Minerals Technologies (MTX) has been in focus after announcing a regular quarterly cash dividend of $0.12 per share, alongside recent expansion of its paper and packaging operations across key Asian markets.

The recent expansion of Minerals Technologies' Asian paper and packaging footprint appears to sit alongside firm share price momentum, with a 30-day share price return of 11.15% and a 90-day share price return of 21.47%. However, the 1-year total shareholder return shows an 8.34% decline, indicating that recent strength is still working against a weaker longer track record.

If you are looking beyond minerals and packaging names, this could be a useful moment to broaden your search and check out fast growing stocks with high insider ownership.

With Minerals Technologies trading at $69.07 against an analyst price target of $81.75 and an indicated intrinsic discount of 55.72%, the key question is whether this gap signals a real opportunity or whether the market is already pricing in future growth.

Most Popular Narrative: 17.8% Undervalued

The most followed narrative for Minerals Technologies compares a fair value of $84 to the recent $69.07 share price, framing a meaningful valuation gap that hinges on how its newer, sustainability focused businesses scale.

Ongoing investments in capacity expansions for high-growth, sustainable products (e.g., sustainable aviation fuel purification, animal health solutions, fabric care, and pet litter in Asia) are positioned to benefit from global population growth, urbanization, and heightened sustainability demand, directly supporting revenue growth and above-average margin expansion.

Want to see what kind of revenue profile and margin mix this narrative is baking in, and how those feed into its discounted cash flow assumptions? The growth path, profitability step change, and future valuation multiple that underpin the $84 view are all laid out in detail for you to weigh.

Result: Fair Value of $84 (UNDERVALUED)

However, this story can shift quickly if structural pressure in North American and European paper markets persists, or if talc litigation outcomes weigh more heavily on future earnings.

Build Your Own Minerals Technologies Narrative

If you see the numbers differently or prefer to stress test the assumptions yourself, you can spin up a fresh Minerals Technologies story in just a few minutes, starting with Do it your way.

A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Minerals Technologies.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.