Yara International YAR.OL
Yara International is a Norwegian producer of mineral fertilizers and agricultural chemicals, with vertical integration from natural gas to global distribution. Yara shows solid financial health (ND/EBITDA 1.03) and an attractive valuation (P/E 7.5, FCF yield 18.61%), but the strong earnings growth (31.8%) in a cyclical sector and exposure to European gas warrant caution.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Yara International is a Norwegian producer of mineral fertilizers and agricultural chemicals, with vertical integration from natural gas to global distribution. Yara shows solid financial health (ND/EBITDA 1.03) and an attractive valuation (P/E 7.5, FCF yield 18.61%), but the strong earnings growth (31.8%) in a cyclical sector and exposure to European gas warrant caution.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.3 |
| Quality / Moat | 6.7 |
| Valuation | 7.8 |
| Growth | 6.8 |
| Dividend | 8.5 |
| Momentum | 6.6 |
| Risk & Context | 8.8 |
OVERALL SCORE: 7.5/10
Context and risks
Yara is a fertilizer producer with vertical integration from natural gas. European gas (TTF) is a critical input and the system does not capture it; TTF volatility and Red Sea route risk for its supply chain justify a moderate adjustment.
News considered in the analysis
- Brookfield to Invest Up to $600 Million in ACME’s Green Fuels Projects in India and Oman — Inversión en proyectos de amoníaco verde, alineada con la estrategia de descarbonización de Yara, pero el impacto directo en beneficios es limitado y a largo plazo.
- Yara International (OB:YAR) Dropped, So What Is Driving Attention Now? — Artículo genérico de análisis bursátil sin información nueva.
- Are Investors Undervaluing Yara International ASA (YARIY) Right Now? — Listículo de valoración sin información nueva.
- Is Yara International ASA (YARIY) Stock Undervalued Right Now? — Listículo de valoración sin información nueva.
- Is Yara International ASA (YARIY) a Great Value Stock Right Now? — Listículo de valoración sin información nueva.
Verdict: Hold; the valuation is attractive but cyclical risk and gas costs limit upside potential.
Main risk: Exposure to European natural gas prices (TTF) as a key input for fertilizer production, which can compress margins if energy prices remain elevated.
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