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Taihan Cable & Solution Co (001440) Fair Value & Analysis

Industrials · KR · Market cap 5.6T KRW

TC Taihan Cable & Solution Co 001440 · KO
Price27,100 KRW
Fair Value7,904 KRW
Upside-70.8%
Quality40/100
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Expensive Growth
Thin margins · 1.3% net margin
Low debt · negative free cash flow
Trails peers (2/8)
Narrow moat 32/100
Evidence: High Range 6,187 KRW – 10,275 KRW Share as image

Fair value as of: Jul 12, 2026

From 15 valuation models · updated 28 days ago

Share price −3.9% over the past month.

Below-average quality, and screening another 71% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (10,275 KRW). The favourable scenario is already priced in.
  • Weak quality (40/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

72,300 KRW 7,565 KRW Fair Value 7,904 KRW Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range 7,565 KRW – 72,300 KRW · fair‑value band 6,187 KRW – 10,275 KRW · the 27,100 KRW price screens above the 7,904 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

Full chart & analysis →

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Analysis

Taihan Cable & Solution Co (001440) currently trades at 27,100 KRW, while our model-based Fair Value estimate is 7,904 KRW, implying the stock looks roughly 70.8% overvalued today. The Quality Score stands at 40/100 (below-average quality), in the Industrials 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: high).

Over the trailing twelve months, Taihan Cable & Solution Co generated revenue of 3.9T KRW at a net margin of 1.3%. Revenue grew 26.6% year over year. It earns a return on equity of 3.4%. Net debt stands at 467B KRW. Fundamentals as of Jul 12, 2026

Our scenario range runs from 6,187 KRW (bear case) to 10,275 KRW (bull case); at 27,100 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 64% below its 52-week high and 91% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -71%, 001440 screens richer 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 BearBaseBull Evidence
Highest evidence
Residual Income 6,720 KRW 6,822 KRW 6,716 KRW 76
ROIC Compounder 7,713 KRW 8,894 KRW 10,689 KRW 72
Gordon GGM 16.56 KRW 33.41 KRW 60.67 KRW 70
All 15 models by family
Earnings-Based
Graham-Dodd 3,082 KRW 7,853 KRW 10,214 KRW 54
PEG = 1.0 1,463 KRW 2,090 KRW 2,716 KRW 46
EPV 7,713 KRW 8,804 KRW 9,774 KRW 59
Dividend Discount
Gordon GGM 16.56 KRW 33.41 KRW 60.67 KRW 70
DDM Multi-Stage 16.56 KRW 25.72 KRW 36.08 KRW 61
Multiples
P/E Multiple 7,139 KRW 9,518 KRW 11,898 KRW 63
P/S Multiple 5,779 KRW 7,705 KRW 9,632 KRW 58
P/B Multiple 5,779 KRW 7,705 KRW 9,632 KRW 55
EV/EBIT 10,289 KRW 13,209 KRW 16,129 KRW 53
EV/EBITDA 10,229 KRW 13,129 KRW 16,029 KRW 54
EV/Revenue 7,782 KRW 10,461 KRW 13,140 KRW 43
Asset-Based
NCAV (Graham) 4,310 KRW 5,775 KRW 8,620 KRW 50
Economic Profit
Residual Income 6,720 KRW 6,822 KRW 6,716 KRW 76
ROIC Compounder 7,713 KRW 8,894 KRW 10,689 KRW 72
Growth Earnings
Growth-Adj P/E 5,533 KRW 7,904 KRW 10,275 KRW 68

Widest divergence: Multiples (9,518 KRW) versus Dividend Discount (25.72 KRW). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 3.9T KRW
Revenue growth (YoY) +26.6%
Net margin 1.3%
Return on equity 3.4%
Free cash flow −332B KRW FY2025
Operating margin 5.6%
More key figures
EPS growth (YoY) +3,493%
Net debt 467B KRW FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 41 · Market factors (momentum, volatility) 38

Profitability 35
Margins and returns on capital today
Quality Growth 40
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 29
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 50
Price trend over the last 3–12 months (market factor)
52W Momentum 60
Distance to the 52-week high (market factor)
Net Issuance 90
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

Taihan Cable & Solution Co., Ltd. manufactures, processes, and sells electric wires, cables, and related products worldwide.

Full company description

Taihan Cable & Solution Co., Ltd. manufactures, processes, and sells electric wires, cables, and related products worldwide. The company offers power generation products, such as transmission cables, distribution cables, industrial cables, heating systems, and busducts; renewable energy cables, comprising submarine and solar power cables; communication cables, including LAN, coaxial, railway, local communication, UL style, CATV, and other cables; and optical cables, which consists of outdoor and indoor optical cables, OPGW/photoelectric composite, conductors, and accessories, as well as base metal products that include copper rod and wires and magnet wires. It also provides power transmission and distribution; offshore wind power; communication; plants; mobility; residential and commercial buildings; vessels and ports; and information and communications technologies solutions. In addition, the company involves in construction and real estate investment business. The company was formerly known as Taihan Electric Wire Co., Ltd. Taihan Cable & Solution Co., Ltd. was founded in 1941 and is headquartered in Anyang-Si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Taihan Cable & Solution Co reported revenue of 3.6T KRW in FY2025 versus 2.0T KRW in FY2021, a compound +16.2%/yr. Reported net income was 84.2B KRW in FY2025, compounding +31.8%/yr from FY2021.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
3.6T KRW
Latest YoY
+10.5%
Avg. growth/yr (3Y)
+14.1%
Avg. growth/yr (5Y)
+17.9%
Avg. growth/yr (25Y)
+4.2%
Revenue +16.2%/yr
FY21 2.0T KRW
FY22 2.5T KRW
FY23 2.8T KRW
FY24 3.3T KRW
FY25 3.6T KRW
Net income +31.8%/yr
FY21 27.9B KRW
FY22 20.6B KRW
FY23 70.6B KRW
FY24 70.4B KRW
FY25 84.2B KRW

001440 screens 71% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "Taihan Cable & Solution Co Fair Value". https://www.fairvalue-calculator.com/stock/001440

Peer Group

Electrical Equipment & Parts · 528 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 40 · Bottom 25%
Fair Value upside −71% · Bottom 25%
Return on equity (TTM) 3% · Below median
Return on assets 3% · Above median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 6% · Below median
Revenue growth 27% · Above median
Debt / equity 0.10× · Higher than median

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 0 · sector 0
FUTURE 100 · sector 57
PAST 14 · sector 26
HEALTH 95 · sector 97
DIVIDEND 0 · sector 18

VALUE 0: the price sits above our fair-value range.

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 Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$675.50 HK$391.44 -42%
ABB Ltd ABBN CHF 83.82 CHF 35.46 -58%
Delta Electronics (Thailand) Public Company TDED 10.16 SGD 1.47 SGD -86%
LG Energy Solution, Ltd 373220 334,000 KRW 201,455 KRW -40%
WEG S.A WEGE3 13,210 ARS 7,948 ARS -40%
Sungrow Power Supply Co 300274 ¥114.79 ¥123.83 +8%
Shenzhen Inovance Technology Co 300124 ¥63.43 ¥33.04 -48%
HD Hyundai Electric Co 267260 823,000 KRW 371,133 KRW -55%
LS ELECTRIC Co 010120 190,000 KRW 31,517 KRW -83%
Sieyuan Electric Co 002028 ¥151.73 ¥71.69 -53%

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Frequently asked questions

Is Taihan Cable & Solution Co (001440) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 7,904 KRW versus a price of 27,100 KRW, about −71% (overvalued).
What is the fair value of 001440?
Our model-based fair value for Taihan Cable & Solution Co is 7,904 KRW (as of Jul 12, 2026), built from audited fundamentals. The current price is 27,100 KRW.
What is the quality score of 001440?
Taihan Cable & Solution Co has a Quality Score of 40/100. 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 Taihan Cable & Solution Co (001440)?
Taihan Cable & Solution Co reported trailing-twelve-month revenue of about 3.9T KRW (latest available figure, as of Jul 12, 2026).
What is the net profit margin of 001440?
The net profit margin of Taihan Cable & Solution Co is about 1.3%, meaning it keeps roughly 1.3% of revenue as net income. 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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