View ValuationE1 将来の成長Future 基準チェック /36E1利益と収益がそれぞれ年間46.1%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.4% 14.4%なると予測されています。主要情報46.1%収益成長率14.42%EPS成長率Oil and Gas 収益成長38.4%収益成長率3.4%将来の株主資本利益率13.40%アナリストカバレッジLow最終更新日12 Jan 2026今後の成長に関する最新情報Major Estimate Revision • Jan 13Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩11.1b to ₩9.93b. EPS estimate fell from ₩25,699 to ₩24,542 per share. Net income forecast to grow 143% next year vs 20% growth forecast for Oil and Gas industry in South Korea. Consensus price target up from ₩79,000 to ₩90,000. Share price fell 4.0% to ₩79,900 over the past week.Price Target Changed • Apr 16Price target decreased by 28% to ₩67,000Down from ₩93,500, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₩59,700. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₩25,901 for next year compared to ₩10,873 last year.Major Estimate Revision • Apr 02Consensus EPS estimates fall by 16%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩11.1b to ₩11.9b. EPS estimate fell from ₩30,700 to ₩25,901 per share. Net income forecast to grow 183% next year vs 9.7% growth forecast for Oil and Gas industry in South Korea. Consensus price target down from ₩93,500 to ₩87,000. Share price was steady at ₩59,800 over the past week.Major Estimate Revision • Aug 21Consensus revenue estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩9.96b to ₩11.4b. EPS estimate unchanged from ₩24,626 at last update. Oil and Gas industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩93,500 unchanged from last update. Share price was steady at ₩75,100 over the past week.Price Target Changed • Jul 17Price target increased by 15% to ₩93,500Up from ₩81,000, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₩74,700. Stock is up 45% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.Price Target Changed • Jun 18Price target increased by 11% to ₩86,000Up from ₩77,500, the current price target is an average from 2 analysts. New target price is 14% above last closing price of ₩75,200. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.すべての更新を表示Recent updatesReported Earnings • Mar 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩18,124 (up from ₩12,103 in FY 2024). Revenue: ₩10t (down 7.1% from FY 2024). Net income: ₩104.8b (up 50% from FY 2024). Profit margin: 1.0% (up from 0.6% in FY 2024). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Oil and Gas industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩110,800, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Oil and Gas industry in South Korea. Total returns to shareholders of 183% over the past three years.お知らせ • Mar 13E1 Corporation, Annual General Meeting, Mar 27, 2026E1 Corporation, Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 92, hangang-daero, yongsan-gu, seoul South KoreaValuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩101,300, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Oil and Gas industry in South Korea. Total returns to shareholders of 142% over the past three years.分析記事 • Feb 04E1 Corporation's (KRX:017940) Shares Not Telling The Full StoryWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider E1...Major Estimate Revision • Jan 13Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩11.1b to ₩9.93b. EPS estimate fell from ₩25,699 to ₩24,542 per share. Net income forecast to grow 143% next year vs 20% growth forecast for Oil and Gas industry in South Korea. Consensus price target up from ₩79,000 to ₩90,000. Share price fell 4.0% to ₩79,900 over the past week.分析記事 • Nov 24E1's (KRX:017940) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that E1 Corporation's ( KRX:017940 ) recent earnings didn't contain any surprises...Declared Dividend • Jul 14Dividend of ₩450 announcedShareholders will receive a dividend of ₩450. Ex-date: 30th July 2025 Payment date: 14th August 2025 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (19% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.4% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩98,100, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 7x in the Oil and Gas industry in South Korea. Total returns to shareholders of 173% over the past three years.分析記事 • Jul 03E1 Corporation (KRX:017940) Doing What It Can To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 14x, you may consider E1...Price Target Changed • Apr 16Price target decreased by 28% to ₩67,000Down from ₩93,500, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₩59,700. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₩25,901 for next year compared to ₩10,873 last year.Major Estimate Revision • Apr 02Consensus EPS estimates fall by 16%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩11.1b to ₩11.9b. EPS estimate fell from ₩30,700 to ₩25,901 per share. Net income forecast to grow 183% next year vs 9.7% growth forecast for Oil and Gas industry in South Korea. Consensus price target down from ₩93,500 to ₩87,000. Share price was steady at ₩59,800 over the past week.分析記事 • Mar 27We Think That There Are More Issues For E1 (KRX:017940) Than Just Sluggish EarningsA lackluster earnings announcement from E1 Corporation ( KRX:017940 ) last week didn't sink the stock price. We think...New Risk • Mar 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). High level of non-cash earnings (25% accrual ratio). 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).お知らせ • Mar 13E1 Corporation, Annual General Meeting, Mar 28, 2025E1 Corporation, Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 92, hangang-daero, yongsan-gu, seoul South KoreaNew Risk • Aug 26New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.4% net profit margin).Major Estimate Revision • Aug 21Consensus revenue estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩9.96b to ₩11.4b. EPS estimate unchanged from ₩24,626 at last update. Oil and Gas industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩93,500 unchanged from last update. Share price was steady at ₩75,100 over the past week.Upcoming Dividend • Jul 23Upcoming dividend of ₩450 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 13 August 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of South Korean dividend payers (3.7%). Higher than average of industry peers (3.6%).Price Target Changed • Jul 17Price target increased by 15% to ₩93,500Up from ₩81,000, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₩74,700. Stock is up 45% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.Price Target Changed • Jun 18Price target increased by 11% to ₩86,000Up from ₩77,500, the current price target is an average from 2 analysts. New target price is 14% above last closing price of ₩75,200. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.New Risk • May 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 2.5% 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: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). 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 (1.3% net profit margin).分析記事 • Mar 28We Think You Should Be Aware Of Some Concerning Factors In E1's (KRX:017940) EarningsThe recent earnings posted by E1 Corporation ( KRX:017940 ) were solid, but the stock didn't move as much as we...Buying Opportunity • Jan 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be ₩73,471, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 41%.New Risk • Nov 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 19Full year 2022 earnings released: EPS: ₩24,536 (vs ₩22,789 in FY 2021)Full year 2022 results: EPS: ₩24,536 (up from ₩22,789 in FY 2021). Revenue: ₩7.99t (up 55% from FY 2021). Net income: ₩141.9b (up 7.7% from FY 2021). Profit margin: 1.8% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩2,200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (4.0%).Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ₩3,597 (vs ₩5,193 in 3Q 2021)Third quarter 2022 results: EPS: ₩3,597 (down from ₩5,193 in 3Q 2021). Revenue: ₩2.02t (up 51% from 3Q 2021). Net income: ₩20.8b (down 31% from 3Q 2021). Profit margin: 1.0% (down from 2.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.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. 7 experienced directors. No highly experienced directors. 3 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.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: ₩1,204 (vs ₩12,457 in 2Q 2021)Second quarter 2022 results: EPS: ₩1,204 (down from ₩12,457 in 2Q 2021). Revenue: ₩2.12t (up 99% from 2Q 2021). Net income: ₩6.96b (down 90% from 2Q 2021). Profit margin: 0.3% (down from 6.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 22First quarter 2022 earnings released: EPS: ₩10,307 (vs ₩7,014 in 1Q 2021)First quarter 2022 results: EPS: ₩10,307 (up from ₩7,014 in 1Q 2021). Revenue: ₩1.86t (up 47% from 1Q 2021). Net income: ₩59.6b (up 47% from 1Q 2021). Profit margin: 3.2% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging 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. 7 experienced directors. No highly experienced directors. 3 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 ₩2,200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩63,500, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 6x in the Oil and Gas industry in South Korea. Total returns to shareholders of 12% over the past three years.分析記事 • Apr 19Here's Why E1 (KRX:017940) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 24We Like E1's (KRX:017940) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by last week's earnings announcement from E1 Corporation ( KRX:017940 ) despite the...Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₩10,427 (vs ₩7,466 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩3.93t (down 15% from FY 2019). Net income: ₩60.3b (up ₩103.5b from FY 2019). Profit margin: 1.5% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Mar 17What Can The Trends At E1 (KRX:017940) Tell Us About Their Returns?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Mar 11E1 Corporation, Annual General Meeting, Mar 26, 2021E1 Corporation, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.分析記事 • Feb 24Would Shareholders Who Purchased E1's (KRX:017940) Stock Three Years Be Happy With The Share price Today?For many investors, the main point of stock picking is to generate higher returns than the overall market. But if you...分析記事 • Feb 03Is E1 Corporation (KRX:017940) A Smart Pick For Income Investors?Dividend paying stocks like E1 Corporation ( KRX:017940 ) tend to be popular with investors, and for good reason - some...Is New 90 Day High Low • Jan 18New 90-day low: ₩41,500The company is down 13% from its price of ₩47,900 on 20 October 2020. The South Korean market is up 30% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 52% over the same period.分析記事 • Jan 13E1 (KRX:017940) Has No Shortage Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Dec 29New 90-day low: ₩44,400The company is down 2.0% from its price of ₩45,300 on 29 September 2020. The South Korean market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 25% over the same period.分析記事 • Dec 23Could The E1 Corporation (KRX:017940) Ownership Structure Tell Us Something Useful?A look at the shareholders of E1 Corporation ( KRX:017940 ) can tell us which group is most powerful. Large companies...Upcoming Dividend • Dec 22Upcoming Dividend of ₩2,200 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 29th of December. The trailing yield of 4.9% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.7%).分析記事 • Dec 02Will E1's (KRX:017940) Growth In ROCE Persist?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...業績と収益の成長予測KOSE:A017940 - 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12/31/202711,115,000273,000-3,224,000-3,124,000112/31/202610,665,000170,000282,000432,000112/31/202510,392,523104,790267,881377,807N/A9/30/202510,429,81265,085328,905421,060N/A6/30/202510,796,94638,07116,155100,259N/A3/31/202511,501,081104,624-657,961-576,261N/A12/31/202411,192,41269,978-861,875-793,941N/A9/30/202410,315,455120,756-530,385-468,327N/A6/30/20249,370,199127,492-830,409-772,308N/A3/31/20248,275,242104,715165,609199,076N/A12/31/20237,827,737213,183339,090368,802N/A9/30/20237,723,334268,431232,709254,184N/A6/30/20237,899,203261,274584,731600,834N/A3/31/20238,144,483206,419500,714523,403N/A12/31/20227,990,768141,859-33,959-7,479N/A9/30/20227,483,11476,506-32,072-2,949N/A6/30/20226,801,71785,735-171,388-138,772N/A3/31/20225,745,631150,795-218,418-191,233N/A12/31/20215,152,301131,75826,13051,300N/A9/30/20214,615,404153,34863,43290,315N/A6/30/20214,102,758135,211101,141130,407N/A3/31/20213,959,25270,379129,904210,241N/A12/31/20203,927,55460,28890,751175,086N/A9/30/20204,288,48668,751-2,46181,575N/A6/30/20204,587,40513,79717,301104,443N/A3/31/20204,780,868-19,814-207,751-166,674N/A12/31/20194,608,270-43,16716,79454,693N/A9/30/20194,512,278-84,832N/A77,742N/A6/30/20194,561,210-28,238N/A32,082N/A3/31/20194,479,46537,419N/A24,155N/A12/31/20184,630,19978,094N/A184,739N/A9/30/20184,788,385125,990N/A19,053N/A6/30/20184,519,972126,344N/A95,125N/A3/31/20184,392,381113,218N/A212,576N/A12/31/20174,408,21684,416N/A-128,972N/A9/30/20174,185,41114,425N/A-26,979N/A6/30/20174,185,803-28,769N/A-20,801N/A3/31/20174,220,803-27,725N/A-115,423N/A12/31/20163,995,901-20,418N/A28,158N/A9/30/20164,102,207-11,457N/A77,041N/A6/30/20164,249,2619,612N/A187,550N/A3/31/20164,457,14613,061N/A241,553N/A12/31/20154,614,2579,539N/A184,323N/A9/30/20155,065,45141,720N/A145,620N/A6/30/20155,981,31567,295N/A-40,789N/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: A017940の予測収益成長率 (年間46.1% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A017940の収益 ( 46.1% ) はKR市場 ( 31.2% ) よりも速いペースで成長すると予測されています。高成長収益: A017940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: A017940の収益 ( 3.4% ) KR市場 ( 15.5% ) よりも低い成長が予測されています。高い収益成長: A017940の収益 ( 3.4% ) 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: A017940の 自己資本利益率 は、3年後には低くなると予測されています ( 13.4 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 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2026/05/21 06:07終値2026/05/21 00:00収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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E1 Corporation 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。2 アナリスト機関Hyunmok WangDaiwa Securities Co. Ltd.null RESEARCH DEPARTMENTSamsung Securities Co. Ltd.
Major Estimate Revision • Jan 13Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩11.1b to ₩9.93b. EPS estimate fell from ₩25,699 to ₩24,542 per share. Net income forecast to grow 143% next year vs 20% growth forecast for Oil and Gas industry in South Korea. Consensus price target up from ₩79,000 to ₩90,000. Share price fell 4.0% to ₩79,900 over the past week.
Price Target Changed • Apr 16Price target decreased by 28% to ₩67,000Down from ₩93,500, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₩59,700. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₩25,901 for next year compared to ₩10,873 last year.
Major Estimate Revision • Apr 02Consensus EPS estimates fall by 16%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩11.1b to ₩11.9b. EPS estimate fell from ₩30,700 to ₩25,901 per share. Net income forecast to grow 183% next year vs 9.7% growth forecast for Oil and Gas industry in South Korea. Consensus price target down from ₩93,500 to ₩87,000. Share price was steady at ₩59,800 over the past week.
Major Estimate Revision • Aug 21Consensus revenue estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩9.96b to ₩11.4b. EPS estimate unchanged from ₩24,626 at last update. Oil and Gas industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩93,500 unchanged from last update. Share price was steady at ₩75,100 over the past week.
Price Target Changed • Jul 17Price target increased by 15% to ₩93,500Up from ₩81,000, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₩74,700. Stock is up 45% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.
Price Target Changed • Jun 18Price target increased by 11% to ₩86,000Up from ₩77,500, the current price target is an average from 2 analysts. New target price is 14% above last closing price of ₩75,200. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.
Reported Earnings • Mar 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₩18,124 (up from ₩12,103 in FY 2024). Revenue: ₩10t (down 7.1% from FY 2024). Net income: ₩104.8b (up 50% from FY 2024). Profit margin: 1.0% (up from 0.6% in FY 2024). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Oil and Gas industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩110,800, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Oil and Gas industry in South Korea. Total returns to shareholders of 183% over the past three years.
お知らせ • Mar 13E1 Corporation, Annual General Meeting, Mar 27, 2026E1 Corporation, Annual General Meeting, Mar 27, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 92, hangang-daero, yongsan-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩101,300, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Oil and Gas industry in South Korea. Total returns to shareholders of 142% over the past three years.
分析記事 • Feb 04E1 Corporation's (KRX:017940) Shares Not Telling The Full StoryWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 15x, you may consider E1...
Major Estimate Revision • Jan 13Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩11.1b to ₩9.93b. EPS estimate fell from ₩25,699 to ₩24,542 per share. Net income forecast to grow 143% next year vs 20% growth forecast for Oil and Gas industry in South Korea. Consensus price target up from ₩79,000 to ₩90,000. Share price fell 4.0% to ₩79,900 over the past week.
分析記事 • Nov 24E1's (KRX:017940) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that E1 Corporation's ( KRX:017940 ) recent earnings didn't contain any surprises...
Declared Dividend • Jul 14Dividend of ₩450 announcedShareholders will receive a dividend of ₩450. Ex-date: 30th July 2025 Payment date: 14th August 2025 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (19% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.4% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩98,100, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 7x in the Oil and Gas industry in South Korea. Total returns to shareholders of 173% over the past three years.
分析記事 • Jul 03E1 Corporation (KRX:017940) Doing What It Can To Lift SharesWhen close to half the companies in Korea have price-to-earnings ratios (or "P/E's") above 14x, you may consider E1...
Price Target Changed • Apr 16Price target decreased by 28% to ₩67,000Down from ₩93,500, the current price target is provided by 1 analyst. New target price is 12% above last closing price of ₩59,700. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₩25,901 for next year compared to ₩10,873 last year.
Major Estimate Revision • Apr 02Consensus EPS estimates fall by 16%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₩11.1b to ₩11.9b. EPS estimate fell from ₩30,700 to ₩25,901 per share. Net income forecast to grow 183% next year vs 9.7% growth forecast for Oil and Gas industry in South Korea. Consensus price target down from ₩93,500 to ₩87,000. Share price was steady at ₩59,800 over the past week.
分析記事 • Mar 27We Think That There Are More Issues For E1 (KRX:017940) Than Just Sluggish EarningsA lackluster earnings announcement from E1 Corporation ( KRX:017940 ) last week didn't sink the stock price. We think...
New Risk • Mar 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). High level of non-cash earnings (25% accrual ratio). 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).
お知らせ • Mar 13E1 Corporation, Annual General Meeting, Mar 28, 2025E1 Corporation, Annual General Meeting, Mar 28, 2025, at 09:01 Tokyo Standard Time. Location: conference room, 92, hangang-daero, yongsan-gu, seoul South Korea
New Risk • Aug 26New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (30% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.4% net profit margin).
Major Estimate Revision • Aug 21Consensus revenue estimates increase by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ₩9.96b to ₩11.4b. EPS estimate unchanged from ₩24,626 at last update. Oil and Gas industry in South Korea expected to see average net income growth of 12% next year. Consensus price target of ₩93,500 unchanged from last update. Share price was steady at ₩75,100 over the past week.
Upcoming Dividend • Jul 23Upcoming dividend of ₩450 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 13 August 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of South Korean dividend payers (3.7%). Higher than average of industry peers (3.6%).
Price Target Changed • Jul 17Price target increased by 15% to ₩93,500Up from ₩81,000, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₩74,700. Stock is up 45% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.
Price Target Changed • Jun 18Price target increased by 11% to ₩86,000Up from ₩77,500, the current price target is an average from 2 analysts. New target price is 14% above last closing price of ₩75,200. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₩24,626 for next year compared to ₩36,872 last year.
New Risk • May 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 2.5% 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: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). 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 (1.3% net profit margin).
分析記事 • Mar 28We Think You Should Be Aware Of Some Concerning Factors In E1's (KRX:017940) EarningsThe recent earnings posted by E1 Corporation ( KRX:017940 ) were solid, but the stock didn't move as much as we...
Buying Opportunity • Jan 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be ₩73,471, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 41%.
New Risk • Nov 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 19Full year 2022 earnings released: EPS: ₩24,536 (vs ₩22,789 in FY 2021)Full year 2022 results: EPS: ₩24,536 (up from ₩22,789 in FY 2021). Revenue: ₩7.99t (up 55% from FY 2021). Net income: ₩141.9b (up 7.7% from FY 2021). Profit margin: 1.8% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩2,200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (4.0%).
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ₩3,597 (vs ₩5,193 in 3Q 2021)Third quarter 2022 results: EPS: ₩3,597 (down from ₩5,193 in 3Q 2021). Revenue: ₩2.02t (up 51% from 3Q 2021). Net income: ₩20.8b (down 31% from 3Q 2021). Profit margin: 1.0% (down from 2.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
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. 7 experienced directors. No highly experienced directors. 3 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.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: ₩1,204 (vs ₩12,457 in 2Q 2021)Second quarter 2022 results: EPS: ₩1,204 (down from ₩12,457 in 2Q 2021). Revenue: ₩2.12t (up 99% from 2Q 2021). Net income: ₩6.96b (down 90% from 2Q 2021). Profit margin: 0.3% (down from 6.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 22First quarter 2022 earnings released: EPS: ₩10,307 (vs ₩7,014 in 1Q 2021)First quarter 2022 results: EPS: ₩10,307 (up from ₩7,014 in 1Q 2021). Revenue: ₩1.86t (up 47% from 1Q 2021). Net income: ₩59.6b (up 47% from 1Q 2021). Profit margin: 3.2% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging 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. 7 experienced directors. No highly experienced directors. 3 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 ₩2,200 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 12 April 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₩63,500, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 6x in the Oil and Gas industry in South Korea. Total returns to shareholders of 12% over the past three years.
分析記事 • Apr 19Here's Why E1 (KRX:017940) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 24We Like E1's (KRX:017940) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by last week's earnings announcement from E1 Corporation ( KRX:017940 ) despite the...
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₩10,427 (vs ₩7,466 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₩3.93t (down 15% from FY 2019). Net income: ₩60.3b (up ₩103.5b from FY 2019). Profit margin: 1.5% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 17What Can The Trends At E1 (KRX:017940) Tell Us About Their Returns?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Mar 11E1 Corporation, Annual General Meeting, Mar 26, 2021E1 Corporation, Annual General Meeting, Mar 26, 2021, at 10:00 Korea Standard Time.
分析記事 • Feb 24Would Shareholders Who Purchased E1's (KRX:017940) Stock Three Years Be Happy With The Share price Today?For many investors, the main point of stock picking is to generate higher returns than the overall market. But if you...
分析記事 • Feb 03Is E1 Corporation (KRX:017940) A Smart Pick For Income Investors?Dividend paying stocks like E1 Corporation ( KRX:017940 ) tend to be popular with investors, and for good reason - some...
Is New 90 Day High Low • Jan 18New 90-day low: ₩41,500The company is down 13% from its price of ₩47,900 on 20 October 2020. The South Korean market is up 30% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 52% over the same period.
分析記事 • Jan 13E1 (KRX:017940) Has No Shortage Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Dec 29New 90-day low: ₩44,400The company is down 2.0% from its price of ₩45,300 on 29 September 2020. The South Korean market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 25% over the same period.
分析記事 • Dec 23Could The E1 Corporation (KRX:017940) Ownership Structure Tell Us Something Useful?A look at the shareholders of E1 Corporation ( KRX:017940 ) can tell us which group is most powerful. Large companies...
Upcoming Dividend • Dec 22Upcoming Dividend of ₩2,200 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 29th of December. The trailing yield of 4.9% is in the top quartile of South Korean dividend payers (2.6%), and it is higher than industry peers (1.7%).
分析記事 • Dec 02Will E1's (KRX:017940) Growth In ROCE Persist?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...