Chemtros Co (220260) Fair Value & Analysis
Basic Materials · KR · Market cap 107B KRW
Fair value as of: Jul 20, 2026
From 6 valuation models · updated 21 days ago
Fair value updated Jul 20, 2026, revised from 1,316 KRW to 2,179 KRW (+65.6%) since Jul 7, 2026. Share price +4.8% over the past month.
Below-average quality, and screening another 43% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (2,179 KRW). The favourable scenario is already priced in.
- Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.
How to read this chart
60‑month range 2,825 KRW – 17,450 KRW · fair‑value band 1,412 KRW – 2,179 KRW · the 3,800 KRW price screens above the 2,179 KRW fair value. Dashed = 300-day average. As of Jul 20, 2026.
Analysis
Chemtros Co (220260) currently trades at 3,800 KRW, while our model-based Fair Value estimate is 2,179 KRW, implying the stock looks roughly 42.7% overvalued today. The Quality Score stands at 34/100 (below-average quality), in the Basic Materials 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: low).
Over the trailing twelve months, Chemtros Co generated revenue of 62.0B KRW at a net margin of -6.2%. Revenue grew 42.1% year over year. It earns a return on equity of -4.7%. Net debt stands at 14.2B KRW. Fundamentals as of Jul 20, 2026
Our scenario range runs from 1,412 KRW (bear case) to 2,179 KRW (bull case); at 3,800 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 60% below its 52-week high and 3% 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 -43%, 220260 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 6 models by family
Widest divergence: Asset-Based (1,143 KRW) versus Earnings-Based (574.47 KRW). Highest evidence: ROIC Compounder (72).
Notify me when 220260 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 32 · Market factors (momentum, volatility) 15
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
Chemtros Co., Ltd. engages in the manufacture and sale of chemical intermediates, and applied materials and adhesives in South Korea.
Full company description
Chemtros Co., Ltd. engages in the manufacture and sale of chemical intermediates, and applied materials and adhesives in South Korea. The company offers products in the area of electronic materials, including materials at the display field, such as OLED, LCD, etc.; and additives for secondary cells for smartphone, tablet PC, electric automobile, rechargeable battery, etc. It also offers polymer adhesive for optics, fixing components, and general industries, as well as silicon and speaker adhesives; chemical intermediates for industries, such as petrochemistry, polymer, medicine, etc.; active pharmaceutical ingredients and food additives for pharmaceutical companies; industrial raw materials and other solvents; and solutions for original development manufacturing. In addition, the company offers epoxy adhesive for camera module and LED TVs, die attach, silicone sealants for conformal coating, and modified silicone sealants. Chemtros Co., Ltd. was founded in 2006 and is headquartered in Ansan-si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Chemtros Co reported revenue of 56.8B KRW in FY2025 versus 48.3B KRW in FY2021, a compound +4.1%/yr. Reported net income was −11.8B KRW in FY2025.
220260 screens 43% overvalued. Compare with Linde plc →
Peer Group
Specialty Chemicals · 669 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.
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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 20, 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% |
Compare Chemtros Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Basic Materials stocks →
Frequently asked questions
Is Chemtros Co (220260) overvalued or undervalued?
What is the fair value of 220260?
What is the quality score of 220260?
What is the revenue of Chemtros Co (220260)?
What is the net profit margin of 220260?
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.
Track Chemtros Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.