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Sanil Electric Co (062040) Fair Value & Analysis

Industrials · KR · Market cap 5.2T KRW

SE Sanil Electric Co 062040 · KO
Price157,300 KRW
Fair Value82,856 KRW
Upside-47.3%
Quality78/100
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Healthy Growth
Highly profitable · 29.6% net margin
Low debt · generates free cash flow
0.74% dividend yield
Ranks above peers (8/10)
Wide moat 92/100
Evidence: High Range 62,142 KRW – 216,243 KRW Share as image

Fair value as of: Jul 17, 2026

From 24 valuation models · updated 23 days ago

Share price −11.7% over the past month.

A strong business, but screening 47% overvalued on our models.

What matters now

  • A high-quality business (quality 78/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The model range is unusually wide (62,142 KRW to 216,243 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
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Price vs Fair Value (2 years)

333,500 KRW 29,650 KRW Fair Value 82,856 KRW Jul 2024 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

24‑month range 29,650 KRW – 333,500 KRW · fair‑value band 62,142 KRW – 216,243 KRW · the 157,300 KRW price screens above the 82,856 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

Sanil Electric Co (062040) currently trades at 157,300 KRW, while our model-based Fair Value estimate is 82,856 KRW, implying the stock looks roughly 47.3% overvalued today. The Quality Score stands at 78/100 (high quality), in the Industrials 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, Sanil Electric Co generated revenue of 553B KRW at a net margin of 29.6%. Revenue grew 52.1% year over year. It earns a return on equity of 31.3%. Net debt stands at 39.3B KRW. Fundamentals as of Jul 17, 2026

Our scenario range runs from 62,142 KRW (bear case) to 216,243 KRW (bull case); at 157,300 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 54% below its 52-week high and 146% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -47%, 062040 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
Growth DCF 57,831 KRW 116,952 KRW 216,243 KRW 80
Residual Income 35,523 KRW 48,211 KRW 325,087 KRW 76
Rev-Margin DCF 51,534 KRW 89,784 KRW 169,839 KRW 74
All 24 models by family
DCF Models
FCF DCF 61,158 KRW 96,590 KRW 212,446 KRW 38
Owner Earnings 77,846 KRW 177,967 KRW 397,553 KRW 31
5Y Revenue Exit 46,984 KRW 78,898 KRW 145,695 KRW 39
5Y EBITDA Exit 67,028 KRW 119,442 KRW 222,368 KRW 41
5Y P/E Exit 80,557 KRW 183,718 KRW 325,663 KRW 38
10Y Revenue Exit 50,260 KRW 106,672 KRW 142,584 KRW 36
10Y EBITDA Exit 66,861 KRW 150,852 KRW 299,189 KRW 37
10Y P/E Exit 76,959 KRW 180,672 KRW 354,438 KRW 35
Earnings-Based
Graham-Dodd 33,142 KRW 231,130 KRW 324,356 KRW 54
Lynch FV 119,410 KRW 170,586 KRW 221,761 KRW 50
PEG = 1.0 119,410 KRW 170,586 KRW 221,761 KRW 46
EPV 49,487 KRW 57,637 KRW 64,882 KRW 59
Multiples
P/E Multiple 80,419 KRW 107,225 KRW 134,032 KRW 63
P/S Multiple 43,122 KRW 57,497 KRW 71,871 KRW 58
P/B Multiple 62,142 KRW 82,856 KRW 103,570 KRW 55
EV/EBIT 77,841 KRW 102,688 KRW 127,535 KRW 53
EV/EBITDA 66,208 KRW 87,177 KRW 108,146 KRW 54
EV/Revenue 37,799 KRW 52,584 KRW 67,369 KRW 43
Asset-Based
NCAV (Graham) 9,581 KRW 12,838 KRW 19,161 KRW 50
Growth DCF
Growth DCF 57,831 KRW 116,952 KRW 216,243 KRW 80
Rev-Margin DCF 51,534 KRW 89,784 KRW 169,839 KRW 74
Economic Profit
Residual Income 35,523 KRW 48,211 KRW 325,087 KRW 76
ROIC Compounder 66,843 KRW 107,552 KRW 153,058 KRW 72
Growth Earnings
Growth-Adj P/E 158,508 KRW 226,440 KRW 294,372 KRW 68

Widest divergence: Growth Earnings (226,440 KRW) versus Asset-Based (12,838 KRW). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 553B KRW
Revenue growth (YoY) +52.1%
Net margin 29.6%
Return on equity 31.3%
Free cash flow 99.0B KRW FY2025
Operating margin 36.9%
More key figures
Dividend yield 0.6%
EPS growth (YoY) +46.7%
Net debt 39.3B KRW FY2022

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

Quality Score breakdown

Overall quality 78/100

Of which business quality 76 · Market factors (momentum, volatility) 41

Profitability 80
Margins and returns on capital today
Quality Growth 91
Are margins and returns improving?
Cashflow 66
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 31
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 63
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

Sanil Electric Co., Ltd. manufactures and sells transformers and reactors for power grid, renewable energy, and industrial transformer markets in Korea and internationally. The company offers power, distribution, pad-mounted, oil-filled, cast-resin, pole-mounted, and dry-type transformers, as well as high and low voltage soft starters.

Full company description

Sanil Electric Co., Ltd. manufactures and sells transformers and reactors for power grid, renewable energy, and industrial transformer markets in Korea and internationally. The company offers power, distribution, pad-mounted, oil-filled, cast-resin, pole-mounted, and dry-type transformers, as well as high and low voltage soft starters. Its products are used in renewable energy, transmission and distribution networks, marine and offshore plants, railway, and petrochemical plants. The company was founded in 1987 and is based in Ansan-si, South Korea.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Sanil Electric Co reported revenue of 502B KRW in FY2025 versus 108B KRW in FY2022, a compound +67.1%/yr. Reported net income was 149B KRW in FY2025, compounding +231.4%/yr from FY2022.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
502B KRW
Latest YoY
+50.3%
Avg. growth/yr (3Y)
+67.1%
Revenue +67.1%/yr
FY22 108B KRW
FY23 215B KRW
FY24 334B KRW
FY25 502B KRW
Net income +231.4%/yr
FY22 4.1B KRW
FY23 39.0B KRW
FY24 83.7B KRW
FY25 149B KRW

062040 screens 47% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "Sanil Electric Co Fair Value". https://www.fairvalue-calculator.com/stock/062040

Peer Group

Electrical Equipment & Parts · 528 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 78 · Top 25%
Fair Value upside −47% · Below median
Return on equity (TTM) 31% · Top 25%
Return on assets 20% · Top 25%
Net margin (TTM) 30% · Top 25%
Operating margin (TTM) 37% · Top 25%
Revenue growth 52% · Top 25%
Dividend yield (TTM) 0.7% · Below median
Debt / equity 0.01× · Lower than median

Valuation Multiples vs Electrical Equipment & Parts 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 0
FUTURE 100 · sector 57
PAST 100 · sector 26
HEALTH 99 · sector 97
DIVIDEND 15 · sector 18

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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 Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$675.50 HK$391.44 -42%
ABB Ltd ABBN CHF 83.82 CHF 35.46 -58%
Delta Electronics (Thailand) Public Company TDED 10.16 SGD 1.47 SGD -86%
LG Energy Solution, Ltd 373220 334,000 KRW 201,455 KRW -40%
WEG S.A WEGE3 13,210 ARS 7,948 ARS -40%
Sungrow Power Supply Co 300274 ¥114.79 ¥123.83 +8%
Shenzhen Inovance Technology Co 300124 ¥63.43 ¥33.04 -48%
HD Hyundai Electric Co 267260 823,000 KRW 371,133 KRW -55%
LS ELECTRIC Co 010120 190,000 KRW 31,517 KRW -83%
Sieyuan Electric Co 002028 ¥151.73 ¥71.69 -53%

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Frequently asked questions

Is Sanil Electric Co (062040) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 82,856 KRW versus a price of 157,300 KRW, about −47% (overvalued).
What is the fair value of 062040?
Our model-based fair value for Sanil Electric Co is 82,856 KRW (as of Jul 17, 2026), built from audited fundamentals. The current price is 157,300 KRW.
What is the quality score of 062040?
Sanil Electric Co has a Quality Score of 78/100. 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 Sanil Electric Co (062040)?
Sanil Electric Co reported trailing-twelve-month revenue of about 553B KRW (latest available figure, as of Jul 17, 2026).
What is the net profit margin of 062040?
The net profit margin of Sanil Electric Co is about 29.6%, meaning it keeps roughly 29.6% of revenue as net income. Based on the latest reported figures.
Does Sanil Electric Co pay a dividend?
Sanil Electric Co currently shows a dividend yield of about 0.57% 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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