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GS Retail Co (007070) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 2.1T KRW

GR GS Retail Co 007070 · KO
Price28,350 KRW
Fair Value10,915 KRW
Upside-61.5%
Quality62/100
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Healthy Growth
Thin margins · 0.7% net margin
Low debt · generates free cash flow
2.45% dividend yield
Mixed vs. peers (6/11)
Narrow moat 28/100
Evidence: High Range 8,186 KRW – 13,643 KRW Share as image

Fair value as of: Jul 24, 2026

From 24 valuation models · updated 17 days ago

Share price +13.2% over the past month.

A solid business, but screening 62% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (13,643 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

33,727 KRW 13,204 KRW Fair Value 10,915 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 13,204 KRW – 33,727 KRW · fair‑value band 8,186 KRW – 13,643 KRW · the 28,350 KRW price screens above the 10,915 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

GS Retail Co (007070) currently trades at 28,350 KRW, while our model-based Fair Value estimate is 10,915 KRW, implying the stock looks roughly 61.5% overvalued today. The Quality Score stands at 62/100 (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, GS Retail Co generated revenue of 12.1T KRW at a net margin of 0.7%. Revenue grew 3.8% year over year. It earns a return on equity of 3.0%. Net debt stands at 326B KRW. Fundamentals as of Jul 24, 2026

Our scenario range runs from 8,186 KRW (bear case) to 13,643 KRW (bull case); at 28,350 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 5% below its 52-week high and 86% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 50% fair-value upside, at -62%, 007070 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
Growth DCF 96,290 KRW 143,796 KRW 214,373 KRW 80
Residual Income 27,525 KRW 25,867 KRW 19,794 KRW 76
Rev-Margin DCF 51,776 KRW 73,364 KRW 98,172 KRW 74
All 24 models by family
DCF Models
FCF DCF 93,949 KRW 146,433 KRW 228,859 KRW 38
Owner Earnings 71,468 KRW 111,401 KRW 174,115 KRW 31
5Y Revenue Exit 51,776 KRW 72,114 KRW 96,703 KRW 39
5Y EBITDA Exit 102,063 KRW 164,794 KRW 236,908 KRW 41
5Y P/E Exit 36,594 KRW 44,132 KRW 51,144 KRW 38
10Y Revenue Exit 64,783 KRW 86,784 KRW 113,895 KRW 36
10Y EBITDA Exit 98,376 KRW 152,095 KRW 221,895 KRW 37
10Y P/E Exit 55,938 KRW 67,065 KRW 78,800 KRW 35
Earnings-Based
Graham-Dodd 3,534 KRW 10,174 KRW 13,422 KRW 54
Lynch FV 2,096 KRW 2,994 KRW 3,892 KRW 50
PEG = 1.0 2,096 KRW 2,994 KRW 3,892 KRW 46
EPV 31,179 KRW 36,692 KRW 41,592 KRW 59
Multiples
P/E Multiple 8,186 KRW 10,915 KRW 13,643 KRW 63
P/S Multiple 6,627 KRW 8,836 KRW 11,045 KRW 58
P/B Multiple 6,627 KRW 8,836 KRW 11,045 KRW 55
EV/EBIT 44,510 KRW 59,367 KRW 74,224 KRW 53
EV/EBITDA 119,799 KRW 159,751 KRW 199,704 KRW 54
EV/Revenue 31,751 KRW 45,384 KRW 59,017 KRW 43
Asset-Based
NCAV (Graham) 19,652 KRW 26,333 KRW 39,303 KRW 50
Growth DCF
Growth DCF 96,290 KRW 143,796 KRW 214,373 KRW 80
Rev-Margin DCF 51,776 KRW 73,364 KRW 98,172 KRW 74
Economic Profit
Residual Income 27,525 KRW 25,867 KRW 19,794 KRW 76
ROIC Compounder 31,179 KRW 36,692 KRW 44,084 KRW 72
Growth Earnings
Growth-Adj P/E 6,593 KRW 9,419 KRW 12,244 KRW 68

Widest divergence: DCF Models (86,784 KRW) versus Earnings-Based (2,994 KRW). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 12.1T KRW
Revenue growth (YoY) +3.8%
Net margin 0.7%
Return on equity 3.0%
Free cash flow 669B KRW FY2025
Operating margin 2.0%
More key figures
Dividend yield 2.4%
EPS growth (YoY) +536%
Net debt 326B KRW FY2025

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

Quality Score breakdown

Overall quality 62/100

Of which business quality 61 · Market factors (momentum, volatility) 81

Profitability 45
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 58
Earnings quality: real cash, not paper profit
Fin. Strength 52
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 68
Calm price path (market factor)
Momentum 82
Price trend over the last 3–12 months (market factor)
52W Momentum 95
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

GS Retail Co., Ltd. operates convenience stores and supermarkets in South Korea. It operates convenience stores under the GS25 brand; supermarkets under the GS the Fresh brand; and TV shopping business under the GS SHOP brand.

Full company description

GS Retail Co., Ltd. operates convenience stores and supermarkets in South Korea. It operates convenience stores under the GS25 brand; supermarkets under the GS the Fresh brand; and TV shopping business under the GS SHOP brand. The company also engages in the retail and franchise of food and product merchandise; fresh food merchandise and processing; real estate development and rental; home and internet shopping; manufacture of seasoning; advertising; door-to-door transport agency; e-commerce; and cosigned warehouse operations. In addition, it provides call center services, as well as education and consulting services. The company was founded in 1971 and is headquartered in Seoul, South Korea. GS Retail Co., Ltd. operates as a subsidiary of GS Holdings Corp.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

GS Retail Co reported revenue of 12.0T KRW in FY2025 versus 9.8T KRW in FY2021, a compound +5.2%/yr. Reported net income was 43.4B KRW in FY2025, compounding −52.0%/yr from FY2021.

Growth Quality 67/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
12.0T KRW
Latest YoY
+3.3%
Avg. growth/yr (3Y)
+2.1%
Avg. growth/yr (5Y)
+6.2%
Avg. growth/yr (14Y)
+8.2%
Revenue +5.2%/yr
FY21 9.8T KRW
FY22 11.2T KRW
FY23 11.1T KRW
FY24 11.6T KRW
FY25 12.0T KRW
Net income −52.0%/yr
FY21 815B KRW
FY22 40.4B KRW
FY23 17.7B KRW
FY24 2.5B KRW
FY25 43.4B KRW

007070 screens 62% overvalued. Compare with Falabella S.A →

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Cite: Fair Value Calculator (2026). "GS Retail Co Fair Value". https://www.fairvalue-calculator.com/stock/007070

Peer Group

Department Stores · 127 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 62 · Top 25%
Fair Value upside −62% · Bottom 25%
Return on equity (TTM) 3% · Below median
Return on assets 3% · Above median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 2% · Bottom 25%
Revenue growth 4% · Above median
Dividend yield (TTM) 2.5% · Above median
Debt / equity 0.09× · Higher than median

Valuation Multiples vs Department Stores median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers
PEG 0.30× · 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 26
FUTURE 19 · sector 2
PAST 12 · sector 16
HEALTH 95 · sector 96
DIVIDEND 49 · sector 37

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 Department Stores stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).

Stock Price Fair Value vs Fair Value
Falabella S.A FALABELLA 5,875 CLP 8,880 CLP +51%
El Puerto de Liverpool, S.A. LIVEPOLC1 99.62 MXN 263.70 MXN +165%
99 Speed Mart Retail Holdings 5326 3.70 MYR 1.45 MYR -61%
Cencosud S.A CENCOSUD 2,040 CLP 2,516 CLP +23%
Vishal Mega Mart Limited VMM ₹113.94 ₹37.39 -67%
SHINSEGAE Inc 004170 610,000 KRW 200,259 KRW -67%
Organización Soriana, S. A. B. de C. V., SORIANAB 30.04 MXN 59.59 MXN +98%
Lotte Shopping Co 023530 155,300 KRW 81,725 KRW -47%
Lojas Renner S.A LREN3 R$14.10 R$33.36 +137%
La Comer, S.A. LACOMERUBC 34.37 MXN 51.49 MXN +50%

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Frequently asked questions

Is GS Retail Co (007070) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of 10,915 KRW versus a price of 28,350 KRW, about −62% (overvalued).
What is the fair value of 007070?
Our model-based fair value for GS Retail Co is 10,915 KRW (as of Jul 24, 2026), built from audited fundamentals. The current price is 28,350 KRW.
What is the quality score of 007070?
GS Retail Co has a Quality Score of 62/100. 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 GS Retail Co (007070)?
GS Retail Co reported trailing-twelve-month revenue of about 12.1T KRW (latest available figure, as of Jul 24, 2026).
What is the net profit margin of 007070?
The net profit margin of GS Retail Co is about 0.7%, meaning it keeps roughly 0.7% of revenue as net income. Based on the latest reported figures.
Does GS Retail Co pay a dividend?
GS Retail Co currently shows a dividend yield of about 2.44% 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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