Sajo Industries Company (007160) Fair Value & Analysis

Consumer Defensive · KR · Market cap 232B KRW

Below-average quality, and screening another 16% overvalued on our models.

What matters now

• Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
• A fairly wide model range (41,316 KRW to 75,178 KRW) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

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 31,787 KRW – 73,610 KRW · fair‑value band 41,316 KRW – 75,178 KRW · the 54,300 KRW price screens above the 45,444 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

Sajo Industries Company (007160) currently trades at 54,300 KRW, while our model-based Fair Value estimate is 45,444 KRW, implying the stock looks roughly 16.3% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Consumer Defensive 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: medium).

Over the trailing twelve months, Sajo Industries Company generated revenue of 694B KRW at a net margin of -6.5%. Revenue declined 7.6% year over year. It earns a return on equity of -9.4%. Net debt stands at 367B KRW. Fundamentals as of Jul 22, 2026

Our scenario range runs from 41,316 KRW (bear case) to 75,178 KRW (bull case); at 54,300 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 25% below its 52-week high and 35% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -16%, 007160 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.

Widest divergence: Multiples (111,878 KRW) versus Dividend Discount (2,113 KRW). Highest evidence: ROIC Compounder (72).

Key figures & financial health

Quality Score breakdown

About the company

Sajo Industries Company Limited, together with its subsidiaries, primarily operates as a food company in South Korea and internationally. It is involved in the processing, manufacture, distribution, and sale of tuna, fish cakes, cooking meat, fish cakes, food meat, meat bowls, crab meat, processed products, frozen food products, etc.

Full company description

Sajo Industries Company Limited, together with its subsidiaries, primarily operates as a food company in South Korea and internationally. It is involved in the processing, manufacture, distribution, and sale of tuna, fish cakes, cooking meat, fish cakes, food meat, meat bowls, crab meat, processed products, frozen food products, etc. under the Sajo Haepyo, Sajo Daerim, and brand names; wheat flour under the McSun brand name; feed products for poultry, swine, pet, and fish; and sauce seasonings, concentrates and concentrated powders, bass for soup, seasonings for improving the flavor of snack, food flavors, heating materials, and frying powers for poultry such as chicken and duck. The company also produces and sells chicken and duck meat; popcorn and laver grill; livestock feed ingredients; and engages in pig farming and slaughtering business. In addition, it provides promotional agency and real-time market information services; operates golf courses; and offers starting exhibition, computer software development, and real estate leasing services. The company was founded in 1971 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

Sajo Industries Company reported revenue of 706B KRW in FY2025 versus 590B KRW in FY2021, a compound +4.6%/yr. Reported net income was −29.1B KRW in FY2025.

007160 screens 16% overvalued. Compare with Nestlé India Limited →

Peer Group

Packaged Foods · 649 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 Packaged Foods 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.

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.

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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.