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Yara International ASAOB:YAR Stock Report

Market Cap NOK 96.0b
Share Price
NOK 376.70
My Fair Value
NOK 450
16.3% undervalued intrinsic discount
1Y11.6%
7D0.4%
Portfolio Value
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Yara International ASA

OB:YAR Stock Report

Market Cap: NOK 96.0b

Yara International (YAR) Stock Overview

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

YAR fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 45.1% below our estimate of its fair value

Earnings grew by 34.1% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 4.7% per year for the next 3 years


YAR Community Fair Values

Create Narrative

See what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.

YAR logo
Yara International

Global Urbanization And Decarbonization Will Drive Sustainable Fertilizer Demand

Key Takeaways Strong operational enhancements and first-mover carbon capture initiatives position Yara for superior margins and structural cost advantages amid tightening fertilizer supply. Global leadership in green ammonia, digital farming, and trusted supply partnerships drives recurring premium revenue and secures multi-year growth opportunities.
View narrative
NOK 450
FV
16.5% undervalued intrinsic discount
6.92%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
YAR logo
Yara International

Organic Farming And Regulatory Costs Will Crush Fertilizer Markets

Key Takeaways Structural market shifts toward sustainability and innovation threaten core revenue streams, volume growth, and future earnings potential. Margin pressures are rising due to higher compliance costs, volatile input prices, and intensifying low-cost competition.
View narrative
NOK 270
FV
39.1% overvalued intrinsic discount
-1.40%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
YAR logo
Yara International

Premium Fertilizer Margins Will Crumble Under Mounting Headwinds

Key Takeaways Future revenue and margin growth may disappoint due to flat demand, regulatory uncertainty, and rising competition, particularly in specialty and low-carbon fertilizer segments. Overreliance on policy incentives, high pricing, and shifting agricultural trends pose risks to long-term profitability and core volume growth.
View narrative
NOK 370.35
FV
1.4% overvalued intrinsic discount
1.67%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
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Yara International ASA Competitors

Price History & Performance

Summary of share price highs, lows and changes for Yara International
Historical stock prices
Current Share PriceNOK 376.70
52 Week HighNOK 403.00
52 Week LowNOK 282.20
Beta0.44
1 Month Change4.00%
3 Month Change-2.94%
1 Year Change11.58%
3 Year Change-20.12%
5 Year Change12.05%
Change since IPO638.63%

Recent News & Updates

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

Oct 10
Yara International ASA (OB:YAR) Shares Could Be 21% Below Their Intrinsic Value Estimate

Unpleasant Surprises Could Be In Store For Yara International ASA's (OB:YAR) Shares

Sep 07
Unpleasant Surprises Could Be In Store For Yara International ASA's (OB:YAR) Shares

Recent updates

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

Oct 10
Yara International ASA (OB:YAR) Shares Could Be 21% Below Their Intrinsic Value Estimate

Unpleasant Surprises Could Be In Store For Yara International ASA's (OB:YAR) Shares

Sep 07
Unpleasant Surprises Could Be In Store For Yara International ASA's (OB:YAR) Shares

Is Yara International (OB:YAR) A Risky Investment?

Aug 07
Is Yara International (OB:YAR) A Risky Investment?

Returns On Capital At Yara International (OB:YAR) Have Hit The Brakes

Jul 04
Returns On Capital At Yara International (OB:YAR) Have Hit The Brakes

Estimating The Fair Value Of Yara International ASA (OB:YAR)

Jun 15
Estimating The Fair Value Of Yara International ASA (OB:YAR)

The Market Doesn't Like What It Sees From Yara International ASA's (OB:YAR) Revenues Yet

May 15
The Market Doesn't Like What It Sees From Yara International ASA's (OB:YAR) Revenues Yet

Yara International ASA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Apr 30
Yara International ASA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Yara International (OB:YAR) Seems To Use Debt Quite Sensibly

Apr 21
Yara International (OB:YAR) Seems To Use Debt Quite Sensibly

Investors Can Find Comfort In Yara International's (OB:YAR) Earnings Quality

Mar 30
Investors Can Find Comfort In Yara International's (OB:YAR) Earnings Quality
User avatar

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.

Yara International ASA's (OB:YAR) Business Is Trailing The Market But Its Shares Aren't

Jan 09
Yara International ASA's (OB:YAR) Business Is Trailing The Market But Its Shares Aren't

Is Yara International (OB:YAR) A Risky Investment?

Dec 19
Is Yara International (OB:YAR) A Risky Investment?

Shareholder Returns

YARNO ChemicalsNO Market
7D0.4%0.5%-1.3%
1Y11.6%9.0%5.5%

Return vs Industry: YAR exceeded the Norwegian Chemicals industry which returned 9% over the past year.

Return vs Market: YAR exceeded the Norwegian Market which returned 5.5% over the past year.

Price Volatility

Is YAR's price volatile compared to industry and market?
YAR volatility
YAR Average Weekly Movement2.7%
Chemicals Industry Average Movement5.8%
Market Average Movement4.4%
10% most volatile stocks in NO Market10.4%
10% least volatile stocks in NO Market2.3%

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 (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
190517,000Svein Tore Holsetherwww.yara.com

Yara International ASA provides crop nutrition and industrial solutions in Norway, European Union, Europe, Africa, Asia, North and 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; green fertilizers are nitrate-based mineral fertilizers, as well as foliar and fertigation solutions; and nitrate, calcium nitrate, micronutrient, and fertigation and urea fertilizers. It also provides digital solutions, such as variable rate application solutions; N-sensors, a tractor-mounted hardware; N-Tester, a handheld nitrogen measurement tool; YaraFX Insight, an agricultural API; and Atfarm, a digital toolbox for farmer; Yara FarmCare, a mobile app for farmers; Yara AllFarm, a farm management platform; YaraConnect, a mobile app for retailers; Yara E-commerce, a platform that enables customer access to nutritional solutions; Tankmix, an app that provides guidelines.

Yara International ASA Fundamentals Summary

How do Yara International's earnings and revenue compare to its market cap?
YAR fundamental statistics
Market capNOK 95.96b
Earnings (TTM)NOK 7.39b
Revenue (TTM)NOK 151.49b
13.0x
P/E Ratio
0.6x
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$15.08b
Cost of RevenueUS$10.85b
Gross ProfitUS$4.22b
Other ExpensesUS$3.49b
EarningsUS$735.00m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

Feb 11, 2026

Earnings per share (EPS)2.89
Gross Margin28.01%
Net Profit Margin4.88%
Debt/Equity Ratio43.7%

How did YAR perform over the long term?

See historical performance and comparison

Dividends

1.2%
Current Dividend Yield
15%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/20 11:01
End of Day Share Price 2025/10/17 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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 53 analysts. 16 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