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S-Oil Corporation (010955) Fair Value & Analysis

Energy · KR · Market cap 6.3T KRW

SO S-Oil Corporation 010955 · KO
Price57,200 KRW
Fair Value22,005 KRW
Upside-61.5%
Quality55/100
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Evidence: High Range 20,040 KRW – 27,506 KRW

Fair value as of: Jul 7, 2026

From 23 valuation models · updated 3 days ago

Fair value updated Jul 7, 2026 — revised from 22,540 KRW to 22,005 KRW (−2.4%) since Jul 6, 2026. Share price +27.6% over the past month.

Price vs Fair Value (12 months)

57,200 KRW 32,560 KRW Fair Value 22,005 KRW Jun 2025 Jul 2026

12‑month range 32,560 KRW – 57,200 KRW · fair‑value band 20,040 KRW – 27,506 KRW · the 57,200 KRW price screens above the 22,005 KRW fair value. As of Jul 7, 2026.

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Analysis

S-Oil Corporation (010955) currently trades at 57,200 KRW, while our model-based Fair Value estimate is 22,005 KRW — implying the stock looks roughly 61.5% overvalued today. We read business quality at 55/100 (solid quality), in the Energy 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, S-Oil Corporation generated revenue of 34.2T KRW at a net margin of 2.8%. Revenue declined 0.5% year over year. It earns a return on equity of 10.4%. Net debt stands at 5.7T KRW. Fundamentals as of Jul 7, 2026

Our scenario range runs from 20,040 KRW (bear case) to 27,506 KRW (bull case); at 57,200 KRW, the current price sits above that range. The share trades about 23% below its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -32% fair-value upside — at -62%, 010955 screens richer than that median.

Key figures & financial health

Revenue (TTM) 34.2T KRW
Revenue growth (YoY) -0.5%
Net margin 2.8%
Return on equity 10.4%
Free cash flow 33.7B KRW FY2025
Operating margin 13.8%
More key figures
Dividend yield 0.7%
EPS growth (YoY) -37.4%
Net debt 5.7T KRW FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 7, 2026. TTM = trailing twelve months.

About the company

S-Oil Corporation, together with its subsidiaries, manufactures, sells, and supplies oil refining, lube, and petrochemical products in South Korea. The company offers butane, propane, naphtha, benzene, toluene, xylene, para-xylene, jet fuel, diesel, kerosene, gasoline, propylene, asphalt, polypropylene, and propylene oxide. It also provides lube base oil and petro-chemical products; refined crude oil products; and petroleum products. It exports its products to Southeast Asia, China, Japan, the United States, Australia, Europe, and internationally. The company was formerly known as Ssangyong Oil Refining Co. Ltd. and changed its name to S-Oil Corporation in April 2000. The company was incorporated in 1976 and is headquartered in Seoul, South Korea. S-Oil Corporation is a subsidiary of Aramco Overseas Company B.V.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

S-Oil Corporation reported revenue of 34.2T KRW in FY2025 versus 27.5T KRW in FY2021, a compound +5.7%/yr. Reported net income was 177B KRW in FY2025, compounding −40.1%/yr from FY2021.

Revenue +5.7%/yr
FY21 27.5T KRW
FY22 42.4T KRW
FY23 35.7T KRW
FY24 36.6T KRW
FY25 34.2T KRW
Net income −40.1%/yr
FY21 1.4T KRW
FY22 2.1T KRW
FY23 949B KRW
FY24 −193B KRW
FY25 177B KRW

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Cite: Fair Value Calculator (2026). "S-Oil Corporation Fair Value". https://www.fairvalue-calculator.com/stock/010955

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10 more Oil & Gas Refining & Marketing stocks, each showing price versus our Fair Value estimate (as of Jul 7, 2026).

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Marathon Petroleum Corporation MPC $247.29 $135.74 -45%
Valero Energy Corporation VLO $255.82 $114.28 -55%
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Indian Oil Corporation IOC ₹144.38 ₹417.35 +189%
Formosa Petrochemical Corporation 6505 51.40 TWD 20.61 TWD -60%
HD Hyundai Co 267250 271,500 KRW 833,166 KRW +207%
Bharat Petroleum Corporation BPCL ₹295.00 ₹811.90 +175%

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Frequently asked questions

Is S-Oil Corporation (010955) undervalued?
As of Jul 7, 2026, our model estimates a fair value of 22,005 KRW versus a price of 57,200 KRW — about −62% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 010955?
Our model-based fair value for S-Oil Corporation is 22,005 KRW (as of Jul 7, 2026), built from audited fundamentals. The current price is 57,200 KRW.
What is the quality score of 010955?
S-Oil Corporation has a Quality Score of 55/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of S-Oil Corporation (010955)?
S-Oil Corporation reported trailing-twelve-month revenue of about 34.2T KRW (latest available figure, as of Jul 7, 2026).
What is the net profit margin of 010955?
The net profit margin of S-Oil Corporation is about 2.8%, meaning it keeps roughly 2.8% of revenue as net income. Based on the latest reported figures.
Does S-Oil Corporation pay a dividend?
S-Oil Corporation currently shows a dividend yield of about 0.66% relative to its recent price (as of Jul 7, 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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.