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PT Suparma Tbk (SPMA) Fair Value & Analysis

Basic Materials · ID · Market cap 906B IDR

PS PT Suparma Tbk SPMA · JK
Price164.00 IDR
Fair Value287.98 IDR
Upside+75.6%
Quality50/100
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Healthy Growth
Thin margins · 3.8% net margin
Low debt · generates free cash flow
Ranks above peers (13/13)
Narrow moat 36/100
Evidence: High Range 215.99 IDR – 359.97 IDR Share as image

Fair value as of: Jul 20, 2026

From 24 valuation models · updated 21 days ago

Share price −4.7% over the past month.

A solid business, screening 76% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (215.99 IDR). The market is more pessimistic than our downside scenario.
  • Solid quality (50/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

42,688 IDR 113.16 IDR Fair Value 287.98 IDR Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range 113.16 IDR – 42,688 IDR · fair‑value band 215.99 IDR – 359.97 IDR · the 164.00 IDR price screens below the 287.98 IDR fair value. Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

PT Suparma Tbk (SPMA) currently trades at 164.00 IDR, while our model-based Fair Value estimate is 287.98 IDR, implying the stock looks roughly 75.6% undervalued today. The Quality Score stands at 50/100 (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, PT Suparma Tbk generated revenue of 2.8T IDR at a net margin of 3.8%. Revenue grew 2.5% year over year. It earns a return on equity of 4.2%. Net debt stands at 514B IDR. Fundamentals as of Jul 20, 2026

Our scenario range runs from 215.99 IDR (bear case) to 359.97 IDR (bull case); at 164.00 IDR, the current price sits below 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 76%, SPMA 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 1,261 IDR 1,920 IDR 2,919 IDR 80
Residual Income 356.28 IDR 357.01 IDR 333.46 IDR 76
Rev-Margin DCF 639.90 IDR 895.84 IDR 1,199 IDR 74
All 24 models by family
DCF Models
FCF DCF 1,237 IDR 1,980 IDR 3,179 IDR 38
Owner Earnings 432.30 IDR 684.54 IDR 1,092 IDR 31
5Y Revenue Exit 639.90 IDR 880.41 IDR 1,171 IDR 39
5Y EBITDA Exit 695.56 IDR 985.19 IDR 1,311 IDR 41
5Y P/E Exit 575.59 IDR 759.38 IDR 942.71 IDR 38
10Y Revenue Exit 825.39 IDR 1,099 IDR 1,441 IDR 36
10Y EBITDA Exit 872.62 IDR 1,173 IDR 1,551 IDR 37
10Y P/E Exit 794.20 IDR 1,012 IDR 1,261 IDR 35
Earnings-Based
Graham-Dodd 135.52 IDR 433.76 IDR 578.48 IDR 54
Lynch FV 95.98 IDR 137.11 IDR 178.25 IDR 50
PEG = 1.0 95.98 IDR 137.11 IDR 178.25 IDR 46
EPV 332.48 IDR 387.90 IDR 437.16 IDR 59
Multiples
P/E Multiple 254.10 IDR 338.80 IDR 423.49 IDR 63
P/S Multiple 254.10 IDR 338.80 IDR 423.49 IDR 58
P/B Multiple 254.10 IDR 338.80 IDR 423.49 IDR 55
EV/EBIT 408.28 IDR 538.22 IDR 668.16 IDR 53
EV/EBITDA 473.83 IDR 625.62 IDR 777.42 IDR 54
EV/Revenue 356.30 IDR 501.09 IDR 645.89 IDR 43
Asset-Based
NCAV (Graham) 233.52 IDR 312.91 IDR 467.03 IDR 50
Growth DCF
Growth DCF 1,261 IDR 1,920 IDR 2,919 IDR 80
Rev-Margin DCF 639.90 IDR 895.84 IDR 1,199 IDR 74
Economic Profit
Residual Income 356.28 IDR 357.01 IDR 333.46 IDR 76
ROIC Compounder 332.48 IDR 387.90 IDR 437.16 IDR 72
Growth Earnings
Growth-Adj P/E 217.65 IDR 310.92 IDR 404.20 IDR 68

Widest divergence: DCF Models (985.19 IDR) versus Earnings-Based (137.11 IDR). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 2.8T IDR
Revenue growth (YoY) +2.5%
Net margin 3.8%
Return on equity 4.2%
Free cash flow 538B IDR FY2025
P/E ratio 8.7
More key figures
Operating margin 4.3%
EPS (TTM) 19.45 IDR
EPS growth (YoY) -22.3%
Net debt 514B IDR FY2025

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 52 · Market factors (momentum, volatility) 36

Profitability 32
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 88
Earnings quality: real cash, not paper profit
Fin. Strength 56
Balance sheet, leverage, solvency risk
Investment 85
Disciplined investing over empire-building
Low Volatility 49
Calm price path (market factor)
Momentum 38
Price trend over the last 3–12 months (market factor)
52W Momentum 17
Distance to the 52-week high (market factor)
Net Issuance 0
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

PT Suparma Tbk manufactures and sells paper and related paper products in Indonesia. The company's paper products include laminated wrapping, coated duplex board, sandwiched ribbed kraft recycle, and brown Kraft papers; sandwiched ribbed Kraft recycle papers; and coated duplex boards.

Full company description

PT Suparma Tbk manufactures and sells paper and related paper products in Indonesia. The company's paper products include laminated wrapping, coated duplex board, sandwiched ribbed kraft recycle, and brown Kraft papers; sandwiched ribbed Kraft recycle papers; and coated duplex boards. It also offers bathroom, facial, napkin, and carrier tissues; cocktail, dinner, and luncheon napkins. In addition, the company provides hand, hand roll, industrial and clinical roll, and kitchen towels. The company was formerly known as PT Supar Inpama and changed its name to PT Suparma Tbk in December 1978. PT Suparma Tbk was founded in 1976 and is headquartered in Surabaya, Indonesia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Suparma Tbk reported revenue of 2.7T IDR in FY2025 versus 2.8T IDR in FY2021, a compound −0.5%/yr. Reported net income was 106B IDR in FY2025, compounding −22.5%/yr from FY2021.

Growth Quality 69/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
2.7T IDR
Latest YoY
+0.4%
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.
−4.4%
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.
+5.0%
Avg. growth/yr (25Y) 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.
+7.4%
Revenue −0.5%/yr
FY21 2.8T IDR
FY22 3.1T IDR
FY23 2.7T IDR
FY24 2.7T IDR
FY25 2.7T IDR
Net income −22.5%/yr
FY21 294B IDR
FY22 336B IDR
FY23 179B IDR
FY24 105B IDR
FY25 106B IDR
Character of growth · EPS growth decomposed (2014-2025) +5.0 % p.a.
Revenue per share +2.1 pp

of which total revenue +5.0 pp · buybacks/dilution −2.9 pp

EBIT margin −0.9 pp
Tax rate +0.5 pp
Residual (interest, one-offs) +3.3 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).

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Cite: Fair Value Calculator (2026). "PT Suparma Tbk Fair Value". https://www.fairvalue-calculator.com/stock/SPMA

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.

Quality Score 50 · Above median
Fair Value upside +76% · Top 25%
Return on equity (TTM) 4% · Above median
Return on assets 3% · Top 25%
Net margin (TTM) 4% · Above median
Operating margin (TTM) 4% · Above median
Revenue growth 3% · Above median
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Paper & Paper Products median · lower = cheaper

P/E (TTM) 8.7× · Cheaper than 75% of peers
P/B 0.36× · Cheaper than 75% of peers
P/S (TTM) 0.33× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 2.7× · 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 100 · sector 20
FUTURE 13 · sector 9
PAST 17 · sector 12
HEALTH 98 · sector 91
DIVIDEND 0 · sector 41

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 Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Jul 20, 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

Is PT Suparma Tbk (SPMA) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 287.98 IDR versus a price of 164.00 IDR, about +76% (undervalued).
What is the fair value of SPMA?
Our model-based fair value for PT Suparma Tbk is 287.98 IDR (as of Jul 20, 2026), built from audited fundamentals. The current price is 164.00 IDR.
What is the quality score of SPMA?
PT Suparma Tbk has a Quality Score of 50/100. 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 PT Suparma Tbk (SPMA)?
PT Suparma Tbk reported trailing-twelve-month revenue of about 2.8T IDR (latest available figure, as of Jul 20, 2026).
What is the net profit margin of SPMA?
The net profit margin of PT Suparma Tbk is about 3.8%, meaning it keeps roughly 3.8% 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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