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CBI Co (013720) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 26.2B KRW

CC CBI Co 013720 · KQ
Price2,350 KRW
Fair Value1,297 KRW
Upside-44.8%
Quality45/100
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Mixed Growth
Loss-making · -75.3% net margin
Low debt · generates free cash flow
Trails peers (3/8)
Narrow moat 13/100
Evidence: High Range 1,297 KRW – 1,337 KRW Share as image

Fair value as of: Aug 6, 2026

From 15 valuation models · updated 4 days ago

Share price +445.2% over the past month.

Below-average quality, and screening another 45% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (1,337 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
  • The models converge in a tight band (1,297 KRW to 1,337 KRW), unusually little disagreement for a valuation.
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Price vs Fair Value (5 years)

16,600 KRW 415.00 KRW Fair Value 1,297 KRW Dec 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 6, 2026.

How to read this chart

60‑month range 415.00 KRW – 16,600 KRW · fair‑value band 1,297 KRW – 1,337 KRW · the 2,350 KRW price screens above the 1,297 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 6, 2026.

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Analysis

CBI Co (013720) currently trades at 2,350 KRW, while our model-based Fair Value estimate is 1,297 KRW, implying the stock looks roughly 44.8% overvalued today. The Quality Score stands at 45/100 (below-average 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, CBI Co generated revenue of 34.2B KRW at a net margin of -75.3%. Revenue grew 55.0% year over year. Net debt stands at 8.2B KRW. Fundamentals as of Aug 6, 2026

Our scenario range runs from 1,297 KRW (bear case) to 1,337 KRW (bull case); at 2,350 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. For context, the median of 10 Consumer Cyclical peers we cover trades at 51% fair-value upside, at -45%, 013720 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 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
Growth DCF 4,700 KRW 5,944 KRW 8,021 KRW 80
Rev-Margin DCF 2,901 KRW 3,430 KRW 4,110 KRW 74
ROIC Compounder 1,540 KRW 1,619 KRW 1,688 KRW 72
All 15 models by family
DCF Models
FCF DCF 4,567 KRW 5,850 KRW 8,156 KRW 38
5Y Revenue Exit 2,901 KRW 3,359 KRW 3,995 KRW 39
5Y EBITDA Exit 4,068 KRW 5,357 KRW 7,004 KRW 41
10Y Revenue Exit 3,486 KRW 3,985 KRW 4,515 KRW 36
10Y EBITDA Exit 4,229 KRW 5,309 KRW 6,528 KRW 37
Earnings-Based
EPV 1,540 KRW 1,619 KRW 1,688 KRW 59
Dividend Discount
Gordon GGM 192.42 KRW 249.88 KRW 308.51 KRW 70
DDM Multi-Stage 192.42 KRW 262.33 KRW 346.66 KRW 61
Multiples
EV/EBIT 2,413 KRW 2,863 KRW 3,312 KRW 53
EV/EBITDA 4,192 KRW 5,235 KRW 6,278 KRW 54
EV/Revenue 1,973 KRW 2,363 KRW 2,753 KRW 43
Asset-Based
NCAV (Graham) 3,760 KRW 5,038 KRW 7,519 KRW 50
Growth DCF
Growth DCF 4,700 KRW 5,944 KRW 8,021 KRW 80
Rev-Margin DCF 2,901 KRW 3,430 KRW 4,110 KRW 74
Economic Profit
ROIC Compounder 1,540 KRW 1,619 KRW 1,688 KRW 72

Widest divergence: DCF Models (5,309 KRW) versus Dividend Discount (249.88 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 34.2B KRW
Revenue growth (YoY) +55.0%
Net margin -75.3%
Return on equity -2,606%
Free cash flow 2.7B KRW FY2025
Operating margin -8.7%
More key figures
Net debt 8.2B KRW FY2025

Figures from reported company fundamentals · as of Aug 6, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 45/100

Of which business quality 47 · Market factors (momentum, volatility) 59

Profitability 5
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 66
Earnings quality: real cash, not paper profit
Fin. Strength 46
Balance sheet, leverage, solvency risk
Investment 74
Disciplined investing over empire-building
Low Volatility 12
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 50
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

CBI Co., Ltd. manufactures and sells car parts in South Korea. Its products include valve tappets, hydraulic tensioner housings, fixture injectors, TM parts, levers, Eegr base products, insert chambers, valve seat rings, piece an engagement product, and bearing journals. The company was founded in 1959 and is headquartered in Incheon, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

CBI Co reported revenue of 24.9B KRW in FY2025 versus 24.8B KRW in FY2021, a compound +0.1%/yr. Reported net income was −12.2B KRW in FY2025.

Growth Quality 54/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
24.9B KRW
Latest YoY
+1.9%
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.
−11.6%
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.
+8.3%
Avg. growth/yr (11Y) 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.
+0.1%
Revenue +0.1%/yr
FY21 24.8B KRW
FY22 36.0B KRW
FY23 31.4B KRW
FY24 24.4B KRW
FY25 24.9B KRW
Net income
FY21 −12.3B KRW
FY22 −29.7B KRW
FY23 −16.6B KRW
FY24 −14.8B KRW
FY25 −12.2B KRW

013720 screens 45% overvalued. Compare with ML →

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Cite: Fair Value Calculator (2026). "CBI Co Fair Value". https://www.fairvalue-calculator.com/stock/013720

Peer Group

Consumer Discretionary · 3552 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Automobiles & Auto Parts” was too small, so the broader sector is used.)

Quality Score 45 · Below median
Fair Value upside −45% · Below median
Return on assets -2% · Bottom 25%
Net margin (TTM) -75% · Bottom 25%
Operating margin (TTM) -9% · Bottom 25%
Revenue growth 55% · Top 25%
Debt / equity 0.05× · Lower than median

Valuation Multiples vs Consumer Discretionary median · lower = cheaper

P/FCF 0.0× · 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 22
FUTURE 100 · sector 14
PAST 0 · sector 21
HEALTH 97 · sector 96
DIVIDEND 0 · sector 41

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 Automobiles & Auto Parts stocks, each showing price versus our Fair Value estimate (as of Aug 6, 2026).

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Ecoplastic Corporation 038110 1,990 KRW 1,090 KRW -45%
HRS Co 036640 4,715 KRW 8,615 KRW +83%
Mobase Co 101330 3,155 KRW 9,785 KRW +210%
Hanil Forging Industrial Co 024740 2,125 KRW 843.71 KRW -60%
Guyoung Technology Co 053270 1,909 KRW 1,235 KRW -35%
Seojin Automotive Co 122690 1,578 KRW 2,388 KRW +51%

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Frequently asked questions

Is CBI Co (013720) overvalued or undervalued?
As of Aug 6, 2026, our model estimates a fair value of 1,297 KRW versus a price of 2,350 KRW, about −45% (overvalued).
What is the fair value of 013720?
Our model-based fair value for CBI Co is 1,297 KRW (as of Aug 6, 2026), built from audited fundamentals. The current price is 2,350 KRW.
What is the quality score of 013720?
CBI Co has a Quality Score of 45/100. 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 CBI Co (013720)?
CBI Co reported trailing-twelve-month revenue of about 34.2B KRW (latest available figure, as of Aug 6, 2026).
What is the net profit margin of 013720?
The net profit margin of CBI Co is about -75.3%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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