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Sappi
SAP
Sappi
Legacy Revenue Declines And Margin Pressures Will Erode Profitability
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 7 Analysts
Published
02 Aug 25
Updated
10 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
R25.95
10.4% overvalued
intrinsic discount
10 Aug
R28.65
Loading
1Y
-35.9%
7D
6.3%
Author's Valuation
R25.9
10.4% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
R25.9
10.4% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-110m
7b
2014
2017
2020
2023
2025
2026
2028
Revenue US$5.7b
Earnings US$266.9m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
3.34%
Paper and Forestry Products revenue growth rate
0.10%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
27.13%
Calculation
US$266.95m
Earnings '28
x
6.98x
PE Ratio '28
=
US$1.86b
Market Cap '28
US$1.86b
Market Cap '28
/
620.47m
No. shares '28
=
US$3.00
Share Price '28
US$3.00
Share Price '28
Discounted to 2025 @ 27.13% p.a.
=
US$1.46
Fair Value '25
US$1.46
Fair Value '25
Converted to ZAR @ 17.7478 USD/ZAR Exchange Rate
=
R25.91
Fair Value '25
