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← CockpitCompetitor Analysis › 004690.KS Samchully Co., LtdOpen in the cockpit ↗

Samchully Co., Ltd004690.KSCompetitor analysis, valuation and peers

South Korea · KRW·Utilities›Gas Distributors
Momentum strong 73
Mkt cap
$298M
US dollars, full cap
Free float
39%
of shares outstanding
$/day
$387,570
20-day average traded
Fwd P/E
2.8×
forward earnings
ROIC−WACC
+0.5 pp
WACC 5.0%
Hurdle
-30 pp
Req g minus delivered
Next earnings
12 days
18 Nov 2026
Close · KRW₩118,000
1D-2.9%
1W0.0%
1M-8.0%
3M-0.8%
6M-20.1%
YTD-8.2%
1Y-7.8%
ATR %2.6%
52w lowhigh27.1% off high

What Samchully does

Employees: 881

Samchully at a glance

Size Samchully (004690.KS) is a South Korea Utilities company (Gas Distributors) with a market value of $298M, the 466th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩118,000 on 6 Nov 2026.

Performance Over six months the shares fell 20.1%, against -15.2% for the median peer and -24.5% for the South Korea market (cap-weighted) — 6th lowest of 20 in its peer set.

Growth Revenue grew 0.8% over the last twelve months (peer median +0.5%); the operating margin is 3.2% (peer median 7.3%).

Valuation It trades at 2.8× forward earnings against a peer median of 8.5× (2nd cheapest of 8).

Price implies For today's price to make sense, revenue must grow about -19% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -30 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.5 points above its cost of capital (5.0% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 84004690.KS 79
Six months, rebased to 100: Samchully against the median of its 20 peers (local-currency closes).

Samchully financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩5.33T₩5.28T₩5.12T₩5.66T₩5.79T
Revenue growth—+3%-10%-2%—
Gross profit₩514B₩489B₩423B₩451B₩350B
EBITDA₩331B₩316B₩263B₩317B₩228B
Net income₩134B₩112B₩101B₩120B₩49.3B
Free cash flow₩106B₩185B₩39.9B-₩4.00B₩186B
Capital expenditure₩127B₩124B₩172B₩115B₩184B
Total debt₩994B₩977B₩1.16T₩1.16T₩1.36T

Quarterly statements and history in the cockpit →

Samchully 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

-20%0%+20%-20%0%+20%0931UNT017940603080001299YUCLNE99080022592734953400040760370660368995369543000096004690.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Samchully is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%10×20×UNT017940YU30033216636036899543004690.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Samchully is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%6030808908YUCLNE990800225995340004076037063003326036899543004690.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. Samchully is the large dot.

Samchully competitors and peer comparison

How Samchully 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.

Samchully against its 20 peers (data as of 6 Nov 2026)
Measure004690.KSPeer medianRank in peer set
1-month return-8.0%-2.9%9th lowest of 20
6-month return-20.1%-15.2%6th lowest of 20
Distance from 52-week high-27.1%-30.6%9th highest of 20
Revenue growth (TTM)+0.8%+0.5%10th highest of 21
Operating margin3.2%7.3%6th lowest of 21
Forward P/E2.8×8.5×2nd cheapest of 8
Growth the price implies (Req g, 7 yrs)-19.2%-5.1%least demanding of 14
Growth delivered (Del g)+10.5%+8.8%5th highest of 14
Hurdle (Req g minus delivered)-29.6 pp-8.0 pp2nd least demanding of 14
ROIC minus cost of capital+0.5 pp+0.8 pp10th lowest of 20
EV / EBITDA2.1×7.6×cheapest of 11
Net debt / EBITDA0.2×1.7×7th least indebted of 14

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
Samchully 004690.KSSouth Korea$298M-20%+1%3%2.8×-19.2%+10.5%
China HK Power Smart Energy 0931.HKHong Kong$296M-33%+15%-15%n/an/an/a
Unimot UNT.WAPoland$315M-12%+5%2%7.4×n/an/a
E1 Corporation 017940.KSSouth Korea$339M-27%+24%0%2.2×n/an/a
Xinjiang Torch Gas 603080.SSChina$378M-19%+1%14%n/a-5.1%+19.3%
Shinhsiung Natural Gas 8908.TWTaiwan$382Mn/a+2%8%n/a2.4%+10.4%
Shaanxi Meineng Clean Energy 001299.SZChina$411M-19%-6%11%n/an/an/a
Yu Group PLC YU..LUnited Kingdom$414M+3%+14%8%8.2×-9.4%+47.1%
Clean Energy Fuels CLNEUnited States$421M-14%+4%-7%n/a17.0%+8.1%
Great Taipei Gas 9908.TWTaiwan$435M-3%0%14%n/a-5.4%-1.0%
Sichuan Shengda Forestry Industry 002259.SZChina$447M-27%-1%10%n/a16.9%+0.9%
Sala 2734.TJapan$456M+9%+3%4%n/an/an/a
Hokkaido Gas 9534.TJapan$468M+3%+1%8%n/a-6.6%+8.1%
Shandong Shengli 000407.SZChina$512M-20%0%7%n/a-3.1%-2.0%
Xinjiang East Universe (Group) Gas 603706.SSChina$521M-15%-14%20%n/a-11.7%+10.6%
Top Resource Energy 300332.SZChina$556M-20%-3%0%22.4×12.9%+8.8%
K&O Energy 1663.TJapan$585M-28%-1%12%19.6×-8.6%+9.3%
Anhui Province Natural Gas Development 603689.SSChina$601M-10%-9%9%8.5×0.6%+1.4%
Saibu Gas 9536.TJapan$630M+23%-6%5%n/an/an/a
Shizuoka Gas 9543.TJapan$631M-5%0%6%11.6×-9.0%+10.6%
Shenzhen Guangju Energy 000096.SZChina$634M-18%+4%4%n/an/an/a

Questions

Which companies are Samchully's closest peers?
The cockpit's peer set: China HK Power Smart Energy (0931.HK), Unimot (UNT.WA), E1 Corporation (017940.KS), Xinjiang Torch Gas (603080.SS), Shinhsiung Natural Gas (8908.TW), Shaanxi Meineng Clean Energy (001299.SZ), Yu Group PLC (YU..L), Clean Energy Fuels (CLNE).
Is Samchully expensive compared with its peers?
On forward p/e it trades at 2.8× against a peer median of 8.5×, 2nd cheapest of 8 in its peer set. For today's price to make sense, revenue must grow about -19% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -30 pp: the price already allows for a slowdown.
How has Samchully stock performed?
Over six months to 6 Nov 2026 the shares returned -20.1% against -15.2% for the median peer; over one year -7.8%.

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.