View ValuationBAIKSAN Co 将来の成長Future 基準チェック /26BAIKSAN Co収益と収益がそれぞれ年間27.1%と4.7%増加すると予測されています。主要情報27.1%収益成長率n/aEPS成長率Luxury 収益成長13.2%収益成長率4.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日14 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Aug 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩2,785 to ₩2,448 per share. Revenue forecast steady at ₩531.7m. Net income forecast to grow 13% next year vs 23% growth forecast for Luxury industry in South Korea. Consensus price target of ₩20,000 unchanged from last update. Share price fell 5.5% to ₩13,360 over the past week.Price Target Changed • May 16Price target decreased by 17% to ₩20,000Down from ₩24,000, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩13,950. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ₩2,785 for next year compared to ₩2,771 last year.Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩506.9m to ₩493.2m. EPS estimate rose from ₩1,765 to ₩2,269. Net income forecast to grow 97% next year vs 27% growth forecast for Luxury industry in South Korea. Consensus price target of ₩17,000 unchanged from last update. Share price fell 3.0% to ₩9,230 over the past week.すべての更新を表示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: 6.6% Last year net profit margin: 12% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.6% net profit margin).お知らせ • Feb 13BAIKSAN Co,. Ltd, Annual General Meeting, Mar 27, 2026BAIKSAN Co,. Ltd, Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 48, gongdan 1-daero 27beon-gil, gyeonggi-do, siheung South KoreaUpcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 09 April 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.4%).Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₩424 (vs ₩625 in 3Q 2024)Third quarter 2025 results: EPS: ₩424 (down from ₩625 in 3Q 2024). Revenue: ₩134.4b (up 4.3% from 3Q 2024). Net income: ₩8.90b (down 34% from 3Q 2024). Profit margin: 6.6% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩2,785 to ₩2,448 per share. Revenue forecast steady at ₩531.7m. Net income forecast to grow 13% next year vs 23% growth forecast for Luxury industry in South Korea. Consensus price target of ₩20,000 unchanged from last update. Share price fell 5.5% to ₩13,360 over the past week.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩320 (vs ₩573 in 2Q 2024)Second quarter 2025 results: EPS: ₩320 (down from ₩573 in 2Q 2024). Revenue: ₩122.1b (up 5.7% from 2Q 2024). Net income: ₩6.78b (down 47% from 2Q 2024). Profit margin: 5.6% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.New Risk • Jul 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 18First quarter 2025 earnings released: EPS: ₩622 (vs ₩811 in 1Q 2024)First quarter 2025 results: EPS: ₩622 (down from ₩811 in 1Q 2024). Revenue: ₩134.2b (up 13% from 1Q 2024). Net income: ₩13.4b (down 27% from 1Q 2024). Profit margin: 10.0% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 16Price target decreased by 17% to ₩20,000Down from ₩24,000, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩13,950. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ₩2,785 for next year compared to ₩2,771 last year.分析記事 • Apr 09We Think BAIKSAN Co (KRX:035150) Might Have The DNA Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Mar 22Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩2,771 (up from ₩1,805 in FY 2023). Revenue: ₩497.0b (up 19% from FY 2023). Net income: ₩60.7b (up 47% from FY 2023). Profit margin: 12% (up from 9.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 12BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2025BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: auditorium, 48, gongdan 1-daero 27beon-gil, gyeonggi-do, siheung South Korea分析記事 • Jan 23There's No Escaping BAIKSAN Co,. Ltd's (KRX:035150) Muted EarningsBAIKSAN Co,. Ltd's ( KRX:035150 ) price-to-earnings (or "P/E") ratio of 6.2x might make it look like a buy right now...Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ₩625 (vs ₩710 in 3Q 2023)Third quarter 2024 results: EPS: ₩625 (down from ₩710 in 3Q 2023). Revenue: ₩128.8b (up 11% from 3Q 2023). Net income: ₩13.5b (down 19% from 3Q 2023). Profit margin: 11% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩573 (vs ₩328 in 2Q 2023)Second quarter 2024 results: EPS: ₩573 (up from ₩328 in 2Q 2023). Revenue: ₩115.6b (up 21% from 2Q 2023). Net income: ₩12.7b (up 68% from 2Q 2023). Profit margin: 11% (up from 7.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 06Now 25% overvaluedOver the last 90 days, the stock has fallen 11% to ₩12,390. The fair value is estimated to be ₩9,875, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Jul 03BAIKSAN Co,. Ltd's (KRX:035150) Low P/E No Reason For ExcitementWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 13x, you may consider...分析記事 • May 21If EPS Growth Is Important To You, BAIKSAN Co (KRX:035150) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • May 18First quarter 2024 earnings released: EPS: ₩811 (vs ₩475 in 1Q 2023)First quarter 2024 results: EPS: ₩811 (up from ₩475 in 1Q 2023). Revenue: ₩119.0b (up 12% from 1Q 2023). Net income: ₩18.3b (up 65% from 1Q 2023). Profit margin: 15% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 14Now 25% undervaluedOver the last 90 days, the stock has risen 17% to ₩13,340. The fair value is estimated to be ₩17,685, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩1,805 (vs ₩1,882 in FY 2022)Full year 2023 results: EPS: ₩1,805 (down from ₩1,882 in FY 2022). Revenue: ₩417.7b (down 12% from FY 2022). Net income: ₩41.3b (down 8.9% from FY 2022). Profit margin: 9.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,470, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total returns to shareholders of 86% over the past three years.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩710 (vs ₩884 in 3Q 2022)Third quarter 2023 results: EPS: ₩710 (down from ₩884 in 3Q 2022). Revenue: ₩116.0b (down 5.9% from 3Q 2022). Net income: ₩16.7b (down 22% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩8,760, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 9x in the Luxury industry in South Korea. Total returns to shareholders of 118% over the past three years.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.1%).Buying Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be ₩10,287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.Buying Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be ₩11,068, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩506.9m to ₩493.2m. EPS estimate rose from ₩1,765 to ₩2,269. Net income forecast to grow 97% next year vs 27% growth forecast for Luxury industry in South Korea. Consensus price target of ₩17,000 unchanged from last update. Share price fell 3.0% to ₩9,230 over the past week.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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩11,700, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Luxury industry in South Korea. Total returns to shareholders of 95% over the past three years.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩8,960, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Luxury industry in South Korea. Total loss to shareholders of 6.9% over the past three years.Reported Earnings • May 19First quarter 2022 earnings released: EPS: ₩555 (vs ₩426 in 1Q 2021)First quarter 2022 results: EPS: ₩555 (up from ₩426 in 1Q 2021). Revenue: ₩129.9b (up 37% from 1Q 2021). Net income: ₩13.4b (up 34% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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 • Feb 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩10,500, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 12x in the Luxury industry in South Korea. Total returns to shareholders of 48% over the past three years.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩9,830, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 12x in the Luxury industry in South Korea. Total returns to shareholders of 55% over the past three years.Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩7.00 (vs ₩121 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩80.3b (down 14% from 3Q 2020). Net income: ₩163.8m (down 94% from 3Q 2020). Profit margin: 0.2% (down from 3.1% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • May 19First quarter 2021 earnings released: EPS ₩426 (vs ₩504 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2021 results: Revenue: ₩94.8b (down 25% from 1Q 2020). Net income: ₩10.1b (down 16% from 1Q 2020). Profit margin: 11% (up from 9.4% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.分析記事 • May 03Looking For Steady Income For Your Dividend Portfolio? Is BAIKSAN Co,. Ltd (KRX:035150) A Good Fit?Is BAIKSAN Co,. Ltd ( KRX:035150 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Mar 01Is BAIKSAN Co (KRX:035150) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Feb 23New 90-day high: ₩6,840The company is up 24% from its price of ₩5,520 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period.お知らせ • Feb 18BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2021BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time. Location: Auditorium on the 3rd floor of Baeksan Co., Ltd., 48,Gongdan 1-daero 27beon-gil Siheung-si, Gyeonggi-do Gyeonggi-do South Korea Agenda: To consider approval of consolidated financial statements; To consider partial amendment to the articles of association; To discuss appointment of directors; To discuss approval of the compensation limit for directors; and approval of audit compensation limit.分析記事 • Feb 05Here's What To Make Of BAIKSAN Co's (KRX:035150) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Is New 90 Day High Low • Feb 01New 90-day high: ₩6,060The company is up 32% from its price of ₩4,580 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period.分析記事 • Jan 14Zooming in on KRX:035150's 1.7% Dividend YieldIs BAIKSAN Co,. Ltd ( KRX:035150 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Jan 04New 90-day high: ₩5,770The company is up 27% from its price of ₩4,530 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period.分析記事 • Dec 24It Might Not Be A Great Idea To Buy BAIKSAN Co,. Ltd (KRX:035150) For Its Next DividendIt looks like BAIKSAN Co,. Ltd ( KRX:035150 ) is about to go ex-dividend in the next three days. Ex-dividend means that...Upcoming Dividend • Dec 22Upcoming Dividend of ₩100.00 Per ShareWill be paid on the 8th of April to those who are registered shareholders by the 29th of December. The trailing yield of 2.0% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (1.4%).分析記事 • Dec 17What Type Of Shareholders Make Up BAIKSAN Co,. Ltd's (KRX:035150) Share Registry?A look at the shareholders of BAIKSAN Co,. Ltd ( KRX:035150 ) can tell us which group is most powerful. Insiders often...分析記事 • Nov 26These 4 Measures Indicate That BAIKSAN Co (KRX:035150) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Nov 20New 90-day high: ₩5,480The company is up 27% from its price of ₩4,310 on 21 August 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 15% over the same period.業績と収益の成長予測KOSE:A035150 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027542,50055,200N/AN/A112/31/2026509,40047,600N/AN/A13/31/2026500,81833,17620,84531,968N/A12/31/2025504,92233,50026,35038,395N/A9/30/2025524,20545,33630,14350,441N/A6/30/2025518,64749,93020,10755,366N/A3/31/2025512,11055,83523,33558,891N/A12/31/2024496,95860,73718,95156,216N/A9/30/2024463,54050,45212,53944,371N/A6/30/2024450,65353,61624,66441,356N/A3/31/2024430,24348,47131,37244,523N/A12/31/2023417,72241,27735,26646,306N/A9/30/2023416,63335,39721,01150,402N/A6/30/2023423,94940,19831,85360,493N/A3/31/2023452,53642,90530,70659,930N/A12/31/2022475,89545,28723,07351,550N/A9/30/2022482,62547,59424,56928,996N/A6/30/2022439,68526,29913,22317,108N/A3/31/2022406,14122,5413,7858,478N/A12/31/2021371,07719,1685,4199,762N/A9/30/2021361,2518,66523,19028,466N/A6/30/2021374,54911,36616,73522,469N/A3/31/2021351,445-17,58728,94532,981N/A12/31/2020383,111-15,73228,19332,682N/A9/30/2020402,866-16,87710,45618,329N/A6/30/2020440,508-8,99615,69823,869N/A3/31/2020479,62210,227-10,257162N/A12/31/2019468,8836,821N/A5,771N/A9/30/2019462,20619,363N/A3,557N/A6/30/2019439,66814,242N/A-2,262N/A3/31/2019387,90120,959N/A-4,713N/A12/31/2018323,11915,275N/A-7,983N/A9/30/2018267,4096,863N/A-6,287N/A6/30/2018216,5707,704N/A1,269N/A3/31/2018209,9546,366N/A21,198N/A12/31/2017211,3728,987N/A21,186N/A9/30/2017211,12618,616N/A23,712N/A6/30/2017203,33018,556N/A20,425N/A3/31/2017200,46019,775N/A18,482N/A12/31/2016200,78621,861N/A22,011N/A9/30/2016195,69021,046N/A11,242N/A6/30/2016190,77012,817N/A16,402N/A3/31/2016183,41318,508N/A11,119N/A12/31/2015172,07315,436N/A4,219N/A9/30/2015164,1572,801N/A22,290N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A035150の予測収益成長率 (年間27.1% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: A035150の収益 ( 27.1% ) KR市場 ( 27.5% ) よりも低い成長が予測されています。高成長収益: A035150の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: A035150の収益 ( 4.7% ) KR市場 ( 14.3% ) よりも低い成長が予測されています。高い収益成長: A035150の収益 ( 4.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A035150の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance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2026/08/12 18:13終値2026/08/12 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BAIKSAN Co,. Ltd 1 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。6 アナリスト機関Yang Ju ParkDaishin Securities Co. Ltd.Jongsun ParkEugene Investment & Securities Co Ltd.Yeongsang YeoKorea Investment & Securities Co., Ltd.3 その他のアナリストを表示
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩2,785 to ₩2,448 per share. Revenue forecast steady at ₩531.7m. Net income forecast to grow 13% next year vs 23% growth forecast for Luxury industry in South Korea. Consensus price target of ₩20,000 unchanged from last update. Share price fell 5.5% to ₩13,360 over the past week.
Price Target Changed • May 16Price target decreased by 17% to ₩20,000Down from ₩24,000, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩13,950. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ₩2,785 for next year compared to ₩2,771 last year.
Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩506.9m to ₩493.2m. EPS estimate rose from ₩1,765 to ₩2,269. Net income forecast to grow 97% next year vs 27% growth forecast for Luxury industry in South Korea. Consensus price target of ₩17,000 unchanged from last update. Share price fell 3.0% to ₩9,230 over the past week.
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: 6.6% Last year net profit margin: 12% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.6% net profit margin).
お知らせ • Feb 13BAIKSAN Co,. Ltd, Annual General Meeting, Mar 27, 2026BAIKSAN Co,. Ltd, Annual General Meeting, Mar 27, 2026, at 10:00 Tokyo Standard Time. Location: auditorium, 48, gongdan 1-daero 27beon-gil, gyeonggi-do, siheung South Korea
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 09 April 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of South Korean dividend payers (3.6%). In line with average of industry peers (2.4%).
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ₩424 (vs ₩625 in 3Q 2024)Third quarter 2025 results: EPS: ₩424 (down from ₩625 in 3Q 2024). Revenue: ₩134.4b (up 4.3% from 3Q 2024). Net income: ₩8.90b (down 34% from 3Q 2024). Profit margin: 6.6% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₩2,785 to ₩2,448 per share. Revenue forecast steady at ₩531.7m. Net income forecast to grow 13% next year vs 23% growth forecast for Luxury industry in South Korea. Consensus price target of ₩20,000 unchanged from last update. Share price fell 5.5% to ₩13,360 over the past week.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₩320 (vs ₩573 in 2Q 2024)Second quarter 2025 results: EPS: ₩320 (down from ₩573 in 2Q 2024). Revenue: ₩122.1b (up 5.7% from 2Q 2024). Net income: ₩6.78b (down 47% from 2Q 2024). Profit margin: 5.6% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 18First quarter 2025 earnings released: EPS: ₩622 (vs ₩811 in 1Q 2024)First quarter 2025 results: EPS: ₩622 (down from ₩811 in 1Q 2024). Revenue: ₩134.2b (up 13% from 1Q 2024). Net income: ₩13.4b (down 27% from 1Q 2024). Profit margin: 10.0% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 16Price target decreased by 17% to ₩20,000Down from ₩24,000, the current price target is provided by 1 analyst. New target price is 43% above last closing price of ₩13,950. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of ₩2,785 for next year compared to ₩2,771 last year.
分析記事 • Apr 09We Think BAIKSAN Co (KRX:035150) Might Have The DNA Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Mar 22Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₩2,771 (up from ₩1,805 in FY 2023). Revenue: ₩497.0b (up 19% from FY 2023). Net income: ₩60.7b (up 47% from FY 2023). Profit margin: 12% (up from 9.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 12BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2025BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: auditorium, 48, gongdan 1-daero 27beon-gil, gyeonggi-do, siheung South Korea
分析記事 • Jan 23There's No Escaping BAIKSAN Co,. Ltd's (KRX:035150) Muted EarningsBAIKSAN Co,. Ltd's ( KRX:035150 ) price-to-earnings (or "P/E") ratio of 6.2x might make it look like a buy right now...
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ₩625 (vs ₩710 in 3Q 2023)Third quarter 2024 results: EPS: ₩625 (down from ₩710 in 3Q 2023). Revenue: ₩128.8b (up 11% from 3Q 2023). Net income: ₩13.5b (down 19% from 3Q 2023). Profit margin: 11% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₩573 (vs ₩328 in 2Q 2023)Second quarter 2024 results: EPS: ₩573 (up from ₩328 in 2Q 2023). Revenue: ₩115.6b (up 21% from 2Q 2023). Net income: ₩12.7b (up 68% from 2Q 2023). Profit margin: 11% (up from 7.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in South Korea. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 06Now 25% overvaluedOver the last 90 days, the stock has fallen 11% to ₩12,390. The fair value is estimated to be ₩9,875, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Jul 03BAIKSAN Co,. Ltd's (KRX:035150) Low P/E No Reason For ExcitementWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 13x, you may consider...
分析記事 • May 21If EPS Growth Is Important To You, BAIKSAN Co (KRX:035150) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • May 18First quarter 2024 earnings released: EPS: ₩811 (vs ₩475 in 1Q 2023)First quarter 2024 results: EPS: ₩811 (up from ₩475 in 1Q 2023). Revenue: ₩119.0b (up 12% from 1Q 2023). Net income: ₩18.3b (up 65% from 1Q 2023). Profit margin: 15% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 14Now 25% undervaluedOver the last 90 days, the stock has risen 17% to ₩13,340. The fair value is estimated to be ₩17,685, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: ₩1,805 (vs ₩1,882 in FY 2022)Full year 2023 results: EPS: ₩1,805 (down from ₩1,882 in FY 2022). Revenue: ₩417.7b (down 12% from FY 2022). Net income: ₩41.3b (down 8.9% from FY 2022). Profit margin: 9.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩11,470, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 7x in the Luxury industry in South Korea. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩710 (vs ₩884 in 3Q 2022)Third quarter 2023 results: EPS: ₩710 (down from ₩884 in 3Q 2022). Revenue: ₩116.0b (down 5.9% from 3Q 2022). Net income: ₩16.7b (down 22% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩8,760, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 9x in the Luxury industry in South Korea. Total returns to shareholders of 118% over the past three years.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.1%).
Buying Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be ₩10,287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.
Buying Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be ₩11,068, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has grown by 58%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.
Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₩506.9m to ₩493.2m. EPS estimate rose from ₩1,765 to ₩2,269. Net income forecast to grow 97% next year vs 27% growth forecast for Luxury industry in South Korea. Consensus price target of ₩17,000 unchanged from last update. Share price fell 3.0% to ₩9,230 over the past week.
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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩11,700, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Luxury industry in South Korea. Total returns to shareholders of 95% over the past three years.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩8,960, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Luxury industry in South Korea. Total loss to shareholders of 6.9% over the past three years.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: ₩555 (vs ₩426 in 1Q 2021)First quarter 2022 results: EPS: ₩555 (up from ₩426 in 1Q 2021). Revenue: ₩129.9b (up 37% from 1Q 2021). Net income: ₩13.4b (up 34% from 1Q 2021). Profit margin: 10% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
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. 3 experienced directors. No highly experienced directors. 1 independent director (2 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 • Feb 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩10,500, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 12x in the Luxury industry in South Korea. Total returns to shareholders of 48% over the past three years.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₩9,830, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 12x in the Luxury industry in South Korea. Total returns to shareholders of 55% over the past three years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS ₩7.00 (vs ₩121 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₩80.3b (down 14% from 3Q 2020). Net income: ₩163.8m (down 94% from 3Q 2020). Profit margin: 0.2% (down from 3.1% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • May 19First quarter 2021 earnings released: EPS ₩426 (vs ₩504 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2021 results: Revenue: ₩94.8b (down 25% from 1Q 2020). Net income: ₩10.1b (down 16% from 1Q 2020). Profit margin: 11% (up from 9.4% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
分析記事 • May 03Looking For Steady Income For Your Dividend Portfolio? Is BAIKSAN Co,. Ltd (KRX:035150) A Good Fit?Is BAIKSAN Co,. Ltd ( KRX:035150 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Mar 01Is BAIKSAN Co (KRX:035150) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Feb 23New 90-day high: ₩6,840The company is up 24% from its price of ₩5,520 on 25 November 2020. The South Korean market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period.
お知らせ • Feb 18BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2021BAIKSAN Co,. Ltd, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time. Location: Auditorium on the 3rd floor of Baeksan Co., Ltd., 48,Gongdan 1-daero 27beon-gil Siheung-si, Gyeonggi-do Gyeonggi-do South Korea Agenda: To consider approval of consolidated financial statements; To consider partial amendment to the articles of association; To discuss appointment of directors; To discuss approval of the compensation limit for directors; and approval of audit compensation limit.
分析記事 • Feb 05Here's What To Make Of BAIKSAN Co's (KRX:035150) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Is New 90 Day High Low • Feb 01New 90-day high: ₩6,060The company is up 32% from its price of ₩4,580 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period.
分析記事 • Jan 14Zooming in on KRX:035150's 1.7% Dividend YieldIs BAIKSAN Co,. Ltd ( KRX:035150 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Jan 04New 90-day high: ₩5,770The company is up 27% from its price of ₩4,530 on 06 October 2020. The South Korean market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period.
分析記事 • Dec 24It Might Not Be A Great Idea To Buy BAIKSAN Co,. Ltd (KRX:035150) For Its Next DividendIt looks like BAIKSAN Co,. Ltd ( KRX:035150 ) is about to go ex-dividend in the next three days. Ex-dividend means that...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩100.00 Per ShareWill be paid on the 8th of April to those who are registered shareholders by the 29th of December. The trailing yield of 2.0% is below the top quartile of South Korean dividend payers (2.6%), but it is higher than industry peers (1.4%).
分析記事 • Dec 17What Type Of Shareholders Make Up BAIKSAN Co,. Ltd's (KRX:035150) Share Registry?A look at the shareholders of BAIKSAN Co,. Ltd ( KRX:035150 ) can tell us which group is most powerful. Insiders often...
分析記事 • Nov 26These 4 Measures Indicate That BAIKSAN Co (KRX:035150) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Nov 20New 90-day high: ₩5,480The company is up 27% from its price of ₩4,310 on 21 August 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 15% over the same period.