Minerals Technologies (MTX) has put its paper and packaging business in Asia firmly in focus, with three new satellite plants starting in 2025, a capacity doubling in India, and another plant planned in China for early 2026.

The expansion news comes as Minerals Technologies' share price has climbed 10.9% over the past month and 10.4% over the past quarter. However, the 1 year total shareholder return of an 11.2% decline and the low single digit total shareholder returns over 3 and 5 years suggest that recent momentum is relatively new.

If you are looking beyond Minerals Technologies, this could be a useful moment to broaden your watchlist with fast growing stocks with high insider ownership.

So with Minerals Technologies trading around US$67, a DCF suggesting a 57% discount and the share price still below its 1 year level, is this a genuine mispricing, or is the market already factoring in future growth?

Most Popular Narrative: 20.1% Undervalued

On this narrative, Minerals Technologies' fair value of US$84 sits well above the last close of US$67.12, setting up a clear valuation gap for investors to assess.

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. These factors directly support revenue growth and above-average margin expansion.

Curious what earnings, margin shifts, and revenue trajectory have to look like for that fair value to stack up? The narrative leans on sharp profit turnaround, sustained top line growth, and a very low future earnings multiple. If you want to see how those pieces fit together, the full story is worth a read.

Result: Fair Value of $84 (UNDERVALUED)

However, there are still pressure points to watch, particularly weakening paper demand in key regions and ongoing talc litigation, which could unsettle earnings and sentiment.

Build Your Own Minerals Technologies Narrative

If this view does not match your perspective on Minerals Technologies, you can test your own assumptions with the same data and build a custom story in just a few minutes, starting with Do it your way.

A good starting point is our analysis highlighting 4 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.