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Shandong Sunpaper Co (002078) Fair Value & Analysis

Basic Materials · CN · Market cap 37.3B CNY

SS Shandong Sunpaper Co 002078 · SHE
Price¥13.75
Fair Value¥17.29
Upside+25.8%
Quality41/100
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Expensive Growth
Thin margins · 8.3% net margin
Low debt · negative free cash flow
2.21% dividend yield
Ranks above peers (9/14)
Narrow moat 40/100
Evidence: High Range ¥12.10 – ¥22.64 Share as image

Fair value as of: Jul 22, 2026

From 16 valuation models · updated 19 days ago

Share price +6.9% over the past month.

Below-average quality, screening 26% undervalued on our models.

What matters now

  • A fairly wide model range (¥12.10 to ¥22.64) leaves room in how you read the outcome.
  • Our model range runs from ¥12.10 (bear) to ¥22.64 (bull), base ¥17.29. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 41/100 (below-average quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

¥19.31 ¥9.50 Fair Value ¥17.29 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

60‑month range ¥9.50 – ¥19.31 · fair‑value band ¥12.10 – ¥22.64 · the ¥13.75 price screens below the ¥17.29 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

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Analysis

Shandong Sunpaper Co (002078) currently trades at ¥13.75, while our model-based Fair Value estimate is ¥17.29, implying the stock looks roughly 25.8% undervalued today. The Quality Score stands at 41/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Shandong Sunpaper Co generated revenue of 39.4B CNY at a net margin of 8.3%. Revenue grew 1.9% year over year. It earns a return on equity of 10.7%. Net debt stands at 14.7B CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥12.10 (bear case) to ¥22.64 (bull case); at ¥13.75, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 22% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -29% fair-value upside, at 26%, 002078 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥9.80 ¥11.03 ¥18.07 76
ROIC Compounder ¥8.71 ¥10.56 ¥14.02 72
Gordon GGM ¥5.26 ¥10.94 ¥17.36 70
All 16 models by family
Earnings-Based
Graham-Dodd ¥7.93 ¥31.07 ¥42.17 54
Lynch FV ¥7.65 ¥10.94 ¥14.22 50
PEG = 1.0 ¥7.65 ¥10.94 ¥14.22 46
EPV ¥8.71 ¥10.56 ¥12.19 59
Dividend Discount
Gordon GGM ¥5.26 ¥10.94 ¥17.36 70
DDM Multi-Stage ¥5.26 ¥9.23 ¥11.49 61
Multiples
P/E Multiple ¥14.86 ¥19.82 ¥24.77 63
P/S Multiple ¥14.86 ¥19.82 ¥24.77 58
P/B Multiple ¥14.86 ¥19.82 ¥24.77 55
EV/EBIT ¥12.01 ¥16.82 ¥21.63 53
EV/EBITDA ¥14.53 ¥20.17 ¥25.82 54
EV/Revenue ¥10.09 ¥15.44 ¥20.80 43
Asset-Based
NCAV (Graham) ¥5.46 ¥7.31 ¥10.91 50
Economic Profit
Residual Income ¥9.80 ¥11.03 ¥18.07 76
ROIC Compounder ¥8.71 ¥10.56 ¥14.02 72
Growth Earnings
Growth-Adj P/E ¥12.10 ¥17.29 ¥22.47 68

Widest divergence: Multiples (¥19.82) versus Asset-Based (¥7.31). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 39.4B CNY
Revenue growth (YoY) +1.9%
Net margin 8.3%
Return on equity 10.7%
Free cash flow −3.0B CNY FY2025
P/E ratio 11.4
More key figures
Operating margin 11.1%
EPS (TTM) ¥1.17
Dividend yield 2.2%
EPS growth (YoY) +2.3%
Net debt 14.7B CNY FY2025

Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 42 · Market factors (momentum, volatility) 48

Profitability 38
Margins and returns on capital today
Quality Growth 20
Are margins and returns improving?
Cashflow 30
Earnings quality: real cash, not paper profit
Fin. Strength 51
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 85
Calm price path (market factor)
Momentum 33
Price trend over the last 3–12 months (market factor)
52W Momentum 30
Distance to the 52-week high (market factor)
Net Issuance 76
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Shandong Sunpaper Co., Ltd., together with its subsidiaries, produces and sells paper products in China and internationally. The company operates through six segments: Thermal Power; Pulping; Paper Manufacturing; Chemicals; Building Materials; and Trade.

Full company description

Shandong Sunpaper Co., Ltd., together with its subsidiaries, produces and sells paper products in China and internationally. The company operates through six segments: Thermal Power; Pulping; Paper Manufacturing; Chemicals; Building Materials; and Trade. It offers cultural paper, including coated art and uncoated offset paper; industrial kraft paper; packaging paper, such as white and coated cardstock, food cardboard, and cigarette paper; household paper comprising pull-out facial tissues, cored/coreless toilet paper, wet wipes, cotton wipes, paper handkerchiefs, kitchen paper towels, and business paper towels; office paper; specialty paper; and coated base paper, as well as new materials under the Golden Sun, Huaxia Sun, Brilliant Sun, Shenzhou Sun, Jiuzhou Sun, Weier, and other brand names. The company also engages in the production and sale of electricity and steam; production and sale of pulps; production and sale of chemical products for papermaking; production and sale of building materials; trade services; investment management; and seedling cultivation. It exports its products. The company was formerly known as Shan Dong Sun Paper Industry Joint Stock Co., Ltd. and changed its name to Shandong Sunpaper Co., Ltd. in December 2018. Shandong Sunpaper Co., Ltd. was founded in 1982 and is headquartered in Jining, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shandong Sunpaper Co reported revenue of ¥39.2B in FY2025 versus ¥32.2B in FY2021, a compound +5.1%/yr. Reported net income was ¥3.3B in FY2025, compounding +2.7%/yr from FY2021.

Growth Quality 43/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
39.2B CNY
Latest YoY
−3.8%
Avg. growth/yr (3Y)
−0.5%
Avg. growth/yr (5Y)
+12.7%
Avg. growth/yr (22Y)
+13.1%
Revenue +5.1%/yr
FY21 ¥32.2B
FY22 ¥39.8B
FY23 ¥39.5B
FY24 ¥40.7B
FY25 ¥39.2B
Net income +2.7%/yr
FY21 ¥2.9B
FY22 ¥2.8B
FY23 ¥3.1B
FY24 ¥3.1B
FY25 ¥3.3B

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Cite: Fair Value Calculator (2026). "Shandong Sunpaper Co Fair Value". https://www.fairvalue-calculator.com/stock/002078

Peer Group

Paper & Paper Products · 113 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Below median
Fair Value upside +26% · Above median
Return on equity (TTM) 11% · Top 25%
Return on assets 5% · Top 25%
Net margin (TTM) 8% · Top 25%
Operating margin (TTM) 11% · Top 25%
Revenue growth 2% · Above median
Dividend yield (TTM) 2.2% · Above median
Debt / equity 0.29× · Higher than median

Valuation Multiples vs Paper & Paper Products median · lower = cheaper

P/E (TTM) 11.4× · Cheaper than median
P/B 1.22× · Pricier than median
P/S (TTM) 0.95× · Pricier than median
EV/EBITDA 6.6× · Cheaper than median
PEG 1.31× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 68 · sector 20
FUTURE 10 · sector 7
PAST 43 · sector 12
HEALTH 85 · sector 91
DIVIDEND 44 · sector 41

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
Klabin S.A KLBN11 R$17.58 R$3.89 -78%
UPM-Kymmene Oyj UPM €23.45 €15.47 -34%
Suzano S.A SUZB3 R$41.70 R$138.01 +231%
Svenska Cellulosa Aktiebolaget SCA (publ) SCAB kr 103.00 kr 49.40 -52%
Holmen AB HOLMB kr 305.40 kr 217.72 -29%
Nine Dragons Paper (Holdings) Limited 2689 HK$7.55 HK$8.73 +16%
Empresas CMPC S.A CMPC 1,078 CLP 1,269 CLP +18%
Xianhe Co 603733 ¥22.05 ¥24.32 +10%
Billerud AB BILL kr 68.70 kr 48.60 -29%
MCC Meili Cloud Computing Industry Investment Co 000815 ¥12.12 ¥1.63 -87%

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Frequently asked questions

Is Shandong Sunpaper Co (002078) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of ¥17.29 versus a price of ¥13.75, about +26% (undervalued).
What is the fair value of 002078?
Our model-based fair value for Shandong Sunpaper Co is ¥17.29 (as of Jul 22, 2026), built from audited fundamentals. The current price is ¥13.75.
What is the quality score of 002078?
Shandong Sunpaper Co has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Shandong Sunpaper Co (002078)?
Shandong Sunpaper Co reported trailing-twelve-month revenue of about 39.4B CNY (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 002078?
The net profit margin of Shandong Sunpaper Co is about 8.3%, meaning it keeps roughly 8.3% of revenue as net income. Based on the latest reported figures.
Does Shandong Sunpaper Co pay a dividend?
Shandong Sunpaper Co currently shows a dividend yield of about 2.21% relative to its recent price (as of Jul 22, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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