Dong Suh Companies Inc (026960) Fair Value & Analysis
Consumer Defensive · KR · Market cap 2.6T KRW
Fair value as of: Jul 24, 2026
From 22 valuation models · updated 17 days ago
Share price +3.9% over the past month.
A solid business, but screening 56% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (14,317 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
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 14,327 KRW – 32,271 KRW · fair‑value band 9,278 KRW – 14,317 KRW · the 26,500 KRW price screens above the 11,665 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.
Analysis
Dong Suh Companies Inc (026960) currently trades at 26,500 KRW, while our model-based Fair Value estimate is 11,665 KRW, implying the stock looks roughly 56.0% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Consumer Defensive 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, Dong Suh Companies Inc generated revenue of 539B KRW at a net margin of 26.7%. Revenue grew 5.0% year over year. It earns a return on equity of 8.7%. Fundamentals as of Jul 24, 2026
Our scenario range runs from 9,278 KRW (bear case) to 14,317 KRW (bull case); at 26,500 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. The share trades about 14% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at -56%, 026960 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.
All 22 models by family
Widest divergence: Growth Earnings (23,754 KRW) versus Earnings-Based (5,237 KRW). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 48
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
Dong Suh Companies Inc. engages in the food, packaging, tea, logistics, and import and export businesses. The company produces, imports, and sells food, such as palm oils, cheese, processed fruit and vegetable products, and processed grain products; packaging materials, such as flexible packaging films for food; and tea products, such as coffee, brown rice …
Full company description
Dong Suh Companies Inc. engages in the food, packaging, tea, logistics, and import and export businesses. The company produces, imports, and sells food, such as palm oils, cheese, processed fruit and vegetable products, and processed grain products; packaging materials, such as flexible packaging films for food; and tea products, such as coffee, brown rice green tea, and roundworm tea, as well as desserts. Dong Suh Companies Inc. was founded in 1975 and is based in Seoul, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Dong Suh Companies Inc reported revenue of 533B KRW in FY2025 versus 535B KRW in FY2021, a compound −0.1%/yr. Reported net income was 145B KRW in FY2025, compounding +6.3%/yr from FY2021.
026960 screens 56% overvalued. Compare with Sysco Corporation →
Peer Group
Food Distribution · 77 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.
Valuation Multiples vs Food Distribution median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Food Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Sysco Corporation SYY | $81.69 | $60.58 | -26% |
| US Foods Holding USFD | $99.13 | $55.10 | -44% |
| Performance Food Group PFGC | $113.17 | $37.94 | -66% |
| Jerónimo Martins, SGPS, S.A JMT | €17.68 | €21.59 | +22% |
| CP Axtra Public Company CPAXT | 14.90 THB | 17.04 THB | +14% |
| The Chefs' Warehouse, Inc CHEF | $95.79 | $37.27 | -61% |
| Olam Group VC2 | 1.33 SGD | 2.12 SGD | +59% |
| United Natural Foods, Inc UNFI | $50.19 | $6.00 | -88% |
| The Andersons, Inc ANDE | $79.24 | $47.78 | -40% |
| Metcash Limited MTS | A$2.92 | A$5.33 | +83% |
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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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