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← CockpitCompetitor Analysis › 006730.KS Seobu T&D Co., Ltd.Open in the cockpit ↗

Seobu T&D Co., Ltd.006730.KSCompetitor analysis, valuation and peers

South Korea · KRW·Energy›Oil Refining/Marketing
Momentum strong 68
Mkt cap
$479M
US dollars, full cap
Free float
47%
of shares outstanding
$/day
$4.68M
20-day average traded
Fwd P/E
13.1×
forward earnings
ROIC−WACC
-2.8 pp
WACC 5.0%
Hurdle
-16 pp
Req g minus delivered
Next earnings
12 days
18 Nov 2026
Close · KRW₩10,400
1D-3.5%
1W-7.1%
1M-12.0%
3M+2.7%
6M-30.5%
YTD-20.6%
1Y+12.2%
ATR %5.7%
52w lowhigh49.1% off high

What Seobu T&D does

Employees: 644

Seobu T&D at a glance

Size Seobu T&D (006730.KS) is a South Korea Energy company (Oil Refining/Marketing) with a market value of $479M, the 344th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩10,400 on 6 Nov 2026.

Performance Over six months the shares fell 30.5%, against -8.8% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd lowest of 7 in its peer set.

Growth Revenue grew 52.3% over the last twelve months (peer median -3.9%); the operating margin is 27.0% (peer median 4.6%).

Valuation It trades at 13.1× forward earnings.

Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is -16 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.8 points below its cost of capital (5.0% WACC).

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

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 93006730.KS 70
Six months, rebased to 100: Seobu T&D against the median of its 6 peers (local-currency closes).

Seobu T&D financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩304B₩248B₩181B₩169B₩135B
Revenue growth—+37%+7%+25%—
Gross profit₩152B₩126B₩89.4B₩76.7B₩52.5B
EBITDA₩98.5B₩88.2B₩64.5B₩53.7B₩35.8B
Net income₩98.2B₩79.1B₩34.4B₩138B₩16.7B
Free cash flow₩66.9B₩49.3B₩18.0B₩7.41B₩3.54B
Capital expenditure₩8.94B₩3.67B₩3.13B₩11.2B₩7.26B
Total debt₩1.34T₩1.39T₩1.21T₩892B₩829B

Quarterly statements and history in the cockpit →

Seobu T&D 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

-40%-20%0%+20%-20%-10%0%8132000554SGUHQUNAE000059006730.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Seobu T&D is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%20×30×40×HQU000059006730.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Seobu T&D is the large dot.

Capital: growth delivered against growth the price implies

-20%-10%0%+10%+20%-20%0%20%8132000554SGUHQU000059006730.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. Seobu T&D is the large dot.

Seobu T&D competitors and peer comparison

How Seobu T&D 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.

Seobu T&D against its 6 peers (data as of 6 Nov 2026)
Measure006730.KSPeer medianRank in peer set
1-month return-12.0%-5.1%3rd lowest of 7
6-month return-30.5%-8.8%2nd lowest of 7
Distance from 52-week high-49.1%-33.1%2nd lowest of 7
Revenue growth (TTM)+52.3%-3.9%highest of 7
Operating margin27.0%4.6%highest of 7
Forward P/E13.1×n/a—
Growth the price implies (Req g, 7 yrs)8.2%-6.7%2nd most demanding of 6
Growth delivered (Del g)+24.0%+5.6%highest of 6
Hurdle (Req g minus delivered)-15.8 pp-12.3 pp2nd least demanding of 6
ROIC minus cost of capital-2.8 pp+8.4 pplowest of 6
EV / EBITDA21.5×n/a—
Net debt / EBITDA11.6×0.2×most indebted of 5

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
Seobu T&D 006730.KSSouth Korea$479M-31%+52%27%13.1×8.2%+24.0%
SHINANEN 8132.TJapan$463M+7%-3%2%n/a-3.2%+6.6%
SINOPEC Shandong Taishan Petroleum 000554.SZChina$445M-24%-8%9%n/a-6.7%+5.6%
Star Group LP SGUUnited States$432M+2%+8%6%n/a-17.8%+4.0%
Oiltek International HQU.SISingapore$339M-52%-5%19%41.7×11.6%+17.6%
North Atlantic Energies NAE.PAFrance$1.09B+30%-23%3%n/an/an/a
North Huajin Chemical Industries 000059.SZChina$1.10B-20%+3%1%14.1×-8.0%+4.6%

Questions

Which companies are Seobu T&D's closest peers?
The cockpit's peer set: SHINANEN (8132.T), SINOPEC Shandong Taishan Petroleum (000554.SZ), Star Group LP (SGU), Oiltek International (HQU.SI), North Atlantic Energies (NAE.PA), North Huajin Chemical Industries (000059.SZ).
How has Seobu T&D stock performed?
Over six months to 6 Nov 2026 the shares returned -30.5% against -8.8% for the median peer; over one year +12.2%.

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.