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Industrie Chimiche Forestali S.p.A (ICF) Fair Value & Analysis

Basic Materials · IT · Market cap €34.8M

IC Industrie Chimiche Forestali S.p.A ICF · MI
Price€6.45
Fair Value€8.12
Upside+25.9%
Quality68/100
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Mixed Growth
Thin margins · 3.7% net margin
Low debt · generates free cash flow
4.88% dividend yield
Mixed vs. peers (8/14)
Narrow moat 35/100
Evidence: High Range €6.09 – €10.15 Share as image

Fair value as of: Jul 16, 2026

From 24 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from €10.52 to €8.12 (−22.8%) since Jun 24, 2026. Share price +3.2% over the past month.

A solid business, screening 26% undervalued on our models.

What matters now

  • Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
  • Our model range runs from €6.09 (bear) to €10.15 (bull), base €8.12. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 68/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

€6.45 €3.69 Fair Value €8.12 Jan 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range €3.69 – €6.45 · fair‑value band €6.09 – €10.15 · the €6.45 price screens below the €8.12 fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Industrie Chimiche Forestali S.p.A (ICF) currently trades at €6.45, while our model-based Fair Value estimate is €8.12, implying the stock looks roughly 25.9% undervalued today. The Quality Score stands at 68/100 (solid 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, Industrie Chimiche Forestali S.p.A generated revenue of €73.3M at a net margin of 3.7%. Revenue grew 1.1% year over year. It earns a return on equity of 3.5%. The stock trades on a trailing P/E of 13.4. Fundamentals as of Jul 16, 2026

Our scenario range runs from €6.09 (bear case) to €10.15 (bull case); at €6.45, 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 near its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 26%, ICF 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 €8.96 €10.97 €13.96 80
Residual Income €8.89 €8.44 €6.49 76
Rev-Margin DCF €7.98 €11.06 €14.88 74
All 24 models by family
DCF Models
FCF DCF €8.75 €10.89 €14.34 38
Owner Earnings €5.55 €6.86 €8.97 31
5Y Revenue Exit €7.98 €10.82 €14.95 39
5Y EBITDA Exit €8.76 €12.18 €16.70 41
5Y P/E Exit €7.16 €9.42 €12.13 38
10Y Revenue Exit €8.16 €10.07 €12.05 36
10Y EBITDA Exit €8.71 €10.78 €12.93 37
10Y P/E Exit €7.88 €9.32 €10.64 35
Earnings-Based
Graham-Dodd €3.25 €3.97 €4.47 54
EPV €5.71 €6.33 €6.84 59
Dividend Discount
Gordon GGM €1.45 €1.55 €1.69 70
DDM Multi-Stage €1.45 €1.67 €1.96 61
Multiples
P/E Multiple €6.09 €8.12 €10.15 63
P/S Multiple €6.09 €8.12 €10.15 58
P/B Multiple €6.09 €8.12 €10.15 55
EV/EBIT €9.01 €11.84 €14.68 53
EV/EBITDA €10.14 €13.35 €16.57 54
EV/Revenue €7.87 €11.03 €14.19 43
Asset-Based
NCAV (Graham) €6.70 €8.98 €13.40 50
Growth DCF
Growth DCF €8.96 €10.97 €13.96 80
Rev-Margin DCF €7.98 €11.06 €14.88 74
Economic Profit
Residual Income €8.89 €8.44 €6.49 76
ROIC Compounder €5.71 €6.33 €6.84 72
Growth Earnings
Growth-Adj P/E €4.34 €6.20 €8.06 68

Widest divergence: Growth DCF (€10.97) versus Dividend Discount (€1.55). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) €73.3M
Revenue growth (YoY) +1.1%
Net margin 3.7%
Return on equity 3.5%
Free cash flow €6.5M FY2025
P/E ratio 13.4
More key figures
Operating margin 5.9%
EPS (TTM) €0.4600
Dividend yield 4.9%
EPS growth (YoY) +115%
Net debt €94.0K FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 68/100

Of which business quality 66 · Market factors (momentum, volatility) 70

Profitability 35
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 68
Earnings quality: real cash, not paper profit
Fin. Strength 56
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 89
Calm price path (market factor)
Momentum 54
Price trend over the last 3–12 months (market factor)
52W Momentum 76
Distance to the 52-week high (market factor)
Net Issuance 100
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

Industrie Chimiche Forestali S.p.A. produces and sells adhesives, impregnated fabrics, and extruded fabrics in Italy, CEE, and rest of European Union. Its products are used for gloss lamination, leather goods, upholstered, automotive, staple cement, footwear, furniture, packaging, and boating applications.

Full company description

Industrie Chimiche Forestali S.p.A. produces and sells adhesives, impregnated fabrics, and extruded fabrics in Italy, CEE, and rest of European Union. Its products are used for gloss lamination, leather goods, upholstered, automotive, staple cement, footwear, furniture, packaging, and boating applications. The company sells its products under the Industrie Chimiche Forestali, ABC - Adhesive Based Chemicals, Durabond, Morel, and Tessitura Langè brands. The company was formerly known as Forestali S.r.l. and changed its name to Industrie Chimiche Forestali S.p.A. in October 2006. Industrie Chimiche Forestali S.p.A. was founded in 1918 and is headquartered in Milan, Italy.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Industrie Chimiche Forestali S.p.A reported revenue of €72.6M in FY2025 versus €75.7M in FY2021, a compound −1.0%/yr. Reported net income was €2.7M in FY2025, compounding +4.3%/yr from FY2021.

Growth Quality 60/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€72.6M
Latest YoY
−3.4%
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.
−6.3%
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.
+3.8%
Avg. growth/yr (7Y) 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.
−1.2%
Revenue −1.0%/yr
FY21 €75.7M
FY22 €88.3M
FY23 €79.9M
FY24 €75.2M
FY25 €72.6M
Net income +4.3%/yr
FY21 €2.3M
FY22 €3.2M
FY23 €2.2M
FY24 €2.1M
FY25 €2.7M

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Cite: Fair Value Calculator (2026). "Industrie Chimiche Forestali S.p.A Fair Value". https://www.fairvalue-calculator.com/stock/ICF

Peer Group

Specialty Chemicals · 673 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 +26% · Top 25%
Return on equity (TTM) 3% · Below median
Return on assets 3% · Below median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 6% · Below median
Revenue growth 1% · Below median
Dividend yield (TTM) 4.9% · Top 25%
Debt / equity 0.03× · Lower than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 13.4× · Cheaper than 75% of peers
P/B 0.53× · Cheaper than 75% of peers
P/S (TTM) 0.55× · Cheaper than median
P/FCF 6.2× · Pricier than median
EV/EBITDA 4.2× · 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 68 · sector 0
FUTURE 6 · sector 19
PAST 14 · sector 23
HEALTH 99 · sector 95
DIVIDEND 98 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

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Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Industrie Chimiche Forestali S.p.A (ICF) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of €8.12 versus a price of €6.45, about +26% (undervalued).
What is the fair value of ICF?
Our model-based fair value for Industrie Chimiche Forestali S.p.A is €8.12 (as of Jul 16, 2026), built from audited fundamentals. The current price is €6.45.
What is the quality score of ICF?
Industrie Chimiche Forestali S.p.A 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 Industrie Chimiche Forestali S.p.A (ICF)?
Industrie Chimiche Forestali S.p.A reported trailing-twelve-month revenue of about €73.3M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of ICF?
The net profit margin of Industrie Chimiche Forestali S.p.A is about 3.7%, meaning it keeps roughly 3.7% of revenue as net income. Based on the latest reported figures.
Does Industrie Chimiche Forestali S.p.A pay a dividend?
Industrie Chimiche Forestali S.p.A currently shows a dividend yield of about 4.88% relative to its recent price (as of Jul 16, 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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