SM Culture & Contents Co (048550) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 154B KRW

A solid business, but screening 35% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (1,245 KRW). The favourable scenario is already priced in.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• Solid but not exceptional quality (51/100) 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 20, 2026.

How to read this chart

60‑month range 815.00 KRW – 6,190 KRW · fair‑value band 982.18 KRW – 1,245 KRW · the 1,719 KRW price screens above the 1,113 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

SM Culture & Contents Co (048550) currently trades at 1,719 KRW, while our model-based Fair Value estimate is 1,113 KRW, implying the stock looks roughly 35.2% overvalued today. The Quality Score stands at 51/100 (solid 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: low).

Over the trailing twelve months, SM Culture & Contents Co generated revenue of 158B KRW at a net margin of -2.1%. Revenue grew 66.9% year over year. Fundamentals as of Jul 20, 2026

Our scenario range runs from 982.18 KRW (bear case) to 1,245 KRW (bull case); at 1,719 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 near its 52-week high and 121% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 21% fair-value upside, at -35%, 048550 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.

Widest divergence: Multiples (1,113 KRW) versus Dividend Discount (0.4800 KRW). Highest evidence: Gordon GGM (70).

Key figures & financial health

Quality Score breakdown

About the company

SM Culture & Contents Co., Ltd. engages in the video content, actor, and MC management businesses in South Korea. It produces various dramas, and entertainment and documentary films. The company is also involved in the actors MC management business, including recruiting various artists in fields, such as performing arts, dramas, movies, musicals, etc.

Full company description

SM Culture & Contents Co., Ltd. engages in the video content, actor, and MC management businesses in South Korea. It produces various dramas, and entertainment and documentary films. The company is also involved in the actors MC management business, including recruiting various artists in fields, such as performing arts, dramas, movies, musicals, etc. In addition, it offers advertising agency and travel services; and plans, develops, and promotes video content. The company was formerly known as BT&I Travel Group., Inc. and changed its name to SM Culture & Contents Co., Ltd. in June 2012. SM Culture & Contents Co., Ltd. was founded in 1980 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

SM Culture & Contents Co reported revenue of 100B KRW in FY2025 versus 140B KRW in FY2021, a compound −7.9%/yr. Reported net income was −2.1B KRW in FY2025.

048550 screens 35% overvalued. Compare with Megacable Holdings →

Peer Group

Communication Services · 1202 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 “Media & Publishing” was too small, so the broader sector is used.)

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.

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Frequently asked questions

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.