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Rifa Co (000760) Fair Value & Analysis

Basic Materials · KR · Market cap 33.6B KRW

RC Rifa Co 000760 · KO
Price13,160 KRW
Fair Value10,718 KRW
Upside-18.6%
Quality49/100
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Weak Growth
Loss-making · -3.3% net margin
Low debt · generates free cash flow
Trails peers (3/9)
Narrow moat 22/100
Evidence: Medium Range 6,204 KRW – 10,718 KRW Share as image

Fair value as of: Jul 23, 2026

From 10 valuation models · updated 18 days ago

Share price −4.9% over the past month.

Below-average quality, and screening another 19% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (10,718 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

33,600 KRW 9,420 KRW Fair Value 10,718 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.

How to read this chart

60‑month range 9,420 KRW – 33,600 KRW · fair‑value band 6,204 KRW – 10,718 KRW · the 13,160 KRW price screens above the 10,718 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 23, 2026.

Full chart & analysis →

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Analysis

Rifa Co (000760) currently trades at 13,160 KRW, while our model-based Fair Value estimate is 10,718 KRW, implying the stock looks roughly 18.6% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Basic Materials 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: medium).

Over the trailing twelve months, Rifa Co generated revenue of 45.8B KRW at a net margin of -3.3%. Revenue declined 4.3% year over year. It earns a return on equity of -0.9%. Net debt stands at 12.1B KRW. Fundamentals as of Jul 23, 2026

Our scenario range runs from 6,204 KRW (bear case) to 10,718 KRW (bull case); at 13,160 KRW, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 48% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -19%, 000760 screens cheaper 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 14,550 KRW 18,836 KRW 26,168 KRW 80
Rev-Margin DCF 13,047 KRW 17,951 KRW 23,973 KRW 74
EV/EBITDA 5,790 KRW 6,794 KRW 7,798 KRW 54
All 10 models by family
DCF Models
FCF DCF 14,026 KRW 18,442 KRW 26,621 KRW 38
5Y Revenue Exit 13,047 KRW 17,688 KRW 24,430 KRW 39
5Y EBITDA Exit 8,695 KRW 10,152 KRW 12,087 KRW 41
10Y Revenue Exit 13,067 KRW 16,562 KRW 20,302 KRW 36
10Y EBITDA Exit 10,702 KRW 11,903 KRW 13,056 KRW 37
Multiples
EV/EBITDA 5,790 KRW 6,794 KRW 7,798 KRW 54
EV/Revenue 13,311 KRW 17,825 KRW 22,339 KRW 43
Asset-Based
NCAV (Graham) 23,922 KRW 32,055 KRW 47,844 KRW 50
Growth DCF
Growth DCF 14,550 KRW 18,836 KRW 26,168 KRW 80
Rev-Margin DCF 13,047 KRW 17,951 KRW 23,973 KRW 74

Widest divergence: Asset-Based (32,055 KRW) versus Multiples (6,794 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 45.8B KRW
Revenue growth (YoY) -4.3%
Net margin -3.3%
Return on equity -0.9%
Free cash flow 3.2B KRW FY2025
Operating margin 7.1%
More key figures
EPS growth (YoY) +141%
Net debt 12.1B KRW FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 48 · Market factors (momentum, volatility) 35

Profitability 8
Margins and returns on capital today
Quality Growth 26
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 45
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 26
Price trend over the last 3–12 months (market factor)
52W Momentum 28
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

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

Rifa Co.,Ltd. engages in the wholesale of dyestuffs and chemicals in South Korea. It offers reactive, disperse, acid, cationic, fluorescent, direct, leather, mordant, VAT, and sulphur dyestuffs. The company also sells organic/inorganic chemicals, such as food additives and solvents.

Full company description

Rifa Co.,Ltd. engages in the wholesale of dyestuffs and chemicals in South Korea. It offers reactive, disperse, acid, cationic, fluorescent, direct, leather, mordant, VAT, and sulphur dyestuffs. The company also sells organic/inorganic chemicals, such as food additives and solvents. In addition, it is involved in the transportation activities; and leasing of land and building. Rifa Co.,Ltd. was founded in 1950 and is headquartered in Seoul, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Rifa Co reported revenue of 46.3B KRW in FY2025 versus 57.8B KRW in FY2021, a compound −5.4%/yr. Reported net income was −1.8B KRW in FY2025.

Growth Quality 10/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
46.3B KRW
Latest YoY
−6.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−7.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.0%
Avg. growth/yr (16Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.0%
Revenue −5.4%/yr
FY21 57.8B KRW
FY22 58.6B KRW
FY23 47.2B KRW
FY24 49.5B KRW
FY25 46.3B KRW
Net income
FY21 47.1B KRW
FY22 52.9M KRW
FY23 −2.1B KRW
FY24 −629M KRW
FY25 −1.8B KRW

000760 screens 19% overvalued. Compare with BASF SE →

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Cite: Fair Value Calculator (2026). "Rifa Co Fair Value". https://www.fairvalue-calculator.com/stock/000760

Peer Group

Chemicals · 333 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.

Quality Score 49 · Below median
Fair Value upside −19% · Above median
Return on assets 0% · Below median
Net margin (TTM) -3% · Bottom 25%
Operating margin (TTM) 7% · Below median
Revenue growth -4% · Below median
Debt / equity 0.03× · Lower than median

Valuation Multiples vs Chemicals median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers

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 9 · sector 0
FUTURE 0 · sector 20
PAST 0 · sector 19
HEALTH 99 · sector 94
DIVIDEND 0 · sector 27

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
BASF SE BASN 1,034 MXN 532.13 MXN -49%
Ningxia Baofeng Energy Group 600989 ¥20.32 ¥20.17 -1%
Zhejiang Juhua Co 600160 ¥42.85 ¥23.35 -46%
PT Barito Pacific Tbk, BRPT 1,690 IDR 1,628 IDR -4%
LG Chem, Ltd 051910 260,500 KRW 587,755 KRW +126%
Formosa Chemicals & Fibre Corporation 1326 66.10 TWD 6.79 TWD -90%
PTT Global Chemical Public Company PTTGC 35.50 THB 18.21 THB -49%
542812 542812 ₹4,369 ₹791.05 -82%
Indorama Ventures Public Company IVL 24.50 THB 17.95 THB -27%
Navin Fluorine International Limited NAVINFLUOR ₹8,650 ₹2,146 -75%

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Frequently asked questions

Is Rifa Co (000760) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 10,718 KRW versus a price of 13,160 KRW, about −19% (overvalued).
What is the fair value of 000760?
Our model-based fair value for Rifa Co is 10,718 KRW (as of Jul 23, 2026), built from audited fundamentals. The current price is 13,160 KRW.
What is the quality score of 000760?
Rifa Co has a Quality Score of 49/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Rifa Co (000760)?
Rifa Co reported trailing-twelve-month revenue of about 45.8B KRW (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 000760?
The net profit margin of Rifa Co is about -3.3%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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