EN DE

Superlon Holdings (7235) Fair Value & Analysis

Industrials · MY · Market cap 116M MYR

SH Superlon Holdings 7235 · KLSE
Price0.7450 MYR
Fair Value1.65 MYR
Upside+121.5%
Quality68/100
Watch Superlon Holdings for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Thin margins · 9.4% net margin
Low debt · generates free cash flow
3.22% dividend yield
Ranks above peers (13/14)
Moderate moat 45/100
Evidence: High Range 1.20 MYR – 2.07 MYR Share as image

Fair value as of: Jul 19, 2026

From 25 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from 1.47 MYR to 1.65 MYR (+12.2%) since Jun 25, 2026. Share price +11.2% over the past month.

A solid business, screening 121% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (1.20 MYR). The market is more pessimistic than our downside scenario.
  • Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

1.35 MYR 0.5215 MYR Fair Value 1.65 MYR Jan 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range 0.5215 MYR – 1.35 MYR · fair‑value band 1.20 MYR – 2.07 MYR · the 0.7450 MYR price screens below the 1.65 MYR fair value. Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Superlon Holdings (7235) currently trades at 0.7450 MYR, while our model-based Fair Value estimate is 1.65 MYR, implying the stock looks roughly 121.5% undervalued today. The Quality Score stands at 68/100 (solid quality), in the Industrials 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, Superlon Holdings generated revenue of 134M MYR at a net margin of 8.5%. Revenue grew 5.5% year over year. It earns a return on equity of 6.9%. Net debt stands at 3.6M MYR. Fundamentals as of Jul 19, 2026

Our scenario range runs from 1.20 MYR (bear case) to 2.07 MYR (bull case); at 0.7450 MYR, the current price sits below 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 5% below its 52-week high and 33% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at 121%, 7235 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 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 DCF 1.12 MYR 1.44 MYR 1.80 MYR 80
Residual Income 0.8100 MYR 0.8200 MYR 0.7800 MYR 76
Rev-Margin DCF 1.02 MYR 1.50 MYR 2.02 MYR 74
All 25 models by family
DCF Models
FCF DCF 1.11 MYR 1.47 MYR 1.90 MYR 38
Owner Earnings 0.9000 MYR 1.19 MYR 1.54 MYR 31
5Y Revenue Exit 1.02 MYR 1.48 MYR 2.05 MYR 39
5Y EBITDA Exit 1.22 MYR 1.83 MYR 2.53 MYR 41
5Y P/E Exit 1.12 MYR 1.65 MYR 2.19 MYR 38
10Y Revenue Exit 1.03 MYR 1.41 MYR 1.88 MYR 36
10Y EBITDA Exit 1.16 MYR 1.62 MYR 2.19 MYR 37
10Y P/E Exit 1.10 MYR 1.51 MYR 1.97 MYR 35
Earnings-Based
Graham-Dodd 0.5400 MYR 1.42 MYR 1.86 MYR 54
PEG = 1.0 0.2700 MYR 0.3900 MYR 0.5100 MYR 46
EPV 0.6300 MYR 0.7000 MYR 0.7600 MYR 59
Dividend Discount
Gordon GGM 0.2100 MYR 0.3500 MYR 0.4600 MYR 70
DDM Multi-Stage 0.2100 MYR 0.3000 MYR 0.3700 MYR 61
Multiples
P/E Multiple 1.24 MYR 1.65 MYR 2.07 MYR 63
P/S Multiple 1.00 MYR 1.34 MYR 1.67 MYR 58
P/B Multiple 1.00 MYR 1.34 MYR 1.67 MYR 55
EV/EBIT 1.41 MYR 1.86 MYR 2.32 MYR 53
EV/EBITDA 1.48 MYR 1.97 MYR 2.45 MYR 54
EV/Revenue 1.01 MYR 1.43 MYR 1.85 MYR 43
Asset-Based
NCAV (Graham) 0.5500 MYR 0.7400 MYR 1.10 MYR 50
Growth DCF
Growth DCF 1.12 MYR 1.44 MYR 1.80 MYR 80
Rev-Margin DCF 1.02 MYR 1.50 MYR 2.02 MYR 74
Economic Profit
Residual Income 0.8100 MYR 0.8200 MYR 0.7800 MYR 76
ROIC Compounder 0.6300 MYR 0.7000 MYR 0.7600 MYR 72
Growth Earnings
Growth-Adj P/E 0.9700 MYR 1.39 MYR 1.81 MYR 68

Widest divergence: DCF Models (1.48 MYR) versus Dividend Discount (0.3000 MYR). Highest evidence: Growth DCF (80).

Notify me when 7235 reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) 134M MYR
Revenue growth (YoY) +5.5%
Net margin 8.5%
Return on equity 6.9%
Free cash flow 21.2M MYR FY2026
P/E ratio 9.3
More key figures
Operating margin 8.2%
EPS (TTM) 0.0700 MYR
Dividend yield 2.0%
EPS growth (YoY) -21.7%
Net debt 3.6M MYR FY2026

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 68/100

Of which business quality 68 · Market factors (momentum, volatility) 62

Profitability 39
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 80
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 81
Disciplined investing over empire-building
Low Volatility 89
Calm price path (market factor)
Momentum 47
Price trend over the last 3–12 months (market factor)
52W Momentum 56
Distance to the 52-week high (market factor)
Net Issuance 81
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

Superlon Holdings Berhad, an investment holding company, designs, tests, manufactures, and sells thermal insulation materials in Africa, the United States, Europe, Asia, Malaysia, and Oceania. The company operates through Insulation Materials, and Trading of Parts and Equipments segments.

Full company description

Superlon Holdings Berhad, an investment holding company, designs, tests, manufactures, and sells thermal insulation materials in Africa, the United States, Europe, Asia, Malaysia, and Oceania. The company operates through Insulation Materials, and Trading of Parts and Equipments segments. It offers thermal insulation products, such as open and closed cell rolls and sheets, foam rods and tubes, aluminum laminate rolls and sheets, and adhesive rolls and sheets. The company also provides sound insulation products, including acoustic profile foam in residential, commercial, and industrial settings; AcoustecPRO for the automotive industry and AcoustecLITE for sound insulation applications; and Acoustec, a sound absorption and barrier vibration dampening foam. In addition, it offers sports and fitness products, such as fitness mats under the Oh My Mat! brand; and playground and sports underlays. Further, the company provides foam and gasket tapes; and HVAC accessories, such as compressors, HoCoL copper, refrigerants, hand torch cylinders, hand torch, insulation glues and weather paints, mini copper tube cutters, and vacuum pumps. Superlon Holdings Berhad was incorporated in 1992 and is headquartered in Klang, Malaysia.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Superlon Holdings reported revenue of 132M MYR in FY2026 versus 92.1M MYR in FY2022, a compound +9.5%/yr. Reported net income was 12.5M MYR in FY2026, compounding +19.0%/yr from FY2022.

Growth Quality 64/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
132M MYR
Latest YoY
−2.3%
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.
+6.9%
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.
+5.7%
Avg. growth/yr (19Y) 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.
+11.2%
Revenue +9.5%/yr
FY22 92.1M MYR
FY23 108M MYR
FY24 118M MYR
FY25 136M MYR
FY26 132M MYR
Net income +19.0%/yr
FY22 6.2M MYR
FY23 2.3M MYR
FY24 12.0M MYR
FY25 12.4M MYR
FY26 12.5M MYR
Character of growth · EPS growth decomposed (2015-2026) −3.3 % p.a.
Revenue per share +4.0 pp

of which total revenue +4.0 pp · buybacks/dilution +0.0 pp

EBIT margin −7.4 pp
Tax rate +0.4 pp
Residual (interest, one-offs) −0.3 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

Watch 7235: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Superlon Holdings Fair Value". https://www.fairvalue-calculator.com/stock/7235

Peer Group

Building Products & Equipment · 247 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 68 · Top 25%
Fair Value upside +122% · Top 25%
Return on equity (TTM) 7% · Above median
Return on assets 4% · Above median
Net margin (TTM) 9% · Top 25%
Operating margin (TTM) 11% · Above median
Revenue growth -6% · Below median
Dividend yield (TTM) 3.2% · Above median
Debt / equity 0.09× · Lower than median

Valuation Multiples vs Building Products & Equipment median · lower = cheaper

P/E (TTM) 9.2× · Cheaper than 75% of peers
P/B 0.16× · Cheaper than 75% of peers
P/S (TTM) 0.22× · Cheaper than 75% of peers
P/FCF 1.3× · Cheaper than median
EV/EBITDA 1.1× · Cheaper than 75% of peers

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 100 · sector 3
FUTURE 0 · sector 9
PAST 29 · sector 23
HEALTH 95 · sector 94
DIVIDEND 64 · sector 28

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 Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Trane Technologies plc TT $469.98 $212.34 -55%
Johnson Controls International plc JCI $142.81 $45.65 -68%
Carrier Global Corporation CARR $68.61 $17.35 -75%
Compagnie de Saint-Gobain S.A SGO €76.62 €101.60 +33%
Geberit AG GEBN CHF 523.20 CHF 307.66 -41%
Lennox International Inc LII $543.93 $363.09 -33%
Kingspan Group KRX €87.30 €70.76 -19%
Masco Corporation MAS $78.04 $54.36 -30%
PT Impack Pratama Industri Tbk, IMPC 1,420 IDR 179.76 IDR -87%
NIBE Industrier AB NIBEB kr 36.03 kr 25.37 -30%

Compare Superlon Holdings with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Superlon Holdings (7235) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 1.65 MYR versus a price of 0.7450 MYR, about +121% (undervalued).
What is the fair value of 7235?
Our model-based fair value for Superlon Holdings is 1.65 MYR (as of Jul 19, 2026), built from audited fundamentals. The current price is 0.7450 MYR.
What is the quality score of 7235?
Superlon Holdings has a Quality Score of 68/100. 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 Superlon Holdings (7235)?
Superlon Holdings reported trailing-twelve-month revenue of about 134M MYR (latest available figure, as of Jul 19, 2026).
What is the net profit margin of 7235?
The net profit margin of Superlon Holdings is about 8.5%, meaning it keeps roughly 8.5% of revenue as net income. Based on the latest reported figures.
Does Superlon Holdings pay a dividend?
Superlon Holdings currently shows a dividend yield of about 2.00% relative to its recent price (as of Jul 19, 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.

14 days Pro free · no card

Track Superlon Holdings and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.