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← CockpitCompetitor Analysis › 483650.KS d'Alba GlobalOpen in the cockpit ↗

d'Alba Global483650.KSCompetitor analysis, valuation and peers

South Korea · KRW·Consumer Staples›Household/Personal Care

Korean K-beauty skincare brand known for white-truffle serums/ampoules, sold direct-to-consumer and exported, notably to Japan.

Momentum weak 24
Mkt cap
$1.32B
US dollars, full cap
Free float
74%
of shares outstanding
$/day
$11.4M
20-day average traded
Fwd P/E
13.6×
forward earnings
ROIC−WACC
+174.4 pp
WACC 7.5%
Hurdle
-55 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · KRW₩142,700
1D-7.6%
1W-1.0%
1M-21.9%
3M-40.4%
6M-36.9%
YTD-3.0%
1Y-4.0%
ATR %6.8%
52w lowhigh49.6% off high

What d'Alba Global does

Korean K-beauty skincare brand known for white-truffle serums/ampoules, sold direct-to-consumer and exported, notably to Japan.

Products and services

  • White-truffle skincare serums/ampoules
  • Sunscreen/mist products

Customers

  • Korean and export (Japan, Southeast Asia) skincare

Where it sits in the supply chain

  • Consumer staples
  • K-beauty skincare brand
  • Direct-to-consumer and export retail

What could go right

  • Export growth (Japan, Southeast Asia)
  • Social-media-driven brand momentum

What could go wrong

  • Beauty-trend/brand-cycle risk
  • Single-brand concentration

Moat: narrow (brand). Fast-growing niche K-beauty brand riding social-media-driven demand, though trend-dependent.

Headquarters: South Korea · Employees: 203

d'Alba Global at a glance

Size d'Alba Global (483650.KS) is a South Korea Consumer Staples company (Household/Personal Care) with a market value of $1.32B, the 192nd largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩142,700 on 6 Nov 2026.

Performance Over six months the shares fell 36.9%, against -1.5% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue grew 55.4% over the last twelve months (peer median +8.0%); the operating margin is 21.1% (peer median 9.2%).

Valuation It trades at 13.6× forward earnings against a peer median of 20.3× (6th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +53%, so the hurdle is -55 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 174.4 points above its cost of capital (7.5% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 99483650.KS 64
Six months, rebased to 100: d'Alba Global against the median of its 20 peers (local-currency closes).

d'Alba Global financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩639B₩520B₩309B₩201B₩145B
Revenue growth—+68%+54%+38%—
Gross profit₩486B₩393B₩234B₩146Bn/a
EBITDA₩136B₩103B₩60.6B₩32.9Bn/a
Net income₩109B₩79.1B₩15.4B₩13.6B₩891M
Free cash flow₩95.2B₩68.2B₩15.0B₩24.2Bn/a
Capital expenditure₩1.37B₩380M₩1.14B₩79.0Mn/a
Total debt₩4.33B₩2.94B₩2.82B₩6.38B₩1.28B

Quarterly statements and history in the cockpit →

d'Alba Global 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%0%+20%EPC2145603983003006ICOS0027903013712657ENR7956300740600315EMAMILTD3011080013283009576031936993161890483650.KS6-month return →1-month return →
Up and to the right = strong over both horizons. d'Alba Global is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%20×40×EPC2145603983003006ICOS0027903013712657ENR79563007406003154928EMAMILTD3011080013286031936993161890483650.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. d'Alba Global is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%EPC2145003006ICOS0027903013712657ENR79563007406003154928EMAMILTD001328603193483650.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. d'Alba Global is the large dot.

d'Alba Global competitors and peer comparison

How d'Alba Global 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.

d'Alba Global against its 20 peers (data as of 6 Nov 2026)
Measure483650.KSPeer medianRank in peer set
1-month return-21.9%+1.6%4th lowest of 21
6-month return-36.9%-1.5%3rd lowest of 21
Distance from 52-week high-49.6%-31.5%2nd lowest of 21
Revenue growth (TTM)+55.4%+8.0%2nd highest of 21
Operating margin21.1%9.2%2nd highest of 21
Forward P/E13.6×20.3×6th cheapest of 21
Growth the price implies (Req g, 7 yrs)-2.2%4.3%5th least demanding of 18
Growth delivered (Del g)+53.0%+6.1%highest of 18
Hurdle (Req g minus delivered)-55.2 pp-6.6 ppleast demanding of 18
ROIC minus cost of capital+174.4 pp+5.2 pphighest of 21
EV / EBITDA11.7×10.6×5th most expensive of 11
Net debt / EBITDA-1.4×-0.8×6th least 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
d'Alba Global 483650.KSSouth Korea$1.32B-37%+55%21%13.6×-2.2%+53.0%
Edgewell Personal Care EPCUnited States$1.29B+32%-7%6%12.4×4.1%+2.7%
Shanghai Chicmax Cosmetics 2145.HKHong Kong$1.22B-52%+23%8%15.0×-5.9%+21.2%
Guangdong Marubi Biotechnology 603983.SSChina$1.45B-4%-6%2%37.0×n/an/a
Chongqing Baiya Sanitary Products 003006.SZChina$1.49B+25%0%3%41.2×30.6%+22.8%
Intercos ICOS.MIItaly$1.50B+16%-5%9%19.5×4.5%+11.5%
AMOREPACIFIC 002790.KSSouth Korea$1.55B-3%+9%9%8.4×-17.9%-1.3%
Harbin Fuerjia Technology 301371.SZChina$1.58B-30%+28%20%22.5×8.7%+3.6%
Shanghai Forest Cabin Cosmetics 2657.HKHong Kong$1.06B0%+74%18%12.1×11.5%+49.0%
Energizer ENRUnited States$1.63B+26%+2%16%7.2×-5.2%+1.5%
Pigeon 7956.TJapan$1.66B+30%+7%13%26.3×-1.3%+1.9%
SYoung 300740.SZChina$1.00B-37%+14%3%39.6×18.1%+6.1%
Shanghai Jahwa United 600315.SSChina$1.74B-13%+9%2%18.1×17.1%-2.1%
Noevir 4928.TJapan$977M+3%+1%16%19.4×-4.8%+4.5%
Emami EMAMILTD.NSIndia$1.80B-15%+3%20%21.4×21.7%+5.6%
Tongling Jieya Biologic Technology 301108.SZChina$961M+47%+54%7%54.0×n/an/a
Dencare (Chongqing) Oral Care 001328.SZChina$944M+15%+10%11%28.9×4.3%+10.8%
Yunnan Botanee Bio-Technology 300957.SZChina$1.84B-28%+7%9%21.2×4.5%+15.3%
Runben Biotechnology 603193.SSChina$940M-33%+13%21%18.9×1.7%+28.4%
Blue Moon 6993.HKHong Kong$1.88B-15%-2%-2%93.6×n/an/a
Kolmar Korea 161890.KSSouth Korea$1.89B+23%+13%10%13.0×-0.9%+15.5%

Questions

Which companies are d'Alba Global's closest peers?
The cockpit's peer set: Edgewell Personal Care (EPC), Shanghai Chicmax Cosmetics (2145.HK), Guangdong Marubi Biotechnology (603983.SS), Chongqing Baiya Sanitary Products (003006.SZ), Intercos (ICOS.MI), AMOREPACIFIC (002790.KS), Harbin Fuerjia Technology (301371.SZ), Shanghai Forest Cabin Cosmetics (2657.HK).
Is d'Alba Global expensive compared with its peers?
On forward p/e it trades at 13.6× against a peer median of 20.3×, 6th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +53%, so the hurdle is -55 pp: the price already allows for a slowdown.
How has d'Alba Global stock performed?
Over six months to 6 Nov 2026 the shares returned -36.9% against -1.5% for the median peer; over one year -4.0%.

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.