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Hyundai Glovis Co (086280) Fair Value & Analysis

Industrials · KR · Market cap 14.3T KRW

HG Hyundai Glovis Co 086280 · KO
Price207,500 KRW
Fair Value258,723 KRW
Upside+24.7%
Quality53/100
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Healthy Growth
Thin margins · 5.6% net margin
Low debt · generates free cash flow
3.19% dividend yield
Ranks above peers (10/10)
Moderate moat 49/100
Evidence: High Range 193,904 KRW – 323,541 KRW Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 22 days ago

Fair value updated Jul 16, 2026, revised from 468,982 KRW to 258,723 KRW (−44.8%) since Jun 25, 2026. Share price +5.8% over the past month.

A solid business, screening 25% undervalued on our models.

What matters now

  • Solid quality (53/100) at a price below fair value, the discount is the argument here, not the business quality.
  • Our model range runs from 193,904 KRW (bear) to 323,541 KRW (bull), base 258,723 KRW. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 53/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

284,000 KRW 98,984 KRW Fair Value 258,723 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 98,984 KRW – 284,000 KRW · fair‑value band 193,904 KRW – 323,541 KRW · the 207,500 KRW price screens below the 258,723 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

Full chart & analysis →

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Analysis

Hyundai Glovis Co (086280) currently trades at 207,500 KRW, while our model-based Fair Value estimate is 258,723 KRW, implying the stock looks roughly 24.7% undervalued today. We read business quality at 53/100 (solid quality), in the Industrials 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, Hyundai Glovis Co generated revenue of 30.2T KRW at a net margin of 5.6%. Revenue grew 8.2% year over year. It earns a return on equity of 17.3%. Net debt stands at 74.8B KRW. Fundamentals as of Jul 16, 2026

Our scenario range runs from 193,904 KRW (bear case) to 323,541 KRW (bull case); at 207,500 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 28% below its 52-week high and 84% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 25%, 086280 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 355,176 KRW 596,002 KRW 1,017,255 KRW 80
Residual Income 159,961 KRW 216,665 KRW 847,501 KRW 76
Rev-Margin DCF 298,873 KRW 481,044 KRW 708,000 KRW 74
All 26 models by family
DCF Models
FCF DCF 353,699 KRW 603,289 KRW 1,038,732 KRW 38
Owner Earnings 355,925 KRW 607,217 KRW 1,045,629 KRW 31
5Y Revenue Exit 298,873 KRW 483,515 KRW 727,962 KRW 39
5Y EBITDA Exit 362,181 KRW 609,885 KRW 913,099 KRW 41
5Y P/E Exit 347,083 KRW 579,748 KRW 838,110 KRW 38
10Y Revenue Exit 305,873 KRW 487,343 KRW 751,966 KRW 36
10Y EBITDA Exit 356,908 KRW 580,368 KRW 905,686 KRW 37
10Y P/E Exit 346,803 KRW 558,183 KRW 843,422 KRW 35
Earnings-Based
Graham-Dodd 157,192 KRW 647,345 KRW 881,900 KRW 54
Lynch FV 162,948 KRW 232,783 KRW 302,618 KRW 50
PEG = 1.0 162,948 KRW 232,783 KRW 302,618 KRW 46
EPV 249,787 KRW 289,054 KRW 323,957 KRW 59
Dividend Discount
Gordon GGM 35,590 KRW 77,700 KRW 130,733 KRW 70
DDM Multi-Stage 35,590 KRW 63,649 KRW 80,976 KRW 61
Multiples
P/E Multiple 346,748 KRW 462,330 KRW 577,913 KRW 63
P/S Multiple 294,736 KRW 392,981 KRW 491,226 KRW 58
P/B Multiple 294,736 KRW 392,981 KRW 491,226 KRW 55
EV/EBIT 400,497 KRW 524,903 KRW 649,309 KRW 53
EV/EBITDA 398,202 KRW 521,843 KRW 645,485 KRW 54
EV/Revenue 278,855 KRW 386,674 KRW 494,492 KRW 43
Asset-Based
NCAV (Graham) 69,008 KRW 92,471 KRW 138,016 KRW 50
Growth DCF
Growth DCF 355,176 KRW 596,002 KRW 1,017,255 KRW 80
Rev-Margin DCF 298,873 KRW 481,044 KRW 708,000 KRW 74
Economic Profit
Residual Income 159,961 KRW 216,665 KRW 847,501 KRW 76
ROIC Compounder 277,795 KRW 365,092 KRW 479,269 KRW 72
Growth Earnings
Growth-Adj P/E 272,847 KRW 389,781 KRW 506,716 KRW 68

Widest divergence: DCF Models (579,748 KRW) versus Dividend Discount (63,649 KRW). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 30.2T KRW
Revenue growth (YoY) +8.2%
Net margin 5.6%
Return on equity 17.3%
Free cash flow 1.9T KRW FY2025
Operating margin 6.7%
More key figures
Dividend yield 3.2%
EPS growth (YoY) -14.5%
Net debt 74.8B KRW FY2022

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 57 · Market factors (momentum, volatility) 45

Profitability 57
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 52
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 58
Disciplined investing over empire-building
Low Volatility 33
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 66
Distance to the 52-week high (market factor)
Net Issuance 40
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

Hyundai Glovis Co., Ltd. operates as logistics and distribution company in South Korea and internationally. It offers in/outbound logistics services comprising export, import, packaging, and storage of products; vehicle transportation, pre-delivery inspection, parking in yard, and port loading/unloading services; parts logistics services; bulk logistics …

Full company description

Hyundai Glovis Co., Ltd. operates as logistics and distribution company in South Korea and internationally. It offers in/outbound logistics services comprising export, import, packaging, and storage of products; vehicle transportation, pre-delivery inspection, parking in yard, and port loading/unloading services; parts logistics services; bulk logistics services; general logistics services, including transportation, storage, and unloading for various industries, such as food, distribution, housing, and industrial goods; and special logistics services for defense strategic materials, dangerous goods, and office/equipment transfers. The company also offers knock down services; vehicle/special cargo services transportation, and special cargo on pure car and truck carriers; and dry and wet bulk cargo transportation services. In addition, it engages in the operation of terminals; used car business; and trading of nonferrous metal. The company was formerly known as Glovis Co., Ltd. and changed its name to Hyundai Glovis Co., Ltd. in November 2011. Hyundai Glovis Co., Ltd. was founded in 2001 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

Hyundai Glovis Co reported revenue of 29.6T KRW in FY2025 versus 21.8T KRW in FY2021, a compound +7.9%/yr. Reported net income was 1.7T KRW in FY2025, compounding +22.0%/yr from FY2021.

Growth Quality 86/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
29.6T KRW
Latest YoY
+4.1%
Avg. growth/yr (3Y)
+3.1%
Avg. growth/yr (5Y)
+12.3%
Avg. growth/yr (20Y)
+15.0%
Revenue +7.9%/yr
FY21 21.8T KRW
FY22 27.0T KRW
FY23 25.7T KRW
FY24 28.4T KRW
FY25 29.6T KRW
Net income +22.0%/yr
FY21 783B KRW
FY22 1.2T KRW
FY23 1.1T KRW
FY24 1.1T KRW
FY25 1.7T KRW

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Cite: Fair Value Calculator (2026). "Hyundai Glovis Co Fair Value". https://www.fairvalue-calculator.com/stock/086280

Peer Group

Integrated Freight & Logistics · 216 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 53 · Above median
Fair Value upside +25% · Above median
Return on equity (TTM) 17% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 6% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth 8% · Above median
Dividend yield (TTM) 3.2% · Above median
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Integrated Freight & Logistics 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 66 · sector 44
FUTURE 41 · sector 8
PAST 69 · sector 26
HEALTH 97 · sector 94
DIVIDEND 64 · sector 55

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 Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$181.40 HK$241.93 +33%

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Frequently asked questions

Is Hyundai Glovis Co (086280) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 258,723 KRW versus a price of 207,500 KRW, about +25% (undervalued).
What is the fair value of 086280?
Our model-based fair value for Hyundai Glovis Co is 258,723 KRW (as of Jul 16, 2026), built from audited fundamentals. The current price is 207,500 KRW.
What is the quality score of 086280?
Hyundai Glovis Co has a Quality Score of 53/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Hyundai Glovis Co (086280)?
Hyundai Glovis Co reported trailing-twelve-month revenue of about 30.2T KRW (latest available figure, as of Jul 16, 2026).
What is the net profit margin of 086280?
The net profit margin of Hyundai Glovis Co is about 5.6%, meaning it keeps roughly 5.6% of revenue as net income. Based on the latest reported figures.
Does Hyundai Glovis Co pay a dividend?
Hyundai Glovis Co currently shows a dividend yield of about 2.77% relative to its recent price (as of Jul 16, 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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