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Holding company of CJ Group, controlling food (CJ CheilJedang), entertainment (CJ ENM), logistics (CJ Logistics) and retail (Olive Young).
Holding company of CJ Group, controlling food (CJ CheilJedang), entertainment (CJ ENM), logistics (CJ Logistics) and retail (Olive Young).
Earns mainly dividends from its subsidiaries and brand-licence fees that group companies pay for using the CJ name, so results follow the food, entertainment, logistics and retail businesses rather than any operation of its own. The Lee family, descended from Samsung's founder, holds control.
Moat: none. Pure holding company; value depends on the performance of listed and unlisted subsidiaries.
Headquarters: Seoul, South Korea · Founded: 1953 · Employees: 64
Size CJ (001040.KS) is a South Korea Industrials company (Food: Specialty/Candy) with a market value of $2.71B, the 107th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩113,800 on 6 Nov 2026.
Performance Over six months the shares fell 49.3%, against -45.5% for the median peer and -24.5% for the South Korea market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 4.6% over the last twelve months (peer median +26.5%); the operating margin is 5.1% (peer median 6.6%).
Valuation It trades at 7.3× forward earnings against a peer median of 11.9× (4th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -9 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 16 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩46.3T | ₩45.0T | ₩43.6T | ₩41.4T | ₩40.9T |
| Revenue growth | — | +3% | +6% | +1% | — |
| Gross profit | ₩12.4T | ₩12.1T | ₩11.8T | ₩10.6T | ₩10.5T |
| EBITDA | ₩5.86T | ₩6.04T | ₩6.27T | ₩5.10T | ₩5.30T |
| Net income | ₩47.0B | ₩143B | ₩94.3B | ₩195B | ₩202B |
| Free cash flow | ₩2.07T | ₩1.85T | ₩2.71T | ₩2.93T | ₩1.64T |
| Capital expenditure | ₩3.00T | ₩3.37T | ₩2.65T | ₩3.10T | ₩3.69T |
| Total debt | ₩19.6T | ₩18.5T | ₩19.0T | ₩18.1T | ₩19.9T |
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 |
|---|---|---|---|---|---|---|
| CJ 001040.KS | $2.71B | -49% | +5% | 5% | 7.3× | -1.8% |
| Samsung C&t 028260.KS | $31.3B | -8% | +14% | 8% | 15.0× | 5.9% |
| SK 034730.KS | $17.9B | +5% | +15% | 7% | 2.2× | n/a |
| Lotte 004990.KS | $1.18B | -27% | +1% | 2% | 69.5× | n/a |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 001040.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.7% | -33.7% | 4th highest of 21 |
| 6-month return | -49.3% | -45.5% | 10th lowest of 21 |
| Distance from 52-week high | -51.5% | -63.0% | 7th highest of 21 |
| Revenue growth (TTM) | +4.6% | +26.5% | 6th lowest of 21 |
| Operating margin | 5.1% | 6.6% | 10th lowest of 21 |
| Forward P/E | 7.3× | 11.9× | 4th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | -1.8% | -4.9% | 5th most demanding of 10 |
| Growth delivered (Del g) | +7.1% | +6.3% | 5th highest of 10 |
| Hurdle (Req g minus delivered) | -8.9 pp | -6.6 pp | 5th least demanding of 10 |
| ROIC minus cost of capital | -0.3 pp | -0.9 pp | 9th highest of 21 |
| EV / EBITDA | 5.6× | 13.2× | 2nd cheapest of 9 |
| Net debt / EBITDA | 2.9× | 1.1× | 4th most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CJ 001040.KS | South Korea | $2.71B | -49% | +5% | 5% | 7.3× | -1.8% | +7.1% |
| Hd Ce 267270.KS | South Korea | $2.80B | -56% | +115% | 8% | 8.6× | -9.6% | +9.6% |
| Sanil Electric 062040.KS | South Korea | $2.62B | -56% | +29% | 36% | 17.1× | 15.1% | +50.8% |
| Hanwha 000880.KS | South Korea | $2.86B | -30% | +35% | 6% | 4.5× | n/a | n/a |
| S-1 012750.KS | South Korea | $2.45B | +14% | +1% | 7% | 21.8× | -1.2% | +5.4% |
| Doosan Robotics 454910.KS | South Korea | $2.41B | -54% | +97% | -91% | n/a | n/a | n/a |
| Wonik IPS 240810.KS | South Korea | $2.39B | -43% | +9% | 8% | 14.7× | 29.4% | -3.6% |
| ROBOTIS 108490.KS | South Korea | $2.37B | -30% | +52% | -16% | n/a | n/a | n/a |
| DWEC 047040.KS | South Korea | $3.11B | -70% | -16% | -7% | 7.7× | -4.9% | -0.2% |
| Taihan Cable & Solution 001440.KS | South Korea | $2.31B | -70% | +22% | 5% | 99.2× | n/a | n/a |
| L&F 066970.KS | South Korea | $2.15B | -62% | +81% | 8% | n/a | n/a | n/a |
| LS 006260.KS | South Korea | $3.51B | -62% | +30% | 4% | 8.0× | n/a | n/a |
| Kepco E&c 052690.KS | South Korea | $2.07B | -61% | +8% | 10% | 45.6× | n/a | n/a |
| Doosan Bobcat 241560.KS | South Korea | $3.64B | -28% | +11% | 9% | 9.0× | -13.3% | +15.5% |
| PanOcean 028670.KS | South Korea | $1.91B | -12% | +24% | 9% | 5.0× | n/a | n/a |
| Gaon Cable 000500.KS | South Korea | $3.97B | +50% | +32% | 3% | n/a | n/a | n/a |
| Hyundai Elevator 017800.KS | South Korea | $1.79B | -31% | -9% | 9% | 9.4× | -5.5% | +6.3% |
| Jusung Engineering 036930.KS | South Korea | $4.39B | +5% | -33% | 0% | 145.3× | n/a | n/a |
| Psk 319660.KS | South Korea | $1.66B | -12% | +32% | 25% | 14.4× | 6.1% | +11.5% |
| Rainbow Robotics 277810.KS | South Korea | $4.59B | -52% | +92% | -16% | 653.8× | n/a | n/a |
| Dl E&c 375500.KS | South Korea | $1.53B | -48% | -17% | 4% | 5.2× | -8.3% | -5.3% |