LVMC Holdings (900140) Fair Value & Analysis
Consumer Cyclical · KR · Market cap 236B KRW
Fair value as of: Jul 22, 2026
From 26 valuation models · updated 19 days ago
Below-average quality, and screening another 49% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (921.38 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (450.26 KRW to 921.38 KRW) leaves room in how you read the outcome.
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 1,186 KRW – 3,160 KRW · fair‑value band 450.26 KRW – 921.38 KRW · the 1,281 KRW price screens above the 656.56 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.
Analysis
LVMC Holdings (900140) currently trades at 1,281 KRW, while our model-based Fair Value estimate is 656.56 KRW, implying the stock looks roughly 48.8% overvalued today. The Quality Score stands at 46/100 (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: high).
Over the trailing twelve months, LVMC Holdings generated revenue of 421B KRW at a net margin of 3.8%. Revenue grew 27.7% year over year. It earns a return on equity of 6.2%. Net debt stands at 79.5B KRW. Fundamentals as of Jul 22, 2026
Our scenario range runs from 450.26 KRW (bear case) to 921.38 KRW (bull case); at 1,281 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 40% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 25% fair-value upside, at -49%, 900140 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 26 models by family
Widest divergence: Growth DCF (3,653 KRW) versus Multiples (358.34 KRW). Highest evidence: Growth DCF (80).
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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 45 · Market factors (momentum, volatility) 27
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
LVMC Holdings manufactures, imports, and distributes automobiles and motorcycles in Vietnam and internationally. The company sells commercial trucks, and heavy equipment, as well as provides after-sales and installment finance services.
Full company description
LVMC Holdings manufactures, imports, and distributes automobiles and motorcycles in Vietnam and internationally. The company sells commercial trucks, and heavy equipment, as well as provides after-sales and installment finance services. It also sells parts and accessories of automobiles and motorcycles; and provides maintenance services for automobiles and motorcycles. In addition, the company engages in used car trading business; and providing rental services. It offers its products through DAEHAN, TERACO, and KR Motors brands. The company was formerly known as KOLAO Holdings Co., and changed its name to LVMC Holdings in March 2018. LVMC Holdings was founded in 1997 and is headquartered in Grand Cayman, the Cayman Islands.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LVMC Holdings reported revenue of 393B KRW in FY2025 versus 205B KRW in FY2021, a compound +17.7%/yr. Reported net income was 3.1B KRW in FY2025.
900140 screens 49% overvalued. Compare with Toyota Motor Corporation →
Peer Group
Auto Manufacturers · 119 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 Auto Manufacturers 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.
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 Manufacturers stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Toyota Motor Corporation TM | $179.76 | $224.63 | +25% |
| BYD Company 81211 | HK$80.55 | HK$50.85 | -37% |
| Hyundai Motor Company 005380 | 425,000 KRW | 616,918 KRW | +45% |
| General Motors Company GM | $77.72 | $56.93 | -27% |
| Bayerische Motoren Werke Aktiengesellschaft BMWM5N | 1,909 MXN | 2,944 MXN | +54% |
| Ferrari N.V RACE | $376.64 | $228.05 | -39% |
| Ford Motor Company F | C$11.86 | C$4.00 | -66% |
| Mercedes-Benz Group BENZ | C$20.44 | C$35.15 | +72% |
| Volkswagen AG VOW | 2,149 CZK | 7,191 CZK | +235% |
| Maruti Suzuki India Limited MARUTI | ₹13,803 | ₹8,236 | -40% |
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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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