BGF Retail Co (282330) Fair Value & Analysis
Consumer Defensive · KR · Market cap 2.1T KRW
Fair value as of: Jul 22, 2026
From 24 valuation models · updated 18 days ago
Share price +22.1% over the past month.
A solid business, screening 55% undervalued on our models.
What matters now
- The price is below even our cautious bear case (178,026 KRW). The market is more pessimistic than our downside scenario.
- Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
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 92,647 KRW – 191,588 KRW · fair‑value band 178,026 KRW – 296,709 KRW · the 153,100 KRW price screens below the 237,367 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.
Analysis
BGF Retail Co (282330) currently trades at 153,100 KRW, while our model-based Fair Value estimate is 237,367 KRW, implying the stock looks roughly 55.0% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Consumer Defensive 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, BGF Retail Co generated revenue of 9.2T KRW at a net margin of 2.3%. Revenue grew 5.2% year over year. It earns a return on equity of 17.6%. Net debt stands at 154M KRW. Fundamentals as of Jul 22, 2026
Our scenario range runs from 178,026 KRW (bear case) to 296,709 KRW (bull case); at 153,100 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 near its 52-week high and 56% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -31% fair-value upside, at 55%, 282330 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 24 models by family
Widest divergence: DCF Models (474,796 KRW) versus Asset-Based (50,926 KRW). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 68
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
BGF Retail Co., Ltd., together with its subsidiaries, operates convenience stores under the CU brand in South Korea. The company's stores retail various products, such as quick meals, instant cooking, processed meals, food ingredients, beverages, dairy products, alcohol, confectionery, ice cream, breads, desserts, snacks, tobacco, household and personal …
Full company description
BGF Retail Co., Ltd., together with its subsidiaries, operates convenience stores under the CU brand in South Korea. The company's stores retail various products, such as quick meals, instant cooking, processed meals, food ingredients, beverages, dairy products, alcohol, confectionery, ice cream, breads, desserts, snacks, tobacco, household and personal goods, hobbies and leisure products, securities and service products, and other products. It is also involved in the sale of products to franchisees through the convenience store chain business; logistics services; advertising, E-commerce, and convenience store delivery; food manufacturing; and oil business. BGF Retail Co., Ltd. was founded in 1990 and is headquartered in Seoul, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BGF Retail Co reported revenue of 9.1T KRW in FY2025 versus 6.8T KRW in FY2021, a compound +7.5%/yr. Reported net income was 195B KRW in FY2025, compounding +7.2%/yr from FY2021.
Watch 282330: get an alert when its fair value changes →
Peer Group
Grocery Stores · 83 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.
Valuation Multiples vs Grocery Stores median · lower = cheaper
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.
Insider activity: 30/100
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 Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Loblaw Companies Limited L | C$65.49 | C$44.44 | -32% |
| Koninklijke Ahold Delhaize N.V AD | €36.30 | €53.50 | +47% |
| The Kroger Co KR | $58.82 | $28.19 | -52% |
| Woolworths Group WOW | A$39.20 | A$13.40 | -66% |
| George Weston Limited WN | C$100.98 | C$63.61 | -37% |
| Coles Group COL | A$23.56 | A$15.86 | -33% |
| Metro Inc MRU | C$93.64 | C$94.01 | +0% |
| Carrefour SA CA | €16.40 | €11.51 | -30% |
| CP ALL Public Company TCPD | 1.89 SGD | 2.36 SGD | +25% |
| BIM Birlesik Magazalar A.S., BIMAS | 385.75 TRY | 267.12 TRY | -31% |
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Frequently asked questions
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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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