets in the NOK 445 to NOK 480 range and more cautious assumptions on the agriculture backdrop and fertilizer pricing. Analyst Commentary Recent Street research on Yara International points to a more cautious tone, with several firms trimming price targets into the NOK 445 to NOK 480 range and shifting ratings toward neutral stances.
User avatar
Narrative Update • Jul 20

YAR: Rising Margin Outlook And Management Discipline Will Drive Re Rating

The updated analyst price target for Yara International has been reduced from about NOK 650 to around NOK 616. This reflects analysts' views of a weaker agricultural backdrop, softer fertilizer pricing, pressure on farmer incomes, more cautious sentiment and higher gas cost assumptions, even as they still point to solid management and capital allocation.
User avatar
Narrative Update • Jul 06

YAR: Weaker Fertilizer Markets And Higher Gas Costs Will Pressure Margins

Yara International's analyst fair value estimate has moved from NOK 370.59 to NOK 390.00, as analysts adjust for weaker fertilizer pricing, softer farmer income expectations and higher gas cost assumptions, while still acknowledging the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International points to a more cautious stance, with several bearish analysts revisiting both ratings and price targets as they factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions.
User avatar
Narrative Update • Jun 22

YAR: Higher Earnings Quality And Richer Future P/E Will Drive Repricing

Analysts have lifted the implied fair value for Yara International from NOK 385.99 to NOK 519.86, citing updated assumptions around modest revenue growth, slightly higher profit margins, and a higher future P/E multiple, despite a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research on Yara International shows a split view, with several bullish analysts lifting price targets and a few bearish analysts stepping back or downgrading the stock.
User avatar
Narrative Update • Jun 06

YAR: Rising Margin Expectations Will Drive Re Rating Over Time

Analysts have raised their average price target on Yara International by NOK 21 to NOK 650, reflecting mixed but generally constructive research updates that balance more cautious revenue growth assumptions with firmer profit margin expectations and a slightly lower P/E multiple outlook. Analyst Commentary Recent research has highlighted a mix of upgrades, downgrades and price target revisions for Yara International, with bullish analysts focusing on higher valuation ranges and improved execution potential, while more cautious voices flag risks around future earnings and sector conditions.
User avatar
Narrative Update • May 22

YAR: DOJ Pricing Probe Will Pressure Margins And Future Earnings Multiples

Analysts have lifted the average price target on Yara International by NOK 11 to around NOK 371, reflecting updated assumptions on discount rates, revenue trends, profit margins and future P/E multiples after a mix of recent upgrades, downgrades and target increases across the Street. Analyst Commentary Recent Street research around Yara International shows a mixed backdrop, with some firms lifting price targets while others turn more cautious on execution and valuation risk.
User avatar
Narrative Update • May 06

YAR: DOJ Price Fixing Probe Will Pressure Earnings And Cash Flow

The updated analyst price target for Yara International has shifted from NOK 330 to about NOK 360, reflecting recent price target revisions and rating changes from several banks, with analysts citing refreshed views on valuation assumptions and sector comparables. Analyst Commentary Recent research points to a mixed but increasingly cautious tone around Yara International, with several institutions revisiting both ratings and price targets in quick succession.
User avatar
Narrative Update • Apr 21

YAR: Higher Earnings Power Will Drive Re Rating Despite DOJ Probe

Analysts have lifted the Yara International fair value estimate from NOK 517 to NOK 650, reflecting updated assumptions for higher revenue growth, slightly stronger profit margins and a higher future P/E multiple following several recent price target increases across the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with both upgrades and downgrades in a relatively short period.
User avatar
Narrative Update • Apr 07

YAR: DOJ Price Fixing Probe Will Pressure Margins And Earnings Visibility

Analysts have lifted the fair value estimate for Yara International from NOK 298.30 to NOK 330.00, reflecting updated assumptions on discount rate, margin profile and future P/E, alongside a series of recent price target increases and rating upgrades from major banks and research houses. Analyst Commentary Recent research on Yara International shows a mix of optimism and caution, with several high profile price target changes and rating moves clustered over a relatively short period.
User avatar
Narrative Update • Mar 24

YAR: DOJ Price Fixing Probe Will Test Execution Risk In Fertilizer Markets

Analysts have slightly trimmed their fair value estimate for Yara International while supporting higher Street price targets, including the recent move to NOK 550 and incremental target increases, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a split view on Yara International, with some firms lifting ratings and price targets while others are more cautious.
User avatar
Narrative Update • Mar 08

YAR: Mixed Research And DOJ Probe Will Shape A Measured Outlook

The analyst fair value estimate for Yara International has increased from NOK 490 to NOK 517, reflecting updated assumptions on revenue growth, profit margins, and a lower assumed discount rate, even as recent Street research shows a mix of downgrades, upgrades, and modest target raises from banks and brokers. Analyst Commentary Street research on Yara International has been mixed in recent weeks, with some firms turning more cautious while others point to potential upside.
User avatar
Narrative Update • Feb 22

YAR: Higher Fair Value Will Expose Execution Risk In Low Emission Ammonia

Analysts have lifted their average price target for Yara International to NOK 310 from around NOK 298, reflecting updated models that factor in a slightly higher assumed profit margin, a modestly higher future P/E multiple, and recent mixed rating changes including both downgrades and upgrades, alongside incremental target increases from the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with some firms turning more cautious even as others see room for upside.
User avatar
Narrative Update • Feb 08

YAR: Low Emission Ammonia Projects Will Shape A Measured Outlook

Narrative Update on Yara International The analyst fair value estimate for Yara International has moved from NOK 450 to NOK 490. This reflects updated views on revenue growth, margin assumptions and future P/E multiples following recent price target raises and upgrades from several covering analysts.
Analysis Article • Jan 28

Pinning Down Yara International ASA's (OB:YAR) P/E Is Difficult Right Now

There wouldn't be many who think Yara International ASA's ( OB:YAR ) price-to-earnings (or "P/E") ratio of 15.7x is...
User avatar
Narrative Update • Jan 25

YAR: Higher Fair Value Will Test Execution On Low Emission Ammonia Plans

Analysts have raised their fair value estimate for Yara International from NOK 283.11 to NOK 297.89, reflecting updated views on discount rates, revenue trends, profit margins, a lower assumed future P/E multiple, and recent upward price target revisions from the Street. Analyst Commentary Recent Street commentary around Yara International has included several upward price target revisions and at least one upgrade, but the tone is not uniformly optimistic.
User avatar
Narrative Update • Jan 10

YAR: Raised NOK 430 Expectation Will Expose Execution Risks Ahead

Narrative Update on Yara International Analysts have lifted their price target for Yara International to NOK 430 from NOK 387. This reflects updated views on fair value, discount rate, revenue expectations, profit margins and future P/E assumptions.
User avatar
Narrative Update • Dec 24

YAR: Low Carbon Ammonia Projects And Margin Headwinds Will Shape Future Performance

Analysts have nudged their price target for Yara International higher to approximately $386 per share from about $379, reflecting a slightly lower perceived risk profile and marginally richer future valuation multiples, despite softer expectations for revenue growth and profit margins. What's in the News Yara and Air Products entered advanced negotiations to partner on large scale low emission ammonia projects in the United States, aiming to diversify Yara's energy position and enhance competitiveness of its European nitrate operations (Key Developments).
User avatar
Narrative Update • Dec 10

YAR: Lower Multiple And Margin Outlook Will Shape Future Share Performance

Analysts have nudged their price target on Yara International slightly lower, trimming it by about NOK 25 to around NOK 365. Modestly improved margin and growth assumptions are offset by a lower valuation multiple and a slightly reduced fair value estimate.
Analysis Article • Dec 02

We Think Yara International (OB:YAR) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
Narrative Update • Nov 25

YAR: Recent Rating Changes And Margin Prospects Will Influence Investor Outlook

Narrative Update on Yara International Yara International's analyst price target saw a mild downward revision of just over NOK 1 to NOK 378.91. Analysts point to slightly lower profit margin and revenue growth forecasts, balanced by changes in future valuation multiples.
User avatar
Narrative Update • Nov 11

YAR: Future Margins And Cost Control Will Shape Near-Term Outlook

Yara International’s analyst price target has increased modestly from NOK 370.35 to NOK 380.17. Analysts are factoring in improved profit margins and a lower future price-to-earnings ratio, despite tempered revenue growth expectations.
Analysis Article • Oct 28

Shareholders Can Be Confident That Yara International's (OB:YAR) Earnings Are High Quality

Even though Yara International ASA's ( OB:YAR ) recent earnings release was robust, the market didn't seem to notice...
Analysis Article • Oct 10

Yara International ASA (OB:YAR) Shares Could Be 21% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Yara International is kr478 based on 2 Stage Free Cash Flow to Equity Yara...
User avatar
New Narrative • Feb 24

Clean Ammonia Projects And Cost Reductions Will Drive Future Success

Yara's Clean Ammonia projects and European production optimization could improve net margins by enhancing profitability and aligning production with market demand.

Shareholder Returns

YARNO ChemicalsNO Market
7D-1.1%-0.01%0.5%
1Y22.1%17.4%22.6%

Return vs Industry: YAR exceeded the Norwegian Chemicals industry which returned 17.4% over the past year.

Return vs Market: YAR matched the Norwegian Market which returned 22.6% over the past year.

Price Volatility

Is YAR's price volatile compared to industry and market?
YAR volatility
YAR Average Weekly Movement4.6%
Chemicals Industry Average Movement5.2%
Market Average Movement4.6%
10% most volatile stocks in NO Market10.5%
10% least volatile stocks in NO Market2.6%

Stable Share Price: YAR has not had significant price volatility in the past 3 months compared to the Norwegian market.

Volatility Over Time: YAR's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
190515,543Svein Tore Holsetherwww.yara.com

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.

Yara International ASA Fundamentals Summary

How do Yara International's earnings and revenue compare to its market cap?
YAR fundamental statistics
Market capNOK 115.21b
Earnings (TTM)NOK 14.22b
Revenue (TTM)NOK 153.68b
8.1x
P/E Ratio
0.7x
P/S Ratio

Is YAR overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
YAR income statement (TTM)
RevenueUS$16.54b
Cost of RevenueUS$11.58b
Gross ProfitUS$4.96b
Other ExpensesUS$3.43b
EarningsUS$1.53b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

Oct 22, 2026

Earnings per share (EPS)6.01
Gross Margin30.00%
Net Profit Margin9.26%
Debt/Equity Ratio35.8%

How did YAR perform over the long term?

See historical performance and comparison

Dividends

4.7%
Current Dividend Yield
38%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 23:13
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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 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
Alexander SloaneBarclays

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