Dongsuh (026960) Fair Value & Analysis
Consumer Defensive · KR · Market cap 2.6T KRW (≈ $1.8B) · ISIN KR7026960005
What is Dongsuh really worth?
A solid business, but trading 125% above our fair value of 11,287 KRW.
Strengths
Risks
For context
Fair value as of: Sep 5, 2026
From 22 valuation models · updated today
Share price +0.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (13,812 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range 14,327 KRW – 32,271 KRW · fair‑value band 9,012 KRW – 13,812 KRW · the 25,450 KRW price screens above the 11,287 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Dongsuh (026960) currently trades at 25,450 KRW, while our model-based Fair Value estimate is 11,287 KRW, implying the stock looks roughly 125.5% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Consumer Defensive sector. Bull case: the Growth Earnings group reads highest at a median of 23,754 KRW per share, and 2 of the 22 models we run sit above the 25,450 KRW price. Bear case: the Earnings-Based group reads lowest at 5,237 KRW, and 20 of the 22 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Dongsuh generated revenue of 539B KRW at a net margin of 26.7%. Revenue grew 5.0% year over year. It earns a return on equity of 8.7%. Fundamentals as of Sep 5, 2026
Our scenario range runs from 9,012 KRW (bear case) to 13,812 KRW (bull case); at 25,450 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 18% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −27% fair-value upside, at −56%, 026960 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 22 models by family
Widest divergence: Growth Earnings (23,754 KRW) versus Earnings-Based (5,237 KRW). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 49
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Dong Suh Companies Inc. engages in the food, packaging, tea, logistics, and import and export businesses. The company produces, imports, and sells food, such as palm oils, cheese, processed fruit and vegetable products, and processed grain products; packaging materials, such as flexible packaging films for food; and tea products, such as coffee, brown rice …
Full company description
Dong Suh Companies Inc. engages in the food, packaging, tea, logistics, and import and export businesses. The company produces, imports, and sells food, such as palm oils, cheese, processed fruit and vegetable products, and processed grain products; packaging materials, such as flexible packaging films for food; and tea products, such as coffee, brown rice green tea, and roundworm tea, as well as desserts. Dong Suh Companies Inc. was founded in 1975 and is based in Seoul, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Dongsuh reported revenue of 533B KRW in FY2025 versus 535B KRW in FY2021, a compound −0.1%/yr. Reported net income was 145B KRW in FY2025, compounding +6.3%/yr from FY2021.
026960 screens 125% overvalued. Compare with Sysco Corporation →
Peer Group
Food Distribution · 81 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 Food Distribution median · lower = cheaper
Strength profile in five axes (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.
Similar stocks
10 more Food Distribution stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Sysco Corporation SYY | $81.94 | $59.83 | −27% |
| US Foods Holding USFD | $107.78 | $53.53 | −50% |
| Performance Food Group PFGC | $107.25 | $37.94 | −65% |
| Jerónimo Martins, SGPS, S.A JMT | €18.00 | €21.59 | +20% |
| CP Axtra Public Company CPAXT | 14.80 THB | 17.42 THB | +18% |
| The Chefs' Warehouse, Inc CHEF | $111.07 | $37.27 | −66% |
| Olam Group VC2 | 1.04 SGD | 2.12 SGD | +104% |
| United Natural Foods, Inc UNFI | $43.62 | $6.00 | −86% |
| The Andersons, Inc ANDE | $64.56 | $47.78 | −26% |
| Zhejiang Dongri Limited 600113 | ¥31.47 | ¥6.75 | −79% |
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