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SEOJEON ELECTRIC MACHINERY Co (189860) Fair Value & Analysis

Industrials · KR · Market cap 39.0B KRW

SE SEOJEON ELECTRIC MACHINERY Co 189860 · KQ
Price4,890 KRW
Fair Value11,923 KRW
Upside+143.8%
Quality47/100
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Expensive Growth
Thin margins · 2.8% net margin
Low debt · negative free cash flow
Mixed vs. peers (5/9)
Narrow moat 38/100
Evidence: Medium Range 8,346 KRW – 15,203 KRW Share as image

Fair value as of: Aug 13, 2026

From 10 valuation models · updated today

Share price +19.3% over the past month.

Below-average quality, screening 144% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (8,346 KRW). The market is more pessimistic than our downside scenario.
  • Solid quality (47/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (8,346 KRW to 15,203 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

16,086 KRW 2,910 KRW Fair Value 11,923 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 2,910 KRW – 16,086 KRW · fair‑value band 8,346 KRW – 15,203 KRW · the 4,890 KRW price screens below the 11,923 KRW fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

SEOJEON ELECTRIC MACHINERY Co (189860) currently trades at 4,890 KRW, while our model-based Fair Value estimate is 11,923 KRW, implying the stock looks roughly 143.8% undervalued today. The Quality Score stands at 47/100 (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: medium), always confirm before acting.

Over the trailing twelve months, SEOJEON ELECTRIC MACHINERY Co generated revenue of 50.2B KRW at a net margin of 2.8%. Revenue grew 34.6% year over year. It earns a return on equity of 4.5%. Net debt stands at 6.7B KRW. Fundamentals as of Aug 13, 2026

Our scenario range runs from 8,346 KRW (bear case) to 15,203 KRW (bull case); at 4,890 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 57% below its 52-week high and 73% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -65% fair-value upside, at 144%, 189860 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
Residual Income 4,769 KRW 6,636 KRW 29,440 KRW 76
Gordon GGM 275.45 KRW 431.06 KRW 602.10 KRW 70
Growth-Adj P/E 8,346 KRW 11,923 KRW 15,500 KRW 68
All 10 models by family
Earnings-Based
Graham-Dodd 4,865 KRW 10,577 KRW 13,462 KRW 54
PEG = 1.0 1,658 KRW 2,368 KRW 3,078 KRW 46
Dividend Discount
Gordon GGM 275.45 KRW 431.06 KRW 602.10 KRW 70
DDM Multi-Stage 275.45 KRW 397.71 KRW 535.76 KRW 61
Multiples
P/E Multiple 11,268 KRW 15,024 KRW 18,780 KRW 63
P/S Multiple 9,122 KRW 12,162 KRW 15,203 KRW 58
P/B Multiple 9,122 KRW 12,162 KRW 15,203 KRW 55
Asset-Based
NCAV (Graham) 1,980 KRW 2,653 KRW 3,959 KRW 50
Economic Profit
Residual Income 4,769 KRW 6,636 KRW 29,440 KRW 76
Growth Earnings
Growth-Adj P/E 8,346 KRW 11,923 KRW 15,500 KRW 68

Widest divergence: Multiples (12,162 KRW) versus Dividend Discount (397.71 KRW). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 50.2B KRW
Revenue growth (YoY) +34.6%
Net margin 2.8%
Return on equity 4.5%
Free cash flow −16.3B KRW FY2025
Operating margin 10.2%
More key figures
EPS growth (YoY) -15.1%
Net debt 6.7B KRW FY2024

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

Quality Score breakdown

Overall quality 47/100

Of which business quality 46 · Market factors (momentum, volatility) 39

Profitability 52
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 46
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 42
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

SEOJEON ELECTRIC MACHINERY Co.,Ltd. manufactures and sells electric switchboards and control panels in South Korea. It offers switchgears, including environment friendly compact type, medium voltage compact, low voltage module, metal clad, gas insulated, asesmatic, smart, and DC switchgears, as well as rectifiers, motor control centers, and distribution …

Full company description

SEOJEON ELECTRIC MACHINERY Co.,Ltd. manufactures and sells electric switchboards and control panels in South Korea. It offers switchgears, including environment friendly compact type, medium voltage compact, low voltage module, metal clad, gas insulated, asesmatic, smart, and DC switchgears, as well as rectifiers, motor control centers, and distribution panels; and e-Keey Dry system for applications in space where maintaining a certain level of humidity is required for electric insulation, including switchgear and automatic control panel. The company also provides Web-based power monitoring and control system, a remote monitoring and control system using the digital relay of power facilities in factories and buildings, or RTU; and smart grid systems. In addition, it undertakes electric works, including transmission and distribution, and various plant constructions; power equipment installation; solar power facilities installation; extension construction of buildings; lighting construction; and various renewals. SEOJEON ELECTRIC MACHINERY Co.,Ltd. was founded in 1988 and is headquartered in Icheon-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SEOJEON ELECTRIC MACHINERY Co reported revenue of 68.1B KRW in FY2025 versus 52.5B KRW in FY2021, a compound +6.7%/yr. Reported net income was 6.9B KRW in FY2025.

Growth Quality 24/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
68.1B KRW
Latest YoY
+7.5%
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.
+10.3%
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.
+2.1%
Avg. growth/yr (12Y) 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.
+1.8%
Revenue +6.7%/yr
FY21 52.5B KRW
FY22 50.7B KRW
FY23 43.3B KRW
FY24 63.3B KRW
FY25 68.1B KRW
Net income
FY21 −2.4B KRW
FY22 −3.2B KRW
FY23 −3.7B KRW
FY24 1.1B KRW
FY25 6.9B KRW

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Cite: Fair Value Calculator (2026). "SEOJEON ELECTRIC MACHINERY Co Fair Value". https://www.fairvalue-calculator.com/stock/189860

Peer Group

Electrical Equipment & Parts · 525 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 47 · Below median
Fair Value upside +144% · Top 25%
Return on equity (TTM) 4% · Below median
Return on assets 3% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 10% · Above median
Revenue growth 35% · Top 25%
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

EV/EBITDA 1.1× · 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 100 · sector 57
PAST 18 · sector 27
HEALTH 88 · sector 97
DIVIDEND 0 · sector 20

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 Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$652.50 HK$394.19 -40%
Delta Electronics (Thailand) Public Company DELTA 269.00 THB 40.28 THB -85%
LG Energy Solution, Ltd 373220 365,500 KRW 201,455 KRW -45%
WEG S.A WEGE3 14,900 ARS 4,338 ARS -71%
Sungrow Power Supply Co 300274 ¥117.53 ¥123.83 +5%
HD Hyundai Electric Co 267260 782,000 KRW 371,133 KRW -53%
LS ELECTRIC Co 010120 208,500 KRW 29,594 KRW -86%
Hyosung Heavy Industries Corporation 298040 2,892,000 KRW 1,013,099 KRW -65%
Hitachi Energy India Limited POWERINDIA ₹35,800 ₹6,106 -83%
Polycab India Limited POLYCAB ₹9,289 ₹3,218 -65%

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Frequently asked questions

Is SEOJEON ELECTRIC MACHINERY Co (189860) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 11,923 KRW versus a price of 4,890 KRW, about +144% (undervalued).
What is the fair value of 189860?
Our model-based fair value for SEOJEON ELECTRIC MACHINERY Co is 11,923 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price is 4,890 KRW.
What is the quality score of 189860?
SEOJEON ELECTRIC MACHINERY Co has a Quality Score of 47/100. 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 SEOJEON ELECTRIC MACHINERY Co (189860)?
SEOJEON ELECTRIC MACHINERY Co reported trailing-twelve-month revenue of about 50.2B KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 189860?
The net profit margin of SEOJEON ELECTRIC MACHINERY Co is about 2.8%, meaning it keeps roughly 2.8% of revenue as net income. Based on the latest reported figures.

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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