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Senko Co (347000) Fair Value & Analysis

Industrials · KR · Market cap 63.2B KRW

SC Senko Co 347000 · KQ
Price1,753 KRW
Fair Value1,196 KRW
Upside-31.8%
Quality57/100
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Healthy Growth
Solidly profitable · 16.3% net margin
Low debt · generates free cash flow
Ranks above peers (6/9)
Narrow moat 44/100
Evidence: High Range 1,052 KRW – 1,484 KRW Share as image

Fair value as of: Jul 22, 2026

From 24 valuation models · updated 19 days ago

Fair value updated Jul 22, 2026, revised from 1,298 KRW to 1,196 KRW (−7.9%) since Jul 9, 2026. Share price −0.7% over the past month.

A solid business, but screening 32% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (1,484 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

6,300 KRW 1,500 KRW Fair Value 1,196 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 1,500 KRW – 6,300 KRW · fair‑value band 1,052 KRW – 1,484 KRW · the 1,753 KRW price screens above the 1,196 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.

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Analysis

Senko Co (347000) currently trades at 1,753 KRW, while our model-based Fair Value estimate is 1,196 KRW, implying the stock looks roughly 31.8% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Industrials 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: high).

Over the trailing twelve months, Senko Co generated revenue of 39.1B KRW at a net margin of 16.3%. Revenue grew 36.1% year over year. It earns a return on equity of 10.7%. Fundamentals as of Jul 22, 2026

Our scenario range runs from 1,052 KRW (bear case) to 1,484 KRW (bull case); at 1,753 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 43% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at -32%, 347000 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
Growth DCF 1,551 KRW 2,081 KRW 2,853 KRW 80
Rev-Margin DCF 1,257 KRW 1,658 KRW 2,131 KRW 74
ROIC Compounder 994.57 KRW 1,074 KRW 1,143 KRW 72
All 24 models by family
DCF Models
FCF DCF 1,537 KRW 2,145 KRW 3,094 KRW 38
Owner Earnings 2,371 KRW 3,476 KRW 5,202 KRW 31
5Y Revenue Exit 1,257 KRW 1,652 KRW 2,153 KRW 39
5Y EBITDA Exit 1,139 KRW 1,427 KRW 1,757 KRW 41
5Y P/E Exit 1,696 KRW 2,488 KRW 3,331 KRW 38
10Y Revenue Exit 1,329 KRW 1,717 KRW 2,237 KRW 36
10Y EBITDA Exit 1,272 KRW 1,560 KRW 1,930 KRW 37
10Y P/E Exit 1,630 KRW 2,303 KRW 3,151 KRW 35
Earnings-Based
Graham-Dodd 911.13 KRW 3,071 KRW 4,115 KRW 54
Lynch FV 700.63 KRW 1,001 KRW 1,301 KRW 50
PEG = 1.0 700.63 KRW 1,001 KRW 1,301 KRW 46
EPV 994.57 KRW 1,074 KRW 1,143 KRW 59
Multiples
P/E Multiple 1,407 KRW 1,876 KRW 2,345 KRW 63
P/S Multiple 890.65 KRW 1,188 KRW 1,484 KRW 58
P/B Multiple 1,708 KRW 2,278 KRW 2,847 KRW 55
EV/EBIT 1,027 KRW 1,196 KRW 1,365 KRW 53
EV/EBITDA 978.09 KRW 1,131 KRW 1,284 KRW 54
EV/Revenue 1,135 KRW 1,399 KRW 1,662 KRW 43
Asset-Based
NCAV (Graham) 776.71 KRW 1,041 KRW 1,553 KRW 50
Growth DCF
Growth DCF 1,551 KRW 2,081 KRW 2,853 KRW 80
Rev-Margin DCF 1,257 KRW 1,658 KRW 2,131 KRW 74
Economic Profit
Residual Income 1,316 KRW 1,428 KRW 1,817 KRW 61
ROIC Compounder 994.57 KRW 1,074 KRW 1,143 KRW 72
Growth Earnings
Growth-Adj P/E 1,267 KRW 1,810 KRW 2,352 KRW 68

Widest divergence: Growth Earnings (1,810 KRW) versus Earnings-Based (1,001 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 39.1B KRW
Revenue growth (YoY) +36.1%
Net margin 16.3%
Return on equity 10.7%
Free cash flow 3.3B KRW FY2025
Operating margin -2.3%
More key figures
EPS growth (YoY) +360%

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

Quality Score breakdown

Overall quality 57/100

Of which business quality 58 · Market factors (momentum, volatility) 30

Profitability 44
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 11
Price trend over the last 3–12 months (market factor)
52W Momentum 13
Distance to the 52-week high (market factor)
Net Issuance 47
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

Senko Co., Ltd engages in the research, development, production, and sale of electrochemical gas sensors and related devices in South Korea and internationally.

Full company description

Senko Co., Ltd engages in the research, development, production, and sale of electrochemical gas sensors and related devices in South Korea and internationally. The company's gas sensors include electrochemical gas sensors for detecting for detecting carbon monoxide, oxygen, hydrogen, hydrogen sulfide, ammonia, nitrogen dioxide, chlorine, ethylene oxide, phosphine, nitric oxide, vinyl chloride, and other chemicals; alcohol sensors; formaldehyde sensors to detect the formaldehyde in indoor air application; and dust sensors for detecting the concentration of dust particles in the air. It also offers portable and fixed gas detectors for preventing gas accidents in industrial field; odor and dust detectors and monitoring systems; and Big Data monitoring system, which provides performance analysis of IoT-based sensors. In addition, the company provides indoor air quality measuring instruments under the Breeze brand name; portable breathalyzers under the Blow brand name; and home CO gas detectors, as well as offers gas sensor modules. It offers its products in the fields, including gas and oil, energy, semiconductor, laboratory, general safety, and sensing IoT. The company was founded in 2004 and is based in Osan-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Senko Co reported revenue of 36.7B KRW in FY2025 versus 27.6B KRW in FY2021, a compound +7.4%/yr. Reported net income was 5.0B KRW in FY2025, compounding +16.7%/yr from FY2021.

Growth Quality 93/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
36.7B KRW
Latest YoY
+2.4%
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.
−3.4%
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.
+12.8%
Avg. growth/yr (7Y) 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.
+14.0%
Revenue +7.4%/yr
FY21 27.6B KRW
FY22 40.8B KRW
FY23 34.0B KRW
FY24 35.9B KRW
FY25 36.7B KRW
Net income +16.7%/yr
FY21 2.7B KRW
FY22 980M KRW
FY23 −1.2B KRW
FY24 2.5B KRW
FY25 5.0B KRW

347000 screens 32% overvalued. Compare with Trane Technologies plc →

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Cite: Fair Value Calculator (2026). "Senko Co Fair Value". https://www.fairvalue-calculator.com/stock/347000

Peer Group

Building Products & Equipment · 247 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 57 · Above median
Fair Value upside −32% · Below median
Return on equity (TTM) 11% · Above median
Return on assets 2% · Below median
Net margin (TTM) 16% · Top 25%
Operating margin (TTM) -2% · Bottom 25%
Revenue growth 36% · Top 25%

Valuation Multiples vs Building Products & Equipment median · lower = cheaper

P/FCF 0.0× · 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 0 · sector 3
FUTURE 100 · sector 9
PAST 43 · sector 23
HEALTH 100 · sector 94
DIVIDEND 0 · sector 28

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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 Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
Trane Technologies plc TT $469.98 $212.34 -55%
Johnson Controls International plc JCI $142.81 $45.65 -68%
Carrier Global Corporation CARR $68.61 $17.35 -75%
Compagnie de Saint-Gobain S.A SGO €76.62 €101.60 +33%
Geberit AG GEBN CHF 523.20 CHF 307.66 -41%
Lennox International Inc LII $543.93 $363.09 -33%
Kingspan Group KRX €87.30 €70.76 -19%
Masco Corporation MAS $78.04 $54.36 -30%
PT Impack Pratama Industri Tbk, IMPC 1,420 IDR 179.76 IDR -87%
NIBE Industrier AB NIBEB kr 36.03 kr 25.37 -30%

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Frequently asked questions

Is Senko Co (347000) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of 1,196 KRW versus a price of 1,753 KRW, about −32% (overvalued).
What is the fair value of 347000?
Our model-based fair value for Senko Co is 1,196 KRW (as of Jul 22, 2026), built from audited fundamentals. The current price is 1,753 KRW.
What is the quality score of 347000?
Senko Co has a Quality Score of 57/100. 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 Senko Co (347000)?
Senko Co reported trailing-twelve-month revenue of about 39.1B KRW (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 347000?
The net profit margin of Senko Co is about 16.3%, meaning it keeps roughly 16.3% 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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