Minfeng Special Paper Co vs Klabin S.A.: Fair Value & Quality
Both stocks run through our valuation models. Here is how Minfeng Special Paper Co (600235) and Klabin S.A. (KLBN11) compare, as of Aug 11, 2026.
As of Aug 11, 2026, Fair Value Calculator sees Klabin S.A. as the less overvalued of the two: Minfeng Special Paper Co trades at ¥5.71 versus a fair value of ¥1.19 (-79%), while Klabin S.A. trades at BRL 18.01 versus BRL 3.89 (-78%).
Minfeng Special Paper Co
600235.SHG · CNY · Materials
-79%
upside to fair value
overvalued
Price¥5.71
Fair Value¥1.19
Quality46/100
Klabin S.A.
KLBN11.SA · BRL · Materials
-78%
upside to fair value
overvalued
PriceBRL 18.01
Fair ValueBRL 3.89
Quality51/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Minfeng Special Paper CoKlabin S.A.
Valuation
182.7×P/E (TTM)26.6×
1.56×P/S (TTM)1.18×
1.27×P/B3.10×
18.3×EV/EBITDA7.2×
0.3%Dividend yield9.5%
¥0.02Dividend per shareBRL 1.65
Profitability
1%Net margin2%
1%Operating margin6%
1%Return on equity5%
0%Return on assets2%
Growth
11%Revenue growth (YoY)2%
-10.3%Avg. growth/yr (3Y)1.1%
-2.3%Avg. growth/yr (5Y)11.6%
Balance & size
0.23×Debt / equity4.43×
$285MMarket cap$24B
weakGrowth qualityhealthy
Klabin S.A. leads: 3 to 10 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Minfeng Special Paper Coof which business quality 46 · market factors 39Klabin S.A.of which business quality 51 · market factors 57
ProfitabilityMargins and returns on capital today
18
34
Quality GrowthAre margins and returns improving?
36
61
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
51
61
Low VolatilityCalm price path (market factor)
84
94
MomentumPrice trend over the last 3–12 months (market factor)
18
41
52W MomentumDistance to the 52-week high (market factor)
26
40
Net IssuanceBuybacks instead of dilution
100
58
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Minfeng Special Paper Co
DCF Models¥1.55
Earnings-Based¥0.50
Dividend Discount¥1.13
Multiples¥0.88
Asset-Based¥2.88
Growth DCF¥1.78
Economic Profit¥1.50
Growth Earnings¥0.61
23 of 23 models see the stock below the current price.
Klabin S.A.
DCF ModelsBRL 6.86
Earnings-BasedBRL 2.63
Dividend DiscountBRL 2.75
MultiplesBRL 3.89
Asset-BasedBRL 0.86
Growth DCFBRL 6.19
Economic ProfitBRL 2.69
Growth EarningsBRL 3.80
26 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Minfeng Special Paper Co
Bear ¥0.90Fair Value ¥1.19Bull ¥1.46
¥5.71 = current price (white tick)
Klabin S.A.
Bear BRL 2.66Fair Value BRL 3.89Bull BRL 4.95
BRL 18.01 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Minfeng Special Paper Co · Materials
Quality score46 · below median
Fair value upside-79% · bottom 25%
Klabin S.A. · Materials
Quality score51 · above median
Fair value upside-78% · bottom 25%
Bottom line
As of Aug 11, 2026, Fair Value Calculator sees Klabin S.A. as the less overvalued of the two: Minfeng Special Paper Co trades at ¥5.71 versus a fair value of ¥1.19 (-79%), while Klabin S.A. trades at BRL 18.01 versus BRL 3.89 (-78%).
Klabin S.A. has the higher quality score (51/100).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
