DRB Holding（A004840）株式概要DRB Holding Co., Ltd.は、車両用シーリング製品、建設資材、免震・制振装置の製造・販売を韓国内外で行っている。 詳細A004840 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性3/6配当金2/6リスク分析利益率(0.5%)は昨年より低い(1.3%) 意味のある時価総額がありません ( ₩86B )不安定な配当実績 すべてのリスクチェックを見るA004840 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW471,746 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA471,746 investors already sharing narrativesYour Fair Value₩Current Price₩4.49k18.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b1t2016201920222025202620282031Revenue ₩1.3tEarnings ₩5.7bAdvancedSet Fair ValueView all narrativesDRB Holding Co., Ltd. 競合他社DRB IndustrialSymbol: KOSE:A163560Market cap: ₩84.9bSY Dong-ALtdSymbol: KOSDAQ:A041930Market cap: ₩72.6bPyung Hwa HoldingsSymbol: KOSE:A010770Market cap: ₩55.5bHwaseung CorporationLtdSymbol: KOSE:A013520Market cap: ₩127.6b価格と性能株価の高値、安値、推移の概要DRB Holding過去の株価現在の株価₩4,485.0052週高値₩6,470.0052週安値₩3,900.00ベータ0.601ヶ月の変化5.16%3ヶ月変化-10.48%1年変化-14.24%3年間の変化-11.01%5年間の変化-28.92%IPOからの変化-65.29%最新ニュースNew Risk • Apr 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 1.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (₩98.7b market cap, or US$65.4m).分析記事 • Jan 30Why Investors Shouldn't Be Surprised By DRB Holding Co., Ltd.'s (KRX:004840) P/SIt's not a stretch to say that DRB Holding Co., Ltd.'s ( KRX:004840 ) price-to-sales (or "P/S") ratio of 0.2x seems...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩6,070, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total returns to shareholders of 47% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.0%).分析記事 • Nov 09DRB Holding (KRX:004840) Has Affirmed Its Dividend Of ₩100.00The board of DRB Holding Co., Ltd. ( KRX:004840 ) has announced that it will pay a dividend on the 15th of April, with...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 5x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 558% to bring the payout ratio under control. However, EPS has declined by 42% over the last 5 years so the company would need to reverse this trend.最新情報をもっと見るRecent updatesNew Risk • Apr 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 1.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (₩98.7b market cap, or US$65.4m).分析記事 • Jan 30Why Investors Shouldn't Be Surprised By DRB Holding Co., Ltd.'s (KRX:004840) P/SIt's not a stretch to say that DRB Holding Co., Ltd.'s ( KRX:004840 ) price-to-sales (or "P/S") ratio of 0.2x seems...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩6,070, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total returns to shareholders of 47% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.0%).分析記事 • Nov 09DRB Holding (KRX:004840) Has Affirmed Its Dividend Of ₩100.00The board of DRB Holding Co., Ltd. ( KRX:004840 ) has announced that it will pay a dividend on the 15th of April, with...Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 5x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 558% to bring the payout ratio under control. However, EPS has declined by 42% over the last 5 years so the company would need to reverse this trend.お知らせ • Nov 07DRB Holding Co., Ltd. announces Annual dividend, payable on April 15, 2026DRB Holding Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.Reported Earnings • Aug 20Second quarter 2025 earnings released: ₩197 loss per share (vs ₩291 profit in 2Q 2024)Second quarter 2025 results: ₩197 loss per share (down from ₩291 profit in 2Q 2024). Revenue: ₩205.3b (down 1.4% from 2Q 2024). Net loss: ₩3.79b (down 168% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Aug 01Investors Aren't Buying DRB Holding Co., Ltd.'s (KRX:004840) EarningsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 14x, you may consider DRB...Reported Earnings • Mar 15Full year 2024 earnings released: EPS: ₩491 (vs ₩798 in FY 2023)Full year 2024 results: EPS: ₩491 (down from ₩798 in FY 2023). Revenue: ₩752.7b (up 2.0% from FY 2023). Net income: ₩9.47b (down 38% from FY 2023). Profit margin: 1.3% (down from 2.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 19DRB Holding Co., Ltd., Annual General Meeting, Mar 21, 2025DRB Holding Co., Ltd., Annual General Meeting, Mar 21, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 28, gongdandong-ro 55beon-gil, geumjeong-gu, busan South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 17 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of South Korean dividend payers (3.9%). In line with average of industry peers (2.6%).分析記事 • Dec 17The Returns At DRB Holding (KRX:004840) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩119 loss per share (vs ₩172 profit in 3Q 2023)Third quarter 2024 results: ₩119 loss per share (down from ₩172 profit in 3Q 2023). Revenue: ₩181.8b (up 3.9% from 3Q 2023). Net loss: ₩2.29b (down 169% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩5,350, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 6x in the Auto Components industry in South Korea. Negligible returns to shareholders over past three years.分析記事 • Nov 04Investors Aren't Entirely Convinced By DRB Holding Co., Ltd.'s (KRX:004840) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.2x in the Auto Components industry in Korea, you could be...Reported Earnings • Mar 16Full year 2023 earnings released: EPS: ₩798 (vs ₩80.00 in FY 2022)Full year 2023 results: EPS: ₩798 (up from ₩80.00 in FY 2022). Revenue: ₩737.8b (up 12% from FY 2022). Net income: ₩15.4b (up ₩13.8b from FY 2022). Profit margin: 2.1% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩6,190, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 3.8% over the past three years.分析記事 • Feb 28Market Might Still Lack Some Conviction On DRB Holding Co., Ltd. (KRX:004840) Even After 42% Share Price BoostDRB Holding Co., Ltd. ( KRX:004840 ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩6,150, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 11% over the past three years.Upcoming Dividend • Dec 20Upcoming dividend of ₩40.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩5,100, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩6,120, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 12% over the past three years.Reported Earnings • May 20First quarter 2023 earnings released: EPS: ₩309 (vs ₩43.00 loss in 1Q 2022)First quarter 2023 results: EPS: ₩309 (up from ₩43.00 loss in 1Q 2022). Revenue: ₩169.1b (up 24% from 1Q 2022). Net income: ₩5.96b (up ₩6.79b from 1Q 2022). Profit margin: 3.5% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩80.00 (vs ₩210 loss in FY 2021)Full year 2022 results: EPS: ₩80.00 (up from ₩210 loss in FY 2021). Revenue: ₩661.8b (up 20% from FY 2021). Net income: ₩1.53b (up ₩5.59b from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Dec 21Upcoming dividend of ₩30.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.3%).Reported Earnings • Nov 19Third quarter 2022 earnings released: ₩27.00 loss per share (vs ₩73.00 loss in 3Q 2021)Third quarter 2022 results: ₩27.00 loss per share (improved from ₩73.00 loss in 3Q 2021). Revenue: ₩176.0b (up 17% from 3Q 2021). Net loss: ₩525.3m (loss narrowed 63% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩3,855, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 10x in the Auto Components industry in South Korea. Total loss to shareholders of 29% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).分析記事 • Apr 02DRB Holding Co., Ltd. (KRX:004840) Is Yielding 1.5% - But Is It A Buy?Is DRB Holding Co., Ltd. ( KRX:004840 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Mar 15Is DRB Holding (KRX:004840) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 25How Much Of DRB Holding Co., Ltd. (KRX:004840) Do Insiders Own?The big shareholder groups in DRB Holding Co., Ltd. ( KRX:004840 ) have power over the company. Large companies usually...お知らせ • Feb 20DRB Holding Co., Ltd., Annual General Meeting, Mar 24, 2021DRB Holding Co., Ltd., Annual General Meeting, Mar 24, 2021, at 11:00 Korea Standard Time.分析記事 • Feb 08Are DRB Holding's (KRX:004840) Statutory Earnings A Good Guide To Its Underlying Profitability?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...分析記事 • Jan 24The Returns At DRB Holding (KRX:004840) Provide Us With Signs Of What's To ComeTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Jan 09DRB Holding's (KRX:004840) Shareholders Are Down 36% On Their SharesDRB Holding Co., Ltd. ( KRX:004840 ) shareholders should be happy to see the share price up 11% in the last quarter...Is New 90 Day High Low • Jan 08New 90-day high: ₩7,260The company is up 11% from its price of ₩6,570 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 27% over the same period.分析記事 • Dec 24Should DRB Holding Co., Ltd. (KRX:004840) Be Part Of Your Dividend Portfolio?Could DRB Holding Co., Ltd. ( KRX:004840 ) be an attractive dividend share to own for the long haul? Investors are...分析記事 • Dec 09These 4 Measures Indicate That DRB Holding (KRX:004840) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 24What Kind Of Shareholders Hold The Majority In DRB Holding Co., Ltd.'s (KRX:004840) Shares?The big shareholder groups in DRB Holding Co., Ltd. (KRX:004840) have power over the company. Institutions often own...株主還元A004840KR Auto ComponentsKR 市場7D1.4%1.8%8.4%1Y-14.2%47.9%100.2%株主還元を見る業界別リターン: A004840過去 1 年間で47.9 % の収益を上げたKR Auto Components業界を下回りました。リターン対市場: A004840は、過去 1 年間で100.2 % のリターンを上げたKR市場を下回りました。価格変動Is A004840's price volatile compared to industry and market?A004840 volatilityA004840 Average Weekly Movement5.4%Auto Components Industry Average Movement8.4%Market Average Movement9.9%10% most volatile stocks in KR Market17.6%10% least volatile stocks in KR Market5.1%安定した株価: A004840 、 KR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: A004840の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1945110Young-Sik Ryuwww.drbworld.comDRB Holding Co., Ltd.は、韓国内外で車両用シーリング製品、建設資材、免震・制振製品の製造・販売を行っている。同社はガラスラン／チャンネル、ドア、ボディ、テールゲート、ボンネットシールなどを提供している。また、低振動軌道システム、バラストマット、プラットフォーム隙間充填材、レール固定システムなどの鉄道製品、ゴム製防舷材、自動ケーブルカバーベルト、マリンアクセサリーなどの海洋製品、ラバーダム、エコタンク、多機能HDPE桝、遮断流制御装置などのエコ製品、水中ガスケット、タンク用メンブレン、ショックマウント、ダイヤフラム、防水シート、水門シール、ガスホルダー、クラッシュクッション、ドアシールなどの土木・産業資材も提供している。さらに、天然ゴム、鉛ゴム、高減衰ゴムベアリングからなる免震システム、easy/MEED、まぐさ型制振、SSF、ドア・窓型ダンパーなどのダンパーシステム、ベストビーム複合梁システムなどの構造システムを提供し、性能に基づいた複合梁設計ソリューションなどのエンジニアリングサービスも提供している。また、製品のオンライン販売も行っている。同社は1945年に設立され、本社は韓国の釜山にある。もっと見るDRB Holding Co., Ltd. 基礎のまとめDRB Holding の収益と売上を時価総額と比較するとどうか。A004840 基礎統計学時価総額₩86.44b収益（TTM）₩3.69b売上高(TTM)₩818.08b23.4xPER（株価収益率0.1xP/SレシオA004840 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計A004840 損益計算書（TTM）収益₩818.08b売上原価₩664.17b売上総利益₩153.91bその他の費用₩150.23b収益₩3.69b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）191.37グロス・マージン18.81%純利益率0.45%有利子負債／自己資本比率60.1%A004840 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回りn/a配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/14 17:35終値2026/08/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DRB Holding Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
New Risk • Apr 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 1.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (₩98.7b market cap, or US$65.4m).
分析記事 • Jan 30Why Investors Shouldn't Be Surprised By DRB Holding Co., Ltd.'s (KRX:004840) P/SIt's not a stretch to say that DRB Holding Co., Ltd.'s ( KRX:004840 ) price-to-sales (or "P/S") ratio of 0.2x seems...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩6,070, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total returns to shareholders of 47% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.0%).
分析記事 • Nov 09DRB Holding (KRX:004840) Has Affirmed Its Dividend Of ₩100.00The board of DRB Holding Co., Ltd. ( KRX:004840 ) has announced that it will pay a dividend on the 15th of April, with...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 5x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 558% to bring the payout ratio under control. However, EPS has declined by 42% over the last 5 years so the company would need to reverse this trend.
New Risk • Apr 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 1.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (₩98.7b market cap, or US$65.4m).
分析記事 • Jan 30Why Investors Shouldn't Be Surprised By DRB Holding Co., Ltd.'s (KRX:004840) P/SIt's not a stretch to say that DRB Holding Co., Ltd.'s ( KRX:004840 ) price-to-sales (or "P/S") ratio of 0.2x seems...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₩6,070, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total returns to shareholders of 47% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.0%).
分析記事 • Nov 09DRB Holding (KRX:004840) Has Affirmed Its Dividend Of ₩100.00The board of DRB Holding Co., Ltd. ( KRX:004840 ) has announced that it will pay a dividend on the 15th of April, with...
Declared Dividend • Nov 08Dividend of ₩100.00 announcedDividend of ₩100.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 5x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 558% to bring the payout ratio under control. However, EPS has declined by 42% over the last 5 years so the company would need to reverse this trend.
お知らせ • Nov 07DRB Holding Co., Ltd. announces Annual dividend, payable on April 15, 2026DRB Holding Co., Ltd. announced Annual dividend of KRW 100.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
Reported Earnings • Aug 20Second quarter 2025 earnings released: ₩197 loss per share (vs ₩291 profit in 2Q 2024)Second quarter 2025 results: ₩197 loss per share (down from ₩291 profit in 2Q 2024). Revenue: ₩205.3b (down 1.4% from 2Q 2024). Net loss: ₩3.79b (down 168% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Aug 01Investors Aren't Buying DRB Holding Co., Ltd.'s (KRX:004840) EarningsWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 14x, you may consider DRB...
Reported Earnings • Mar 15Full year 2024 earnings released: EPS: ₩491 (vs ₩798 in FY 2023)Full year 2024 results: EPS: ₩491 (down from ₩798 in FY 2023). Revenue: ₩752.7b (up 2.0% from FY 2023). Net income: ₩9.47b (down 38% from FY 2023). Profit margin: 1.3% (down from 2.1% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 19DRB Holding Co., Ltd., Annual General Meeting, Mar 21, 2025DRB Holding Co., Ltd., Annual General Meeting, Mar 21, 2025, at 11:00 Tokyo Standard Time. Location: conference room, 28, gongdandong-ro 55beon-gil, geumjeong-gu, busan South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 17 April 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of South Korean dividend payers (3.9%). In line with average of industry peers (2.6%).
分析記事 • Dec 17The Returns At DRB Holding (KRX:004840) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • Nov 20Third quarter 2024 earnings released: ₩119 loss per share (vs ₩172 profit in 3Q 2023)Third quarter 2024 results: ₩119 loss per share (down from ₩172 profit in 3Q 2023). Revenue: ₩181.8b (up 3.9% from 3Q 2023). Net loss: ₩2.29b (down 169% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩5,350, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 6x in the Auto Components industry in South Korea. Negligible returns to shareholders over past three years.
分析記事 • Nov 04Investors Aren't Entirely Convinced By DRB Holding Co., Ltd.'s (KRX:004840) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.2x in the Auto Components industry in Korea, you could be...
Reported Earnings • Mar 16Full year 2023 earnings released: EPS: ₩798 (vs ₩80.00 in FY 2022)Full year 2023 results: EPS: ₩798 (up from ₩80.00 in FY 2022). Revenue: ₩737.8b (up 12% from FY 2022). Net income: ₩15.4b (up ₩13.8b from FY 2022). Profit margin: 2.1% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩6,190, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 3.8% over the past three years.
分析記事 • Feb 28Market Might Still Lack Some Conviction On DRB Holding Co., Ltd. (KRX:004840) Even After 42% Share Price BoostDRB Holding Co., Ltd. ( KRX:004840 ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩6,150, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 11% over the past three years.
Upcoming Dividend • Dec 20Upcoming dividend of ₩40.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩5,100, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩6,120, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 7x in the Auto Components industry in South Korea. Total loss to shareholders of 12% over the past three years.
Reported Earnings • May 20First quarter 2023 earnings released: EPS: ₩309 (vs ₩43.00 loss in 1Q 2022)First quarter 2023 results: EPS: ₩309 (up from ₩43.00 loss in 1Q 2022). Revenue: ₩169.1b (up 24% from 1Q 2022). Net income: ₩5.96b (up ₩6.79b from 1Q 2022). Profit margin: 3.5% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: ₩80.00 (vs ₩210 loss in FY 2021)Full year 2022 results: EPS: ₩80.00 (up from ₩210 loss in FY 2021). Revenue: ₩661.8b (up 20% from FY 2021). Net income: ₩1.53b (up ₩5.59b from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Dec 21Upcoming dividend of ₩30.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 17 April 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.3%).
Reported Earnings • Nov 19Third quarter 2022 earnings released: ₩27.00 loss per share (vs ₩73.00 loss in 3Q 2021)Third quarter 2022 results: ₩27.00 loss per share (improved from ₩73.00 loss in 3Q 2021). Revenue: ₩176.0b (up 17% from 3Q 2021). Net loss: ₩525.3m (loss narrowed 63% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩3,855, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 10x in the Auto Components industry in South Korea. Total loss to shareholders of 29% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).
分析記事 • Apr 02DRB Holding Co., Ltd. (KRX:004840) Is Yielding 1.5% - But Is It A Buy?Is DRB Holding Co., Ltd. ( KRX:004840 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Mar 15Is DRB Holding (KRX:004840) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 25How Much Of DRB Holding Co., Ltd. (KRX:004840) Do Insiders Own?The big shareholder groups in DRB Holding Co., Ltd. ( KRX:004840 ) have power over the company. Large companies usually...
お知らせ • Feb 20DRB Holding Co., Ltd., Annual General Meeting, Mar 24, 2021DRB Holding Co., Ltd., Annual General Meeting, Mar 24, 2021, at 11:00 Korea Standard Time.
分析記事 • Feb 08Are DRB Holding's (KRX:004840) Statutory Earnings A Good Guide To Its Underlying Profitability?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
分析記事 • Jan 24The Returns At DRB Holding (KRX:004840) Provide Us With Signs Of What's To ComeTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Jan 09DRB Holding's (KRX:004840) Shareholders Are Down 36% On Their SharesDRB Holding Co., Ltd. ( KRX:004840 ) shareholders should be happy to see the share price up 11% in the last quarter...
Is New 90 Day High Low • Jan 08New 90-day high: ₩7,260The company is up 11% from its price of ₩6,570 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 27% over the same period.
分析記事 • Dec 24Should DRB Holding Co., Ltd. (KRX:004840) Be Part Of Your Dividend Portfolio?Could DRB Holding Co., Ltd. ( KRX:004840 ) be an attractive dividend share to own for the long haul? Investors are...
分析記事 • Dec 09These 4 Measures Indicate That DRB Holding (KRX:004840) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 24What Kind Of Shareholders Hold The Majority In DRB Holding Co., Ltd.'s (KRX:004840) Shares?The big shareholder groups in DRB Holding Co., Ltd. (KRX:004840) have power over the company. Institutions often own...
