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Incheon City Gas Co (034590) Fair Value & Analysis

Utilities · KR · Market cap 108B KRW

IC Incheon City Gas Co 034590 · KO
Price26,500 KRW
Fair Value62,496 KRW
Upside+135.8%
Quality64/100
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Healthy Growth
Thin margins · 2.6% net margin
Low debt · generates free cash flow
5.25% dividend yield
Ranks above peers (7/10)
Narrow moat 27/100
Evidence: High Range 48,130 KRW – 78,120 KRW Share as image

Fair value as of: Aug 13, 2026

From 26 valuation models · updated today

Fair value updated Aug 13, 2026, revised from 79,050 KRW to 62,496 KRW (−20.9%) since Jul 22, 2026. Share price +1.3% over the past month.

A solid business, screening 136% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (48,130 KRW). The market is more pessimistic than our downside scenario.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

27,600 KRW 19,868 KRW Fair Value 62,496 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 19,868 KRW – 27,600 KRW · fair‑value band 48,130 KRW – 78,120 KRW · the 26,500 KRW price screens below the 62,496 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Incheon City Gas Co (034590) currently trades at 26,500 KRW, while our model-based Fair Value estimate is 62,496 KRW, implying the stock looks roughly 135.8% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Utilities 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, Incheon City Gas Co generated revenue of 553B KRW at a net margin of 2.6%. Revenue grew 20.4% year over year. It earns a return on equity of 8.7%. Fundamentals as of Aug 13, 2026

Our scenario range runs from 48,130 KRW (bear case) to 78,120 KRW (bull case); at 26,500 KRW, the current price sits below 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 6% below its 52-week high and 13% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at 2% fair-value upside, at 136%, 034590 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 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 71,355 KRW 99,030 KRW 137,718 KRW 80
Residual Income 48,154 KRW 51,670 KRW 59,582 KRW 76
Rev-Margin DCF 56,171 KRW 80,209 KRW 107,061 KRW 74
All 26 models by family
DCF Models
FCF DCF 69,917 KRW 100,428 KRW 145,403 KRW 38
Owner Earnings 60,913 KRW 86,942 KRW 125,311 KRW 31
5Y Revenue Exit 56,171 KRW 79,588 KRW 108,555 KRW 39
5Y EBITDA Exit 67,342 KRW 99,952 KRW 136,928 KRW 41
5Y P/E Exit 66,108 KRW 97,701 KRW 129,831 KRW 38
10Y Revenue Exit 59,419 KRW 81,630 KRW 109,661 KRW 36
10Y EBITDA Exit 67,717 KRW 95,575 KRW 130,808 KRW 37
10Y P/E Exit 66,938 KRW 94,034 KRW 125,518 KRW 35
Earnings-Based
Graham-Dodd 31,620 KRW 85,932 KRW 112,633 KRW 54
Lynch FV 16,926 KRW 24,180 KRW 31,434 KRW 50
PEG = 1.0 16,926 KRW 24,180 KRW 31,434 KRW 46
EPV 47,395 KRW 53,859 KRW 59,514 KRW 59
Dividend Discount
Gordon GGM 11,477 KRW 23,864 KRW 37,857 KRW 70
DDM Multi-Stage 11,477 KRW 17,932 KRW 24,793 KRW 61
Multiples
P/E Multiple 62,775 KRW 83,700 KRW 104,625 KRW 63
P/S Multiple 59,288 KRW 79,050 KRW 98,813 KRW 58
P/B Multiple 59,288 KRW 79,050 KRW 98,813 KRW 55
EV/EBIT 60,879 KRW 78,300 KRW 95,720 KRW 53
EV/EBITDA 73,563 KRW 95,212 KRW 116,861 KRW 54
EV/Revenue 50,891 KRW 69,008 KRW 87,126 KRW 43
Asset-Based
NCAV (Graham) 28,882 KRW 38,702 KRW 57,765 KRW 50
Growth DCF
Growth DCF 71,355 KRW 99,030 KRW 137,718 KRW 80
Rev-Margin DCF 56,171 KRW 80,209 KRW 107,061 KRW 74
Economic Profit
Residual Income 48,154 KRW 51,670 KRW 59,582 KRW 76
ROIC Compounder 47,395 KRW 53,859 KRW 61,111 KRW 72
Growth Earnings
Growth-Adj P/E 50,356 KRW 71,938 KRW 93,519 KRW 68

Widest divergence: DCF Models (94,034 KRW) versus Dividend Discount (17,932 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 553B KRW
Revenue growth (YoY) +20.4%
Net margin 2.6%
Return on equity 8.7%
Free cash flow 23.0B KRW FY2025
Operating margin 2.2%
More key figures
Dividend yield 5.3%
EPS growth (YoY) -3.7%

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 64 · Market factors (momentum, volatility) 62

Profitability 46
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 48
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 43
Price trend over the last 3–12 months (market factor)
52W Momentum 52
Distance to the 52-week high (market factor)
Net Issuance 82
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

Incheon City Gas Co., Ltd. supplies city gas in South Korea. It offers city gas primarily for heating, cooking, industrial processes, natural gas vehicle fueling, and as a fuel source for hydrogen fuel cell power generation and combined heat and power facilities.

Full company description

Incheon City Gas Co., Ltd. supplies city gas in South Korea. It offers city gas primarily for heating, cooking, industrial processes, natural gas vehicle fueling, and as a fuel source for hydrogen fuel cell power generation and combined heat and power facilities. The company also engages in the rental of investment properties and receives rental income, and supplies electricity. The company was founded in 1983 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

Incheon City Gas Co reported revenue of 963B KRW in FY2025 versus 504B KRW in FY2021, a compound +17.6%/yr. Reported net income was 19.2B KRW in FY2025, compounding +50.7%/yr from FY2021.

Growth Quality 85/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
963B KRW
Latest YoY
+2.1%
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.
+9.7%
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.
+13.8%
Avg. growth/yr (17Y) 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.
+4.2%
Revenue +17.6%/yr
FY21 504B KRW
FY22 728B KRW
FY23 781B KRW
FY24 944B KRW
FY25 963B KRW
Net income +50.7%/yr
FY21 3.7B KRW
FY22 12.2B KRW
FY23 17.5B KRW
FY24 19.3B KRW
FY25 19.2B KRW

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Cite: Fair Value Calculator (2026). "Incheon City Gas Co Fair Value". https://www.fairvalue-calculator.com/stock/034590

Peer Group

Utilities - Regulated Gas · 104 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 64 · Top 25%
Fair Value upside +136% · Top 25%
Return on equity (TTM) 9% · Above median
Return on assets 3% · Below median
Net margin (TTM) 3% · Bottom 25%
Operating margin (TTM) 2% · Bottom 25%
Revenue growth 20% · Top 25%
Dividend yield (TTM) 5.3% · Top 25%
Debt / equity 0.02× · Lower than 75% of peers

Valuation Multiples vs Utilities - Regulated Gas 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 100 · sector 27
FUTURE 100 · sector 0
PAST 35 · sector 34
HEALTH 99 · sector 87
DIVIDEND 100 · sector 67

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 Utilities - Regulated Gas stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Naturgy Energy Group NTGY €28.94 €31.58 +9%
Atmos Energy Corporation ATO $169.59 $85.67 -49%
NiSource Inc NI $42.01 $28.59 -32%
Uniper SE UN0 €47.45 €48.32 +2%
The Hong Kong and China Gas Company 0003 HK$6.76 HK$4.79 -29%
GAIL (India) Limited GAIL ₹177.95 ₹130.21 -27%
Adani Total Gas Limited ATGL ₹660.35 ₹101.36 -85%
ENN Natural Gas Co 600803 ¥17.32 ¥25.71 +48%
ENN Energy Holdings 2688 HK$47.16 HK$107.98 +129%
China Suntien Green Energy Corporation 600956 ¥7.26 ¥7.37 +2%

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Frequently asked questions

Is Incheon City Gas Co (034590) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 62,496 KRW versus a price of 26,500 KRW, about +136% (undervalued).
What is the fair value of 034590?
Our model-based fair value for Incheon City Gas Co is 62,496 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price is 26,500 KRW.
What is the quality score of 034590?
Incheon City Gas Co has a Quality Score of 64/100. 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 Incheon City Gas Co (034590)?
Incheon City Gas Co reported trailing-twelve-month revenue of about 553B KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 034590?
The net profit margin of Incheon City Gas Co is about 2.6%, meaning it keeps roughly 2.6% of revenue as net income. Based on the latest reported figures.
Does Incheon City Gas Co pay a dividend?
Incheon City Gas Co currently shows a dividend yield of about 5.30% relative to its recent price (as of Aug 13, 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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