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COWAY Co (021240) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 6.8T KRW

CC COWAY Co 021240 · KO
Price95,700 KRW
Fair Value112,530 KRW
Upside+17.6%
Quality52/100
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Expensive Growth
Solidly profitable · 12.9% net margin
Low debt · negative free cash flow
0.72% dividend yield
Ranks above peers (7/10)
Moderate moat 63/100
Evidence: High Range 64,919 KRW – 242,232 KRW Share as image

Fair value as of: Jul 17, 2026

From 15 valuation models · updated 24 days ago

Fair value updated Jul 17, 2026, revised from 112,392 KRW to 112,530 KRW (+0.1%) since Jul 6, 2026. Share price +4.4% over the past month.

A solid business, screening 18% undervalued on our models.

What matters now

  • The model range is unusually wide (64,919 KRW to 242,232 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Our model range runs from 64,919 KRW (bear) to 242,232 KRW (bull), base 112,530 KRW. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 52/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

109,289 KRW 36,529 KRW Fair Value 112,530 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 36,529 KRW – 109,289 KRW · fair‑value band 64,919 KRW – 242,232 KRW · the 95,700 KRW price screens below the 112,530 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.

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Analysis

COWAY Co (021240) currently trades at 95,700 KRW, while our model-based Fair Value estimate is 112,530 KRW, implying the stock looks roughly 17.6% undervalued today. The Quality Score stands at 52/100 (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, COWAY Co generated revenue of 5.1T KRW at a net margin of 12.9%. Revenue grew 13.2% year over year. It earns a return on equity of 19.3%. Net debt stands at 1.9T KRW. Fundamentals as of Jul 17, 2026

Our scenario range runs from 64,919 KRW (bear case) to 242,232 KRW (bull case); at 95,700 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 14% below its 52-week high and 44% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 8% fair-value upside, at 18%, 021240 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
Residual Income 60,115 KRW 78,950 KRW 267,205 KRW 76
ROIC Compounder 89,936 KRW 120,655 KRW 159,383 KRW 72
Growth-Adj P/E 122,434 KRW 174,906 KRW 227,377 KRW 68
All 15 models by family
DCF Models
Owner Earnings 128,011 KRW 215,221 KRW 357,574 KRW 31
Earnings-Based
Graham-Dodd 59,897 KRW 199,470 KRW 267,017 KRW 54
Lynch FV 45,196 KRW 64,566 KRW 83,935 KRW 50
PEG = 1.0 45,196 KRW 64,566 KRW 83,935 KRW 46
EPV 82,828 KRW 99,263 KRW 113,873 KRW 59
Multiples
P/E Multiple 145,339 KRW 193,785 KRW 242,232 KRW 63
P/S Multiple 63,700 KRW 84,933 KRW 106,167 KRW 58
P/B Multiple 112,307 KRW 149,743 KRW 187,179 KRW 55
EV/EBIT 158,837 KRW 215,217 KRW 271,598 KRW 53
EV/EBITDA 155,677 KRW 211,005 KRW 266,332 KRW 54
EV/Revenue 49,147 KRW 74,627 KRW 100,107 KRW 43
Asset-Based
NCAV (Graham) 25,765 KRW 34,525 KRW 51,530 KRW 50
Economic Profit
Residual Income 60,115 KRW 78,950 KRW 267,205 KRW 76
ROIC Compounder 89,936 KRW 120,655 KRW 159,383 KRW 72
Growth Earnings
Growth-Adj P/E 122,434 KRW 174,906 KRW 227,377 KRW 68

Widest divergence: DCF Models (215,221 KRW) versus Asset-Based (34,525 KRW). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 5.1T KRW
Revenue growth (YoY) +13.2%
Net margin 12.9%
Return on equity 19.3%
Free cash flow −202B KRW FY2025
Operating margin 18.9%
More key figures
Dividend yield 0.7%
EPS growth (YoY) +33.5%
Net debt 1.9T KRW FY2025

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

Quality Score breakdown

Overall quality 52/100

Of which business quality 50 · Market factors (momentum, volatility) 56

Profitability 62
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 5
Earnings quality: real cash, not paper profit
Fin. Strength 70
Balance sheet, leverage, solvency risk
Investment 40
Disciplined investing over empire-building
Low Volatility 70
Calm price path (market factor)
Momentum 53
Price trend over the last 3–12 months (market factor)
52W Momentum 46
Distance to the 52-week high (market factor)
Net Issuance 89
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

COWAY Co., Ltd. engages in the production and sale of environmental home appliances in South Korea and internationally. The company provides air purifiers, water purifiers, bidets, juicers, water softeners, electric range, dehumidifier, humidifiers, kitchen/home appliances, mattress/massage chair, and filter/consumables; and Smart Air Care service, which …

Full company description

COWAY Co., Ltd. engages in the production and sale of environmental home appliances in South Korea and internationally. The company provides air purifiers, water purifiers, bidets, juicers, water softeners, electric range, dehumidifier, humidifiers, kitchen/home appliances, mattress/massage chair, and filter/consumables; and Smart Air Care service, which provides customized solution for air conditioning. It also offers cosmetic products and rental services for its home appliances products. In addition, the company provides product management services, such as product cleaning and mattress maintenance; digital services, including IoCare application; and other services, consisting of filter recovery, water quality testing, and braille information. Further, it engages in the manufacturing of furniture and water treatment equipment; and the construction and operation of industrial water supply. The company distributes its products through door-to-door sales organizations, commercial distribution, online channels, and directly managed stores. COWAY Co., Ltd. was founded in 1989 and is headquartered in Gongju-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

COWAY Co reported revenue of 5.0T KRW in FY2025 versus 3.7T KRW in FY2021, a compound +7.9%/yr. Reported net income was 618B KRW in FY2025, compounding +7.3%/yr from FY2021.

Growth Quality 56/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
5.0T KRW
Latest YoY
+15.2%
Avg. growth/yr (3Y)
+8.8%
Avg. growth/yr (5Y)
+8.9%
Avg. growth/yr (18Y)
+8.1%
Revenue +7.9%/yr
FY21 3.7T KRW
FY22 3.9T KRW
FY23 4.0T KRW
FY24 4.3T KRW
FY25 5.0T KRW
Net income +7.3%/yr
FY21 466B KRW
FY22 458B KRW
FY23 471B KRW
FY24 566B KRW
FY25 618B KRW

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Cite: Fair Value Calculator (2026). "COWAY Co Fair Value". https://www.fairvalue-calculator.com/stock/021240

Peer Group

Furnishings, Fixtures & Appliances · 311 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 52 · Below median
Fair Value upside +18% · Above median
Return on equity (TTM) 19% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 19% · Top 25%
Revenue growth 13% · Top 25%
Dividend yield (TTM) 0.7% · Bottom 25%
Debt / equity 0.25× · Higher than 75% of peers

Valuation Multiples vs Furnishings, Fixtures & Appliances median · lower = cheaper

EV/EBITDA 0.6× · 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 57 · sector 26
FUTURE 66 · sector 0
PAST 77 · sector 19
HEALTH 88 · sector 98
DIVIDEND 14 · sector 55

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 Furnishings, Fixtures & Appliances stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Midea Group 000333 ¥82.71 ¥107.22 +30%
Gree Electric Appliances, Inc 000651 ¥38.25 ¥88.02 +130%
Haier Smart Home Co 600690 ¥21.46 ¥36.04 +68%
King Slide Works Co 2059 8,655 TWD 1,917 TWD -78%
Guangdong Songfa Ceramics Co 603268 ¥155.59 ¥38.95 -75%
SharkNinja, Inc SN $154.53 $89.07 -42%
Hisense Home Appliances Group 000921 ¥26.33 ¥48.03 +82%
Zhejiang Supor Co 002032 ¥43.85 ¥44.84 +2%
Ecovacs Robotics Co 603486 ¥50.13 ¥54.11 +8%
Voltas Limited VOLTAS ₹1,350 ₹185.71 -86%

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Frequently asked questions

Is COWAY Co (021240) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 112,530 KRW versus a price of 95,700 KRW, about +18% (undervalued).
What is the fair value of 021240?
Our model-based fair value for COWAY Co is 112,530 KRW (as of Jul 17, 2026), built from audited fundamentals. The current price is 95,700 KRW.
What is the quality score of 021240?
COWAY Co has a Quality Score of 52/100. 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 COWAY Co (021240)?
COWAY Co reported trailing-twelve-month revenue of about 5.1T KRW (latest available figure, as of Jul 17, 2026).
What is the net profit margin of 021240?
The net profit margin of COWAY Co is about 12.9%, meaning it keeps roughly 12.9% of revenue as net income. Based on the latest reported figures.
Does COWAY Co pay a dividend?
COWAY Co currently shows a dividend yield of about 0.74% 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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