LG Energy Solution Ltd (373220) Fair Value & Analysis
Industrials · KR · Market cap 78.2T KRW (≈ $54.7B) · ISIN KR7373220003
What is LG Energy Solution Ltd really worth?
Below-average quality, and trading another 78% above our fair value of 201,455 KRW.
Risks
Fair value as of: Aug 13, 2026
From 6 valuation models · updated 22 days ago
Share price +6.9% 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 (201,455 KRW). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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
55‑month range 268,000 KRW – 624,000 KRW · fair‑value band 131,491 KRW – 201,455 KRW · the 358,500 KRW price screens above the 201,455 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
LG Energy Solution Ltd (373220) currently trades at 358,500 KRW, while our model-based Fair Value estimate is 201,455 KRW, implying the stock looks roughly 78.0% overvalued today. The Quality Score stands at 33/100 (below-average quality), in the Industrials sector. Bull case: the Asset-Based group reads highest at a median of 57,882 KRW per share, and 0 of the 6 models we run sit above the 358,500 KRW price. Bear case: the Multiples group reads lowest at 47,650 KRW, and 6 of the 6 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, LG Energy Solution Ltd generated revenue of 23.5T KRW at a net margin of −6.8%. Revenue declined 2.5% year over year. It earns a return on equity of −3.6%. Net debt stands at 18.3T KRW. Fundamentals as of Aug 13, 2026
Our scenario range runs from 131,491 KRW (bear case) to 201,455 KRW (bull case); at 358,500 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 32% below its 52-week high and 28% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −44% fair-value upside, at −44%, 373220 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 6 models by family
Widest divergence: Asset-Based (57,882 KRW) versus Earnings-Based (6,699 KRW). Highest evidence: EPV (68).
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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 34 · Market factors (momentum, volatility) 31
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
LG Energy Solution, Ltd. provides energy solutions worldwide. The company offers automotive batteries, which include pouch-type battery cells, modules/packs, and battery management system products for use in electric vehicle batteries; mobility and IT batteries for various applications in IT devices, such as smartphones and laptops, as well as light …
Full company description
LG Energy Solution, Ltd. provides energy solutions worldwide. The company offers automotive batteries, which include pouch-type battery cells, modules/packs, and battery management system products for use in electric vehicle batteries; mobility and IT batteries for various applications in IT devices, such as smartphones and laptops, as well as light electric vehicles, electric bicycles, power tools, and wireless earphones; and energy storage systems that are used in power grids, UPS, and commercial and residential applications. It operates in South Korea, China, and the United States. LG Energy Solution, Ltd. was founded in 2020 and is headquartered in Seoul, South Korea. LG Energy Solution, Ltd. is a subsidiary of LG Chem, Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LG Energy Solution Ltd reported revenue of 23.7T KRW in FY2025 versus 17.9T KRW in FY2021, a compound +7.3%/yr. Reported net income was −1.1T KRW in FY2025.
373220 screens 78% overvalued. Compare with Contemporary Amperex Technology Co →
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.
Valuation Multiples vs Electrical Equipment & Parts 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 Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 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% |
| 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% |
| nVent Electric plc NVT | $151.98 | $40.68 | −73% |
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