SJ Group Co. Ltd (306040) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 17.8B KRW

Below-average quality, screening 154% undervalued on our models.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price is below even our cautious bear case (2,298 KRW). The market is more pessimistic than our downside scenario.
• The model range is unusually wide (2,298 KRW to 6,870 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• Solid quality (46/100) 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 Aug 21, 2026.

How to read this chart

60‑month range 1,407 KRW – 29,255 KRW · fair‑value band 2,298 KRW – 6,870 KRW · the 1,769 KRW price screens below the 4,496 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

SJ Group Co. Ltd (306040) currently trades at 1,769 KRW, while our model-based Fair Value estimate is 4,496 KRW, implying the stock looks roughly 154.1% undervalued today. The Quality Score stands at 46/100 (below-average quality), in the Consumer Cyclical 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, SJ Group Co. Ltd generated revenue of 156B KRW at a net margin of -7.1%. Revenue declined 16.6% year over year. It earns a return on equity of -10.6%. Net debt stands at 6.8B KRW. Fundamentals as of Aug 21, 2026

Our scenario range runs from 2,298 KRW (bear case) to 6,870 KRW (bull case); at 1,769 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. For context, the median of 10 Consumer Cyclical peers we cover trades at 27% fair-value upside, at 154%, 306040 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.

Widest divergence: Asset-Based (8,763 KRW) versus Dividend Discount (3,729 KRW). Highest evidence: Gordon GGM (70).

Key figures & financial health

Quality Score breakdown

About the company

SJ Group Co., Ltd. manufactures and sells children's, women's, and men's clothing products. The company also provides jumpers, man-to-man, sweaters, backpacks, hats pants, and one-piece dresses, as well as bags such as elementary school new semester school bags, casual backpacks, sling bags, shoulder bags, and other socks.

Full company description

SJ Group Co., Ltd. manufactures and sells children's, women's, and men's clothing products. The company also provides jumpers, man-to-man, sweaters, backpacks, hats pants, and one-piece dresses, as well as bags such as elementary school new semester school bags, casual backpacks, sling bags, shoulder bags, and other socks. In addition, it imports and selsl hats, such as bucket hats, ball caps, beanies, and berets. It offers its products under the KANGOL, KANGOL KIDS, HELEN KAMINSKI, LCDC SEOUL, LCDC, PANAM, ECCO GOLF APPAREL, RAINS, and PSPSPS brand names. The company was founded in 2008 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

SJ Group Co. Ltd reported revenue of 163B KRW in FY2025 versus 150B KRW in FY2021, a compound +2.2%/yr. Reported net income was −9.0B KRW in FY2025.

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Peer Group

Apparel Manufacturing · 215 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.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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Frequently asked questions

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.