Dongjin Semichem Co (005290) Fair Value & Analysis

Basic Materials · KR · Market cap 2.2T KRW

A solid business, but screening 16% overvalued on our models.

What matters now

• Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
• Our model range runs from 24,782 KRW (bear) to 41,303 KRW (bull), base 33,043 KRW. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 53/100 (solid quality) with high evidence: the data supports the verdict.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 19,862 KRW – 66,000 KRW · fair‑value band 24,782 KRW – 41,303 KRW · the 39,350 KRW price screens above the 33,043 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Dongjin Semichem Co (005290) currently trades at 39,350 KRW, while our model-based Fair Value estimate is 33,043 KRW, implying the stock looks roughly 16.0% overvalued today. The Quality Score stands at 53/100 (solid 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: high).

Over the trailing twelve months, Dongjin Semichem Co generated revenue of 1.2T KRW at a net margin of 10.5%. Revenue grew 13.2% year over year. It earns a return on equity of 7.8%. Net debt stands at 281B KRW. Fundamentals as of Jul 17, 2026

Our scenario range runs from 24,782 KRW (bear case) to 41,303 KRW (bull case); at 39,350 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 43% 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 -16%, 005290 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.

Widest divergence: Growth DCF (41,272 KRW) versus Dividend Discount (3,421 KRW). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Dongjin Semichem Co., Ltd. manufactures and supplies electronic materials and foaming agents. It offers azodicarbonamide, hydrazide, and UNICELL-G series for plastics and rubber; photoresist, a polymer compound that changes a specific pattern; stripper, a material that removes PR used in manufacturing LCDs and OLED panels; etchant, an acid that removes …

Full company description

Dongjin Semichem Co., Ltd. manufactures and supplies electronic materials and foaming agents. It offers azodicarbonamide, hydrazide, and UNICELL-G series for plastics and rubber; photoresist, a polymer compound that changes a specific pattern; stripper, a material that removes PR used in manufacturing LCDs and OLED panels; etchant, an acid that removes specific metals within a multilayer configuration to create microcircuit wiring; color resist, an organic composition that contains red, green, and blue pigments that emit light from the backlight; background electrode materials that coat the back of the electrode with a protective material for internal components, background electrode materials improve touch sensitivity by dissipating electricity into the conductive polymer layer; hard coating material; and touch screen. The company also provides semiconductor thinner that is used in edge bead removal process to remove unnecessary photoresist on the edge of silicon wafer after photoresist spin coating; CMP, a technology that mechanically flattens the wafer surface while chemically reacting by supplying slurry to the wafer surface; anti-reflective coating, a material that suppresses standing wave and notching; spin-on-carbon hardmask, which is used as the thickness of the photoresist film; precursor, a material that becomes a raw material for CVD/ALD; and melamine mold cleaner, an epoxy molding compound that is used to protect the package of semiconductor IC, and diode from impact. In addition, it offers fuel cell membrane electrode assembly, a component of fuel cells; and Li-ion battery conductive slurry that is applied to polymer batteries. The company was founded in 1967 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

Dongjin Semichem Co reported revenue of 1.2T KRW in FY2025 versus 1.2T KRW in FY2021, a compound +0.7%/yr. Reported net income was 99.1B KRW in FY2025, compounding −1.0%/yr from FY2021.

005290 screens 16% overvalued. Compare with BASF SE →

Peer Group

Chemicals · 334 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.

Valuation Multiples vs Chemicals median · lower = cheaper

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.

Insider activity: 40/100

Values & ESG

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

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 17, 2026).

Explore undervalued stocks

More undervalued Basic Materials stocks →

Frequently asked questions

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.