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Employees: 649
Size SAMPYO Cement (038500.KS) is a South Korea Materials company (Construction Materials) with a market value of $413M, the 381st largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩5,230 on 6 Nov 2026.
Performance Over six months the shares fell 69.1%, against -18.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue fell 2.9% over the last twelve months (peer median -4.2%); the operating margin is 9.7% (peer median 6.2%).
Valuation It trades at 16.0× forward earnings against a peer median of 15.5× (5th cheapest of 9).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +0 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 2.8 points below its cost of capital (7.0% WACC).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩696B | ₩677B | ₩791B | ₩824B | ₩721B |
| Revenue growth | — | -14% | -4% | +14% | — |
| Gross profit | ₩121B | ₩129B | ₩168B | ₩151B | ₩125B |
| EBITDA | ₩147B | ₩156B | ₩181B | ₩157B | ₩138B |
| Net income | ₩35.6B | ₩40.8B | ₩66.1B | ₩33.8B | ₩30.2B |
| Free cash flow | ₩43.0B | ₩48.6B | ₩80.7B | ₩79.9B | ₩35.7B |
| Capital expenditure | ₩49.5B | ₩45.3B | ₩45.5B | ₩40.3B | ₩45.3B |
| Total debt | ₩486B | ₩502B | ₩549B | ₩597B | ₩579B |
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.
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 | 038500.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -33.1% | -6.3% | lowest of 21 |
| 6-month return | -69.1% | -18.3% | lowest of 21 |
| Distance from 52-week high | -77.7% | -38.8% | lowest of 21 |
| Revenue growth (TTM) | -2.9% | -4.2% | 10th highest of 21 |
| Operating margin | 9.7% | 6.2% | 6th highest of 21 |
| Forward P/E | 16.0× | 15.5× | 5th cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | 4.7% | -2.2% | 5th most demanding of 14 |
| Growth delivered (Del g) | +4.5% | +4.7% | 7th lowest of 14 |
| Hurdle (Req g minus delivered) | +0.2 pp | +0.2 pp | 7th most demanding of 14 |
| ROIC minus cost of capital | -2.8 pp | -2.4 pp | 11th highest of 21 |
| EV / EBITDA | 6.6× | 7.6× | 5th cheapest of 12 |
| Net debt / EBITDA | 2.8× | 1.6× | 5th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SAMPYO Cement 038500.KS | South Korea | $413M | -69% | -3% | 10% | 16.0× | 4.7% | +4.5% |
| Ibstock IBST.L | United Kingdom | $408M | -19% | -10% | 3% | 148.5× | n/a | n/a |
| Zhejiang Jianfeng 600668.SS | China | $403M | -41% | -13% | -12% | n/a | n/a | n/a |
| Lionhead Technology Development 600539.SS | China | $427M | -30% | -5% | -7% | n/a | n/a | n/a |
| Fujian SuperTech Advanced Material 688398.SS | China | $399M | -50% | +7% | 5% | 67.8× | 42.2% | +14.2% |
| CHC Resources 9930.TW | Taiwan | $433M | -17% | -2% | 10% | n/a | -5.8% | +7.0% |
| Lets 002398.SZ | China | $394M | -24% | -13% | 1% | 12.3× | -3.7% | -9.3% |
| Hanil 003300.KS | South Korea | $384M | -4% | -10% | 7% | n/a | -3.7% | +4.7% |
| Forterra FORT.L | United Kingdom | $445M | +11% | -5% | 10% | 16.5× | 6.4% | +5.7% |
| Vertex 5290.T | Japan | $383M | -42% | +18% | 14% | 12.7× | -11.1% | +4.3% |
| Dongwu Cement International 0695.HK | Hong Kong | $378M | -36% | -41% | -20% | n/a | n/a | n/a |
| Jiangsu Baoli Asphalt 300135.SZ | China | $470M | -17% | -4% | -2% | n/a | 43.7% | -7.5% |
| Jiangxi Wannianqing Cement 000789.SZ | China | $471M | -21% | -28% | -9% | 98.5× | 24.3% | -18.3% |
| Tianjin Tianbao Infrastructure 000965.SZ | China | $476M | -23% | +65% | 8% | n/a | n/a | n/a |
| Hubei Guochuang Hi-Tech Material 002377.SZ | China | $343M | -34% | +134% | 43% | n/a | -12.6% | -12.8% |
| Fujian Cement 600802.SS | China | $502M | +29% | -22% | -23% | n/a | n/a | n/a |
| ASIA PILE 5288.T | Japan | $340M | +1% | +11% | 10% | 6.5× | -16.0% | +5.9% |
| Qinglong Pipes Industry 002457.SZ | China | $507M | -12% | +4% | 6% | n/a | 0.0% | +5.1% |
| Nippon Hume 5262.T | Japan | $329M | -16% | +22% | 6% | 14.5× | n/a | n/a |
| Mitsui Matsushima 1518.T | Japan | $526M | +57% | +9% | 14% | n/a | 3.7% | +2.7% |
| Universal Cement 1104.TW | Taiwan | $543M | -7% | -5% | 16% | n/a | -2.2% | +7.9% |