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← CockpitCompetitor Analysis › 000640.KS Dong-A Socio Holdings Co., Ltd.Open in the cockpit ↗

Dong-A Socio Holdings Co., Ltd.000640.KSCompetitor analysis, valuation and peers

South Korea · KRW·Health Care›Pharmaceuticals: Major
Momentum strong 76
Mkt cap
$425M
US dollars, full cap
Free float
49%
of shares outstanding
$/day
$680,609
20-day average traded
Fwd P/E
7.6×
forward earnings
ROIC−WACC
-0.3 pp
WACC 5.0%
Hurdle
-22 pp
Req g minus delivered
Next earnings
101 days
15 Feb 2027
Close · KRW₩87,000
1D-2.6%
1W+0.1%
1M-8.1%
3M-1.1%
6M-11.1%
YTD-18.2%
1Y-18.3%
ATR %3.5%
52w lowhigh28.6% off high

What Dong-A Socio does

Employees: 82

Dong-A Socio at a glance

Size Dong-A Socio (000640.KS) is a South Korea Health Care company (Pharmaceuticals: Major) with a market value of $425M, the 375th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩87,000 on 6 Nov 2026.

Performance Over six months the shares fell 11.1%, against -15.9% for the median peer and -24.5% for the South Korea market (cap-weighted) — 9th highest of 20 in its peer set.

Growth Revenue grew 10.1% over the last twelve months (peer median +3.1%); the operating margin is 7.1% (peer median 2.4%).

Valuation It trades at 7.6× forward earnings against a peer median of 21.4× (2nd cheapest of 9).

Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -22 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.3 points below its cost of capital (5.0% WACC).

Next results Next results expected around 15 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026000640.KS 88Peer median 85
Six months, rebased to 100: Dong-A Socio against the median of its 20 peers (local-currency closes).

Dong-A Socio financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩1.52T₩1.43T₩1.33T₩1.13T₩1.01T
Revenue growth—+7%+18%+12%—
Gross profit₩470B₩439B₩396B₩364B₩283B
EBITDA₩200B₩193B₩171B₩151B₩109B
Net income₩85.3B₩90.9B₩58.0B₩58.0B₩11.2B
Free cash flow₩171B₩154B₩12.2B-₩3.54B₩9.12B
Capital expenditure₩63.1B₩58.6B₩71.9B₩153B₩78.6B
Total debt₩687B₩663B₩740B₩692B₩552B

Quarterly statements and history in the cockpit →

Dong-A Socio competitor charts

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.

Performance: 6-month against 1-month return

-50%-25%0%+25%-20%0%+20%PBYIPHAT002868000931AARTIDRUGS688399RLMDASMB300636300452002864HNSA4114002581RPGLIFE300534001060000640.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Dong-A Socio is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%20×40×PBYIPHAT000931AARTIDRUGS300636300452EOLS001060000640.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dong-A Socio is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%PBYI000931AARTIDRUGS3004520028644114300534001060000640.KSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Dong-A Socio is the large dot.

Dong-A Socio competitors and peer comparison

How Dong-A Socio compares with its peers

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.

Dong-A Socio against its 20 peers (data as of 6 Nov 2026)
Measure000640.KSPeer medianRank in peer set
1-month return-8.1%-12.2%8th highest of 21
6-month return-11.1%-15.9%9th highest of 20
Distance from 52-week high-28.6%-37.4%8th highest of 21
Revenue growth (TTM)+10.1%+3.1%9th highest of 19
Operating margin7.1%2.4%9th highest of 19
Forward P/E7.6×21.4×2nd cheapest of 9
Growth the price implies (Req g, 7 yrs)-8.8%4.7%2nd least demanding of 9
Growth delivered (Del g)+12.8%+9.2%3rd highest of 9
Hurdle (Req g minus delivered)-21.6 pp-6.6 pp2nd least demanding of 9
ROIC minus cost of capital-0.3 pp-2.2 pp7th highest of 17
EV / EBITDA5.3×14.0×2nd cheapest of 9
Net debt / EBITDA2.4×-0.0×2nd most indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Dong-A Socio 000640.KSSouth Korea$425M-11%+10%7%7.6×-8.8%+12.8%
Puma Biotechnology PBYIUnited States$426M+10%-3%13%21.7×2.8%+0.3%
Phathom Pharmaceuticals PHATUnited States$427M-57%+87%-9%24.2×n/an/a
Lifecome Biochemistry 002868.SZChina$428M-51%-24%-6%n/an/an/a
BlossomHill Therapeutics BLSMUnited States$429Mn/an/an/an/an/an/a
Beijing Centergate Technologies (Holding) 000931.SZChina$430M-20%-16%2%21.2×9.9%+6.7%
Aarti Drugs AARTIDRUGS.NSIndia$430M+12%+15%11%18.9×19.7%+3.5%
Jiangsu Bioperfectus Technologies 688399.SSChina$432M-44%-8%-23%n/an/an/a
Relmada Therapeutics RLMDUnited States$416M-47%n/an/an/an/an/a
Assembly Biosciences ASMBUnited States$416M-31%+125%-12%n/an/an/a
Jiangxi Synergy Pharmaceutical 300636.SZChina$414M-16%-2%3%54.8×n/an/a
Anhui Sunhere Pharmaceutical Excipients 300452.SZChina$412M-16%+9%19%14.4×-4.5%+12.1%
Shaanxi Panlong Pharmaceutical 002864.SZChina$411M-13%-9%9%n/a-0.4%+11.2%
Hansa Biopharma HNSA.STSweden$410M+39%-4%-304%n/an/an/a
Synmosa Biopharma 4114.TWOTaiwan$442M+2%+11%11%n/a6.5%+15.3%
Shandong Sinobioway Biomedicine 002581.SZChina$404M-40%+91%-65%n/an/an/a
RPG Life Sciences RPGLIFE.NSIndia$448M+2%+12%18%n/an/an/a
Evolus EOLSUnited States$449M+7%+14%-7%27.4×n/an/a
Gansu Longshenrongfa Pharmaceutical Industry 300534.SZChina$450M+4%-21%8%n/a23.7%+28.2%
Shanghai Fudan Forward S&T 600624.SSChina$450M-4%-14%-34%n/an/an/a
JW Pharmaceutical 001060.KSSouth Korea$402M-28%+10%14%6.2×-16.9%+7.2%

Questions

Which companies are Dong-A Socio's closest peers?
The cockpit's peer set: Puma Biotechnology (PBYI), Phathom Pharmaceuticals (PHAT), Lifecome Biochemistry (002868.SZ), BlossomHill Therapeutics (BLSM), Beijing Centergate Technologies (Holding) (000931.SZ), Aarti Drugs (AARTIDRUGS.NS), Jiangsu Bioperfectus Technologies (688399.SS), Relmada Therapeutics (RLMD).
Is Dong-A Socio expensive compared with its peers?
On forward p/e it trades at 7.6× against a peer median of 21.4×, 2nd cheapest of 9 in its peer set. For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -22 pp: the price already allows for a slowdown.
How has Dong-A Socio stock performed?
Over six months to 6 Nov 2026 the shares returned -11.1% against -15.9% for the median peer; over one year -18.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.