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← CockpitCompetitor Analysis › 078130.KS Kukil Paper Mfg. Co., Ltd.Open in the cockpit ↗

Kukil Paper Mfg. Co., Ltd.078130.KSCompetitor analysis, valuation and peers

South Korea · KRW·Materials›Pulp & Paper
Momentum leader 84
Mkt cap
$293M
US dollars, full cap
Free float
11%
of shares outstanding
$/day
$168,617
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-6.4 pp
WACC 5.5%
Hurdle
+35 pp
Req g minus delivered
Close · KRW₩3,525
1D-0.1%
1W+1.7%
1M-7.2%
3M-4.1%
6M+9.5%
YTD+1.3%
1Y-20.1%
ATR %5.4%
52w lowhigh41.0% off high

What Kukil Paper Mfg does

Employees: 139

Kukil Paper Mfg at a glance

Size Kukil Paper Mfg (078130.KS) is a South Korea Materials company (Pulp & Paper) with a market value of $293M, the 471st largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩3,525 on 6 Nov 2026.

Performance Over six months the shares gained 9.5%, against -19.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue fell 14.6% over the last twelve months (peer median +1.5%); the operating margin is -2.0% (peer median 1.9%).

Valuation It trades at 6.0× enterprise value to sales against a peer median of 1.3× (3rd most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +35 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 6.4 points below its cost of capital (5.5% WACC).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026078130.KS 106Peer median 80
Six months, rebased to 100: Kukil Paper Mfg against the median of its 20 peers (local-currency closes).

Kukil Paper Mfg financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩62.7B₩67.8B₩56.4B₩53.1B₩112B
Revenue growth—+20%+6%-53%—
Gross profit₩5.27B₩5.54B₩4.17B₩4.30B-₩3.46B
EBITDA₩376M₩1.17B₩609M₩730M-₩8.35B
Net income-₩4.50B-₩1.86B-₩13.0B-₩21.3B-₩18.5B
Free cash flow₩3.99B-₩16.6B-₩15.3B-₩1.02B-₩13.1B
Capital expenditure₩1.29B₩20.3B₩1.77B₩113M₩1.65B
Total debt₩108M₩150M₩157M₩58.5B₩50.3B

Quarterly statements and history in the cockpit →

Kukil Paper Mfg 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%-15%-10%30070338643891NSKOG603863190960079319050020126032840028256003560025210005763708600794000488603429002235078130.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Kukil Paper Mfg is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%2.5×5×7.5×30070338643891NSKOG60386319096007931905002012603284002825002521000576600794000488603429603165002235078130.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kukil Paper Mfg is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%0%25%50%386438916038631909600793002012600356002521600794078130.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. Kukil Paper Mfg is the large dot.

Kukil Paper Mfg competitors and peer comparison

How Kukil Paper Mfg 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.

Kukil Paper Mfg against its 20 peers (data as of 6 Nov 2026)
Measure078130.KSPeer medianRank in peer set
1-month return-7.2%-13.8%4th highest of 21
6-month return+9.5%-19.0%3rd highest of 21
Distance from 52-week high-41.0%-41.5%10th highest of 21
Revenue growth (TTM)-14.6%+1.5%4th lowest of 21
Operating margin-2.0%1.9%7th lowest of 20
EV / Sales6.0×1.3×3rd most expensive of 21
Growth the price implies (Req g, 7 yrs)27.7%9.3%4th most demanding of 11
Growth delivered (Del g)-7.5%+2.3%3rd lowest of 11
Hurdle (Req g minus delivered)+35.1 pp+9.7 pp4th most demanding of 11
ROIC minus cost of capital-6.4 pp-4.7 pp8th lowest of 20
Net debt / EBITDA-47.5×1.6×least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Kukil Paper Mfg 078130.KSSouth Korea$293M+9%-15%-2%6.0×27.7%-7.5%
Cre8 Direct (Ningbo) 300703.SZChina$310M-35%+2%3%1.1×n/an/a
Mitsubishi Paper Mills 3864.TJapan$319M+21%-8%1%0.7×25.8%-0.6%
Nippon Kodoshi 3891.TJapan$324M-24%+27%26%2.3×10.0%+3.2%
Norske Skog NSKOG.OLNorway$328M-18%+23%3%0.8×n/an/a
Guangdong Songyang Recycle Resources 603863.SSChina$351M-37%+14%-26%4.5×58.3%-2.3%
Longchen Paper & Packaging 1909.TWTaiwan$364M+1%+4%1%1.1×36.9%+1.5%
Yibin Paper Industry 600793.SSChina$366M-15%-24%5%2.1×4.1%+4.4%
Chung Hwa Pulp 1905.TWTaiwan$373M-11%-7%-9%1.4×n/an/a
Zhejiang Kan Specialities Material 002012.SZChina$387M-17%+9%1%3.1×41.0%-16.5%
Anhui Linping Circular Development 603284.SSChina$395M-26%+7%n/a0.8×n/an/a
Shanghai NAR Industrial 002825.SZChina$400M-20%+19%3%1.2×n/an/a
Mudanjiang Hengfeng Paper 600356.SSChina$435M-11%-2%8%1.1×-1.6%+9.0%
Qifeng New Material 002521.SZChina$445M-37%-3%4%0.9×-2.0%+3.6%
Guangdong Ganhua Science & Industry 000576.SZChina$469M-17%+81%10%4.1×n/an/a
Tokushu Tokai Paper 3708.TJapan$494M+34%0%5%1.1×8.5%+4.5%
Zhangjiagang Freetrade Science & Technology 600794.SSChina$533M-17%-35%-32%5.7×-9.2%-21.8%
Shandong Chenming Paper 000488.SZChina$536M-27%0%-37%3.5×n/an/a
Anhui Genuine New Materials 603429.SSChina$539M-33%-37%-46%24.2×n/an/a
Zhejiang Rongsheng Environmental Protection Paper 603165.SSChina$554M-32%+10%2%1.2×n/an/a
Xiamen Anne 002235.SZChina$593M-38%+1%-9%8.6×n/an/a

Questions

Which companies are Kukil Paper Mfg's closest peers?
The cockpit's peer set: Cre8 Direct (Ningbo) (300703.SZ), Mitsubishi Paper Mills (3864.T), Nippon Kodoshi (3891.T), Norske Skog (NSKOG.OL), Guangdong Songyang Recycle Resources (603863.SS), Longchen Paper & Packaging (1909.TW), Yibin Paper Industry (600793.SS), Chung Hwa Pulp (1905.TW).
Is Kukil Paper Mfg expensive compared with its peers?
On ev / sales it trades at 6.0× against a peer median of 1.3×, 3rd most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +35 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.
How has Kukil Paper Mfg stock performed?
Over six months to 6 Nov 2026 the shares returned +9.5% against -19.0% for the median peer; over one year -20.1%.

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.