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Size Lotte Wellfood (280360.KS) is a South Korea Consumer Staples company (Food: Specialty/Candy) with a market value of $796M, the 266th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩123,700 on 6 Nov 2026.
Performance Over six months the shares gained 2.1%, against -10.7% for the median peer and -24.5% for the South Korea market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 6.6% over the last twelve months (peer median +6.1%); the operating margin is 3.6% (peer median 7.6%).
Valuation It trades at 8.8× forward earnings against a peer median of 17.5× (cheapest of 17).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.8 points below its cost of capital (5.0% WACC).
Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩4.36T | ₩4.22T | ₩4.04T | ₩4.07T | ₩3.20T |
| Revenue growth | — | +4% | -1% | +27% | — |
| Gross profit | ₩1.15T | ₩1.07T | ₩1.14T | ₩1.09T | ₩873B |
| EBITDA | ₩378B | ₩321B | ₩361B | ₩368B | ₩266B |
| Net income | ₩85.6B | ₩72.3B | ₩84.6B | ₩70.5B | ₩47.0B |
| Free cash flow | ₩55.2B | -₩152B | -₩61.7B | ₩102B | -₩57.6B |
| Capital expenditure | ₩294B | ₩351B | ₩334B | ₩328B | ₩134B |
| Total debt | ₩1.58T | ₩1.53T | ₩1.38T | ₩1.35T | ₩1.29T |
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 | 280360.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.8% | -0.2% | 9th highest of 21 |
| 6-month return | +2.1% | -10.7% | 6th highest of 21 |
| Distance from 52-week high | -20.2% | -25.1% | 7th highest of 21 |
| Revenue growth (TTM) | +6.6% | +6.1% | 9th highest of 21 |
| Operating margin | 3.6% | 7.6% | 7th lowest of 21 |
| Forward P/E | 8.8× | 17.5× | cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | 0.4% | 1.2% | 8th least demanding of 16 |
| Growth delivered (Del g) | +15.2% | +7.9% | 4th highest of 16 |
| Hurdle (Req g minus delivered) | -14.8 pp | -11.9 pp | 4th least demanding of 16 |
| ROIC minus cost of capital | -1.8 pp | +1.7 pp | 8th lowest of 21 |
| EV / EBITDA | 6.2× | 9.1× | 2nd cheapest of 10 |
| Net debt / EBITDA | 3.0× | 0.3× | 3rd most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lotte Wellfood 280360.KS | South Korea | $796M | +2% | +7% | 4% | 8.8× | 0.4% | +15.2% |
| Yan Tai Shuang Ta Food 002481.SZ | China | $803M | -4% | +5% | 2% | n/a | 17.7% | +1.2% |
| Takasago International 4914.T | Japan | $809M | +9% | +1% | 3% | 13.3× | n/a | n/a |
| Jinzai Food 003000.SZ | China | $810M | -17% | +14% | 8% | 17.7× | n/a | n/a |
| Orkla India ORKLAINDIA.NS | India | $826M | -12% | +6% | 14% | 22.8× | 13.4% | +5.3% |
| Nissin Foods 1475.HK | Hong Kong | $834M | -14% | +1% | 13% | 19.0× | -13.0% | +2.6% |
| Zhongyin Babi Food 605338.SS | China | $753M | -10% | +2% | 17% | 17.3× | -4.5% | +13.8% |
| T. Hasegawa 4958.T | Japan | $847M | +12% | +7% | 12% | 17.1× | -4.8% | +7.9% |
| Gujarat Ambuja Exports GAEL.NS | India | $729M | -8% | +16% | 10% | 11.3× | n/a | n/a |
| Wellhope Foods 603609.SS | China | $870M | -8% | +7% | 0% | 53.8× | 54.2% | +8.5% |
| Westrock Coffee WEST | United States | $878M | +9% | +39% | 0% | n/a | n/a | n/a |
| Otoki 007310.KS | South Korea | $879M | -13% | +4% | 5% | 9.4× | -6.5% | +7.2% |
| Hindustan Foods HNDFDS.NS | India | $704M | 0% | +18% | 6% | 32.4× | n/a | n/a |
| Shanghai Laiyifen 603777.SS | China | $693M | -15% | +5% | -6% | n/a | 27.2% | -0.9% |
| Guilin Layn Natural Ingredients 002166.SZ | China | $691M | -29% | +7% | 10% | 24.8× | 8.4% | +21.1% |
| Mrs. Bector's Food Specialities BECTORFOOD.NS | India | $681M | +3% | +12% | 8% | 36.0× | 38.4% | +18.5% |
| Chenguang Biotech 300138.SZ | China | $946M | +13% | -4% | 6% | 16.1× | -1.0% | +10.9% |
| Guilin Seamild Foods 002956.SZ | China | $947M | -14% | +21% | 11% | 23.3× | 9.0% | +17.0% |
| Food Empire F03.SI | Singapore | $952M | -22% | +14% | 16% | 12.7× | -9.9% | +14.9% |
| Jiajia Food 002650.SZ | China | $983M | -25% | -3% | -11% | n/a | 1.2% | -10.0% |
| John B. Sanfilippo & Son JBSS | United States | $643M | -29% | +3% | 7% | 11.4× | -8.2% | +6.5% |