DNF Co (092070) Fair Value & Analysis
Technology · KR · Market cap 139B KRW
Fair value as of: Jul 22, 2026
From 19 valuation models · updated 19 days ago
Fair value updated Jul 22, 2026, revised from 2,325 KRW to 4,650 KRW (+100.0%) since Jul 6, 2026. Share price +0.7% over the past month.
A solid business, but screening 66% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (5,812 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (67/100) 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 22, 2026.
How to read this chart
60‑month range 7,513 KRW – 28,775 KRW · fair‑value band 3,487 KRW – 5,812 KRW · the 13,530 KRW price screens above the 4,650 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
DNF Co (092070) currently trades at 13,530 KRW, while our model-based Fair Value estimate is 4,650 KRW, implying the stock looks roughly 65.6% overvalued today. The Quality Score stands at 67/100 (solid quality), in the Technology 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, DNF Co generated revenue of 141B KRW at a net margin of 12.1%. Revenue grew 3.2% year over year. Net debt stands at 11.4B KRW. Fundamentals as of Jul 22, 2026
Our scenario range runs from 3,487 KRW (bear case) to 5,812 KRW (bull case); at 13,530 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 48% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -68% fair-value upside, at -66%, 092070 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.
All 19 models by family
Widest divergence: Growth DCF (14,912 KRW) versus Earnings-Based (966.10 KRW). Highest evidence: Growth DCF (80).
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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 66 · Market factors (momentum, volatility) 19
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
DNF Co.,Ltd. engages in the semiconductor and display industry development businesses in South Korea and internationally.
Full company description
DNF Co.,Ltd. engages in the semiconductor and display industry development businesses in South Korea and internationally. The company research, develops, and supplies materials for semiconductor devices, including barrier metals, electronic materials, gap fill materials, high-k and low-k devices, metallization metals, etc.; and electrode and SiO2/SiN materials, as well as patterning materials for circuit on wafer, such as etch hard mask films, DPT materials, GST for PRAM, etc. It also provides functional coating materials for use in home appliances, building materials, display films, anti-glare, ceramic insulating, and automobiles; monodisperse nanoparticles for energy related products; BIPV solar color glasses. The company was founded in 2001 and is headquartered in Daejeon, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
DNF Co reported revenue of 79.1B KRW in FY2025 versus 127B KRW in FY2021, a compound −11.2%/yr. Reported net income was 1.2B KRW in FY2025, compounding −43.3%/yr from FY2021.
092070 screens 66% overvalued. Compare with TES Co →
Peer Group
Semiconductors & Semiconductor Equipment · 46 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 Semiconductors & Semiconductor 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 Semiconductors & Semiconductor Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| TES Co 095610 | 194,300 KRW | 48,953 KRW | -75% |
| Eugene Technology Co 084370 | 146,800 KRW | 38,128 KRW | -74% |
| TSE Co 131290 | 282,500 KRW | 69,101 KRW | -76% |
| ISC Co 095340 | 151,200 KRW | 46,504 KRW | -69% |
| PSK HOLDINGS Inc 031980 | 136,200 KRW | 69,242 KRW | -49% |
| Jeju Semiconductor Corp 080220 | 81,900 KRW | 23,473 KRW | -71% |
| Tokai Carbon Korea Co 064760 | 232,000 KRW | 112,596 KRW | -51% |
| HANA Micron Inc 067310 | 35,750 KRW | 11,501 KRW | -68% |
| RFHIC Corporation 218410 | 46,250 KRW | 20,781 KRW | -55% |
| S&S Tech Corporation 101490 | 39,600 KRW | 46,799 KRW | +18% |
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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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