Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
YAR.OL
STRONG BUYFLAGYara International ASA · Basic Materials · Norway · $13.9B · Avg Vol: $28M/d
Yara is a global leader in nitrogen fertilizers, which are critical for global food security and agricultural yields. While it benefits from the commodity supercycle, its European production base is highly vulnerable to natural gas price spikes caused by geopolitical energy risks, creating a highly volatile margin profile.
COMPANY DESCRIPTION
Yara International ASA is a global leader in the production and distribution of nitrogen-based mineral fertilizers and industrial chemical solutions. The company's competitive moat is its unparalleled global distribution network and its pioneering role in green ammonia technology for decarbonizing shipping and agriculture. It operates as a market-leading, vertically integrated agricultural inputs provider with operations in over 60 countries.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.6B | 1.7B | 1.5B | 1.7B | -13.2% |
| EPS | 1.18 | 0.02 | 0.01 | 0.58 | -21.0% |
| Shares | 255M | 255M | 255M | 255M | 0.0% |
| Debt | 456M | 458M | 438M | 453M | -0.3% |
| Equity | 929M | 817M | 756M | 944M | 0.5% |
| Op CF | 259M | 247M | 139M | 205M | -7.5% |
| Inv CF | -55M | -129M | -117M | -98M | — |
| Fin CF | -133M | -164M | -43M | -42M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of YAR.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| YAR.OL | Yara International ASA(you) | $13.9B | 99 | STRONG BUY |
| NHY.OL | Norsk Hydro ASA | $24.1B | 98 | STRONG BUY |
| ELK.OL | Elkem ASA | $1.2B | 81 | STRONG BUY |
| BRG.OL | Borregaard ASA | $1.5B | 51 | HOLD |
| NSKOG.OL | Norske Skog ASA | $407M | 77 | BUY |
| NOM.OL | Nordic Mining ASA | $145M | 3 | STRONG SELL |
Peer medians: ROE 5.9% · P/E 29.9x · Gross margin 35.3%