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NOROO Paint & Coatings Co (090350) Fair Value & Analysis

Basic Materials · KR · Market cap 153B KRW

NP NOROO Paint & Coatings Co 090350 · KO
Price7,800 KRW
Fair Value13,992 KRW
Upside+79.4%
Quality57/100
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Mixed Growth
Thin margins · 2.6% net margin
Low debt · generates free cash flow
5.42% dividend yield
Ranks above peers (6/10)
Narrow moat 32/100
Evidence: High Range 10,494 KRW – 17,490 KRW Share as image

Fair value as of: Jul 24, 2026

From 23 valuation models · updated 17 days ago

Share price +2.6% over the past month.

A solid business, screening 79% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (10,494 KRW). The market is more pessimistic than our downside scenario.
  • Solid quality (57/100) 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)

12,732 KRW 6,343 KRW Fair Value 13,992 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

60‑month range 6,343 KRW – 12,732 KRW · fair‑value band 10,494 KRW – 17,490 KRW · the 7,800 KRW price screens below the 13,992 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

NOROO Paint & Coatings Co (090350) currently trades at 7,800 KRW, while our model-based Fair Value estimate is 13,992 KRW, implying the stock looks roughly 79.4% undervalued today. The Quality Score stands at 57/100 (solid quality), in the Basic Materials 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, NOROO Paint & Coatings Co generated revenue of 775B KRW at a net margin of 2.6%. Revenue grew 2.4% year over year. It earns a return on equity of 4.9%. Net debt stands at 36.7B KRW. Fundamentals as of Jul 24, 2026

Our scenario range runs from 10,494 KRW (bear case) to 17,490 KRW (bull case); at 7,800 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 26% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 79%, 090350 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 13,718 KRW 17,636 KRW 23,076 KRW 80
Residual Income 15,480 KRW 15,315 KRW 13,752 KRW 76
Rev-Margin DCF 16,111 KRW 23,174 KRW 30,893 KRW 74
All 23 models by family
DCF Models
FCF DCF 13,494 KRW 17,783 KRW 24,045 KRW 38
Owner Earnings 12,917 KRW 16,929 KRW 22,786 KRW 31
5Y Revenue Exit 16,111 KRW 23,172 KRW 32,037 KRW 39
5Y EBITDA Exit 17,399 KRW 25,503 KRW 34,723 KRW 41
5Y P/E Exit 13,707 KRW 18,822 KRW 23,995 KRW 38
10Y Revenue Exit 14,654 KRW 20,814 KRW 28,754 KRW 36
10Y EBITDA Exit 15,868 KRW 22,404 KRW 30,743 KRW 37
10Y P/E Exit 13,545 KRW 17,846 KRW 22,800 KRW 35
Earnings-Based
Graham-Dodd 5,597 KRW 14,599 KRW 19,042 KRW 54
PEG = 1.0 2,777 KRW 3,967 KRW 5,157 KRW 46
EPV 16,026 KRW 17,933 KRW 19,601 KRW 59
Multiples
P/E Multiple 10,494 KRW 13,992 KRW 17,490 KRW 63
P/S Multiple 10,494 KRW 13,992 KRW 17,490 KRW 58
P/B Multiple 10,494 KRW 13,992 KRW 17,490 KRW 55
EV/EBIT 20,470 KRW 25,764 KRW 31,058 KRW 53
EV/EBITDA 21,615 KRW 27,290 KRW 32,965 KRW 54
EV/Revenue 18,353 KRW 24,251 KRW 30,150 KRW 43
Asset-Based
NCAV (Graham) 10,399 KRW 13,935 KRW 20,799 KRW 50
Growth DCF
Growth DCF 13,718 KRW 17,636 KRW 23,076 KRW 80
Rev-Margin DCF 16,111 KRW 23,174 KRW 30,893 KRW 74
Economic Profit
Residual Income 15,480 KRW 15,315 KRW 13,752 KRW 76
ROIC Compounder 16,026 KRW 17,933 KRW 19,601 KRW 72
Growth Earnings
Growth-Adj P/E 8,350 KRW 11,929 KRW 15,508 KRW 68

Widest divergence: DCF Models (18,822 KRW) versus Growth Earnings (11,929 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 775B KRW
Revenue growth (YoY) +2.4%
Net margin 2.6%
Return on equity 4.9%
Free cash flow 16.4B KRW FY2025
Operating margin 4.6%
More key figures
Dividend yield 5.4%
EPS growth (YoY) +103%
Net debt 36.7B KRW FY2022

Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 57 · Market factors (momentum, volatility) 41

Profitability 40
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 44
Earnings quality: real cash, not paper profit
Fin. Strength 77
Balance sheet, leverage, solvency risk
Investment 88
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 26
Price trend over the last 3–12 months (market factor)
52W Momentum 21
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

NOROO Paint & Coatings Co., Ltd. engages in the development, manufacture, and sale of paints, synthetic resins, adhesives, pigments, inks, waterproof coating products, surface treatment coating products, and machinery for printing materials in South Korea and internationally.

Full company description

NOROO Paint & Coatings Co., Ltd. engages in the development, manufacture, and sale of paints, synthetic resins, adhesives, pigments, inks, waterproof coating products, surface treatment coating products, and machinery for printing materials in South Korea and internationally. It provides floor, waterproof, heavy-duty, PCM, and industrial coating products, as well as architectural and automotive refinish paint products. The company also engages in market research, networking activities, paint trading, and design research and consulting. The company was founded in 1945 and is headquartered in Anyang-si, South Korea. NOROO Paint & Coatings Co., Ltd. is a subsidiary of NOROO Holdings Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

NOROO Paint & Coatings Co reported revenue of 771B KRW in FY2025 versus 731B KRW in FY2021, a compound +1.3%/yr. Reported net income was 16.5B KRW in FY2025, compounding +3.3%/yr from FY2021.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
771B KRW
Latest YoY
−2.9%
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.
+0.8%
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.
+3.7%
Avg. growth/yr (19Y) 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.
+8.5%
Revenue +1.3%/yr
FY21 731B KRW
FY22 753B KRW
FY23 780B KRW
FY24 794B KRW
FY25 771B KRW
Net income +3.3%/yr
FY21 14.4B KRW
FY22 11.5B KRW
FY23 27.9B KRW
FY24 35.2B KRW
FY25 16.5B KRW

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Cite: Fair Value Calculator (2026). "NOROO Paint & Coatings Co Fair Value". https://www.fairvalue-calculator.com/stock/090350

Peer Group

Specialty Chemicals · 673 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 57 · Above median
Fair Value upside +79% · Top 25%
Return on equity (TTM) 5% · Below median
Return on assets 3% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 5% · Below median
Revenue growth 2% · Below median
Dividend yield (TTM) 5.4% · Top 25%
Debt / equity 0.05× · Lower than median

Valuation Multiples vs Specialty Chemicals 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 0
FUTURE 12 · sector 19
PAST 19 · sector 23
HEALTH 98 · sector 95
DIVIDEND 100 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is NOROO Paint & Coatings Co (090350) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of 13,992 KRW versus a price of 7,800 KRW, about +79% (undervalued).
What is the fair value of 090350?
Our model-based fair value for NOROO Paint & Coatings Co is 13,992 KRW (as of Jul 24, 2026), built from audited fundamentals. The current price is 7,800 KRW.
What is the quality score of 090350?
NOROO Paint & Coatings Co has a Quality Score of 57/100. 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 NOROO Paint & Coatings Co (090350)?
NOROO Paint & Coatings Co reported trailing-twelve-month revenue of about 775B KRW (latest available figure, as of Jul 24, 2026).
What is the net profit margin of 090350?
The net profit margin of NOROO Paint & Coatings Co is about 2.6%, meaning it keeps roughly 2.6% of revenue as net income. Based on the latest reported figures.
Does NOROO Paint & Coatings Co pay a dividend?
NOROO Paint & Coatings Co currently shows a dividend yield of about 5.13% relative to its recent price (as of Jul 24, 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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