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Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., (SANFM) Fair Value & Analysis

Consumer Defensive · TR · Market cap 3.4B TRY

SE Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., SANFM · IS
Price9.17 TRY
Fair Value9.98 TRY
Upside+8.8%
Quality39/100
Expensive Growth
Thin margins · 2.5% net margin
Moderate debt · negative free cash flow
Trails peers (3/13)
Narrow moat 27/100
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Evidence: Medium Range 6.65 TRY – 12.83 TRY Share as image

Fair value as of: Aug 1, 2026

From 14 valuation models · updated today

Share price +4.8% over the past month.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (6.65 TRY to 12.83 TRY) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

10.67 TRY 6.25 TRY Fair Value 9.98 TRY Aug 2025 Jul 2026

12‑month range 6.25 TRY – 10.67 TRY · fair‑value band 6.65 TRY – 12.83 TRY · the 9.17 TRY price screens below the 9.98 TRY fair value. As of Aug 1, 2026.

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Analysis

Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., (SANFM) currently trades at 9.17 TRY, while our model-based Fair Value estimate is 9.98 TRY, implying the stock looks roughly 8.8% fairly valued today. We read business quality at 39/100 (below-average quality), in the Consumer Defensive 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: medium), always confirm before acting.

Over the trailing twelve months, Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., generated revenue of 1.2B TRY at a net margin of 2.5%. Revenue grew 19.7% year over year. It earns a return on equity of 5.7%. Net debt stands at 370M TRY. Fundamentals as of Aug 1, 2026

Our scenario range runs from 6.65 TRY (bear case) to 12.83 TRY (bull case); at 9.17 TRY, the current price sits within that range. The share trades about 16% below its 52-week high and 48% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -48% fair-value upside, at 9%, SANFM screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 1.2B TRY
Revenue growth (YoY) +19.7%
Net margin 2.5%
Return on equity 5.7%
Free cash flow −256M TRY FY2025
P/E ratio 114.6
More key figures
Operating margin 3.6%
EPS (TTM) 0.0800 TRY
EPS growth (YoY) +890%
Net debt 370M TRY FY2025

Figures from reported company fundamentals · as of Aug 1, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100
Profitability 26
Quality Growth 42
Cashflow 30
Fin. Strength 55
Investment 0
Low Volatility 55
Momentum 69
52W Momentum 61
Net Issuance 40

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

Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., together with its subsidiaries, produces, converts, and supplies industrial and cleaning products in Turkey and internationally.

Full company description

Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., together with its subsidiaries, produces, converts, and supplies industrial and cleaning products in Turkey and internationally. It offers Basotect and Firex foams; Echobon, a high-density ecological insulation material; Echopol, a low-density flexible foam product; SaniFilter material; SaniShine, a high strength flexible polyurethane foam; SaniHydro sponge; SaniFelt, a fibre felt product; SaniSeal, a sealing material; SaniTape, a self-adhesive tape; coating and layering products; and SaniWood, a plywood and compact laminate product. The company also provides scrubber sponges, cleaning clothes, bath sponges, and scouring fibers, as well as car sponges with shampoo under the Sanitex, Star, and Blues brands; microfiber clothes, stainless steel scourers, and melamine and cellulosic sponges; and polyether and polyester sponges. In addition, it offers logistics, storage, and distribution services. The company serves the automotive, home appliances, industrial insulation, acoustics, and cleaning sectors. It exports its products. The company was incorporated in 1990 and is headquartered in Tekirdag, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., reported revenue of 1.2B TRY in FY2025 versus 144M TRY in FY2021, a compound +68.0%/yr. Reported net income was 1.8M TRY in FY2025, compounding −50.8%/yr from FY2021.

Revenue +68.0%/yr
FY21 144M TRY
FY22 314M TRY
FY23 1.0B TRY
FY24 1.1B TRY
FY25 1.2B TRY
Net income −50.8%/yr
FY21 30.8M TRY
FY22 63.1M TRY
FY23 63.4M TRY
FY24 61.8M TRY
FY25 1.8M TRY

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Cite: Fair Value Calculator (2026). "Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., Fair Value". https://www.fairvalue-calculator.com/stock/SANFM

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 45 / 30
FUTURE 99 / 4
PAST 23 / 27
HEALTH 67 / 98
DIVIDEND 0 / 49

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 Aug 1, 2026).

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L'Oréal S.A LRLCF $450.56 $209.17 -54%
Unilever PLC ULEV34 R$342.24 R$355.27 +4%
Colgate-Palmolive Company CL 1,487 MXN 986.14 MXN -34%
Hindustan Unilever Limited HINDUNILVR ₹2,122 ₹677.55 -68%
Kimberly-Clark Corporation KMBB34 R$507.13 R$264.22 -48%
Church & Dwight Co CHDC34 R$488.56 R$243.77 -50%
Essity AB ESSITYA kr 268.00 kr 265.76 -1%
Godrej Consumer Products Limited GODREJCP ₹998.00 ₹323.44 -68%
Marico Limited MARICO ₹810.65 ₹364.61 -55%

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Frequently asked questions

Is Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., (SANFM) overvalued or undervalued?
As of Aug 1, 2026, our model estimates a fair value of 9.98 TRY versus a price of 9.17 TRY, about +9% (fairly valued).
What is the fair value of SANFM?
Our model-based fair value for Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., is 9.98 TRY (as of Aug 1, 2026), built from audited fundamentals. The current price is 9.17 TRY.
What is the quality score of SANFM?
Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., has a Quality Score of 39/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., (SANFM)?
Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., reported trailing-twelve-month revenue of about 1.2B TRY (latest available figure, as of Aug 1, 2026).
What is the net profit margin of SANFM?
The net profit margin of Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S., is about 2.5%, meaning it keeps roughly 2.5% 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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