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LF Corp.093050.KSCompetitor analysis, valuation and peers

South Korea · KRW·Consumer Discretionary›Apparel/Footwear
Momentum strong 74
Mkt cap
$426M
US dollars, full cap
Free float
28%
of shares outstanding
$/day
$622,045
20-day average traded
Fwd P/E
5.0×
forward earnings
ROIC−WACC
+0.5 pp
WACC 5.0%
Hurdle
-16 pp
Req g minus delivered
Next earnings
12 days
18 Nov 2026
Close · KRW₩21,500
1D-2.9%
1W-2.7%
1M-9.3%
3M-1.6%
6M-13.3%
YTD+17.9%
1Y+16.7%
ATR %4.0%
52w lowhigh18.7% off high

What LF Corp. does

Employees: 910

LF Corp. at a glance

Size LF Corp. (093050.KS) is a South Korea Consumer Discretionary company (Apparel/Footwear) with a market value of $426M, the 373rd largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩21,500 on 6 Nov 2026.

Performance Over six months the shares fell 13.3%, against -23.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue fell 0.1% over the last twelve months (peer median +1.1%); the operating margin is 9.5% (peer median 4.2%).

Valuation It trades at 5.0× forward earnings against a peer median of 12.8× (3rd cheapest of 15).

Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -16 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 2026093050.KS 86Peer median 78
Six months, rebased to 100: LF Corp. against the median of its 20 peers (local-currency closes).

LF Corp. financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩1.92T₩1.88T₩1.96T₩1.90T₩1.97T
Revenue growth—-4%+3%-3%—
Gross profit₩1.06T₩1.01T₩1.03T₩1.01T₩1.09T
EBITDA₩271B₩253B₩215B₩146B₩265B
Net income₩113B₩98.9B₩75.5B₩82.5B₩152B
Free cash flow₩111B₩78.1B-₩7.82B-₩118B₩9.84B
Capital expenditure₩133B₩203B₩172B₩228B₩174B
Total debt₩973B₩870B₩830B₩666B₩517B

Quarterly statements and history in the cockpit →

LF Corp. 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%+10%3608002687600630002763MEKKOOXM1234002395003016300218603808605138603116RCKY2199600272007700002269093050.KS6-month return →1-month return →
Up and to the right = strong over both horizons. LF Corp. is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%0×10×20×30×3608002687MEKKOOXM1234002395003016300218603808605138RCKY21999802007700093050.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. LF Corp. is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%002687600630002763MEKKOOXM002395003016300218603808603116RCKY2199600272002269093050.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. LF Corp. is the large dot.

LF Corp. competitors and peer comparison

How LF Corp. 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.

LF Corp. against its 20 peers (data as of 6 Nov 2026)
Measure093050.KSPeer medianRank in peer set
1-month return-9.3%-4.9%9th lowest of 21
6-month return-13.3%-23.0%7th highest of 21
Distance from 52-week high-18.7%-38.3%4th highest of 21
Revenue growth (TTM)-0.1%+1.1%9th lowest of 21
Operating margin9.5%4.2%6th highest of 21
Forward P/E5.0×12.8×3rd cheapest of 15
Growth the price implies (Req g, 7 yrs)-12.5%10.6%2nd least demanding of 16
Growth delivered (Del g)+3.2%+6.8%6th lowest of 16
Hurdle (Req g minus delivered)-15.7 pp+3.4 pp3rd least demanding of 16
ROIC minus cost of capital+0.5 pp+0.9 pp10th lowest of 21
EV / EBITDA4.4×8.7×3rd cheapest of 11
Net debt / EBITDA1.8×-0.7×4th most indebted of 12

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
LF Corp. 093050.KSSouth Korea$426M-13%0%9%5.0×-12.5%+3.2%
TSI 3608.TJapan$430M-11%+29%2%8.4×n/an/a
Zhejiang Giuseppe Garment 002687.SZChina$432M+18%-1%8%32.9×12.1%+3.0%
Shanghai Dragon 600630.SSChina$420M-21%+9%2%n/a26.5%-10.9%
ShenZhen HuiJie 002763.SZChina$437M-24%-3%6%n/a-11.8%+4.9%
Marimekko MEKKO.HEFinland$437M-1%+2%16%15.2×-1.5%+8.9%
Oxford Industries OXMUnited States$440M-35%-2%3%13.0×11.6%+14.6%
China Lilang 1234.HKHong Kong$406M-27%+21%12%4.8×n/an/a
Wuxi Double Elephant Micro Fibre Material 002395.SZChina$448M-45%-5%4%8.8×-0.1%+14.0%
Xin Hee 003016.SZChina$404M-24%+9%2%27.0×14.9%-4.2%
Anhui Anli Material Technology 300218.SZChina$402M-20%-3%3%27.0×25.1%+8.0%
Shenzhen Ellassay Fashion 603808.SSChina$401M-35%0%10%13.1×-15.0%+7.8%
Sunrise Manufacture 605138.SSChina$457M-29%+3%5%15.2×n/an/a
Zhejiang Red Dragonfly Footwear 603116.SSChina$465M-15%+1%-7%n/a4.1%-4.7%
Rocky Brands RCKYUnited States$387M+37%+11%10%12.6×10.6%+11.7%
Regina Miracle International (Holdings) 2199.HKHong Kong$386M+26%-2%8%5.8×-9.2%+5.3%
Shanghai Kaikai Industrial 600272.SSChina$386M+3%+1%3%n/a15.2%+8.2%
Zhejiang Kanglongda Special Protection Technology 603665.SSChina$476M-29%-1%3%n/a10.2%+6.8%
Fulgent Sun International (Holding) 9802.TWTaiwan$382M-22%+11%6%8.1×n/an/a
F&F 007700.KSSouth Korea$380M-31%+7%23%1.2×n/an/a
Shanghai Metersbonwe Fashion & Accessories 002269.SZChina$482M-25%-16%-54%n/a17.7%-34.8%

Questions

Which companies are LF Corp.'s closest peers?
The cockpit's peer set: TSI (3608.T), Zhejiang Giuseppe Garment (002687.SZ), Shanghai Dragon (600630.SS), ShenZhen HuiJie (002763.SZ), Marimekko (MEKKO.HE), Oxford Industries (OXM), China Lilang (1234.HK), Wuxi Double Elephant Micro Fibre Material (002395.SZ).
Is LF Corp. expensive compared with its peers?
On forward p/e it trades at 5.0× against a peer median of 12.8×, 3rd cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -16 pp: the price already allows for a slowdown.
How has LF Corp. stock performed?
Over six months to 6 Nov 2026 the shares returned -13.3% against -23.0% for the median peer; over one year +16.7%.

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.