Dongkuk Refractories & Steel Co (075970) Fair Value & Analysis
Industrials · KR · Market cap 30.1B KRW
Fair value as of: Jul 22, 2026
From 22 valuation models · updated 19 days ago
Share price −3.1% over the past month.
A solid business, but screening 36% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (1,318 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (695.85 KRW to 1,318 KRW) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.
How to read this chart
60‑month range 1,448 KRW – 6,434 KRW · fair‑value band 695.85 KRW – 1,318 KRW · the 1,641 KRW price screens above the 1,054 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.
Analysis
Dongkuk Refractories & Steel Co (075970) currently trades at 1,641 KRW, while our model-based Fair Value estimate is 1,054 KRW, implying the stock looks roughly 35.8% overvalued today. The Quality Score stands at 59/100 (solid 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, Dongkuk Refractories & Steel Co generated revenue of 112B KRW at a net margin of 1.0%. Revenue grew 3.4% year over year. It earns a return on equity of 1.4%. Net debt stands at 12.3B KRW. Fundamentals as of Jul 22, 2026
Our scenario range runs from 695.85 KRW (bear case) to 1,318 KRW (bull case); at 1,641 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 45% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at -36%, 075970 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 DCF (3,519 KRW) versus Earnings-Based (277.33 KRW). Highest evidence: Growth DCF (80).
Notify me when 075970 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 26
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
Dongkuk Refractories & Steel Co., Ltd. manufactures and sells refractories and ceramics in South Korea and internationally. The company offers shaped, monolithic, and functional refractories.
Full company description
Dongkuk Refractories & Steel Co., Ltd. manufactures and sells refractories and ceramics in South Korea and internationally. The company offers shaped, monolithic, and functional refractories. It also provides fine ceramics, such as water/sanitary faucets, high purity alumina crucibles, ceramics lining pipes and elbows, ceramic rollers, and spherical alumina, as well as refractories for cathode materials and ceramic calcination. In addition, the company offers steelmaking facilities and construction equipment for refractories, including tundish nozzle changers, gunning machines for tundish materials, dry type spray machines, continuance castable and mortar mixers, batch type castable and mortar mixers, refractory cutters, and other installation equipment; electric and industrial furnaces; and steel and iron making furnaces, heat treatment furnaces, non-ferrous metal furnaces, and incinerators. Dongkuk Refractories & Steel Co., Ltd. was founded in 1974 and is headquartered in Busan, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Dongkuk Refractories & Steel Co reported revenue of 111B KRW in FY2025 versus 104B KRW in FY2021, a compound +1.5%/yr. Reported net income was 581M KRW in FY2025, compounding −33.5%/yr from FY2021.
075970 screens 36% overvalued. Compare with Trane Technologies plc →
Peer Group
Building Products & Equipment · 247 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 Building Products & Equipment 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 Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $469.98 | $212.34 | -55% |
| Johnson Controls International plc JCI | $142.81 | $45.65 | -68% |
| Carrier Global Corporation CARR | $68.61 | $17.35 | -75% |
| Compagnie de Saint-Gobain S.A SGO | €76.62 | €101.60 | +33% |
| Geberit AG GEBN | CHF 523.20 | CHF 307.66 | -41% |
| Lennox International Inc LII | $543.93 | $363.09 | -33% |
| Kingspan Group KRX | €87.30 | €70.76 | -19% |
| Masco Corporation MAS | $78.04 | $54.36 | -30% |
| PT Impack Pratama Industri Tbk, IMPC | 1,420 IDR | 179.76 IDR | -87% |
| NIBE Industrier AB NIBEB | kr 36.03 | kr 25.37 | -30% |
Compare Dongkuk Refractories & Steel Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Dongkuk Refractories & Steel Co (075970) overvalued or undervalued?
What is the fair value of 075970?
What is the quality score of 075970?
What is the revenue of Dongkuk Refractories & Steel Co (075970)?
What is the net profit margin of 075970?
Does Dongkuk Refractories & Steel Co pay a dividend?
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.
Track Dongkuk Refractories & Steel Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.