Vrancart S.A (VNC) Fair Value & Analysis
Consumer Cyclical · RO · Market cap 186M RON
Fair value as of: Jul 31, 2026
From 3 valuation models · updated 10 days ago
Fair value updated Jul 31, 2026, revised from 0.0526 RON to 0.0150 RON (−71.5%) since Jun 26, 2026. Share price −5.5% over the past month.
Below-average quality, and screening another 84% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (0.0150 RON). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
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 0.0892 RON – 0.2340 RON · the 0.0940 RON price screens above the 0.0150 RON fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 31, 2026.
Analysis
Vrancart S.A (VNC) currently trades at 0.0940 RON, while our model-based Fair Value estimate is 0.0150 RON, implying the stock looks roughly 84.0% overvalued today. The Quality Score stands at 33/100 (below-average 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: low).
Over the trailing twelve months, Vrancart S.A generated revenue of 394M RON at a net margin of -11.6%. Revenue declined 20.6% year over year. It earns a return on equity of -14.0%. Net debt stands at 277M RON. Fundamentals as of Jul 31, 2026
The share trades about 24% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -22% fair-value upside, at -84%, VNC 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 3 models by family
Widest divergence: Asset-Based (0.0900 RON) versus Dividend Discount (0.0400 RON). Highest evidence: Gordon GGM (70).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 31 · Market factors (momentum, volatility) 43
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
Vrancart S.A. produces and sells corrugated cardboard, and paper in various assortments. The company offers corrugated cardboards, including single-wall, double-wall, double-double wall, and single-faced corrugated cardboards; paperboard products comprising testliner, wellenstoff, wellenstoff HP, schrenz, and sized papers for core tubes; and tissue paper, …
Full company description
Vrancart S.A. produces and sells corrugated cardboard, and paper in various assortments. The company offers corrugated cardboards, including single-wall, double-wall, double-double wall, and single-faced corrugated cardboards; paperboard products comprising testliner, wellenstoff, wellenstoff HP, schrenz, and sized papers for core tubes; and tissue paper, paper towels, and tissue paper products. It also provides waste collection and recycling services; sale, rental, and maintenance of waste recycling equipment; corrugated cardboard packaging; hygienic-sanitary papers; and paper used in the manufacture of corrugated cardboard. In addition, the company engages in the sale of electricity generated from photovoltaic parks. It serves retail and the fast-moving consumer goods industry, logistics and transport industry, industrial manufacturers, end consumers of paper products, and international customers. The company distributes its products through supermarket and hypermarket chains, and local partners, as well as direct distribution channels. It also exports its products. Vrancart S.A. was founded in 1977 and is headquartered in Vrancea, Romania.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Vrancart S.A reported revenue of 416M RON in FY2025 versus 454M RON in FY2021, a compound −2.1%/yr. Reported net income was −48.7M RON in FY2025.
VNC screens 84% overvalued. Compare with Stora Enso Oyj →
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.
Valuation Multiples vs Packaging & Containers 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 Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Stora Enso Oyj STER | kr 101.90 | kr 126.39 | +24% |
| ShenZhen YUTO Packaging Technology Co 002831 | ¥29.10 | ¥20.88 | -28% |
| SCG Packaging Public Company SCGP | 29.00 THB | 16.12 THB | -44% |
| AblePrint Technology Co 7734 | 2,850 TWD | 661.69 TWD | -77% |
| PT Fajar Surya Wisesa Tbk, FASW | 5,312 IDR | 1,194 IDR | -78% |
| 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% |
| Ton Yi Industrial Corp 9907 | 15.15 TWD | 23.17 TWD | +53% |
| Dongwon Systems Corporation 014820 | 19,330 KRW | 31,473 KRW | +63% |
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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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