KT&G Corporation (033780) Fair Value & Analysis
Consumer Defensive · KR · Market cap 17.9T KRW
Fair value as of: Aug 13, 2026
From 15 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from 119,073 KRW to 110,656 KRW (−7.1%) since Jul 16, 2026. Share price +1.6% over the past month.
A solid business, but screening 36% overvalued on our models.
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 13, 2026.
How to read this chart
60‑month range 61,610 KRW – 189,000 KRW · fair‑value band 84,910 KRW – 232,835 KRW · the 173,800 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 13, 2026.
Analysis
KT&G Corporation (033780) currently trades at 173,800 KRW, while our model-based Fair Value estimate is 110,656 KRW, implying the stock looks roughly 36.3% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Consumer Defensive 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, KT&G Corporation 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 13, 2026
Our scenario range runs from 84,910 KRW (bear case) to 232,835 KRW (bull case); at 173,800 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 51% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 6% 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 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 15 models by family
Widest divergence: Growth Earnings (188,041 KRW) versus Earnings-Based (56,703 KRW). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 71
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
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 Corporation 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 36% overvalued. Compare with Philip Morris International Inc →
Peer Group
Tobacco · 33 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
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 Tobacco stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Philip Morris International Inc PM | $186.19 | $103.71 | -44% |
| British American Tobacco p.l.c. BTI | $55.84 | $61.07 | +9% |
| Altria Group MO | $64.38 | $81.81 | +27% |
| PT Hanjaya Mandala Sampoerna Tbk, HMSP | 730.00 IDR | 1,041 IDR | +43% |
| Smoore International Holdings 6969 | HK$8.76 | HK$4.19 | -52% |
| Godfrey Phillips India Limited GODFRYPHLP | ₹2,160 | ₹1,194 | -45% |
| PT Gudang Garam Tbk, GGRM | 19,575 IDR | 16,988 IDR | -13% |
| TABAK TABAK | 18,480 CZK | 23,215 CZK | +26% |
| China Tobacco International (HK) Company 6055 | HK$22.82 | HK$24.09 | +6% |
| Universal Corporation UVV | $45.21 | $27.50 | -39% |
Compare KT&G Corporation with another stock
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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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