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Assems Inc (136410) Fair Value & Analysis

Basic Materials · KR · Market cap 48.6B KRW

AI Assems Inc 136410 · KQ
Price4,640 KRW
Fair Value6,699 KRW
Upside+44.4%
Quality51/100
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Evidence: High Range 4,756 KRW – 10,419 KRW 📤 Share as image

Fair value as of: Jul 20, 2026

From 24 valuation models · updated today

Share price −15.2% over the past month.

Price vs Fair Value (12 months)

12,015 KRW 4,640 KRW Fair Value 6,699 KRW Jul 2025 Jul 2026

12‑month range 4,640 KRW – 12,015 KRW · fair‑value band 4,756 KRW – 10,419 KRW · the 4,640 KRW price screens below the 6,699 KRW fair value. As of Jul 20, 2026.

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Analysis

Assems Inc (136410) currently trades at 4,640 KRW, while our model-based Fair Value estimate is 6,699 KRW, implying the stock looks roughly 44.4% undervalued today. We read business quality at 51/100 (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, Assems Inc generated revenue of 56.8B KRW at a net margin of 13.6%. Revenue declined 20.9% year over year. It earns a return on equity of 11.1%. Net debt stands at 16.6B KRW. Fundamentals as of Jul 20, 2026

Our scenario range runs from 4,756 KRW (bear case) to 10,419 KRW (bull case); at 4,640 KRW, the current price sits below that range. The share trades about 62% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -54% fair-value upside, at 44%, 136410 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 56.8B KRW
Revenue growth (YoY) -20.9%
Net margin 13.6%
Return on equity 11.1%
Free cash flow 6.5B KRW FY2025
Operating margin 18.3%
More key figures
Dividend yield 2.7%
EPS growth (YoY) -38.8%
Net debt 16.6B KRW FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 20, 2026. TTM = trailing twelve months.

About the company

Assems Inc. develops and sells adhesives in South Korea. The company produces hot-melt films. It also engages in laminating and coating of fabrics; development and production of adhesive textile; and production of hot-melt laminating machine. In addition, the company provides U-WEB, an air-permeable lamination sheet. Assems Inc. was founded in 2003 and is headquartered in Busan, South Korea.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Assems Inc reported revenue of 60.3B KRW in FY2025 versus 42.0B KRW in FY2021, a compound +9.4%/yr. Reported net income was 8.8B KRW in FY2025, compounding +13.3%/yr from FY2021.

Revenue +9.4%/yr
FY21 42.0B KRW
FY22 53.1B KRW
FY23 47.7B KRW
FY24 57.2B KRW
FY25 60.3B KRW
Net income +13.3%/yr
FY21 5.4B KRW
FY22 7.1B KRW
FY23 3.1B KRW
FY24 6.0B KRW
FY25 8.8B KRW

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Cite: Fair Value Calculator (2026). "Assems Inc Fair Value". https://www.fairvalue-calculator.com/stock/136410

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Frequently asked questions

Is Assems Inc (136410) undervalued?
As of Jul 20, 2026, our model estimates a fair value of 6,699 KRW versus a price of 4,640 KRW, about +44% (undervalued). Model-based estimate, not financial advice.
What is the fair value of 136410?
Our model-based fair value for Assems Inc is 6,699 KRW (as of Jul 20, 2026), built from audited fundamentals. The current price is 4,640 KRW.
What is the quality score of 136410?
Assems Inc has a Quality Score of 51/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Assems Inc (136410)?
Assems Inc reported trailing-twelve-month revenue of about 56.8B KRW (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 136410?
The net profit margin of Assems Inc is about 13.6%, meaning it keeps roughly 13.6% of revenue as net income. Based on the latest reported figures.
Does Assems Inc pay a dividend?
Assems Inc currently shows a dividend yield of about 2.42% relative to its recent price (as of Jul 20, 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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.