Klabin (BSP:KLBN4) Tariff Resilience Score: 4/10 (As of Jul. 20, 2026)

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BSP:KLBN4 Klabin SA BSP:KLBN4
67 GF Score
Price R$3.51
GF Value R$4.18
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Klabin Tariff Resilience Score?

Klabin BSP:KLBN4 +0.29% 67 Tariff Resilience Score is 4 as of Jul. 20, 2026. GuruFocus rates BSP:KLBN4 with a GF Score™ of 67/100 and a GF Value™ of R$4.18 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 297 Forest Products companies, Klabin ranks better than 92.93% on this metric.

Klabin has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Klabin has Klabin SA, a Brazilian paper producer, faces tariff risks due to its export-oriented business model. Past tariffs have affected revenue, and while alternative markets exist, they are limited. The company has some pricing power but remains vulnerable to trade policy changes.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Klabin might have Average Resilient.

Klabin  (BSP:KLBN4) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Klabin Tariff Resilience Score Related Terms

BSP:KLBN4 vs SLVM: Tariff Resilience Score Comparison

For the Paper & Paper Products subindustry, Klabin's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Klabin Tariff Resilience Score vs Forest Products Industry

For the Forest Products industry and Basic Materials sector, Klabin's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Klabin's Tariff Resilience Score falls into.


BSP:KLBN4
67GF Score
Klabin SA BSP:KLBN4
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
Klabin (BSP:KLBN4) has a Tariff Resilience Score of 4 as of Jul. 20, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Klabin ranks #21 out of 297 companies in the Forest Products industry, placing it in the top 7.1%.
Is Klabin's Tariff Resilience Score too high?
Klabin's current Tariff Resilience Score is 4. Based on the distribution chart, Klabin ranks #21 out of 297 companies in the Forest Products industry, which is in the top quartile — a strong position relative to peers. Overall, Klabin has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Klabin's Tariff Resilience Score compare to SLVM?
According to the Forest Products industry distribution chart, Klabin ranks #21 out of 297 companies for Tariff Resilience Score. This places Klabin in the top 7% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Forest Products company?
A good Tariff Resilience Score depends on the Forest Products industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Klabin's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Klabin stock overvalued right now?
Based on GuruFocus' analysis, Klabin (BSP:KLBN4) is currently considered Modestly Undervalued. The stock's GF Value™ is R$4.18, compared to a current price of R$3.51 — trading 16% below its estimated fair value. The current Tariff Resilience Score is 4. Klabin's overall GF Score™ is 67/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Klabin (BSP:KLBN4), the current Tariff Resilience Score is 4 as of Jul. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Klabin (BSP:KLBN4) Overvalued in 2026?

Based on GuruFocus' analysis, Klabin stock appears to be undervalued. The current stock price of R$3.51 is trading 16% below its estimated GF Value™ of R$4.18. GuruFocus considers Klabin to be Modestly Undervalued.

Key valuation signals for BSP:KLBN4:

  • Tariff Resilience Score: 4
  • GF Value™: R$4.18 vs. price of R$3.51 (16% below fair value)
  • GF Score™: 67/100 with 10 warning signs

No single metric tells the full story. See the BSP:KLBN4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Klabin Business Description

Address Avenida Brigadeiro Faria Lima 3600, 3rd, 4th and 5th Floor, Itaim Bibi, Sao Paulo, SP, BRA, 04538-132
Klabin SA operates in various segments of the pulp and paper industry, supplying domestic and foreign markets with wood, bleached pulp, packaging paper, paper sacks, and corrugated cardboard boxes. The firm organizes itself into four segments based on product type: Forestry, Paper, Packaging, and Pulp. The Forestry segment involves operations related to planting and growing pine and eucalyptus trees and selling timber to third parties. The Paper segment mainly involves the production of cardboard, Kraftliner, and recycled paper rolls, and their sale. The Packaging segment, which derives maximum revenue, involves the production and sale of corrugated cardboard boxes, cardboard, and industrial bags. The Pulp segment includes the production and sale of short, long, and fluff fiber pulp.
67GF Score

Get the complete analysis for BSP:KLBN4

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$3.51
Price
R$4.18
GF Value