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One of Korea's oldest and largest pharmaceutical companies, known for lung-cancer drug lazertinib and consumer health products.
One of Korea's oldest and largest pharmaceutical companies, known for lung-cancer drug lazertinib and consumer health products.
Sells prescription drugs, many in-licensed from foreign makers and distributed in Korea, and earns milestone payments and royalties from Janssen on lazertinib, the lung-cancer drug it discovered and licensed out in 2018. Yuhan-Kimberly, a joint venture with Kimberly-Clark making tissue and hygiene products, adds income through its stake.
Moat: narrow (IP / patents, brand). Lazertinib is a globally licensed, approved lung-cancer drug, unusual for a Korean pharma.
Headquarters: Seoul, South Korea · Founded: 1926 · Employees: 2,153
Size Yuhan (000100.KS) is a South Korea Health Care company (Pharmaceuticals: Major) with a market value of $4.05B, the 88th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩80,400 on 6 Nov 2026.
Performance Over six months the shares fell 12.2%, against +4.5% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +7.9%); the operating margin is 5.5% (peer median 15.7%).
Valuation It trades at 38.6× forward earnings against a peer median of 21.8× (2nd most expensive of 17).
Price implies For today's price to make sense, revenue must grow about 20% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +14 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.7 points below its cost of capital (5.4% WACC).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩2.28T | ₩2.19T | ₩2.07T | ₩1.86T | ₩1.78T |
| Revenue growth | — | +6% | +11% | +5% | — |
| Gross profit | ₩787B | ₩728B | ₩706B | ₩596B | ₩544B |
| EBITDA | ₩203B | ₩174B | ₩118B | ₩101B | ₩79.0B |
| Net income | ₩237B | ₩194B | ₩70.7B | ₩136B | ₩95.1B |
| Free cash flow | ₩16.7B | -₩3.63B | -₩62.5B | -₩17.4B | ₩41.2B |
| Capital expenditure | ₩177B | ₩145B | ₩134B | ₩204B | ₩94.4B |
| Total debt | ₩353B | ₩343B | ₩305B | ₩230B | ₩97.7B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Yuhan 000100.KS | $4.05B | -12% | +5% | 5% | 38.6× | 20.2% |
| HanmiPharm 128940.KS | $4.36B | +2% | +14% | 16% | 16.8× | 5.0% |
| AstraZeneca AZN.L | $291B | +1% | +5% | 23% | 18.3× | 14.5% |
| Johnson & Johnson JNJ | $665B | +26% | +8% | 26% | 24.5× | 3.5% |
| Daewoong Pharm 069620.KS | $874M | -30% | +9% | 12% | 5.8× | n/a |
| Chongkundang 185750.KS | $611M | -26% | +7% | 4% | 12.6× | n/a |
| JW Pharmaceutical 001060.KS | $402M | -28% | +10% | 14% | 6.2× | -16.9% |
| GC Biopharma 006280.KS | $1.18B | +2% | -3% | 4% | 5.0× | 8.3% |
| Boryung 003850.KS | $531M | -14% | +6% | 6% | 11.1× | -8.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 000100.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.2% | +6.2% | 10th highest of 21 |
| 6-month return | -12.2% | +4.5% | 3rd lowest of 21 |
| Distance from 52-week high | -37.4% | -21.0% | 3rd lowest of 21 |
| Revenue growth (TTM) | +5.4% | +7.9% | 10th lowest of 20 |
| Operating margin | 5.5% | 15.7% | 3rd lowest of 18 |
| Forward P/E | 38.6× | 21.8× | 2nd most expensive of 17 |
| Growth the price implies (Req g, 7 yrs) | 20.2% | 3.3% | 2nd most demanding of 16 |
| Growth delivered (Del g) | +6.2% | +7.5% | 8th lowest of 16 |
| Hurdle (Req g minus delivered) | +14.0 pp | -3.5 pp | 2nd most demanding of 16 |
| ROIC minus cost of capital | -1.7 pp | +7.8 pp | 3rd lowest of 19 |
| EV / EBITDA | 27.1× | 18.8× | 2nd most expensive of 10 |
| Net debt / EBITDA | -0.5× | -0.1× | 4th least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yuhan 000100.KS | South Korea | $4.05B | -12% | +5% | 5% | 38.6× | 20.2% | +6.2% |
| HUBEI JUMPCAN PHARMACEUTICAL 600566.SS | China | $4.05B | +6% | -4% | 32% | 14.9× | -11.5% | +0.3% |
| Shanghai Junshi Biosciences 688180.SS | China | $4.06B | -24% | +29% | -15% | n/a | n/a | n/a |
| Tianjin Pharmaceutical Da Ren Tang 600329.SS | China | $4.11B | +4% | -13% | 20% | 31.4× | 17.8% | -5.8% |
| Siegfried SFZN.SW | Switzerland | $3.98B | -10% | +4% | 16% | 17.8× | n/a | n/a |
| Liquidia LQDA | United States | $3.97B | +5% | +2,234% | 37% | 32.9× | 0.7% | +192.5% |
| Laboratorios Farmaceuticos Rovi ROVI.MC | Spain | $3.89B | +15% | +3% | 20% | 22.3× | 1.5% | +12.1% |
| Zhejiang Huahai Pharmaceutical 600521.SS | China | $3.86B | +8% | +10% | 12% | 22.1× | 7.3% | +5.9% |
| Santen Pharmaceutical 4536.T | Japan | $3.86B | +17% | -1% | 16% | 15.6× | -5.2% | +3.2% |
| Xenon Pharmaceuticals XENE | United States | $3.79B | +4% | -100% | n/a | n/a | n/a | n/a |
| HanmiPharm 128940.KS | South Korea | $4.36B | +2% | +14% | 16% | 16.8× | 5.0% | +7.5% |
| Ajanta Pharma AJANTPHARM.NS | India | $4.37B | +7% | +25% | 25% | 32.2× | 23.8% | +13.8% |
| China Resources Pharmaceutical 3320.HK | Hong Kong | $3.74B | -11% | +8% | 4% | 6.0× | -5.3% | +7.8% |
| Apeloa Pharmaceutical 000739.SZ | China | $3.73B | +18% | -16% | 10% | 25.1× | 6.3% | +4.5% |
| Livzon Pharmaceutical 000513.SZ | China | $3.71B | -4% | -14% | 19% | 16.9× | -9.8% | +2.7% |
| Amylyx Pharmaceuticals AMLX | United States | $3.70B | +97% | +100% | n/a | n/a | n/a | n/a |
| Definium Therapeutics DFTX | United States | $4.47B | +51% | n/a | n/a | n/a | n/a | n/a |
| Sunshine Guojian Pharmaceutical (Shanghai) 688336.SS | China | $4.47B | -34% | +227% | 74% | 46.9× | 3.3% | +45.1% |
| Emcure Pharmaceuticals EMCURE.NS | India | $4.47B | +33% | +21% | 16% | 33.9× | 14.9% | +12.7% |
| ACADIA Pharmaceuticals ACAD | United States | $3.66B | -5% | +12% | 8% | 21.5× | 16.7% | +19.4% |
| Organon & OGN | United States | $3.64B | +4% | -3% | 20% | 4.0× | -4.5% | -1.0% |