Advanced Flower Capital Inc.
AI Valuation
AI-generated fair value estimate for this company.
AI Fair Value
$5.77
Market Price
$3.33
Undervalued By
42.3%
Method: Net asset value approach: $8.25/share Q2 2026 reported NAV (book value of the senior secured cannabis-industry loan portfolio) less a 30% risk-adjustment haircut for expected further credit losses/markdowns in the loan book; 22.67M shares outstanding.
Reasoning: AFCG is a specialty lender to cannabis operators whose value is best measured by the net asset value of its loan portfolio rather than a cash-flow DCF; given elevated defaults and stress across cannabis-sector borrowers, a meaningful haircut to book NAV reflects credit risk not yet fully reserved.