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SDN Company. Ltd (099220) Fair Value & Analysis

Utilities · KR · Market cap 44.8B KRW (≈ $31.4M) · ISIN KR7099220006

What is SDN Company. Ltd really worth?

SC SDN Company. Ltd 099220 · KQ
Price from Aug 20, 2026511.00 KRW
Fair Value609.00 KRW
Upside+19.2%
Quality42/100

Below-average quality, trading 16% below our fair value of 609.00 KRW.

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Strengths

Low debt · generates free cash flow

Risks

!Weak Growth (revenue 5y +1.8 %/yr)
!Thin margins · 0.6% net margin
!Mixed vs. peers (5/10)
!Narrow moat 26/100
!Evidence only low, so the estimate is less certain
Evidence: Low Range 318.55 KRW – 946.17 KRW

Fair value as of: Aug 29, 2026

From 11 valuation models · updated 7 days ago

Share price −24.1% 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 (318.55 KRW to 946.17 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.

Price vs Fair Value (5 years)

3,575 KRW 503.00 KRW Fair Value 609.00 KRW Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.

How to read this chart

60‑month range 503.00 KRW – 3,575 KRW · fair‑value band 318.55 KRW – 946.17 KRW · the 511.00 KRW price screens below the 609.00 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 29, 2026.

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Analysis

SDN Company. Ltd (099220) currently trades at 511.00 KRW, while our model-based Fair Value estimate is 609.00 KRW, implying the stock looks roughly 16.1% undervalued today. The Quality Score stands at 42/100 (below-average quality), in the Utilities sector. Bull case: the Asset-Based group reads highest at a median of 1,208 KRW per share, and 8 of the 11 models we run sit above the 511.00 KRW price. Bear case: the Growth DCF group reads lowest at 191.70 KRW, and 3 of the 11 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, SDN Company. Ltd generated revenue of 91.7B KRW at a net margin of 0.6%. Revenue grew 57.9% year over year. Net debt stands at 48.5B KRW. Fundamentals as of Aug 29, 2026

Our scenario range runs from 318.55 KRW (bear case) to 946.17 KRW (bull case); at 511.00 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 67% below its 52-week high, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at 39% fair-value upside, at 19%, 099220 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
FCF DCF 524.78 KRW 970.94 KRW 1,664 KRW 78
Growth DCF 535.42 KRW 925.76 KRW 1,492 KRW 77
5Y EBITDA Exit 362.23 KRW 695.25 KRW 1,082 KRW 73
All 11 models by family
DCF Models
FCF DCF 524.78 KRW 970.94 KRW 1,664 KRW 78
5Y Revenue Exit 90.22 KRW 179.66 KRW 280.82 KRW 71
5Y EBITDA Exit 362.23 KRW 695.25 KRW 1,082 KRW 73
10Y Revenue Exit 236.08 KRW 356.74 KRW 499.47 KRW 67
10Y EBITDA Exit 413.48 KRW 717.27 KRW 1,118 KRW 67
Dividend Discount
Gordon GGM 526.63 KRW 1,095 KRW 1,737 KRW 66
DDM Multi-Stage 526.63 KRW 896.16 KRW 1,149 KRW 66
Multiples
EV/EBITDA 337.28 KRW 527.59 KRW 717.90 KRW 66
Asset-Based
NCAV (Graham) 901.28 KRW 1,208 KRW 1,803 KRW 54
Growth DCF
Growth DCF 535.42 KRW 925.76 KRW 1,492 KRW 77
Rev-Margin DCF 90.22 KRW 191.70 KRW 315.13 KRW 70

Widest divergence: Asset-Based (1,208 KRW) versus Growth DCF (191.70 KRW). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/S ratio 0.68 TTM
Dividend yield 3.9%
Net margin −1.9% FY2025
Return on equity −3,157% TTM
Return on assets (EBIT) −3.2% avg 5y
Operating margin 4.5% TTM
More key figures
Growth
Revenue (TTM) 91.7B KRW TTM
Revenue growth (YoY) +57.9% 3y avg −5.8%
EPS growth (YoY) +255%
Balance sheet & cash flow
Free cash flow 2.8B KRW FY2025
Net debt 48.5B KRW FY2025 · ≈ 17.4 yrs of FCF

Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 42/100

Of which business quality 40 · Market factors (momentum, volatility) 15

Profitability 18
Margins and returns on capital today
Quality Growth 71
Are margins and returns improving?
Cashflow 34
Earnings quality: real cash, not paper profit
Fin. Strength 30
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 0
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 15
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

SDN Company., Ltd. manufactures and sells photovoltaic products in Korea. It offers solar modules, inverters, structures, and monitoring systems, as well as in-rotors, connections, structures, switches, sensors, etc. The company was formerly known as Seoul Marine Co., Ltd. and changed its name to SDN Company., Ltd. in April 2010. SDN Company., Ltd.

Full company description

SDN Company., Ltd. manufactures and sells photovoltaic products in Korea. It offers solar modules, inverters, structures, and monitoring systems, as well as in-rotors, connections, structures, switches, sensors, etc. The company was formerly known as Seoul Marine Co., Ltd. and changed its name to SDN Company., Ltd. in April 2010. SDN Company., Ltd. was founded in 1994 and is headquartered in Seongnam, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SDN Company. Ltd reported revenue of 87.5B KRW in FY2025 versus 92.8B KRW in FY2021, a compound −1.5%/yr. Reported net income was −1.7B KRW in FY2025.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
87.5B KRW
Latest YoY
+3.7%
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.
−5.8%
Avg. revenue growth/yr (5Y) 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.
+1.8%
Avg. revenue growth/yr (16Y) 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.
−0.3%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue −1.5%/yr
FY21 92.8B KRW
FY22 104B KRW
FY23 75.7B KRW
FY24 84.4B KRW
FY25 87.5B KRW
Net income
FY21 −3.4B KRW
FY22 761M KRW
FY23 −8.7B KRW
FY24 −27.6B KRW
FY25 −1.7B KRW

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Cite: Fair Value Calculator (2026). "SDN Company. Ltd Fair Value". https://www.fairvalue-calculator.com/stock/099220

Peer Group

Industrials · 5415 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Electrical Utilities & IPPs” was too small, so the broader sector is used.)

Quality Score 42 · Bottom 25%
Fair Value upside +19% · Above median
Return on assets 2% · Below median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 5% · Below median
Revenue growth 58% · Top 25%
Dividend yield (TTM) 3.9% · Top 25%
Debt / equity 0.22× · Higher than median

Valuation Multiples vs Industrials median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 1.4× · 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
VALUE59 · sector 5
FUTURE100 · sector 23
PAST0 · sector 27
HEALTH89 · sector 94
DIVIDEND78 · sector 35

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

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Frequently asked questions

Is SDN Company. Ltd (099220) overvalued or undervalued?
As of Aug 29, 2026, our model estimates a fair value of 609.00 KRW versus the last price from Aug 20, 2026 of 511.00 KRW, about +19% upside (undervalued).
What is the fair value of 099220?
Our model-based fair value for SDN Company. Ltd is 609.00 KRW (as of Aug 29, 2026), built from audited fundamentals. Last price (from Aug 20, 2026): 511.00 KRW.
What is the quality score of 099220?
SDN Company. Ltd has a Quality Score of 42/100. 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 SDN Company. Ltd (099220)?
SDN Company. Ltd reported trailing-twelve-month revenue of about 91.7B KRW (latest available figure, as of Aug 29, 2026).
What is the net profit margin of 099220?
The net profit margin of SDN Company. Ltd is about 0.6%, meaning it keeps roughly 0.6% of revenue as net income. Based on the latest reported figures.
Does SDN Company. Ltd pay a dividend?
SDN Company. Ltd currently shows a dividend yield of about 3.88% relative to its recent price (as of Aug 29, 2026).
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