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S.Y.PANEL Co Ltd (109610) Fair Value & Analysis

Industrials · KR · Market cap 90.3B KRW

SY S.Y.PANEL Co Ltd 109610 · KQ
Price1,790 KRW
Fair Value2,427 KRW
Upside+35.6%
Quality39/100
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Strengths

Trades 36% below our fair value of 2,427 KRW

Risks

!Expensive Growth
!Loss-making · -2.7% net margin
!Low debt · negative free cash flow
!Mixed vs. peers (4/9)
Expensive Growth
Loss-making · -2.7% net margin
Low debt · negative free cash flow
11.64% dividend yield
Mixed vs. peers (4/9)
Narrow moat 20/100
Evidence: Low Range 1,811 KRW – 2,427 KRW Share as image

Fair value as of: Aug 13, 2026

From 2 valuation models · updated 7 days ago

Fair value updated Aug 13, 2026, revised from 2,439 KRW to 2,427 KRW (−0.5%) since Jul 22, 2026. Share price −3.4% over the past month.

Below-average quality, screening 36% undervalued on our models.

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What matters now

  • The large discount to fair value meets weak quality (39/100). That raises the risk this is a value trap rather than a bargain.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

7,001 KRW 1,580 KRW Fair Value 2,427 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 1,580 KRW – 7,001 KRW · fair‑value band 1,811 KRW – 2,427 KRW · the 1,790 KRW price screens below the 2,427 KRW fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

S.Y.PANEL Co Ltd (109610) currently trades at 1,790 KRW, while our model-based Fair Value estimate is 2,427 KRW, implying the stock looks roughly 35.6% undervalued today. The Quality Score stands at 39/100 (below-average 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: low), always confirm before acting.

Over the trailing twelve months, S.Y.PANEL Co Ltd generated revenue of 512B KRW at a net margin of -2.7%. Revenue grew 8.6% year over year. It earns a return on equity of -7.0%. Net debt stands at 84.9B KRW. Fundamentals as of Aug 13, 2026

Our scenario range runs from 1,811 KRW (bear case) to 2,427 KRW (bull case); at 1,790 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 52% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -57% fair-value upside, at 36%, 109610 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
EV/EBITDA 2,022 KRW 2,392 KRW 2,762 KRW 54
NCAV (Graham) 1,820 KRW 2,439 KRW 3,640 KRW 50
All 2 models by family
Multiples
EV/EBITDA 2,022 KRW 2,392 KRW 2,762 KRW 54
Asset-Based
NCAV (Graham) 1,820 KRW 2,439 KRW 3,640 KRW 50

Widest divergence: Asset-Based (2,439 KRW) versus Multiples (2,392 KRW). Highest evidence: EV/EBITDA (54).

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Key figures & financial health

Revenue (TTM) 512B KRW
Revenue growth (YoY) +8.6%
Net margin -2.7%
Return on equity -7.0%
Free cash flow −25.3B KRW FY2025
Operating margin -1.0%
More key figures
Dividend yield 11.6%
EPS growth (YoY) +63.7%
Net debt 84.9B KRW FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100

Of which business quality 38 · Market factors (momentum, volatility) 19

Profitability 20
Margins and returns on capital today
Quality Growth 4
Are margins and returns improving?
Cashflow 15
Earnings quality: real cash, not paper profit
Fin. Strength 43
Balance sheet, leverage, solvency risk
Investment 93
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 6
Price trend over the last 3–12 months (market factor)
52W Momentum 4
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

Sy Co., Ltd. engages in the production and sale of architectural materials for buildings in South Korea. It offers external panel systems, rigid polyurethane foam insulators, pre-painted steel sheets, deck plates, and slim brick rail systems.

Full company description

Sy Co., Ltd. engages in the production and sale of architectural materials for buildings in South Korea. It offers external panel systems, rigid polyurethane foam insulators, pre-painted steel sheets, deck plates, and slim brick rail systems. The company is also involved in the generation of electricity through solar projects, as well as engages in architectural and construction business. In addition, it offers non-combustible and fireproof panels, EPS and G/W panels, PIR and aluminum composite panels, panel accessories, rigid polyurethane boards, windows, doors, PCM steel sheets, printed steel sheets, VCM steel sheets, CCL facilities, modular houses, deck sheets, amorphous solar modules, structured insulated panels, ESS, inverters, internal and external finishing materials, etc. The company was formerly known as S.Y.Panel Co.,Ltd. Sy Co., Ltd. was founded in 1994 and is based in Suwon-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

S.Y.PANEL Co Ltd reported revenue of 502B KRW in FY2025 versus 424B KRW in FY2021, a compound +4.3%/yr. Reported net income was −14.1B KRW in FY2025.

Growth Quality 29/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
502B KRW
Latest YoY
−10.6%
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.
−2.3%
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.
+10.1%
Avg. growth/yr (11Y) 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.
+7.0%
Revenue +4.3%/yr
FY21 424B KRW
FY22 537B KRW
FY23 554B KRW
FY24 561B KRW
FY25 502B KRW
Net income
FY21 8.8B KRW
FY22 8.1B KRW
FY23 −9.0B KRW
FY24 3.4B KRW
FY25 −14.1B KRW

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Cite: Fair Value Calculator (2026). "S.Y.PANEL Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/109610

Peer Group

Building Products & Equipment · 250 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 38 · Bottom 25%
Fair Value upside +36% · Top 25%
Return on assets -1% · Bottom 25%
Net margin (TTM) -3% · Bottom 25%
Operating margin (TTM) -1% · Below median
Revenue growth 9% · Above median
Dividend yield (TTM) 11.2% · Top 25%
Debt / equity 0.11× · Lower than median

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE81 · sector 0
FUTURE43 · sector 10
PAST0 · sector 23
HEALTH94 · sector 94
DIVIDEND100 · sector 37

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

Similar stocks

10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Trane Technologies plc TT $480.20 $208.50 -57%
Johnson Controls International plc JCI $152.79 $44.75 -71%
Carrier Global Corporation CARR $63.08 $16.85 -73%
Compagnie de Saint-Gobain S.A SGO €84.24 €97.97 +16%
PT Impack Pratama Industri Tbk, IMPC 1,405 IDR 179.76 IDR -87%
NIBE Industrier AB NIBEB kr 38.59 kr 25.37 -34%
Rockwool A/S ROCKA kr 232.00 kr 232.55 +0%
Beijing New Building Materials Public Limited 000786 ¥18.73 ¥31.73 +69%
Moon Environment Technology Co 000811 ¥42.22 ¥11.94 -72%
The Supreme Industries Limited SUPREMEIND ₹3,460 ₹1,376 -60%

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Frequently asked questions

Is S.Y.PANEL Co Ltd (109610) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 2,427 KRW versus a price of 1,790 KRW, about +36% (undervalued).
What is the fair value of 109610?
Our model-based fair value for S.Y.PANEL Co Ltd is 2,427 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price: 1,790 KRW.
What is the quality score of 109610?
S.Y.PANEL Co Ltd has a Quality Score of 39/100. 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 S.Y.PANEL Co Ltd (109610)?
S.Y.PANEL Co Ltd reported trailing-twelve-month revenue of about 512B KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 109610?
The net profit margin of S.Y.PANEL Co Ltd is about -2.7%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does S.Y.PANEL Co Ltd pay a dividend?
S.Y.PANEL Co Ltd currently shows a dividend yield of about 9.69% relative to its recent price (as of Aug 13, 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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