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Moonbaesteel Co (008420) Fair Value & Analysis

Basic Materials · KR · Market cap 43.4B KRW

MC Moonbaesteel Co 008420 · KO
Price2,250 KRW
Fair Value4,862 KRW
Upside+116.1%
Quality46/100
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Weak Growth
Thin margins · 4.0% net margin
Low debt · negative free cash flow
4.65% dividend yield
Mixed vs. peers (5/10)
Narrow moat 31/100
Evidence: Medium Range 3,647 KRW – 6,078 KRW Share as image

Fair value as of: Jul 24, 2026

From 8 valuation models · updated 17 days ago

Share price +3.2% over the past month.

Below-average quality, screening 116% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (3,647 KRW). The market is more pessimistic than our downside scenario.
  • Solid quality (46/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

5,578 KRW 1,898 KRW Fair Value 4,862 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 1,898 KRW – 5,578 KRW · fair‑value band 3,647 KRW – 6,078 KRW · the 2,250 KRW price screens below the 4,862 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.

Full chart & analysis →

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Analysis

Moonbaesteel Co (008420) currently trades at 2,250 KRW, while our model-based Fair Value estimate is 4,862 KRW, implying the stock looks roughly 116.1% undervalued today. The Quality Score stands at 46/100 (below-average quality), in the Basic Materials 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: medium), always confirm before acting.

Over the trailing twelve months, Moonbaesteel Co generated revenue of 158B KRW at a net margin of 4.0%. Revenue declined 7.2% year over year. It earns a return on equity of 6.0%. Net debt stands at 23.4B KRW. Fundamentals as of Jul 24, 2026

Our scenario range runs from 3,647 KRW (bear case) to 6,078 KRW (bull case); at 2,250 KRW, the current price sits below 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 37% below its 52-week high and 20% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -7% fair-value upside, at 116%, 008420 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 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
Residual Income 6,883 KRW 6,673 KRW 5,634 KRW 76
Growth-Adj P/E 2,598 KRW 3,711 KRW 4,825 KRW 68
P/E Multiple 3,647 KRW 4,862 KRW 6,078 KRW 63
All 8 models by family
DCF Models
Owner Earnings 2,091 KRW 3,294 KRW 5,521 KRW 31
Earnings-Based
Graham-Dodd 1,945 KRW 2,377 KRW 2,674 KRW 54
Multiples
P/E Multiple 3,647 KRW 4,862 KRW 6,078 KRW 63
P/S Multiple 3,647 KRW 4,862 KRW 6,078 KRW 58
P/B Multiple 3,647 KRW 4,862 KRW 6,078 KRW 55
Asset-Based
NCAV (Graham) 4,752 KRW 6,367 KRW 9,503 KRW 50
Economic Profit
Residual Income 6,883 KRW 6,673 KRW 5,634 KRW 76
Growth Earnings
Growth-Adj P/E 2,598 KRW 3,711 KRW 4,825 KRW 68

Widest divergence: Economic Profit (6,673 KRW) versus Earnings-Based (2,377 KRW). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 158B KRW
Revenue growth (YoY) -7.2%
Net margin 4.0%
Return on equity 6.0%
Free cash flow −12.1B KRW FY2025
Operating margin 1.9%
More key figures
Dividend yield 4.7%
EPS growth (YoY) -33.8%
Net debt 23.4B KRW FY2025

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

Quality Score breakdown

Overall quality 46/100

Of which business quality 43 · Market factors (momentum, volatility) 40

Profitability 25
Margins and returns on capital today
Quality Growth 28
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 63
Balance sheet, leverage, solvency risk
Investment 84
Disciplined investing over empire-building
Low Volatility 63
Calm price path (market factor)
Momentum 33
Price trend over the last 3–12 months (market factor)
52W Momentum 27
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

Moonbaesteel Co.,Ltd manufactures and sells steel products in Korea. The company offers flat, section, and scalp steel products, as well as hot rolled thick and thin plates, patterned steel plates, hot rolled coils, mini mills, thick and thin plates, patterns, and section steel products.

Full company description

Moonbaesteel Co.,Ltd manufactures and sells steel products in Korea. The company offers flat, section, and scalp steel products, as well as hot rolled thick and thin plates, patterned steel plates, hot rolled coils, mini mills, thick and thin plates, patterns, and section steel products. Moonbaesteel Co.,Ltd was founded in 1973 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

Moonbaesteel Co reported revenue of 138B KRW in FY2025 versus 205B KRW in FY2021, a compound −9.4%/yr. Reported net income was 5.9B KRW in FY2025, compounding −30.7%/yr from FY2021.

Growth Quality 6/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
138B KRW
Latest YoY
−1.7%
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.
−10.5%
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.
−2.0%
Avg. growth/yr (24Y) 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.
+0.7%
Revenue −9.4%/yr
FY21 205B KRW
FY22 192B KRW
FY23 164B KRW
FY24 140B KRW
FY25 138B KRW
Net income −30.7%/yr
FY21 25.4B KRW
FY22 26.2B KRW
FY23 18.6B KRW
FY24 6.6B KRW
FY25 5.9B KRW

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Cite: Fair Value Calculator (2026). "Moonbaesteel Co Fair Value". https://www.fairvalue-calculator.com/stock/008420

Peer Group

Steel · 378 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 46 · Below median
Fair Value upside +116% · Top 25%
Return on equity (TTM) 6% · Above median
Return on assets 1% · Below median
Net margin (TTM) 4% · Above median
Operating margin (TTM) 2% · Below median
Revenue growth -7% · Below median
Dividend yield (TTM) 4.7% · Top 25%
Debt / equity 0.11× · Higher than median

Valuation Multiples vs Steel median · lower = cheaper

EV/EBITDA 5.3× · 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 100 · sector 19
FUTURE 0 · sector 4
PAST 24 · sector 15
HEALTH 95 · sector 95
DIVIDEND 93 · sector 41

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

Stock Price Fair Value vs Fair Value
Tata Steel Limited TTST $0.2010 $0.2000 -0%
JSW Steel Limited JSWSTEEL ₹1,227 ₹1,140 -7%
Baoshan Iron & Steel Co 600019 ¥5.89 ¥8.07 +37%
China Steel Corporation 2002A 38.55 TWD 8.74 TWD -77%
POSCO Holdings 005490 313,500 KRW 155,270 KRW -50%
Companhia Siderúrgica Nacional, SID 13,670 ARS 15,940 ARS +17%
Jindal Steel Limited JINDALSTEL ₹1,028 ₹545.12 -47%
Lloyds Metals and Energy Limited LLOYDSME ₹1,844 ₹1,098 -40%
Gerdau S.A GGBN 83.50 MXN 42.64 MXN -49%
Ternium S.A TXR 17,780 ARS 27,210 ARS +53%

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Frequently asked questions

Is Moonbaesteel Co (008420) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of 4,862 KRW versus a price of 2,250 KRW, about +116% (undervalued).
What is the fair value of 008420?
Our model-based fair value for Moonbaesteel Co is 4,862 KRW (as of Jul 24, 2026), built from audited fundamentals. The current price is 2,250 KRW.
What is the quality score of 008420?
Moonbaesteel Co has a Quality Score of 46/100. 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 Moonbaesteel Co (008420)?
Moonbaesteel Co reported trailing-twelve-month revenue of about 158B KRW (latest available figure, as of Jul 24, 2026).
What is the net profit margin of 008420?
The net profit margin of Moonbaesteel Co is about 4.0%, meaning it keeps roughly 4.0% of revenue as net income. Based on the latest reported figures.
Does Moonbaesteel Co pay a dividend?
Moonbaesteel Co currently shows a dividend yield of about 2.24% 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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