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Hyundai Mobis Co (012330) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 43.0T KRW

HM Hyundai Mobis Co 012330 · KO
Price508,000 KRW
Fair Value678,420 KRW
Upside+33.6%
Quality58/100
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Healthy Growth
Thin margins · 5.7% net margin
Low debt · generates free cash flow
1.35% dividend yield
Ranks above peers (8/11)
Narrow moat 38/100
Evidence: High Range 446,785 KRW – 871,104 KRW Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 21 days ago

Fair value updated Jul 17, 2026, revised from 687,665 KRW to 678,420 KRW (−1.3%) since Jul 6, 2026. Share price +2.6% over the past month.

A solid business, screening 34% undervalued on our models.

What matters now

  • Solid quality (58/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (446,785 KRW to 871,104 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

768,000 KRW 177,236 KRW Fair Value 678,420 KRW Mar 2021 Aug 2026

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 177,236 KRW – 768,000 KRW · fair‑value band 446,785 KRW – 871,104 KRW · the 508,000 KRW price screens below the 678,420 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 →

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Analysis

Hyundai Mobis Co (012330) currently trades at 508,000 KRW, while our model-based Fair Value estimate is 678,420 KRW, implying the stock looks roughly 33.6% undervalued today. We read business quality at 58/100 (solid quality), in the Consumer Cyclical 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: high), always confirm before acting.

Over the trailing twelve months, Hyundai Mobis Co generated revenue of 61.9T KRW at a net margin of 5.7%. Revenue grew 5.5% year over year. It earns a return on equity of 7.2%. Net debt stands at 366B KRW. Fundamentals as of Jul 17, 2026

Our scenario range runs from 446,785 KRW (bear case) to 871,104 KRW (bull case); at 508,000 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 38% below its 52-week high and 101% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at 34%, 012330 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 BearBaseBull Evidence
Highest evidence
Growth DCF 461,555 KRW 760,404 KRW 1,275,108 KRW 80
Residual Income 458,169 KRW 488,525 KRW 547,637 KRW 76
Rev-Margin DCF 396,840 KRW 633,368 KRW 922,415 KRW 74
All 26 models by family
DCF Models
FCF DCF 457,846 KRW 762,399 KRW 1,282,439 KRW 38
Owner Earnings 508,084 KRW 848,804 KRW 1,430,601 KRW 31
5Y Revenue Exit 396,840 KRW 635,732 KRW 948,978 KRW 39
5Y EBITDA Exit 475,546 KRW 790,312 KRW 1,170,888 KRW 41
5Y P/E Exit 549,601 KRW 935,758 KRW 1,360,268 KRW 38
10Y Revenue Exit 402,350 KRW 634,371 KRW 965,767 KRW 36
10Y EBITDA Exit 466,251 KRW 747,140 KRW 1,147,193 KRW 37
10Y P/E Exit 515,488 KRW 853,244 KRW 1,302,023 KRW 35
Earnings-Based
Graham-Dodd 278,753 KRW 1,076,607 KRW 1,459,552 KRW 54
Lynch FV 263,422 KRW 376,317 KRW 489,212 KRW 50
PEG = 1.0 263,422 KRW 376,317 KRW 489,212 KRW 46
EPV 313,140 KRW 362,258 KRW 405,919 KRW 59
Dividend Discount
Gordon GGM 62,924 KRW 137,373 KRW 231,136 KRW 70
DDM Multi-Stage 62,924 KRW 112,531 KRW 143,165 KRW 61
Multiples
P/E Multiple 614,897 KRW 819,862 KRW 1,024,828 KRW 63
P/S Multiple 522,662 KRW 696,883 KRW 871,104 KRW 58
P/B Multiple 522,662 KRW 696,883 KRW 871,104 KRW 55
EV/EBIT 543,069 KRW 712,491 KRW 881,912 KRW 53
EV/EBITDA 529,566 KRW 694,486 KRW 859,406 KRW 54
EV/Revenue 377,412 KRW 524,245 KRW 671,077 KRW 43
Asset-Based
NCAV (Graham) 275,663 KRW 369,388 KRW 551,326 KRW 50
Growth DCF
Growth DCF 461,555 KRW 760,404 KRW 1,275,108 KRW 80
Rev-Margin DCF 396,840 KRW 633,368 KRW 922,415 KRW 74
Economic Profit
Residual Income 458,169 KRW 488,525 KRW 547,637 KRW 76
ROIC Compounder 313,140 KRW 362,258 KRW 405,919 KRW 72
Growth Earnings
Growth-Adj P/E 461,373 KRW 659,104 KRW 856,835 KRW 68

Widest divergence: DCF Models (762,399 KRW) versus Dividend Discount (112,531 KRW). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 61.9T KRW
Revenue growth (YoY) +5.5%
Net margin 5.7%
Return on equity 7.2%
Free cash flow 3.0T KRW FY2025
Operating margin 5.2%
More key figures
Dividend yield 0.9%
EPS growth (YoY) -13.5%
Net debt 366B KRW FY2018

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 61 · Market factors (momentum, volatility) 57

Profitability 39
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 70
Disciplined investing over empire-building
Low Volatility 17
Calm price path (market factor)
Momentum 75
Price trend over the last 3–12 months (market factor)
52W Momentum 71
Distance to the 52-week high (market factor)
Net Issuance 96
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

Hyundai Mobis Co.,Ltd engages in the auto parts business in Korea, China, the United States, Europe, and internationally. It operates in two segments, Auto Parts and After-Sales Services. The Auto Parts segment sells auto modules and parts for manufacturing vehicles.

Full company description

Hyundai Mobis Co.,Ltd engages in the auto parts business in Korea, China, the United States, Europe, and internationally. It operates in two segments, Auto Parts and After-Sales Services. The Auto Parts segment sells auto modules and parts for manufacturing vehicles. The After-Sales Services segment engages in sale of after-sales services parts and accessories. It offers autonomous driving solutions, including driving, parking, in-cabin sensing, and electronic control; and lamps, such as headlamps, rear, small, and grille lamps, as well as lamp parts. The company provides electrification products comprising power conversion, drive, battery, and 48V mild hybrid; safety products consisting of airbag modules and control units; IVI systems, which comprise infotainment head unit, CSD, cluster, HUD, and sound; and braking solutions that include integrated Mobis electronic brake, VEB, MEB, and EPB, as well as steering systems. In addition, it offers chassis modules, cockpit modules, front end modules, and bumpers. The company was formerly known as Hyundai Precision Industry Co., Ltd and changed its name to Hyundai Mobis Co.,Ltd in November 2000. Hyundai Mobis Co.,Ltd was founded in 1977 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

Hyundai Mobis Co reported revenue of 61.1T KRW in FY2025 versus 41.7T KRW in FY2021, a compound +10.0%/yr. Reported net income was 3.7T KRW in FY2025, compounding +11.7%/yr from FY2021.

Growth Quality 78/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
61.1T KRW
Latest YoY
+6.8%
Avg. growth/yr (3Y)
+5.6%
Avg. growth/yr (5Y)
+10.8%
Avg. growth/yr (25Y)
+14.8%
Revenue +10.0%/yr
FY21 41.7T KRW
FY22 51.9T KRW
FY23 59.3T KRW
FY24 57.2T KRW
FY25 61.1T KRW
Net income +11.7%/yr
FY21 2.4T KRW
FY22 2.5T KRW
FY23 3.4T KRW
FY24 4.1T KRW
FY25 3.7T KRW

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Cite: Fair Value Calculator (2026). "Hyundai Mobis Co Fair Value". https://www.fairvalue-calculator.com/stock/012330

Peer Group

Auto Parts · 641 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 58 · Top 25%
Fair Value upside +34% · Top 25%
Return on equity (TTM) 7% · Above median
Return on assets 3% · Below median
Net margin (TTM) 6% · Above median
Operating margin (TTM) 5% · Below median
Revenue growth 6% · Above median
Dividend yield (TTM) 1.4% · Below median
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Auto Parts median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers
PEG 0.09× · 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 78 · sector 17
FUTURE 28 · sector 24
PAST 29 · sector 27
HEALTH 98 · sector 95
DIVIDEND 27 · sector 30

Insider activity: 40/100

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 Auto Parts stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Magna International Inc MGAN 1,122 MXN 1,172 MXN +4%
Samvardhana Motherson International Limited MOTHERSON ₹144.17 ₹80.63 -44%
Bosch Limited BOSCHLTD ₹41,110 ₹14,004 -66%
Bharat Forge Limited BHARATFORG ₹2,117 ₹441.74 -79%
Uno Minda Limited UNOMINDA ₹1,158 ₹426.57 -63%
Schaeffler India Limited SCHAEFFLER ₹4,135 ₹1,412 -66%
Hankook Tire & Technology Co 161390 73,600 KRW 196,479 KRW +167%
MRF Limited MRF ₹131,025 ₹125,849 -4%
Sona BLW Precision Forgings Limited SONACOMS ₹660.10 ₹207.06 -69%
Balkrishna Industries Limited BALKRISIND ₹2,065 ₹1,211 -41%

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Frequently asked questions

Is Hyundai Mobis Co (012330) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 678,420 KRW versus a price of 508,000 KRW, about +34% (undervalued).
What is the fair value of 012330?
Our model-based fair value for Hyundai Mobis Co is 678,420 KRW (as of Jul 17, 2026), built from audited fundamentals. The current price is 508,000 KRW.
What is the quality score of 012330?
Hyundai Mobis Co has a Quality Score of 58/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Hyundai Mobis Co (012330)?
Hyundai Mobis Co reported trailing-twelve-month revenue of about 61.9T KRW (latest available figure, as of Jul 17, 2026).
What is the net profit margin of 012330?
The net profit margin of Hyundai Mobis Co is about 5.7%, meaning it keeps roughly 5.7% of revenue as net income. Based on the latest reported figures.
Does Hyundai Mobis Co pay a dividend?
Hyundai Mobis Co currently shows a dividend yield of about 0.93% relative to its recent price (as of Jul 17, 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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