KT&G Corp (033780) Fair Value & Analysis
Consumer Defensive · KR · Market cap 17.9T KRW (≈ $12.5B) · ISIN KR7033780008
What is KT&G Corp really worth?
A solid business, but trading 56% above our fair value of 110,656 KRW.
Strengths
Risks
For context
Fair value as of: Aug 20, 2026
From 15 valuation models · updated 16 days ago
Share price −1.8% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide (84,910 KRW to 232,835 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (63/100) 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 Aug 20, 2026.
How to read this chart
60‑month range 61,763 KRW – 189,000 KRW · fair‑value band 84,910 KRW – 232,835 KRW · the 172,500 KRW price screens above the 110,656 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 20, 2026.
Analysis
KT&G Corp (033780) currently trades at 172,500 KRW, while our model-based Fair Value estimate is 110,656 KRW, implying the stock looks roughly 55.9% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Consumer Defensive sector. Bull case: the Growth Earnings group reads highest at a median of 188,041 KRW per share, and 6 of the 15 models we run sit above the 172,500 KRW price. Bear case: the Earnings-Based group reads lowest at 56,703 KRW, and 9 of the 15 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, KT&G Corp generated revenue of 6.8T KRW at a net margin of 17.9%. Revenue grew 14.3% year over year. It earns a return on equity of 13.2%. Net debt stands at 872B KRW. Fundamentals as of Aug 20, 2026
Our scenario range runs from 84,910 KRW (bear case) to 232,835 KRW (bull case); at 172,500 KRW, the current price sits within 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 9% below its 52-week high and 50% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 1% fair-value upside, at −36%, 033780 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 15 models by family
Widest divergence: Growth Earnings (188,041 KRW) versus Earnings-Based (56,703 KRW). Highest evidence: Owner Earnings (75).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 65
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
KT&G Corporation, together with its subsidiaries, engages in the production, distribution, and sale of tobacco products in South Korea, Europe, and internationally. It provides reconstituent tobacco sheets, red ginseng, red ginseng products, other health foods, food and beverage products, health functional food products, and cosmetic and related products.
Full company description
KT&G Corporation, together with its subsidiaries, engages in the production, distribution, and sale of tobacco products in South Korea, Europe, and internationally. It provides reconstituent tobacco sheets, red ginseng, red ginseng products, other health foods, food and beverage products, health functional food products, and cosmetic and related products. The company also offers leaf tobacco cultivation support services; and develops, manufactures, and distributes drugs, bio-pharmaceuticals, over-the-counter medicines, and medical supplies and equipment. In addition, it engages in the trading, real estate, leasing, and housing businesses. Further, the company engages in hotel development and management activities. The company was formerly known as Korea Tobacco and Ginseng Corporation and changed its name to KT&G Corporation in December 2002. KT&G Corporation was founded in 1987 and is headquartered in Daejeon, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
KT&G Corp reported revenue of 6.6T KRW in FY2025 versus 5.2T KRW in FY2021, a compound +5.9%/yr. Reported net income was 1.1T KRW in FY2025, compounding +2.8%/yr from FY2021.
033780 screens 56% overvalued. Compare with Philip Morris International Inc →
Peer Group
Tobacco · 36 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 Tobacco 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 Tobacco stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Philip Morris International Inc PM | $190.48 | $103.71 | −46% |
| British American Tobacco p.l.c. BTI | $56.13 | $61.07 | +9% |
| Altria Group MO | $68.65 | $81.81 | +19% |
| ITC Limited 500875 | ₹279.50 | ₹212.74 | −24% |
| PT Hanjaya Mandala Sampoerna Tbk, HMSP | 745.00 IDR | 1,041 IDR | +40% |
| Smoore International Holdings 6969 | HK$9.24 | HK$4.19 | −55% |
| Godfrey Phillips India Limited GODFRYPHLP | ₹2,160 | ₹1,194 | −45% |
| PT Gudang Garam Tbk, GGRM | 20,675 IDR | 16,988 IDR | −18% |
| TABAK TABAK | 19,100 CZK | 23,215 CZK | +22% |
| China Tobacco International (HK) Company 6055 | HK$23.86 | HK$24.09 | +1% |
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