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Multi Spunindo Jaya Tbk. (MSJA) Fair Value & Analysis

Consumer Cyclical · ID · Market cap 2.3T IDR (≈ $233M) · ISIN ID1000201304

MS Multi Spunindo Jaya Tbk. MSJA · JK
Price442.00 IDR
Fair Value357.30 IDR
Upside-19.2%
Quality57/100
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Strengths

Solidly profitable · 10.1% net margin
Low debt · generates free cash flow

Risks

!Trades 24% ABOVE our fair value of 357.30 IDR
!Weak Growth (revenue 5y −2.9 %/yr)
!Mixed vs. peers (7/13)
!Narrow moat 37/100
Weak Growth (revenue 5y −2.9 %/yr)
Solidly profitable · 10.1% net margin
Low debt · generates free cash flow
Mixed vs. peers (7/13)
Narrow moat 37/100
Evidence: High Range 178.65 IDR – 357.30 IDR Share as image

Fair value as of: Aug 14, 2026

From 24 valuation models · updated 17 days ago

Fair value updated Aug 14, 2026, revised from 361.18 IDR to 357.30 IDR (−1.1%) since Jul 17, 2026. Share price +10.5% over the past month.

A solid business, but trading 24% above our fair value.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits above even our optimistic bull case (357.30 IDR). The favourable scenario is already priced in.
  • Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (178.65 IDR to 357.30 IDR) leaves room in how you read the outcome.
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Price vs Fair Value (3 years)

534.43 IDR 235.29 IDR Fair Value 357.30 IDR Jan 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 14, 2026.

How to read this chart

32‑month range 235.29 IDR – 534.43 IDR · fair‑value band 178.65 IDR – 357.30 IDR · the 442.00 IDR price screens above the 357.30 IDR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 14, 2026.

Full chart & analysis →

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Analysis

Multi Spunindo Jaya Tbk. (MSJA) currently trades at 442.00 IDR, while our model-based Fair Value estimate is 357.30 IDR, implying the stock looks roughly 19.2% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Consumer Cyclical 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: high).

Over the trailing twelve months, Multi Spunindo Jaya Tbk. generated revenue of 63.8M IDR at a net margin of 10.1%. Revenue declined 2.6% year over year. It earns a return on equity of 7.9%. The balance sheet holds a net cash position of 6.7M IDR. Fundamentals as of Aug 14, 2026

Our scenario range runs from 178.65 IDR (bear case) to 357.30 IDR (bull case); at 442.00 IDR, 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 19% below its 52-week high and 58% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -26% fair-value upside, at -19%, MSJA screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 2 months have passed since. In that time the company retained roughly 3.31 IDR per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

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
FCF DCF 178.65 IDR 178.65 IDR 357.30 IDR 79
Owner Earnings 178.65 IDR 357.30 IDR 357.30 IDR 78
Growth DCF 178.65 IDR 178.65 IDR 357.30 IDR 77
All 24 models by family
DCF Models
FCF DCF 178.65 IDR 178.65 IDR 357.30 IDR 79
Owner Earnings 178.65 IDR 357.30 IDR 357.30 IDR 78
5Y Revenue Exit 178.65 IDR 178.65 IDR 357.30 IDR 71
5Y EBITDA Exit 178.65 IDR 357.30 IDR 535.95 IDR 73
5Y P/E Exit 178.65 IDR 357.30 IDR 535.95 IDR 69
10Y Revenue Exit 178.65 IDR 178.65 IDR 357.30 IDR 65
10Y EBITDA Exit 178.65 IDR 357.30 IDR 357.30 IDR 70
10Y P/E Exit 178.65 IDR 357.30 IDR 357.30 IDR 65
Earnings-Based
Graham-Dodd 178.65 IDR 178.65 IDR 178.65 IDR 67
EPV 178.65 IDR 178.65 IDR 178.65 IDR 74
Dividend Discount
Gordon GGM 178.65 IDR 178.65 IDR 178.65 IDR 69
DDM Multi-Stage 178.65 IDR 178.65 IDR 178.65 IDR 67
Multiples
P/E Multiple 357.30 IDR 357.30 IDR 535.95 IDR 63
P/S Multiple 178.65 IDR 357.30 IDR 357.30 IDR 58
P/B Multiple 178.65 IDR 357.30 IDR 357.30 IDR 55
EV/EBIT 178.65 IDR 357.30 IDR 357.30 IDR 66
EV/EBITDA 357.30 IDR 357.30 IDR 535.95 IDR 67
EV/Revenue 178.65 IDR 357.30 IDR 357.30 IDR 54
Asset-Based
NCAV (Graham) 178.65 IDR 178.65 IDR 178.65 IDR 55
Growth DCF
Growth DCF 178.65 IDR 178.65 IDR 357.30 IDR 77
Rev-Margin DCF 178.65 IDR 178.65 IDR 357.30 IDR 71
Economic Profit
Residual Income 178.65 IDR 178.65 IDR 178.65 IDR 76
ROIC Compounder 178.65 IDR 178.65 IDR 178.65 IDR 72
Growth Earnings
Growth-Adj P/E 178.65 IDR 357.30 IDR 357.30 IDR 68

Widest divergence: DCF Models (357.30 IDR) versus Earnings-Based (178.65 IDR). Highest evidence: FCF DCF (79).

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Key figures & financial health

P/E ratio 22.7
P/S ratio 2.01 P/E × margin
EPS (TTM) 19.48 IDR price ÷ EPS = P/E 22.7
Net margin 8.8% FY2026
Return on equity 7.9% TTM
Return on assets (EBIT) 7.2% avg 5y
More key figures
Profitability
Operating margin 6.8% TTM
Growth
Revenue (TTM) 63.8M IDR TTM
Revenue growth (YoY) -2.6% 3y avg -7.1%
EPS growth (YoY) +253%
Balance sheet & cash flow
Free cash flow 3.1M IDR FY2026
Net cash 6.7M IDR FY2026

Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 57 · Market factors (momentum, volatility) 66

Profitability 35
Margins and returns on capital today
Quality Growth 44
Are margins and returns improving?
Cashflow 37
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 62
Price trend over the last 3–12 months (market factor)
52W Momentum 73
Distance to the 52-week high (market factor)
Net Issuance 85
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

PT Multi Spunindo Jaya Tbk manufactures and sells nonwoven materials in Indonesia and internationally. The company offers polypropylene, polyester (PET), polyethylene (PE), bicomponent PET/PE, biodegradable, polyethylene, biodegradable, and 3D embossed spunbond materials; meltblown and spunmelt materials; and ready-made nonwoven composite materials for use …

Full company description

PT Multi Spunindo Jaya Tbk manufactures and sells nonwoven materials in Indonesia and internationally. The company offers polypropylene, polyester (PET), polyethylene (PE), bicomponent PET/PE, biodegradable, polyethylene, biodegradable, and 3D embossed spunbond materials; meltblown and spunmelt materials; and ready-made nonwoven composite materials for use in personal care and hygiene, medical, agriculture and horticulture, geotextile, building and construction, automotive, household and furnishing, filtration, clothing and shoes, absorbent and wiping materials, packaging and miscellaneous, and FRP pipe industries. It is involved in the plastic recycling industry and trading activities. The company was founded in 1997 and is based in Sidoarjo, Indonesia. PT Multi Spunindo Jaya Tbk is a subsidiary of PT Maju Selaras Jayamerta.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Multi Spunindo Jaya Tbk. reported revenue of $63.4M in FY2026 versus $77.9M in FY2022, a compound −5.0%/yr. Reported net income was $5.6M in FY2026, compounding −11.6%/yr from FY2022.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
63.4M IDR
Latest YoY
−7.4%
Avg. revenue 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.
−7.1%
Avg. revenue 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.
−2.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−13.9% (-13.9 + 0.0)
Revenue −5.0%/yr
FY22 $77.9M
FY23 $79.0M
FY24 $70.3M
FY25 $68.5M
FY26 $63.4M
Net income −11.6%/yr
FY22 $9.2M
FY23 $4.8M
FY24 $7.3M
FY25 $5.5M
FY26 $5.6M

MSJA screens 24% overvalued. Compare with Shenzhou International Group →

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Cite: Fair Value Calculator (2026). "Multi Spunindo Jaya Tbk. Fair Value". https://www.fairvalue-calculator.com/stock/MSJA

Peer Group

Textile Manufacturing · 341 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 57 · Above median
Fair Value upside −19% · Above median
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 7% · Above median
Revenue growth -3% · Below median
Debt / equity 0.02× · Lower than median

Valuation Multiples vs Textile Manufacturing median · lower = cheaper

P/E (TTM) 22.7× · Pricier than median
P/B 2.78× · Pricier than 75% of peers
P/S (TTM) 3.65× · Pricier than 75% of peers
P/FCF 74.6× · Pricier than 75% of peers
EV/EBITDA 24.7× · Pricier 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE8 · sector 6
FUTURE0 · sector 0
PAST32 · sector 14
HEALTH99 · sector 95
DIVIDEND0 · sector 33

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

Similar stocks

10 more Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).

Stock Price Fair Value vs Fair Value
Shenzhou International Group 2313 HK$37.94 HK$68.35 +80%
Tongkun Group 601233 ¥22.67 ¥14.53 -36%
Inner Mongolia ERDOS Resources Co 600295 ¥12.95 ¥14.35 +11%
Far Eastern New Century Corporation 1402 28.55 TWD 25.64 TWD -10%
K.P.R. Mill Limited KPRMILL ₹1,124 ₹467.49 -58%
HMT (Xiamen) New Technical Materials Co 603306 ¥71.55 ¥11.85 -83%
Zhejiang Orient Holdings 600120 ¥4.89 ¥2.21 -55%
Vardhman Textiles Limited VTL ₹592.75 ₹437.53 -26%
Albany International Corp AIN $59.92 $18.40 -69%
Isiklar Enerji ve Yapi Holding IEYHO 174.20 TRY 324.31 TRY +86%

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Frequently asked questions

Is Multi Spunindo Jaya Tbk. (MSJA) overvalued or undervalued?
As of Aug 14, 2026, our model estimates a fair value of 357.30 IDR versus a price of 442.00 IDR, about −19% (overvalued).
What is the fair value of MSJA?
Our model-based fair value for Multi Spunindo Jaya Tbk. is 357.30 IDR (as of Aug 14, 2026), built from audited fundamentals. The current price: 442.00 IDR.
What is the quality score of MSJA?
Multi Spunindo Jaya Tbk. has a Quality Score of 57/100. 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 Multi Spunindo Jaya Tbk. (MSJA)?
Multi Spunindo Jaya Tbk. reported trailing-twelve-month revenue of about 63.8M IDR (latest available figure, as of Aug 14, 2026).
What is the net profit margin of MSJA?
The net profit margin of Multi Spunindo Jaya Tbk. is about 10.1%, meaning it keeps roughly 10.1% of revenue as net income. Based on the latest reported figures.

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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