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Sanil Electric Co., Ltd (062040) Fair Value & Analysis

Industrials · KR · Market cap 5.2T KRW (≈ $3.6B)

What is Sanil Electric Co., Ltd really worth?

SE Sanil Electric Co., Ltd 062040 · KO
Price191,700 KRW
Fair Value82,591 KRW
Upside−56.9%
Quality78/100

A strong business, but trading 132% above our fair value of 82,591 KRW.

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Strengths

Healthy Growth (revenue 3y +67.1 %/yr)
Highly profitable · 29.6% net margin
Low debt · generates free cash flow
Ranks above peers (8/10)
Wide moat 92/100

Risks

!Evidence only medium, so the estimate is less certain
!The models disagree: range 61,937 KRW to 216,198 KRW
!Weak on dividend: 13 out of 100

For context

·0.65% dividend yield
Evidence: Medium Range 61,937 KRW – 216,198 KRW

Fair value as of: Aug 26, 2026

From 24 valuation models · updated 10 days ago

Share price +14.7% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • A high-quality business (quality 78/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The model range is unusually wide (61,937 KRW to 216,198 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.

Price vs Fair Value (2 years)

333,500 KRW 29,650 KRW Fair Value 82,591 KRW Jul 2024 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 26, 2026.

How to read this chart

25‑month range 29,650 KRW – 333,500 KRW · fair‑value band 61,937 KRW – 216,198 KRW · the 191,700 KRW price screens above the 82,591 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 26, 2026.

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Analysis

Sanil Electric Co., Ltd (062040) currently trades at 191,700 KRW, while our model-based Fair Value estimate is 82,591 KRW, implying the stock looks roughly 132.1% overvalued today. The Quality Score stands at 78/100 (high quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of 226,440 KRW per share, and 2 of the 24 models we run sit above the 191,700 KRW price. Bear case: the Asset-Based group reads lowest at 12,838 KRW, and 22 of the 24 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Sanil Electric Co., Ltd generated revenue of 553B KRW at a net margin of 29.6%. Revenue grew 52.1% year over year. It earns a return on equity of 31.3%. Net debt stands at 39.3B KRW. Fundamentals as of Aug 26, 2026

Our scenario range runs from 61,937 KRW (bear case) to 216,198 KRW (bull case); at 191,700 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 44% below its 52-week high and 200% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −44% fair-value upside, at −57%, 062040 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
EPV 49,487 KRW 57,637 KRW 64,882 KRW 71
FCF DCF 61,158 KRW 96,590 KRW 212,446 KRW 70
Growth DCF 57,831 KRW 116,952 KRW 216,243 KRW 69
All 24 models by family
DCF Models
FCF DCF 61,158 KRW 96,590 KRW 212,446 KRW 70
Owner Earnings 77,846 KRW 177,967 KRW 397,553 KRW 65
5Y Revenue Exit 46,984 KRW 78,898 KRW 145,695 KRW 65
5Y EBITDA Exit 67,028 KRW 119,442 KRW 222,368 KRW 67
5Y P/E Exit 80,557 KRW 183,718 KRW 325,663 KRW 63
10Y Revenue Exit 50,260 KRW 106,672 KRW 142,584 KRW 62
10Y EBITDA Exit 66,861 KRW 150,852 KRW 299,189 KRW 59
10Y P/E Exit 76,959 KRW 180,672 KRW 354,438 KRW 55
Earnings-Based
Graham-Dodd 33,142 KRW 231,130 KRW 324,356 KRW 59
Lynch FV 119,410 KRW 170,586 KRW 221,761 KRW 57
PEG = 1.0 119,410 KRW 170,586 KRW 221,761 KRW 53
EPV 49,487 KRW 57,637 KRW 64,882 KRW 71
Multiples
P/E Multiple 80,419 KRW 107,225 KRW 134,032 KRW 63
P/S Multiple 43,122 KRW 57,497 KRW 71,871 KRW 58
P/B Multiple 62,142 KRW 82,856 KRW 103,570 KRW 55
EV/EBIT 77,841 KRW 102,688 KRW 127,535 KRW 66
EV/EBITDA 66,208 KRW 87,177 KRW 108,146 KRW 67
EV/Revenue 37,799 KRW 52,584 KRW 67,369 KRW 54
Asset-Based
NCAV (Graham) 9,581 KRW 12,838 KRW 19,161 KRW 54
Growth DCF
Growth DCF 57,831 KRW 116,952 KRW 216,243 KRW 69
Rev-Margin DCF 51,534 KRW 89,784 KRW 169,839 KRW 64
Economic Profit
Residual Income 35,523 KRW 48,211 KRW 325,087 KRW 59
ROIC Compounder 66,843 KRW 107,552 KRW 153,058 KRW 66
Growth Earnings
Growth-Adj P/E 158,508 KRW 226,440 KRW 294,372 KRW 63

Widest divergence: Growth Earnings (226,440 KRW) versus Asset-Based (12,838 KRW). Highest evidence: EPV (71).

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Key figures & financial health

P/S ratio 12.2 TTM
Dividend yield 0.7%
Net margin 29.7% FY2025
Return on equity 31.3% TTM
Return on assets (EBIT) 20.5% avg 4y
Operating margin 36.9% TTM
More key figures
Growth
Revenue (TTM) 553B KRW TTM
Revenue growth (YoY) +52.1% 3y avg +67.1%
EPS growth (YoY) +46.7%
Balance sheet & cash flow
Free cash flow 99.0B KRW FY2025
Net debt 39.3B KRW FY2022 · ≈ 0.4 yrs of FCF

Figures from reported company fundamentals · as of Aug 26, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 78/100

Of which business quality 76 · Market factors (momentum, volatility) 51

Profitability 80
Margins and returns on capital today
Quality Growth 91
Are margins and returns improving?
Cashflow 66
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 31
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 75
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

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

Sanil Electric Co., Ltd. manufactures and sells transformers and reactors for power grid, renewable energy, and industrial transformer markets in Korea and internationally. The company offers power, distribution, pad-mounted, oil-filled, cast-resin, pole-mounted, and dry-type transformers, as well as high and low voltage soft starters.

Full company description

Sanil Electric Co., Ltd. manufactures and sells transformers and reactors for power grid, renewable energy, and industrial transformer markets in Korea and internationally. The company offers power, distribution, pad-mounted, oil-filled, cast-resin, pole-mounted, and dry-type transformers, as well as high and low voltage soft starters. Its products are used in renewable energy, transmission and distribution networks, marine and offshore plants, railway, and petrochemical plants. The company was founded in 1987 and is based in Ansan-si, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Sanil Electric Co., Ltd reported revenue of 502B KRW in FY2025 versus 108B KRW in FY2022, a compound +67.1%/yr. Reported net income was 149B KRW in FY2025, compounding +231.4%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
502B KRW
Latest YoY
+50.3%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+67.1%
Value creation/yr (3Y, in KRW) Earnings growth per share (CAGR 3 years) plus dividend yield: value created per share and year. Measured in KRW: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+91.3% (90.6 + 0.7)
Revenue +67.1%/yr
FY22 108B KRW
FY23 215B KRW
FY24 334B KRW
FY25 502B KRW
Net income +231.4%/yr
FY22 4.1B KRW
FY23 39.0B KRW
FY24 83.7B KRW
FY25 149B KRW

062040 screens 132% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "Sanil Electric Co., Ltd Fair Value". https://www.fairvalue-calculator.com/stock/062040

Peer Group

Electrical Equipment & Parts · 542 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.

Quality Score 78 · Top 25%
Fair Value upside −57% · Below median
Return on equity (TTM) 31% · Top 25%
Return on assets 20% · Top 25%
Net margin (TTM) 30% · Top 25%
Operating margin (TTM) 37% · Top 25%
Revenue growth 52% · Top 25%
Dividend yield (TTM) 0.7% · Below median
Debt / equity 0.01× · Lower than median

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 56
PAST100 · sector 26
HEALTH99 · sector 97
DIVIDEND13 · sector 23

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 26, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$652.50 HK$394.19 −40%
ABB Ltd ABBN CHF 80.10 CHF 28.70 −64%
Delta Electronics (Thailand) Public Company TDED 10.40 SGD 1.47 SGD −86%
Vertiv Holdings VRT $257.08 $63.13 −75%
LG Energy Solution, Ltd 373220 365,500 KRW 201,455 KRW −45%
Prysmian S.p.A PRY €117.10 €84.15 −28%
Legrand SA LR €139.65 €78.82 −44%
Sungrow Power Supply Co 300274 ¥86.40 ¥123.83 +43%
Hubbell Incorporated HUBB $443.31 $285.77 −36%
Shenzhen Inovance Technology Co 300124 ¥61.07 ¥33.04 −46%

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Frequently asked questions

Is Sanil Electric Co., Ltd (062040) overvalued or undervalued?
As of Aug 26, 2026, our model estimates a fair value of 82,591 KRW versus a price of 191,700 KRW, about −57% upside (overvalued).
What is the fair value of 062040?
Our model-based fair value for Sanil Electric Co., Ltd is 82,591 KRW (as of Aug 26, 2026), built from audited fundamentals. The current price: 191,700 KRW.
What is the quality score of 062040?
Sanil Electric Co., Ltd has a Quality Score of 78/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Sanil Electric Co., Ltd (062040)?
Sanil Electric Co., Ltd reported trailing-twelve-month revenue of about 553B KRW (latest available figure, as of Aug 26, 2026).
What is the net profit margin of 062040?
The net profit margin of Sanil Electric Co., Ltd is about 29.6%, meaning it keeps roughly 29.6% of revenue as net income. Based on the latest reported figures.
Does Sanil Electric Co., Ltd pay a dividend?
Sanil Electric Co., Ltd currently shows a dividend yield of about 0.65% relative to its recent price (as of Aug 26, 2026).
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