Shaniv Paper Industry Ltd (SHAN) Fair Value & Analysis
Basic Materials · Il · Market cap 569M ILA
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 27 days ago
Fair value updated Jul 15, 2026, revised from 5.60 ILA to 5.31 ILA (−5.2%) since Jun 24, 2026. Share price −2.2% over the past month.
A solid business, but screening 42% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (6.64 ILA). The favourable scenario is already priced in.
- Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range 3.03 ILA – 10.51 ILA · fair‑value band 3.98 ILA – 6.64 ILA · the 9.11 ILA price screens above the 5.31 ILA fair value. Dashed = 300-day average. As of Jul 15, 2026.
Analysis
Shaniv Paper Industry Ltd (SHAN) currently trades at 9.11 ILA, while our model-based Fair Value estimate is 5.31 ILA, implying the stock looks roughly 41.7% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Basic Materials 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, Shaniv Paper Industry Ltd generated revenue of 923M ILA at a net margin of 1.8%. Revenue declined 1.2% year over year. It earns a return on equity of 5.3%. Net debt stands at 322M ILA. Fundamentals as of Jul 15, 2026
Our scenario range runs from 3.98 ILA (bear case) to 6.64 ILA (bull case); at 9.11 ILA, 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. For context, the median of 10 Basic Materials peers we cover trades at 10% fair-value upside, at -42%, SHAN 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.
All 26 models by family
Widest divergence: DCF Models (12.20 ILA) versus Dividend Discount (2.53 ILA). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 53 · Market factors (momentum, volatility) 77
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
Shaniv Paper Industry Ltd engages in the manufacture and marketing of paper, cleaning, automotive, and personal care products in Israel and internationally. The company offers toilet paper, kitchen towels, handkerchiefs, and napkins, as well as a new line for the institutional market.
Full company description
Shaniv Paper Industry Ltd engages in the manufacture and marketing of paper, cleaning, automotive, and personal care products in Israel and internationally. The company offers toilet paper, kitchen towels, handkerchiefs, and napkins, as well as a new line for the institutional market. It also produces and imports aluminum foils and molds, nylon products, packaging, and various paper products. In addition, the company develops, manufactures, and markets cleaning products, including cleaning agents, products for fabrics and carpets care, fragrances and air purifiers, and products for renovation and home maintenance, insecticides, and pests under the Touch, TNX, and Magic brand names; and car products comprising car fragrances, cleaning products, puncture repair products, oils and additives, industrial aids, auxiliary materials for professionals, hand cleaning creams, maintenance sprays, and others under the Maxol-Max brand. Further, it manufactures and markets personal care products and cosmetics under the Novo brand name, such as face and body care creams, oils, perfume, hair care products, deodorants, and spa products; and offers shampoos and hair nutrients, as well as body lotions under the MB Mickey Buganim brand. Additionally, the company offers technical/contracting services under the MD Clean brand; beauty care products under the BABE brand; ecological products under the Touch Green Care brand name; and professional products under the Touch Professional Company brand. It serves home, personal care, automotive sector, and institutional markets. Shaniv Paper Industry Ltd was incorporated in 1988 and is based in Ofakim, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shaniv Paper Industry Ltd reported revenue of 927M ILA in FY2025 versus 578M ILA in FY2021, a compound +12.5%/yr. Reported net income was 19.7M ILA in FY2025, compounding −12.9%/yr from FY2021.
of which total revenue +16.9 pp · buybacks/dilution −5.2 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).
SHAN screens 42% overvalued. Compare with Klabin S.A →
Peer Group
Paper & Paper Products · 111 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.
Valuation Multiples vs Paper & Paper Products median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Klabin S.A KLBN11 | R$17.58 | R$3.89 | -78% |
| UPM-Kymmene Oyj UPM | €23.45 | €15.47 | -34% |
| Suzano S.A SUZB3 | R$41.70 | R$138.01 | +231% |
| Svenska Cellulosa Aktiebolaget SCA (publ) SCAB | kr 103.00 | kr 49.40 | -52% |
| Shandong Sunpaper Co 002078 | ¥14.13 | ¥17.29 | +22% |
| Holmen AB HOLMB | kr 305.40 | kr 217.72 | -29% |
| Nine Dragons Paper (Holdings) Limited 2689 | HK$7.55 | HK$8.73 | +16% |
| Empresas CMPC S.A CMPC | 1,078 CLP | 1,269 CLP | +18% |
| Xianhe Co 603733 | ¥22.05 | ¥24.32 | +10% |
| Billerud AB BILL | kr 68.70 | kr 48.60 | -29% |
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Frequently asked questions
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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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