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Samyoung Co (003720) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 188B KRW

SC Samyoung Co 003720 · KO
Price7,680 KRW
Fair Value5,711 KRW
Upside-25.6%
Quality60/100
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Healthy Growth
Thin margins · 9.5% net margin
Low debt · generates free cash flow
0.53% dividend yield
Ranks above peers (7/10)
Moderate moat 57/100
Evidence: High Range 4,033 KRW – 8,376 KRW Share as image

Fair value as of: Jul 24, 2026

From 22 valuation models · updated 17 days ago

Fair value updated Jul 24, 2026, revised from 5,986 KRW to 5,711 KRW (−4.6%) since Jul 22, 2026. Share price +26.5% over the past month.

A solid business, but screening 26% overvalued on our models.

What matters now

  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (4,033 KRW to 8,376 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

13,480 KRW 2,242 KRW Fair Value 5,711 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

60‑month range 2,242 KRW – 13,480 KRW · fair‑value band 4,033 KRW – 8,376 KRW · the 7,680 KRW price screens above the 5,711 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Samyoung Co (003720) currently trades at 7,680 KRW, while our model-based Fair Value estimate is 5,711 KRW, implying the stock looks roughly 25.6% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Consumer Cyclical 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, Samyoung Co generated revenue of 170B KRW at a net margin of 9.5%. Revenue grew 54.5% year over year. It earns a return on equity of 21.6%. Net debt stands at 60.9B KRW. Fundamentals as of Jul 24, 2026

Our scenario range runs from 4,033 KRW (bear case) to 8,376 KRW (bull case); at 7,680 KRW, the current price sits within 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 45% below its 52-week high and 108% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -22% fair-value upside, at -26%, 003720 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 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 4,480 KRW 6,093 KRW 8,896 KRW 80
Residual Income 2,656 KRW 3,480 KRW 9,600 KRW 76
Rev-Margin DCF 3,814 KRW 5,691 KRW 8,025 KRW 74
All 22 models by family
DCF Models
FCF DCF 4,301 KRW 5,957 KRW 9,074 KRW 38
Owner Earnings 4,632 KRW 6,407 KRW 9,748 KRW 31
5Y Revenue Exit 3,814 KRW 5,609 KRW 8,204 KRW 39
5Y EBITDA Exit 4,054 KRW 6,019 KRW 8,603 KRW 41
5Y P/E Exit 4,171 KRW 6,217 KRW 8,641 KRW 38
10Y Revenue Exit 3,848 KRW 5,448 KRW 7,274 KRW 36
10Y EBITDA Exit 4,110 KRW 5,719 KRW 7,537 KRW 37
10Y P/E Exit 4,181 KRW 5,850 KRW 7,562 KRW 35
Earnings-Based
Graham-Dodd 2,720 KRW 4,693 KRW 5,742 KRW 54
EPV 3,588 KRW 4,238 KRW 4,808 KRW 59
Multiples
P/E Multiple 5,100 KRW 6,800 KRW 8,499 KRW 63
P/S Multiple 5,100 KRW 6,800 KRW 8,499 KRW 58
P/B Multiple 5,100 KRW 6,800 KRW 8,499 KRW 55
EV/EBIT 4,466 KRW 6,060 KRW 7,653 KRW 53
EV/EBITDA 4,570 KRW 6,198 KRW 7,826 KRW 54
EV/Revenue 3,829 KRW 5,604 KRW 7,380 KRW 43
Asset-Based
NCAV (Graham) 1,298 KRW 1,739 KRW 2,595 KRW 50
Growth DCF
Growth DCF 4,480 KRW 6,093 KRW 8,896 KRW 80
Rev-Margin DCF 3,814 KRW 5,691 KRW 8,025 KRW 74
Economic Profit
Residual Income 2,656 KRW 3,480 KRW 9,600 KRW 76
ROIC Compounder 3,645 KRW 4,422 KRW 5,264 KRW 72
Growth Earnings
Growth-Adj P/E 3,633 KRW 5,190 KRW 6,747 KRW 68

Widest divergence: Multiples (6,198 KRW) versus Asset-Based (1,739 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 170B KRW
Revenue growth (YoY) +54.5%
Net margin 9.5%
Return on equity 21.6%
Free cash flow 15.0B KRW FY2025
Operating margin 12.4%
More key figures
Dividend yield 0.4%
EPS growth (YoY) +137%
Net debt 60.9B KRW FY2025

Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 59 · Market factors (momentum, volatility) 55

Profitability 46
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 59
Earnings quality: real cash, not paper profit
Fin. Strength 64
Balance sheet, leverage, solvency risk
Investment 47
Disciplined investing over empire-building
Low Volatility 26
Calm price path (market factor)
Momentum 66
Price trend over the last 3–12 months (market factor)
52W Momentum 69
Distance to the 52-week high (market factor)
Net Issuance 91
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

Samyoung Co.,Ltd. manufactures and sells electronic and packaging films in South Korea. It offers capacitor films, which are used as a core material for condensers; BOPP films; and PVC wrap, PE wrap, and PO wrap. It also provides marine engine parts, such as cylinder liners, gas receivers, and strong back rings. The company also exports its products.

Full company description

Samyoung Co.,Ltd. manufactures and sells electronic and packaging films in South Korea. It offers capacitor films, which are used as a core material for condensers; BOPP films; and PVC wrap, PE wrap, and PO wrap. It also provides marine engine parts, such as cylinder liners, gas receivers, and strong back rings. The company also exports its products. The company was formerly known as SamYoung Chemical Co.,Ltd and changed its name to Samyoung Co.,Ltd. in April 2023. Samyoung Co.,Ltd. was founded in 1959 and is based in Seoul, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Samyoung Co reported revenue of 153B KRW in FY2025 versus 133B KRW in FY2021, a compound +3.5%/yr. Reported net income was 13.2B KRW in FY2025, compounding +39.5%/yr from FY2021.

Growth Quality 75/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
153B KRW
Latest YoY
+21.6%
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.
+1.2%
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.
+5.4%
Avg. growth/yr (21Y) 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.
+1.2%
Revenue +3.5%/yr
FY21 133B KRW
FY22 148B KRW
FY23 123B KRW
FY24 126B KRW
FY25 153B KRW
Net income +39.5%/yr
FY21 3.5B KRW
FY22 2.7B KRW
FY23 18.6B KRW
FY24 8.1B KRW
FY25 13.2B KRW

003720 screens 26% overvalued. Compare with Stora Enso Oyj →

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Cite: Fair Value Calculator (2026). "Samyoung Co Fair Value". https://www.fairvalue-calculator.com/stock/003720

Peer Group

Packaging & Containers · 272 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 60 · Above median
Fair Value upside −26% · Below median
Return on equity (TTM) 22% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 12% · Top 25%
Revenue growth 55% · Top 25%
Dividend yield (TTM) 0.5% · Below median
Debt / equity 0.40× · Higher than 75% of peers

Valuation Multiples vs Packaging & Containers 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 0 · sector 9
FUTURE 100 · sector 1
PAST 86 · sector 21
HEALTH 80 · sector 92
DIVIDEND 11 · sector 42

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 Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).

Stock Price Fair Value vs Fair Value
Stora Enso Oyj STER kr 101.90 kr 126.39 +24%
ShenZhen YUTO Packaging Technology Co 002831 ¥29.10 ¥20.88 -28%
SCG Packaging Public Company SCGP 29.00 THB 16.12 THB -44%
AblePrint Technology Co 7734 2,850 TWD 661.69 TWD -77%
PT Fajar Surya Wisesa Tbk, FASW 5,312 IDR 1,194 IDR -78%
Taiwan Hon Chuan Enterprise Co 9939 132.50 TWD 127.06 TWD -4%
Time Technoplast Limited TIMETECHNO ₹206.82 ₹161.42 -22%
EPL Limited 500135 ₹222.25 ₹111.65 -50%
Ton Yi Industrial Corp 9907 15.15 TWD 23.17 TWD +53%
Dongwon Systems Corporation 014820 19,330 KRW 31,473 KRW +63%

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Frequently asked questions

Is Samyoung Co (003720) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of 5,711 KRW versus a price of 7,680 KRW, about −26% (overvalued).
What is the fair value of 003720?
Our model-based fair value for Samyoung Co is 5,711 KRW (as of Jul 24, 2026), built from audited fundamentals. The current price is 7,680 KRW.
What is the quality score of 003720?
Samyoung Co has a Quality Score of 60/100. 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 Samyoung Co (003720)?
Samyoung Co reported trailing-twelve-month revenue of about 170B KRW (latest available figure, as of Jul 24, 2026).
What is the net profit margin of 003720?
The net profit margin of Samyoung Co is about 9.5%, meaning it keeps roughly 9.5% of revenue as net income. Based on the latest reported figures.
Does Samyoung Co pay a dividend?
Samyoung Co currently shows a dividend yield of about 0.36% relative to its recent price (as of Jul 24, 2026).

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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