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Korean food and biotech group making processed/frozen foods (Bibigo), seasonings, and fermentation-based bio products like amino acids.
Korean food and biotech group making processed/frozen foods (Bibigo), seasonings, and fermentation-based bio products like amino acids.
Food and bio-materials are the two pillars: packaged foods sold through grocery and food-service channels at home and abroad, and fermentation-made amino acids sold in bulk to animal-feed makers, which move with commodity-style cycles. Its 2019 purchase of Schwan's gave it a US frozen-food production and distribution base. CJ Group is the controlling shareholder.
Moat: narrow (brand, scale). Bibigo is a leading global Korean-food brand; large-scale fermentation know-how in amino acids.
Headquarters: Seoul, South Korea · Founded: 1953 · Employees: 8,232
Size CJ CheilJedang (097950.KS) is a South Korea Consumer Staples company (Air Freight/Couriers) with a market value of $2.06B, the 135th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩181,800 on 6 Nov 2026.
Performance Over six months the shares fell 25.7%, against -4.8% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue fell 6.8% over the last twelve months (peer median +6.5%); the operating margin is 3.8% (peer median 6.4%).
Valuation It trades at 10.8× forward earnings against a peer median of 13.1× (6th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +1 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 1.9 points below its cost of capital (5.0% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩27.4T | ₩27.3T | ₩27.2T | ₩29.0T | ₩30.1T |
| Revenue growth | — | 0% | -6% | -4% | — |
| Gross profit | ₩5.55T | ₩5.56T | ₩5.82T | ₩5.71T | ₩6.24T |
| EBITDA | ₩2.55T | ₩2.76T | ₩2.91T | ₩2.83T | ₩3.07T |
| Net income | -₩679B | -₩571B | ₩132B | ₩386B | ₩596B |
| Free cash flow | ₩226B | ₩361B | ₩778B | ₩908B | -₩91.6B |
| Capital expenditure | ₩1.68T | ₩1.75T | ₩1.14T | ₩1.26T | ₩1.57T |
| Total debt | ₩12.6T | ₩11.5T | ₩11.9T | ₩11.2T | ₩11.6T |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| CJ CheilJedang 097950.KS | $2.06B | -26% | -7% | 4% | 10.8× | 3.3% |
| Nongshim 004370.KS | $1.74B | +8% | +5% | 6% | 11.8× | -16.1% |
| Otoki 007310.KS | $879M | -13% | +4% | 5% | 9.4× | -6.5% |
| Daesang 001680.KS | $459M | -16% | +2% | 4% | 8.1× | -5.6% |
| Archer Daniels Midland ADM | $33.3B | -9% | +1% | 3% | 12.0× | 8.0% |
| Kikkoman 2801.T | $10.9B | +24% | +9% | 11% | 24.8× | 8.8% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 097950.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.4% | +1.1% | 9th lowest of 21 |
| 6-month return | -25.7% | -4.8% | 5th lowest of 21 |
| Distance from 52-week high | -27.3% | -24.9% | 10th lowest of 21 |
| Revenue growth (TTM) | -6.8% | +6.5% | 2nd lowest of 21 |
| Operating margin | 3.8% | 6.4% | 7th lowest of 21 |
| Forward P/E | 10.8× | 13.1× | 6th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | 3.3% | -4.6% | 3rd most demanding of 18 |
| Growth delivered (Del g) | +2.4% | +8.4% | 5th lowest of 18 |
| Hurdle (Req g minus delivered) | +0.9 pp | -16.6 pp | 4th most demanding of 18 |
| ROIC minus cost of capital | -1.9 pp | +1.3 pp | 6th lowest of 21 |
| EV / EBITDA | 7.1× | 7.9× | 9th cheapest of 17 |
| Net debt / EBITDA | 4.3× | 1.8× | 3rd most indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CJ CheilJedang 097950.KS | South Korea | $2.06B | -26% | -7% | 4% | 10.8× | 3.3% | +2.4% |
| Dongsuh 026960.KS | South Korea | $2.06B | +6% | +6% | 8% | n/a | 16.2% | +1.6% |
| Cosmax 192820.KS | South Korea | $2.13B | +21% | +16% | 8% | 16.6× | n/a | n/a |
| Kolmar Korea 161890.KS | South Korea | $1.89B | +23% | +13% | 10% | 13.0× | -0.9% | +15.5% |
| BGF Retail 282330.KS | South Korea | $1.82B | +9% | +5% | 3% | 10.8× | -18.3% | +7.9% |
| Nongshim 004370.KS | South Korea | $1.74B | +8% | +5% | 6% | 11.8× | -16.1% | +5.9% |
| LG H&h 051900.KS | South Korea | $2.56B | -8% | -3% | 3% | 18.5× | -0.1% | -4.1% |
| AMOREPACIFIC 002790.KS | South Korea | $1.55B | -3% | +9% | 9% | 8.4× | -17.9% | -1.3% |
| emart 139480.KS | South Korea | $1.45B | -31% | -1% | 1% | 22.6× | 20.4% | +5.6% |
| d'Alba Global 483650.KS | South Korea | $1.32B | -37% | +55% | 21% | 13.6× | -2.2% | +53.0% |
| Orion 271560.KS | South Korea | $3.45B | -18% | +11% | 17% | 9.9× | -17.1% | +8.4% |
| Lotte 004990.KS | South Korea | $1.18B | -27% | +1% | 2% | 69.5× | n/a | n/a |
| DongwonInd 006040.KS | South Korea | $1.17B | -6% | +8% | 6% | 4.6× | -11.4% | +27.4% |
| NATURECELL 007390.KS | South Korea | $1.04B | +14% | -15% | -18% | n/a | n/a | n/a |
| Otoki 007310.KS | South Korea | $879M | -13% | +4% | 5% | 9.4× | -6.5% | +7.2% |
| Hitejinro 000080.KS | South Korea | $846M | -3% | -5% | 7% | 13.2× | -4.6% | +2.1% |
| Cosmecca Korea 241710.KS | South Korea | $798M | +25% | +44% | 13% | 14.4× | -5.9% | +13.6% |
| Lotte Wellfood 280360.KS | South Korea | $796M | +2% | +7% | 4% | 8.8× | 0.4% | +15.2% |
| LotteChilsung 005300.KS | South Korea | $791M | -9% | +1% | 5% | 11.2× | -2.0% | +12.0% |
| SamyangFood 003230.KS | South Korea | $6.70B | -9% | +38% | 23% | 16.3× | -6.6% | +29.4% |
| APR 278470.KS | South Korea | $7.04B | -40% | +119% | 23% | 17.4× | -1.4% | +47.3% |