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Chunbo Co (278280) Fair Value & Analysis

Basic Materials · KR · Market cap 392B KRW

CC Chunbo Co 278280 · KQ
Price37,200 KRW
Fair Value47,466 KRW
Upside+27.6%
Quality32/100
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Weak Growth
Loss-making · -48.6% net margin
Low debt · negative free cash flow
Trails peers (3/9)
Narrow moat 3/100
Evidence: Low Range 35,422 KRW – 70,845 KRW Share as image

Fair value as of: Jul 22, 2026

From 4 valuation models · updated 19 days ago

Fair value updated Jul 22, 2026, revised from 28,578 KRW to 47,466 KRW (+66.1%) since Jul 7, 2026. Share price +1.4% over the past month.

Below-average quality, screening 28% undervalued on our models.

What matters now

  • A fairly wide model range (35,422 KRW to 70,845 KRW) leaves room in how you read the outcome.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

353,520 KRW 28,250 KRW Fair Value 47,466 KRW Mar 2021 Aug 2026

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 28,250 KRW – 353,520 KRW · fair‑value band 35,422 KRW – 70,845 KRW · the 37,200 KRW price screens below the 47,466 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.

Full chart & analysis →

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Analysis

Chunbo Co (278280) currently trades at 37,200 KRW, while our model-based Fair Value estimate is 47,466 KRW, implying the stock looks roughly 27.6% undervalued today. The Quality Score stands at 32/100 (below-average 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: low), always confirm before acting.

Over the trailing twelve months, Chunbo Co generated revenue of 139B KRW at a net margin of -48.6%. Revenue grew 14.7% year over year. It earns a return on equity of -15.7%. Net debt stands at 256B KRW. Fundamentals as of Jul 22, 2026

Our scenario range runs from 35,422 KRW (bear case) to 70,845 KRW (bull case); at 37,200 KRW, the current price sits within 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 54% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at 28%, 278280 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 6,227 KRW 9,554 KRW 12,881 KRW 54
EV/EBIT 125.35 KRW 53
NCAV (Graham) 17,711 KRW 23,733 KRW 35,422 KRW 50
All 4 models by family
Multiples
EV/EBIT 125.35 KRW 53
EV/EBITDA 6,227 KRW 9,554 KRW 12,881 KRW 54
EV/Revenue 280.53 KRW 1,491 KRW 43
Asset-Based
NCAV (Graham) 17,711 KRW 23,733 KRW 35,422 KRW 50

Widest divergence: Asset-Based (23,733 KRW) versus Multiples (280.53 KRW). Highest evidence: EV/EBITDA (54).

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Key figures & financial health

Revenue (TTM) 139B KRW
Revenue growth (YoY) +14.7%
Net margin -48.6%
Return on equity -15.7%
Free cash flow −13.6B KRW FY2025
Operating margin -8.4%
More key figures
EPS growth (YoY) -65.1%
Net debt 256B KRW FY2025

Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 32/100

Of which business quality 32 · Market factors (momentum, volatility) 11

Profitability 1
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 11
Earnings quality: real cash, not paper profit
Fin. Strength 30
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 26
Calm price path (market factor)
Momentum 1
Price trend over the last 3–12 months (market factor)
52W Momentum 10
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

Chunbo Co., Ltd. operates in the fine chemical materials industry in South Korea and internationally. The company supplies additives used in the manufacturing process of display application materials, such as LCD and OLED panels of TV or/and mobile phones, EMC resin raw materials.

Full company description

Chunbo Co., Ltd. operates in the fine chemical materials industry in South Korea and internationally. The company supplies additives used in the manufacturing process of display application materials, such as LCD and OLED panels of TV or/and mobile phones, EMC resin raw materials. It also develops, produces, and supplies semiconductor application materials; and produces and supplies oxalic acid, and raw materials and intermediates for pharmaceutical companies. In addition, it offers secondary battery materials; and develops and produces specialty chemicals, such as additives used in tire, chemically reinforced glass material for display. The company was founded in 2007 and is based in Chungju-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Chunbo Co reported revenue of 134B KRW in FY2025 versus 272B KRW in FY2021, a compound −16.2%/yr. Reported net income was −57.8B KRW in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
134B KRW
Latest YoY
−7.6%
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.
−25.9%
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.
−3.0%
Avg. growth/yr (10Y) 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.
+7.7%
Revenue −16.2%/yr
FY21 272B KRW
FY22 329B KRW
FY23 183B KRW
FY24 145B KRW
FY25 134B KRW
Net income
FY21 43.8B KRW
FY22 37.4B KRW
FY23 −41.8B KRW
FY24 −27.4B KRW
FY25 −57.8B KRW

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Cite: Fair Value Calculator (2026). "Chunbo Co Fair Value". https://www.fairvalue-calculator.com/stock/278280

Peer Group

Chemicals · 338 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 32 · Bottom 25%
Fair Value upside +28% · Top 25%
Return on assets -0% · Bottom 25%
Net margin (TTM) -49% · Bottom 25%
Operating margin (TTM) -8% · Bottom 25%
Revenue growth 15% · Above median
Debt / equity 0.14× · Higher than median

Valuation Multiples vs Chemicals median · lower = cheaper

EV/EBITDA 1.7× · 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 70 · sector 0
FUTURE 74 · sector 23
PAST 0 · sector 19
HEALTH 93 · sector 94
DIVIDEND 0 · sector 27

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 Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
BASF SE BASN 1,034 MXN 532.13 MXN -49%
Ningxia Baofeng Energy Group 600989 ¥20.32 ¥20.17 -1%
Zhejiang Juhua Co 600160 ¥42.85 ¥23.35 -46%
PT Barito Pacific Tbk, BRPT 1,690 IDR 1,628 IDR -4%
LG Chem, Ltd 051910 260,500 KRW 587,755 KRW +126%
Formosa Chemicals & Fibre Corporation 1326 66.10 TWD 6.79 TWD -90%
PTT Global Chemical Public Company PTTGC 35.50 THB 18.21 THB -49%
542812 542812 ₹4,369 ₹791.05 -82%
Indorama Ventures Public Company IVL 24.50 THB 17.95 THB -27%
Navin Fluorine International Limited NAVINFLUOR ₹8,650 ₹2,146 -75%

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Frequently asked questions

Is Chunbo Co (278280) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of 47,466 KRW versus a price of 37,200 KRW, about +28% (undervalued).
What is the fair value of 278280?
Our model-based fair value for Chunbo Co is 47,466 KRW (as of Jul 22, 2026), built from audited fundamentals. The current price is 37,200 KRW.
What is the quality score of 278280?
Chunbo Co has a Quality Score of 32/100. 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 Chunbo Co (278280)?
Chunbo Co reported trailing-twelve-month revenue of about 139B KRW (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 278280?
The net profit margin of Chunbo Co is about -48.6%, meaning it is currently running at a net loss. 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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