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Transpaco Limited (TPC) Fair Value & Analysis

Consumer Cyclical · ZA · Market cap 1.2B ZAC

TL Transpaco Limited TPC · JSE
PriceR42.00
Fair ValueR79.67
Upside+89.7%
Quality95/100
Evidence: High Range R47.69 – R112.61

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Share price −4.5% over the past month.

Price vs Fair Value (12 months)

R45.00 R32.50 Fair Value R79.67 Jun 2025 Jun 2026

12‑month range R32.50 – R45.00 · fair‑value band R47.69 – R112.61 · the R42.00 price screens below the R79.67 fair value. As of Jun 26, 2026.

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Analysis

Transpaco Limited (TPC) currently trades at R42.00, while our model-based Fair Value estimate is R79.67 — implying the stock looks roughly 89.7% undervalued today. We read business quality at 95/100 (high quality), in the Consumer Cyclical 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, Transpaco Limited generated revenue of 2.4B ZAR at a net margin of 5.8%. Revenue declined 1.5% year over year. It earns a return on equity of 14.3%. Net debt stands at 33.8M ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 2.4B ZAC
Revenue growth (YoY) -1.5%
Net margin 5.8%
Return on equity 14.3%
Free cash flow 74.1M ZAC FY2025
P/E ratio 8.4
More key figures
Operating margin 7.8%
EPS (TTM) R5.01
Dividend yield 0.1%
EPS growth (YoY) -6.0%
Net debt 33.8M ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Transpaco Limited, together with its subsidiaries, engages in the manufacturing, recycling, and distribution of paper and plastic packaging products in South and Southern Africa. It operates through three segments: Plastics Products; Paper and Board Products; and Property and Group Services. The company offers cores and tubes, including carton dividers, conical containers, heavy and light duty cores, paper straws, paper bags, tape and yarn cores, void fillers, paper cores/tubes, convolute cores, postal tubes, textile paper cones, composite tubes, textile yarn carriers, box dividing partitions/inserts, honeycomb/dufaylite for doors, precision slitting, and edge protectors/angle boards/corner pieces. It also provides beige, bulk, clear utility, garbie, garbie super saver, green garden, heavy duty orange, and house branded refuse bags, as well as swing and trolley bin liners; and flexibles plastic packaging and scholastic supplies, which includes banana punched boutique and fresh produ…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Transpaco Limited reported revenue of R2.4B in FY2025 versus R2.1B in FY2021, a compound +4.0%/yr. Reported net income was R148M in FY2025, compounding +7.5%/yr from FY2021.

Revenue +4.0%/yr
FY21 R2.1B
FY22 R2.3B
FY23 R2.6B
FY24 R2.5B
FY25 R2.4B
Net income +7.5%/yr
FY21 R110M
FY22 R153M
FY23 R177M
FY24 R153M
FY25 R148M

Open the full interactive analysis →

Similar stocks

6 more Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Smurfit Kappa Group SMFTF $44.20 $27.40 -38%
Smurfit Westrock Plc, SW $38.95 $62.16 +60%
Packaging Corporation PKG $234.03 $123.93 -47%
International Paper Company IP $31.85 $48.43 +52%
Amcor plc AMCR $38.17 $17.00 -55%
Ball Corporation B1LL34 R$141.68 R$105.09 -26%

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Frequently asked questions

Is Transpaco Limited (TPC) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R79.67 versus a price of R42.00 — about +90% (undervalued). Model-based estimate, not financial advice.
What is the fair value of TPC?
Our 21-model fair value for Transpaco Limited is R79.67 (as of Jun 26, 2026), built from audited fundamentals. The current price is R42.00.
What is the quality score of TPC?
Transpaco Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Transpaco Limited (TPC)?
Transpaco Limited reported trailing-twelve-month revenue of about 2.4B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of TPC?
The net profit margin of Transpaco Limited is about 5.8%, meaning it keeps roughly 5.8% of revenue as net income. Based on the latest reported figures.
Does Transpaco Limited pay a dividend?
Transpaco Limited currently shows a dividend yield of about 0.05% relative to its recent price (as of Jun 26, 2026).

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.