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Shihlin Paper Corporation (1903) Fair Value & Analysis

Consumer Defensive · TW · Market cap 12.7B TWD

SP Shihlin Paper Corporation 1903 · TW
Price47.20 TWD
Fair Value17.98 TWD
Upside-61.9%
Quality45/100
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Weak Growth
Low debt · negative free cash flow
Trails peers (3/11)
Narrow moat 24/100
Evidence: Medium Range 16.46 TWD – 21.25 TWD Share as image

Fair value as of: Jul 23, 2026

From 8 valuation models · updated 18 days ago

Fair value updated Jul 23, 2026, revised from 18.01 TWD to 17.98 TWD (−0.2%) since Jul 7, 2026. Share price −3.6% over the past month.

Below-average quality, and screening another 62% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (21.25 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

76.10 TWD 42.65 TWD Fair Value 17.98 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.

How to read this chart

60‑month range 42.65 TWD – 76.10 TWD · fair‑value band 16.46 TWD – 21.25 TWD · the 47.20 TWD price screens above the 17.98 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 23, 2026.

Full chart & analysis →

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Analysis

Shihlin Paper Corporation (1903) currently trades at 47.20 TWD, while our model-based Fair Value estimate is 17.98 TWD, implying the stock looks roughly 61.9% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Trailing-twelve-month revenue stands at 152M TWD. Revenue declined 2.2% year over year. It earns a return on equity of 6.3%. Net debt stands at 2.8B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 16.46 TWD (bear case) to 21.25 TWD (bull case); at 47.20 TWD, the current price sits above 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 25% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at -62%, 1903 screens richer 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth-Adj P/E 11.73 TWD 16.75 TWD 21.78 TWD 68
P/E Multiple 16.46 TWD 21.95 TWD 27.44 TWD 63
Residual Income 16.79 TWD 17.34 TWD 17.66 TWD 61
All 8 models by family
DCF Models
Owner Earnings 3.27 TWD 4.05 TWD 5.48 TWD 31
Earnings-Based
Graham-Dodd 8.78 TWD 10.73 TWD 12.07 TWD 54
Multiples
P/E Multiple 16.46 TWD 21.95 TWD 27.44 TWD 63
P/S Multiple 0.6600 TWD 0.8800 TWD 1.11 TWD 58
P/B Multiple 16.46 TWD 21.95 TWD 27.44 TWD 55
Asset-Based
NCAV (Graham) 10.63 TWD 14.24 TWD 21.25 TWD 50
Economic Profit
Residual Income 16.79 TWD 17.34 TWD 17.66 TWD 61
Growth Earnings
Growth-Adj P/E 11.73 TWD 16.75 TWD 21.78 TWD 68

Widest divergence: Multiples (21.95 TWD) versus DCF Models (4.05 TWD). Highest evidence: Growth-Adj P/E (68).

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Key figures & financial health

Revenue (TTM) 152M TWD
Revenue growth (YoY) -2.2%
Net margin 220%
Return on equity 6.3%
Free cash flow −184M TWD FY2025
P/E ratio 37.9
More key figures
Operating margin -21.5%
EPS (TTM) 1.29 TWD
EPS growth (YoY) +549%
Net debt 2.8B TWD FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 45/100

Of which business quality 46 · Market factors (momentum, volatility) 39

Profitability 34
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 46
Balance sheet, leverage, solvency risk
Investment 56
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 12
Distance to the 52-week high (market factor)
Net Issuance 82
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

Shihlin Paper Corporation, together with its subsidiaries, engages in the production and sales of paper-related products in Taiwan, Europe, and Asia. It sells paper processed products, wet wipes, facial masks, skin care products, and bath products.

Full company description

Shihlin Paper Corporation, together with its subsidiaries, engages in the production and sales of paper-related products in Taiwan, Europe, and Asia. It sells paper processed products, wet wipes, facial masks, skin care products, and bath products. The company also engages in leasing of assets; investment and development; wholesale of daily necessities; and urban renewal and reconstruction activities. Shihlin Paper Corporation was founded in 1918 and is based in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shihlin Paper Corporation reported revenue of 153M TWD in FY2025 versus 326M TWD in FY2021, a compound −17.2%/yr. Reported net income was 336M TWD in FY2025, compounding +41.3%/yr from FY2021.

Growth Quality 8/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
153M TWD
Latest YoY
−1.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.8%
Avg. growth/yr (23Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−10.9%
Revenue −17.2%/yr
FY21 326M TWD
FY22 165M TWD
FY23 171M TWD
FY24 156M TWD
FY25 153M TWD
Net income +41.3%/yr
FY21 84.2M TWD
FY22 212M TWD
FY23 86.4M TWD
FY24 −21.0M TWD
FY25 336M TWD

1903 screens 62% overvalued. Compare with The Procter & Gamble Company →

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Cite: Fair Value Calculator (2026). "Shihlin Paper Corporation Fair Value". https://www.fairvalue-calculator.com/stock/1903

Peer Group

Household & Personal Products · 244 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 45 · Bottom 25%
Fair Value upside −62% · Bottom 25%
Return on equity (TTM) 6% · Below median
Return on assets -0% · Bottom 25%
Operating margin (TTM) -22% · Bottom 25%
Revenue growth -2% · Below median
Debt / equity 0.03× · Lower than median

Valuation Multiples vs Household & Personal Products median · lower = cheaper

P/E (TTM) 37.9× · Pricier than 75% of peers
P/B 0.07× · Cheaper than 75% of peers
P/S (TTM) 2.60× · Pricier than 75% of peers
PEG 1.53× · Cheaper 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 0 · sector 28
FUTURE 0 · sector 4
PAST 25 · sector 26
HEALTH 98 · sector 98
DIVIDEND 0 · sector 50

VALUE 0: the price sits above our fair-value range.

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 Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
The Procter & Gamble Company PG $146.80 $108.16 -26%
Unilever PLC ULN 1,080 MXN 1,273 MXN +18%
Hindustan Unilever Limited HINDUNILVR ₹2,144 ₹1,000 -53%
Essity AB ESSITYA kr 279.00 kr 250.02 -10%
Godrej Consumer Products Limited GODREJCP ₹1,088 ₹367.64 -66%
Marico Limited MARICO ₹846.75 ₹233.05 -72%
APR Co 278470 375,000 KRW 151,222 KRW -60%
Dabur India Limited DABUR ₹429.45 ₹181.60 -58%
Kimberly-Clark de México, S. A. B. de C. V., KIMBERA 38.07 MXN 50.09 MXN +32%
PT Unilever Indonesia Tbk UNVR 1,730 IDR 1,934 IDR +12%

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Frequently asked questions

Is Shihlin Paper Corporation (1903) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 17.98 TWD versus a price of 47.20 TWD, about −62% (overvalued).
What is the fair value of 1903?
Our model-based fair value for Shihlin Paper Corporation is 17.98 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 47.20 TWD.
What is the quality score of 1903?
Shihlin Paper Corporation has a Quality Score of 45/100. 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 Shihlin Paper Corporation (1903)?
Shihlin Paper Corporation reported trailing-twelve-month revenue of about 152M TWD (latest available figure, as of Jul 23, 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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