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Nongshim Co (004370) Fair Value & Analysis

Consumer Defensive · KR · Market cap 2.0T KRW

NC Nongshim Co 004370 · KO
Price405,000 KRW
Fair Value530,619 KRW
Upside+31.0%
Quality56/100
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Healthy Growth
Thin margins · 5.0% net margin
Low debt · generates free cash flow
1.72% dividend yield
Ranks above peers (8/11)
Narrow moat 36/100
Evidence: High Range 396,631 KRW – 664,608 KRW Share as image

Fair value as of: Jul 22, 2026

From 25 valuation models · updated 19 days ago

Fair value updated Jul 22, 2026, revised from 587,375 KRW to 530,619 KRW (−9.7%) since Jun 25, 2026. Share price +11.9% over the past month.

A solid business, screening 31% undervalued on our models.

What matters now

  • Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
  • Our model range runs from 396,631 KRW (bear) to 664,608 KRW (bull), base 530,619 KRW. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 56/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

558,367 KRW 250,144 KRW Fair Value 530,619 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

60‑month range 250,144 KRW – 558,367 KRW · fair‑value band 396,631 KRW – 664,608 KRW · the 405,000 KRW price screens below the 530,619 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

Full chart & analysis →

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Analysis

Nongshim Co (004370) currently trades at 405,000 KRW, while our model-based Fair Value estimate is 530,619 KRW, implying the stock looks roughly 31.0% undervalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Nongshim Co generated revenue of 3.6T KRW at a net margin of 5.0%. Revenue grew 4.6% year over year. It earns a return on equity of 6.4%. Net debt stands at 31.1B KRW. Fundamentals as of Jul 22, 2026

Our scenario range runs from 396,631 KRW (bear case) to 664,608 KRW (bull case); at 405,000 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 29% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at 31%, 004370 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 BearBaseBull Evidence
Highest evidence
Growth DCF 440,675 KRW 614,013 KRW 863,435 KRW 80
Residual Income 387,693 KRW 401,513 KRW 414,821 KRW 76
Rev-Margin DCF 351,268 KRW 504,424 KRW 669,550 KRW 74
All 25 models by family
DCF Models
FCF DCF 427,748 KRW 612,714 KRW 890,349 KRW 38
Owner Earnings 483,233 KRW 694,733 KRW 1,012,198 KRW 31
5Y Revenue Exit 351,268 KRW 499,786 KRW 681,335 KRW 39
5Y EBITDA Exit 472,738 KRW 715,982 KRW 987,667 KRW 41
5Y P/E Exit 437,947 KRW 654,060 KRW 869,110 KRW 38
10Y Revenue Exit 366,754 KRW 506,771 KRW 677,965 KRW 36
10Y EBITDA Exit 453,054 KRW 656,336 KRW 906,520 KRW 37
10Y P/E Exit 430,808 KRW 613,499 KRW 818,064 KRW 35
Earnings-Based
Graham-Dodd 198,297 KRW 466,478 KRW 600,427 KRW 54
PEG = 1.0 80,223 KRW 114,604 KRW 148,985 KRW 46
EPV 292,522 KRW 336,912 KRW 376,369 KRW 59
Dividend Discount
Gordon GGM 47,669 KRW 84,850 KRW 133,869 KRW 70
DDM Multi-Stage 47,669 KRW 71,958 KRW 100,006 KRW 61
Multiples
P/E Multiple 459,292 KRW 612,389 KRW 765,486 KRW 63
P/S Multiple 371,808 KRW 495,743 KRW 619,679 KRW 58
P/B Multiple 371,808 KRW 495,743 KRW 619,679 KRW 55
EV/EBIT 442,948 KRW 576,936 KRW 710,925 KRW 53
EV/EBITDA 561,244 KRW 734,665 KRW 908,086 KRW 54
EV/Revenue 327,875 KRW 450,829 KRW 573,784 KRW 43
Asset-Based
NCAV (Graham) 242,596 KRW 325,079 KRW 485,193 KRW 50
Growth DCF
Growth DCF 440,675 KRW 614,013 KRW 863,435 KRW 80
Rev-Margin DCF 351,268 KRW 504,424 KRW 669,550 KRW 74
Economic Profit
Residual Income 387,693 KRW 401,513 KRW 414,821 KRW 76
ROIC Compounder 292,522 KRW 336,912 KRW 376,369 KRW 72
Growth Earnings
Growth-Adj P/E 347,723 KRW 496,747 KRW 645,771 KRW 68

Widest divergence: DCF Models (613,499 KRW) versus Dividend Discount (71,958 KRW). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 3.6T KRW
Revenue growth (YoY) +4.6%
Net margin 5.0%
Return on equity 6.4%
Free cash flow 201B KRW FY2025
Operating margin 7.2%
More key figures
Dividend yield 1.6%
EPS growth (YoY) +16.3%
Net debt 31.1B KRW FY2024

Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 58 · Market factors (momentum, volatility) 48

Profitability 43
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 53
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 34
Distance to the 52-week high (market factor)
Net Issuance 47
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

Nongshim Co., Ltd., together with its subsidiaries, manufactures, sells, imports, and exports ramen, snacks, and beverages in Asia, the Americas, Europe, and Oceania.

Full company description

Nongshim Co., Ltd., together with its subsidiaries, manufactures, sells, imports, and exports ramen, snacks, and beverages in Asia, the Americas, Europe, and Oceania. It also provides home meal replacements; and imports and markets brand products, such as Kellogg's cereals, Tulip canned meat, House Curry, Chupa Chups, Pringles, Mentos, jam, peanut butter, Lindt chocolates, and Villa Blanca oil. The company was formerly known as Lotte Industrial Company and changed its name to Nongshim Co., Ltd. in March 1978. Nongshim Co., Ltd. was founded in 1965 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

Nongshim Co reported revenue of 3.5T KRW in FY2025 versus 2.7T KRW in FY2021, a compound +7.2%/yr. Reported net income was 170B KRW in FY2025, compounding +14.3%/yr from FY2021.

Growth Quality 66/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
3.5T KRW
Latest YoY
+2.2%
Avg. growth/yr (3Y)
+3.9%
Avg. growth/yr (5Y)
+5.9%
Avg. growth/yr (26Y)
+4.3%
Revenue +7.2%/yr
FY21 2.7T KRW
FY22 3.1T KRW
FY23 3.4T KRW
FY24 3.4T KRW
FY25 3.5T KRW
Net income +14.3%/yr
FY21 99.8B KRW
FY22 116B KRW
FY23 172B KRW
FY24 157B KRW
FY25 170B KRW

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Cite: Fair Value Calculator (2026). "Nongshim Co Fair Value". https://www.fairvalue-calculator.com/stock/004370

Peer Group

Packaged Foods · 653 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 56 · Above median
Fair Value upside +31% · Above median
Return on equity (TTM) 6% · Below median
Return on assets 3% · Below median
Net margin (TTM) 5% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth 5% · Above median
Dividend yield (TTM) 1.7% · Below median
Debt / equity 0.01× · Lower than 75% of peers

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers
PEG 1.32× · Cheaper 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 75 · sector 29
FUTURE 23 · sector 19
PAST 25 · sector 27
HEALTH 100 · sector 96
DIVIDEND 34 · sector 47

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 Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,427 ₹362.37 -75%
Britannia Industries Limited BRITANNIA ₹5,413 ₹1,870 -65%
Tata Consumer Products Limited TATACONSUM ₹1,089 ₹327.27 -70%
PT Indofood CBP Sukses Makmur Tbk ICBP 6,650 IDR 15,757 IDR +137%
Samyang Foods Co 003230 1,139,000 KRW 1,010,543 KRW -11%
Patanjali Foods Limited PATANJALI ₹413.80 ₹157.04 -62%
Vietnam Dairy Products Joint Stock Company VNM 58,500 VND 68,259 VND +17%
PT Mayora Indah Tbk, MYOR 1,750 IDR 2,699 IDR +54%
PT Cisarua Mountain Dairy Tbk CMRY 4,490 IDR 4,355 IDR -3%
PT Siantar Top Tbk, STTP 10,300 IDR 15,316 IDR +49%

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Frequently asked questions

Is Nongshim Co (004370) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of 530,619 KRW versus a price of 405,000 KRW, about +31% (undervalued).
What is the fair value of 004370?
Our model-based fair value for Nongshim Co is 530,619 KRW (as of Jul 22, 2026), built from audited fundamentals. The current price is 405,000 KRW.
What is the quality score of 004370?
Nongshim Co has a Quality Score of 56/100. 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 Nongshim Co (004370)?
Nongshim Co reported trailing-twelve-month revenue of about 3.6T KRW (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 004370?
The net profit margin of Nongshim Co is about 5.0%, meaning it keeps roughly 5.0% of revenue as net income. Based on the latest reported figures.
Does Nongshim Co pay a dividend?
Nongshim Co currently shows a dividend yield of about 1.60% relative to its recent price (as of Jul 22, 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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