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← CockpitCompetitor Analysis › 068760.KS Celltrion Pharm Inc.Open in the cockpit ↗

Celltrion Pharm Inc.068760.KSCompetitor analysis, valuation and peers

South Korea · KRW·Health Care›Pharmaceuticals: Major

Sales and distribution affiliate of Celltrion Group, marketing generic and branded pharmaceuticals in the Korean market.

Momentum strong 68
Mkt cap
$1.27B
US dollars, full cap
Free float
44%
of shares outstanding
$/day
$1.80M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+3.1 pp
WACC 6.3%
Hurdle
-6 pp
Req g minus delivered
Close · KRW₩39,600
1D-1.9%
1W+8.1%
1M-1.2%
3M-5.0%
6M-29.4%
YTD-31.7%
1Y-35.1%
ATR %3.8%
52w lowhigh49.4% off high

What Celltrion Pharm does

Sales and distribution affiliate of Celltrion Group, marketing generic and branded pharmaceuticals in the Korean market.

Products and services

  • Generic pharmaceuticals
  • Branded drug distribution

Customers

  • Hospitals/pharmacies (Korea)

Where it sits in the supply chain

  • Pharmaceuticals
  • Generic/branded drug distribution
  • Domestic pharmacy/hospital sales

What could go right

  • Celltrion Group biosimilar pipeline distribution

What could go wrong

  • Generic-drug price competition
  • Domestic drug-pricing regulation

Moat: none (distribution). Domestic sales arm within Celltrion Group; limited differentiation versus other generics distributors.

Headquarters: Cheongju, South Korea

Named competitors

Celltrion Pharm at a glance

Size Celltrion Pharm (068760.KS) is a South Korea Health Care company (Pharmaceuticals: Major) with a market value of $1.27B, the 200th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩39,600 on 6 Nov 2026.

Performance Over six months the shares fell 29.4%, against -9.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue grew 13.9% over the last twelve months (peer median +6.3%); the operating margin is 10.7% (peer median 0.8%).

Valuation It trades at 3.0× enterprise value to sales against a peer median of 5.0× (5th cheapest of 18).

Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -6 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 3.1 points above its cost of capital (6.3% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 88068760.KS 71
Six months, rebased to 100: Celltrion Pharm against the median of its 20 peers (local-currency closes).

Celltrion Pharm financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩578B₩536B₩478B₩389B₩386B
Revenue growth—+12%+23%+1%—
Gross profit₩175B₩161B₩118B₩117B₩112B
EBITDA₩85.5B₩78.4B₩57.3B₩55.7B₩55.6B
Net income₩42.9B₩38.8B₩22.0B₩21.3B₩26.0B
Free cash flow₩46.9B₩66.6B₩45.9B-₩3.14B-₩13.1B
Capital expenditure₩15.8B₩17.9B₩5.98B₩6.90B₩6.29B
Total debt₩160B₩161B₩172B₩163B₩161B

Quarterly statements and history in the cockpit →

Celltrion Pharm 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%NKTR226950GHRS347850MNKDPYCAVLN310210688076OMER1952000950AMPH0094201795IDIA002332688443068760.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Celltrion Pharm is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%0×200×400×600×NKTR226950347850MNKD31021068807619523000261795688443068760.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Celltrion Pharm is the large dot.

Capital: growth delivered against growth the price implies

0%+10%+20%+30%0%10%20%30%688076AMPH3000260025501795002332068760.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. Celltrion Pharm is the large dot.

Celltrion Pharm competitors and peer comparison

Head to head with its named competitors (068760.KS vs 068270.KS vs 000100.KS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Celltrion Pharm 068760.KS$1.27B-29%+14%11%3.0×11.7%
Celltrion 068270.KS$34.3B+10%+40%32%8.6×8.3%
Yuhan 000100.KS$4.05B-12%+5%5%2.4×20.2%

How Celltrion Pharm 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.

Celltrion Pharm against its 20 peers (data as of 6 Nov 2026)
Measure068760.KSPeer medianRank in peer set
1-month return-1.2%-5.4%9th highest of 21
6-month return-29.4%-9.0%5th lowest of 21
Distance from 52-week high-49.4%-38.0%7th lowest of 21
Revenue growth (TTM)+13.9%+6.3%8th highest of 17
Operating margin10.7%0.8%6th highest of 18
EV / Sales3.0×5.0×5th cheapest of 18
Growth the price implies (Req g, 7 yrs)11.7%3.6%most demanding of 7
Growth delivered (Del g)+18.1%+6.3%2nd highest of 7
Hurdle (Req g minus delivered)-6.4 pp-5.3 pp4th least demanding of 7
ROIC minus cost of capital+3.1 pp-10.7 pp3rd highest of 19
EV / EBITDA20.5×10.6×2nd most expensive of 4
Net debt / EBITDA0.4×4.0×2nd least indebted of 5

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Celltrion Pharm 068760.KSSouth Korea$1.27B-29%+14%11%3.0×11.7%+18.1%
Nektar Therapeutics NKTRUnited States$1.27B-54%-27%-239%13.3×n/an/a
OliX Pharmaceuticals 226950.KSSouth Korea$1.26B-57%+81%-305%111.4×n/an/a
GH Research GHRSUnited States$1.28B-13%n/an/an/an/an/a
D&D Pharmatech 347850.KSSouth Korea$1.28B-49%-71%-1,368%617.6×n/an/a
MannKind MNKDUnited States$1.25B+11%+30%3%4.0×n/an/a
PYC Therapeutics PYC.AXAustralia$1.28B+31%n/an/an/an/an/a
Avalyn Pharma AVLNUnited States$1.29B+7%n/an/an/an/an/a
Voronoi 310210.KSSouth Korea$1.31B-66%+24%-1,947%417.6×n/an/a
Sinopep-Allsino Bio Pharmaceutical 688076.SSChina$1.31B-7%+14%19%5.0×4.0%+27.9%
Omeros OMERUnited States$1.22B+14%n/a-190%36.2×n/an/a
Everest Medicines 1952.HKHong Kong$1.22B-20%+193%-5%3.5×n/an/a
C.Q. Pharmaceutical 000950.SZChina$1.32B-12%-3%1%0.5×n/an/a
Amphastar Pharmaceuticals AMPHUnited States$1.21B+50%+1%16%2.2×3.3%+15.5%
Tianjin Chase Sun Pharmaceutical 300026.SZChina$1.32B-6%-29%3%2.0×8.5%-5.3%
Changzhou Qianhong Bio-Pharma 002550.SZChina$1.21B-8%-2%15%4.5×4.5%-1.2%
Hanall Biopharma 009420.KSSouth Korea$1.34B-25%+5%3%11.2×n/an/a
Lotus Pharmaceutical 1795.TWTaiwan$1.34B-26%+49%24%3.4×-2.4%+13.8%
Idorsia IDIA.SWSwitzerland$1.34B-5%-5%-70%10.7×n/an/a
Zhejiang Xianju Pharmaceutical 002332.SZChina$1.34B+2%+8%11%2.1×0.3%-1.3%
Chongqing Genrix Biopharmaceutical 688443.SSChina$1.34B-10%+256%-27%10.0×n/an/a

Questions

Who are Celltrion Pharm's main competitors?
Named competitors: Celltrion (068270.KS), Yuhan (000100.KS). The cockpit's measured peer set (industry) also includes Nektar Therapeutics (NKTR), OliX Pharmaceuticals (226950.KS), GH Research (GHRS), D&D Pharmatech (347850.KS), MannKind (MNKD), PYC Therapeutics (PYC.AX).
Is Celltrion Pharm expensive compared with its peers?
On ev / sales it trades at 3.0× against a peer median of 5.0×, 5th cheapest of 18 in its peer set. For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -6 pp: the price already allows for a slowdown.
How has Celltrion Pharm stock performed?
Over six months to 6 Nov 2026 the shares returned -29.4% against -9.0% for the median peer; over one year -35.1%.

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.