SeA Mechanics Co (396300) Fair Value & Analysis
Consumer Cyclical · KR · Market cap 74.6B KRW
Fair value as of: Jul 21, 2026
From 11 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from 913.00 KRW to 1,580 KRW (+73.1%) since Jul 11, 2026. Share price +31.0% over the past month.
Below-average quality, and screening another 62% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (1,976 KRW). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
53‑month range 1,943 KRW – 9,710 KRW · fair‑value band 1,185 KRW – 1,976 KRW · the 4,185 KRW price screens above the 1,580 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
SeA Mechanics Co (396300) currently trades at 4,185 KRW, while our model-based Fair Value estimate is 1,580 KRW, implying the stock looks roughly 62.2% overvalued today. The Quality Score stands at 33/100 (below-average quality), in the Consumer Cyclical 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: medium).
Over the trailing twelve months, SeA Mechanics Co generated revenue of 99.8B KRW at a net margin of 4.1%. Revenue grew 71.5% year over year. It earns a return on equity of 5.5%. Net debt stands at 44.1B KRW. Fundamentals as of Jul 21, 2026
Our scenario range runs from 1,185 KRW (bear case) to 1,976 KRW (bull case); at 4,185 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 84% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -62%, 396300 screens richer 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 11 models by family
Widest divergence: Economic Profit (1,910 KRW) versus Earnings-Based (446.36 KRW). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 32 · Market factors (momentum, volatility) 21
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
SeA Mechanics Co., Ltd. manufactures and sells automotive and electronic parts in South Korea and internationally. The company offers secondary batteries, including battery module and pack parts; electric automotive parts, such as DC boxes, control unit brackets, front end covers, coolant ports, and rear brackets; cover heat sinks and heat sinks for …
Full company description
SeA Mechanics Co., Ltd. manufactures and sells automotive and electronic parts in South Korea and internationally. The company offers secondary batteries, including battery module and pack parts; electric automotive parts, such as DC boxes, control unit brackets, front end covers, coolant ports, and rear brackets; cover heat sinks and heat sinks for electric two-wheel vehicles; hydrogen automotive parts that comprise ACV valve, APC pipe, and APC valve housing products; and anti-vibration/controller/battery parts, such as engine mounts and BRK, ECU and TCU covers, PCU bases, crush and side plates, and T/M mounts. It also provides display devices, such as wall mounts; digital signage unit frames; and driving mechanism products, as well as produces robotics parts. The company was formerly known as SeA Industrial Company and changed its name to SeA Mechanics Co., Ltd. in July 2002. SeA Mechanics Co., Ltd. was founded in 1999 and is headquartered in Gumi-si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
SeA Mechanics Co reported revenue of 85.8B KRW in FY2025 versus 105B KRW in FY2021, a compound −4.9%/yr. Reported net income was 1.4B KRW in FY2025, compounding −30.8%/yr from FY2021.
396300 screens 62% overvalued. Compare with Hyundai Mobis Co →
Peer Group
Auto Parts · 642 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 Auto Parts stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Hyundai Mobis Co 012330 | 482,000 KRW | 678,420 KRW | +41% |
| Magna International Inc MGAN | 1,122 MXN | 1,172 MXN | +4% |
| Samvardhana Motherson International Limited MOTHERSON | ₹144.17 | ₹80.63 | -44% |
| Bosch Limited BOSCHLTD | ₹41,110 | ₹14,004 | -66% |
| Bharat Forge Limited BHARATFORG | ₹2,117 | ₹441.74 | -79% |
| Uno Minda Limited UNOMINDA | ₹1,158 | ₹426.57 | -63% |
| Schaeffler India Limited SCHAEFFLER | ₹4,135 | ₹1,412 | -66% |
| Hankook Tire & Technology Co 161390 | 73,600 KRW | 196,479 KRW | +167% |
| MRF Limited MRF | ₹131,025 | ₹125,849 | -4% |
| Sona BLW Precision Forgings Limited SONACOMS | ₹792.00 | ₹207.06 | -74% |
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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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