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S.C. Romcarbon S.A (ROCE) Fair Value & Analysis

Consumer Cyclical · RO · Market cap 98.3M RON

SC S.C. Romcarbon S.A ROCE · RO
Price0.1860 RON
Fair Value0.0300 RON
Upside-83.9%
Quality53/100
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Weak Growth
Thin margins · 1.8% net margin
Low debt · negative free cash flow
Trails peers (4/11)
Narrow moat 18/100
Evidence: Medium Range 0.0300 RON – 0.0400 RON Share as image

Fair value as of: Jul 31, 2026

From 9 valuation models · updated 10 days ago

Fair value updated Jul 31, 2026, revised from 0.0400 RON to 0.0300 RON (−25.0%) since Jun 26, 2026. Share price +9.7% over the past month.

A solid business, but screening 84% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (0.0400 RON). The favourable scenario is already priced in.
  • Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

0.2052 RON 0.0404 RON Fair Value 0.0300 RON Feb 2021 Jun 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.

How to read this chart

60‑month range 0.0404 RON – 0.2052 RON · fair‑value band 0.0300 RON – 0.0400 RON · the 0.1860 RON price screens above the 0.0300 RON fair value. Dashed = 300-day average. As of Jul 31, 2026.

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Analysis

S.C. Romcarbon S.A (ROCE) currently trades at 0.1860 RON, while our model-based Fair Value estimate is 0.0300 RON, implying the stock looks roughly 83.9% overvalued today. The Quality Score stands at 53/100 (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: medium).

Over the trailing twelve months, S.C. Romcarbon S.A generated revenue of 253M RON at a net margin of 1.8%. Revenue declined 8.7% year over year. It earns a return on equity of 3.4%. Net debt stands at 41.8M RON. Fundamentals as of Jul 31, 2026

Our scenario range runs from 0.0300 RON (bear case) to 0.0400 RON (bull case); at 0.1860 RON, 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 2% below its 52-week high and 44% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -22% fair-value upside, at -84%, ROCE 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (0.0100 RON to 0.3000 RON). Read the values as a conservative anchor, not as a price target.
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
Residual Income 0.1600 RON 0.1400 RON 0.0800 RON 76
Gordon GGM 0.0300 RON 0.0400 RON 0.0400 RON 70
Growth-Adj P/E 0.0100 RON 68
All 9 models by family
Dividend Discount
Gordon GGM 0.0300 RON 0.0400 RON 0.0400 RON 70
DDM Multi-Stage 0.0300 RON 0.0400 RON 0.0500 RON 61
Multiples
P/E Multiple 0.0100 RON 0.0100 RON 63
P/S Multiple 0.0100 RON 58
P/B Multiple 0.0100 RON 55
EV/EBITDA 0.2400 RON 0.3000 RON 0.3700 RON 54
Asset-Based
NCAV (Graham) 0.1300 RON 0.1700 RON 0.2600 RON 50
Economic Profit
Residual Income 0.1600 RON 0.1400 RON 0.0800 RON 76
Growth Earnings
Growth-Adj P/E 0.0100 RON 68

Widest divergence: Asset-Based (0.1700 RON) versus Multiples (0.0100 RON). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 253M RON
Revenue growth (YoY) -8.7%
Net margin 1.8%
Return on equity 3.4%
Free cash flow −10.0M RON FY2025
Operating margin 0.3%
More key figures
Net debt 41.8M RON FY2025

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 53 · Market factors (momentum, volatility) 74

Profitability 40
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 32
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 77
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

S.C. Romcarbon S.A., together with its subsidiaries, operates as a plastic processor in Romania, Europe, China, Israel, Taiwan, and Panama.

Full company description

S.C. Romcarbon S.A., together with its subsidiaries, operates as a plastic processor in Romania, Europe, China, Israel, Taiwan, and Panama. The company offers air, cabin, fuel, and oil filters; granular and powder active carbon; basic foil, folded sheet for packing and thermo shrinkable covers, general use polyethylene film, constructions film, black film for mulch, premium UV solar 3 year film, transparent film for the plant germination, UV Solar, coated/uncoated polypropylene fabric, PP strap, thick and thin sacks and bags, uncoated polypropylene bags, one and two loop big bag, polypropylene coated bags, polypropylene bags with PE liner, and four loop big bag; and extruded PS standard and absorbant tray, food packaging, and PET rigid packaging. It also provides XPS panel/insulation underlament; Q-Bag, PP threads, yarn, and fabric; polypropylene bags with valve and strapping tape; recycled polymers rPP, rPE, rPS, and rABS, as well as plastic compounds; bio compostable shopping bag, bio compostable vegetable bag/fruit bag, recyclable waste collection bag, and bio compostable bag for organic waste; PVC support for road sign; and PP straps. In addition, the company is involved in the provision of plumbing, heat, and air conditioning installation; business and other management consultancy, other information technology and computer service, sport facilities, and other financial service activities; manufacture of products for the human health. Its products are used for agriculture, automotive, construction and home improvement, filtration and protection masks, slaughterhouse and food processing, horeca, packaging, plastic processing, and printing house applications. The company was founded in 1952 and is headquartered in Buzau, Romania.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

S.C. Romcarbon S.A reported revenue of 259M RON in FY2025 versus 341M RON in FY2021, a compound −6.6%/yr. Reported net income was 154K RON in FY2025, compounding −45.9%/yr from FY2021.

Growth Quality 20/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
259M RON
Latest YoY
−15.6%
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.
−12.1%
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.
+0.3%
Avg. growth/yr (6Y) 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.
+0.9%
Revenue −6.6%/yr
FY21 341M RON
FY22 382M RON
FY23 305M RON
FY24 307M RON
FY25 259M RON
Net income −45.9%/yr
FY21 1.8M RON
FY22 56.1M RON
FY23 −5.1M RON
FY24 −10.4M RON
FY25 154K RON

ROCE screens 84% overvalued. Compare with Stora Enso Oyj →

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Cite: Fair Value Calculator (2026). "S.C. Romcarbon S.A Fair Value". https://www.fairvalue-calculator.com/stock/ROCE

Peer Group

Packaging & Containers · 272 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 53 · Above median
Fair Value upside −84% · Bottom 25%
Return on equity (TTM) 3% · Below median
Return on assets 1% · Below median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 0% · Bottom 25%
Revenue growth -9% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.03× · Lower than 75% of peers

Valuation Multiples vs Packaging & Containers median · lower = cheaper

P/B 0.16× · Cheaper than 75% of peers
P/S (TTM) 0.09× · 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 0 · sector 9
FUTURE 0 · sector 1
PAST 14 · sector 21
HEALTH 99 · sector 92
DIVIDEND 0 · sector 42

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 Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

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Taiwan Hon Chuan Enterprise Co 9939 132.50 TWD 127.06 TWD -4%
Time Technoplast Limited TIMETECHNO ₹206.82 ₹161.42 -22%
EPL Limited 500135 ₹222.25 ₹111.65 -50%
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Dongwon Systems Corporation 014820 19,330 KRW 31,473 KRW +63%

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Frequently asked questions

Is S.C. Romcarbon S.A (ROCE) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 0.0300 RON versus a price of 0.1860 RON, about −84% (overvalued).
What is the fair value of ROCE?
Our model-based fair value for S.C. Romcarbon S.A is 0.0300 RON (as of Jul 31, 2026), built from audited fundamentals. The current price is 0.1860 RON.
What is the quality score of ROCE?
S.C. Romcarbon S.A has a Quality Score of 53/100. 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 S.C. Romcarbon S.A (ROCE)?
S.C. Romcarbon S.A reported trailing-twelve-month revenue of about 253M RON (latest available figure, as of Jul 31, 2026).
What is the net profit margin of ROCE?
The net profit margin of S.C. Romcarbon S.A is about 1.8%, meaning it keeps roughly 1.8% 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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