View ValuationAmorepacific 향후 성장Future 기준 점검 2/6Amorepacific (는) 각각 연간 25.5% 및 7.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.2% 로 예상됩니다.핵심 정보25.5%이익 성장률27.24%EPS 성장률Personal Products 이익 성장30.1%매출 성장률7.4%향후 자기자본이익률7.23%애널리스트 커버리지Good마지막 업데이트17 Jun 2026최근 향후 성장 업데이트Major Estimate Revision • Apr 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩4.56b to ₩4.62b. EPS estimate increased from ₩5,761 to ₩6,344 per share. Net income forecast to grow 63% next year vs 61% growth forecast for Personal Products industry in South Korea. Consensus price target broadly unchanged at ₩171,000. Share price rose 2.6% to ₩135,700 over the past week.Major Estimate Revision • Aug 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩4.33b to ₩4.28b. EPS estimate also fell from ₩5,440 per share to ₩4,875 per share. Net income forecast to shrink 37% next year vs 32% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩160,423. Share price was steady at ₩131,500 over the past week.Major Estimate Revision • Nov 06Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.87b. EPS estimate rose from ₩8,969 to ₩11,013. Net income forecast to shrink 18% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target down from ₩177,885 to ₩170,750. Share price rose 2.1% to ₩122,700 over the past week.Major Estimate Revision • Nov 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.86b. EPS estimate rose from ₩8,969 to ₩10,699. Net income forecast to shrink 26% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩176,360. Share price was steady at ₩119,600 over the past week.Major Estimate Revision • Aug 07Consensus EPS estimates increase by 51%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩4.21b to ₩4.02b. EPS estimate rose from ₩5,011 to ₩7,553. Net income forecast to grow 224% next year vs 107% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩205,625 to ₩199,875. Share price fell 31% to ₩124,500 over the past week.Major Estimate Revision • May 04Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩4,693 to ₩5,189. Revenue forecast steady at ₩4.31b. Net income forecast to grow 86% next year vs 87% growth forecast for Personal Products industry in South Korea. Consensus price target up from ₩163,000 to ₩192,708. Share price rose 12% to ₩168,700 over the past week.모든 업데이트 보기Recent updatesReported Earnings • May 21First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₩1,573 (down from ₩1,606 in 1Q 2025). Revenue: ₩1.14t (up 6.4% from 1Q 2025). Net income: ₩108.5b (down 2.0% from 1Q 2025). Profit margin: 9.6% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.Major Estimate Revision • Apr 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩4.56b to ₩4.62b. EPS estimate increased from ₩5,761 to ₩6,344 per share. Net income forecast to grow 63% next year vs 61% growth forecast for Personal Products industry in South Korea. Consensus price target broadly unchanged at ₩171,000. Share price rose 2.6% to ₩135,700 over the past week.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩150,800, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Personal Products industry in South Korea. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩230,059 per share.공시 • Apr 24Amorepacific Corporation to Report Q1, 2026 Results on Apr 29, 2026Amorepacific Corporation announced that they will report Q1, 2026 results on Apr 29, 2026분석 기사 • Mar 26Weak Statutory Earnings May Not Tell The Whole Story For Amorepacific (KRX:090430)The market rallied behind Amorepacific Corporation's ( KRX:090430 ) stock, leading do a rise in the share price after...Reported Earnings • Mar 21Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩3,416 (down from ₩8,601 in FY 2024). Revenue: ₩4.25t (up 9.5% from FY 2024). Net income: ₩235.7b (down 60% from FY 2024). Profit margin: 5.5% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Mar 11IOPE Launches Clinical-Grade Skincare Products In CanadaIOPE, a clinical-grade skincare brand from Amorepacific and a leader in Korean anti-aging innovation, officially debuted in the Canadian market this week. Backed by 30 years of research and expertise in Korea, IOPE expands into North America through a strategic retail partnership with Sephora Canada, launching on Sephora.com NOW and arriving in stores nationwide on March 13, 2026. Established in 1996, IOPE has been at the forefront of Korean anti-aging research, grounded in rigorous clinical testing. The brand has pioneered advancements in key active ingredients, including PDRN, stabilized Vitamin C and innovative retinol stabilization technology that is supported by 56 patents in Korea and more than a dozen scientific publications. IOPE's professional treatment–inspired formulations are rooted in evidence-based research and designed to deliver visible improvements across key skin concerns, including texture, firmness, brightness and overall vitality, bridging the gap between in-clinic procedures and daily skincare rituals. IOPE enters the Canadian market with nine targeted products, featuring the brand's transformative XMD, Retinol RX™, Vitamin C and PDRN collections. Their newest innovations draw inspiration from Korea's viral skin booster treatments and are clinically proven to deliver professional treatment-level results at home: XMD Stem III Clinical Recovery Serum ($80): Inspired by Korea's viral PDRN skin booster treatments, this advanced serum was clinically tested to deliver professional PDRN treatment–level results across six key metrics, including increased volume, improved elasticity and enhanced texture, without the downtime or discomfort associated with in-office treatments. The breakthrough formula is powered by 92.3% PDRN H.A.™ Liposome Complex, featuring PDRN, micro-molecular hyaluronic acid and a soothing allantoin-based complex. Retinol RX™ 2% Reti-jection Serum ($77): Formulated with a 2% concentration of Retinol RX™ – IOPE's proprietary retinoid complex – this high-performance serum is designed to optimize efficacy while reducing irritation compared to traditional retinol. The formula features three million retinol-infused spicules to enhance absorption. In a four-week clinical study, the serum reduced the look of wrinkles, minimized pore appearance and enhanced radiance. IOPE will further expand its presence with additional high-performance innovations designed to redefine antiaging skincare standards in Canada, including the Retinol RX™ 1% Super Bounce Serum ($67), formulated with IOPE's proprietary retinoid complex for targeted delivery with reduced irritation compared to traditional retinol; the Vitamin C 40% Concentrate Cream ($80), featuring a high-potency antioxidant formula; and the PDRN Caffeine Shot Serum ($58), which provides clinically proven benefits in smoothing, depuffing and rejuvenating. IOPE product range in price from $9 for a single sheet mask to $93 for XMD Stem III Clinical Recovery Cream. IOPE is available now at Sephora.com and will be available in Sephora stores nationwide starting March 13, 2026.New Risk • Mar 04New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 115% Dividend yield: 1.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (115% payout ratio). Profit margins are more than 30% lower than last year (1.6% net profit margin).분석 기사 • Feb 09Optimistic Investors Push Amorepacific Corporation (KRX:090430) Shares Up 39% But Growth Is LackingThe Amorepacific Corporation ( KRX:090430 ) share price has done very well over the last month, posting an excellent...Buy Or Sell Opportunity • Feb 09Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to ₩164,800. The fair value is estimated to be ₩118,658, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.Declared Dividend • Feb 08Dividend increased to ₩1,240Dividend of ₩1,240 is 10% higher than last year. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio). However, it is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 28% to bring the payout ratio under control. EPS is expected to grow by 173% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Feb 07+ 1 more updateAmorepacific Corporation announces Annual dividendAmorepacific Corporation announced Annual dividend of KRW 1240.0000 per share, ex-date on March 30, 2026 and record date on March 31, 2026.분석 기사 • Jan 26Returns At Amorepacific (KRX:090430) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Buy Or Sell Opportunity • Jan 23Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₩133,300. The fair value is estimated to be ₩106,869, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 494% in the next 2 years.분석 기사 • Jan 12Is It Too Late To Consider Buying Amorepacific Corporation (KRX:090430)?Amorepacific Corporation ( KRX:090430 ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • Dec 30We Think Amorepacific (KRX:090430) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 16Amorepacific Corporation's (KRX:090430) Business Is Trailing The Industry But Its Shares Aren'tAmorepacific Corporation's ( KRX:090430 ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing...분석 기사 • Dec 03A Look At The Fair Value Of Amorepacific Corporation (KRX:090430)Key Insights Using the 2 Stage Free Cash Flow to Equity, Amorepacific fair value estimate is ₩121,710 Current share...분석 기사 • Oct 06Amorepacific (KRX:090430) Hasn't Managed To Accelerate Its ReturnsIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Sep 16Risks To Shareholder Returns Are Elevated At These Prices For Amorepacific Corporation (KRX:090430)Amorepacific Corporation's ( KRX:090430 ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing...분석 기사 • Aug 29We Think Amorepacific (KRX:090430) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 19% 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. This is currently the only risk that has been identified for the company.분석 기사 • Aug 09When Should You Buy Amorepacific Corporation (KRX:090430)?While Amorepacific Corporation ( KRX:090430 ) might not have the largest market cap around , it saw significant share...Major Estimate Revision • Aug 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩4.33b to ₩4.28b. EPS estimate also fell from ₩5,440 per share to ₩4,875 per share. Net income forecast to shrink 37% next year vs 32% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩160,423. Share price was steady at ₩131,500 over the past week.분석 기사 • Jul 02Amorepacific (KRX:090430) Will Be Looking To Turn Around Its ReturnsIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Buy Or Sell Opportunity • Jun 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ₩136,200. The fair value is estimated to be ₩110,971, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to decline by 23% in the next 2 years.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.분석 기사 • Jun 20We Ran A Stock Scan For Earnings Growth And Amorepacific (KRX:090430) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 25Amorepacific's (KRX:090430) Promising Earnings May Rest On Soft FoundationsAmorepacific Corporation's ( KRX:090430 ) robust earnings report didn't manage to move the market for its stock. Our...Buy Or Sell Opportunity • May 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to ₩125,900. The fair value is estimated to be ₩103,588, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.6% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are forecast to decline by 4.4% per annum over the same time period.분석 기사 • May 17Amorepacific (KRX:090430) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Apr 24Amorepacific Corporation to Report Q1, 2025 Final Results on Apr 30, 2025Amorepacific Corporation announced that they will report Q1, 2025 final results on Apr 30, 2025분석 기사 • Apr 19Some Confidence Is Lacking In Amorepacific Corporation's (KRX:090430) P/EThere wouldn't be many who think Amorepacific Corporation's ( KRX:090430 ) price-to-earnings (or "P/E") ratio of 13.4x...분석 기사 • Apr 06Should You Think About Buying Amorepacific Corporation (KRX:090430) Now?While Amorepacific Corporation ( KRX:090430 ) might not have the largest market cap around , it received a lot of...Buy Or Sell Opportunity • Mar 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to ₩103,100. The fair value is estimated to be ₩128,914, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.6% over the last 3 years. Earnings per share has grown by 64%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are forecast to decline by 14% per annum over the same time period.Upcoming Dividend • Mar 20Upcoming dividend of ₩1,125 per shareEligible shareholders must have bought the stock before 27 March 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.1%).분석 기사 • Mar 19Amorepacific (KRX:090430) Will Be Hoping To Turn Its Returns On Capital AroundWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...공시 • Feb 07Amorepacific Corporation, Annual General Meeting, Mar 25, 2025Amorepacific Corporation, Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: amore hall, 100, hangang-daero, yongsan-gu, seoul South Korea분석 기사 • Jan 18Amorepacific Corporation's (KRX:090430) Share Price Not Quite Adding UpIt's not a stretch to say that Amorepacific Corporation's ( KRX:090430 ) price-to-earnings (or "P/E") ratio of 13x...분석 기사 • Jan 04An Intrinsic Calculation For Amorepacific Corporation (KRX:090430) Suggests It's 41% UndervaluedKey Insights The projected fair value for Amorepacific is ₩182,211 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Dec 21Why Amorepacific Corporation (KRX:090430) Could Be Worth WatchingAmorepacific Corporation ( KRX:090430 ), is not the largest company out there, but it received a lot of attention from...New Risk • Dec 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 25% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.분석 기사 • Dec 07Does Amorepacific (KRX:090430) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Nov 06Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.87b. EPS estimate rose from ₩8,969 to ₩11,013. Net income forecast to shrink 18% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target down from ₩177,885 to ₩170,750. Share price rose 2.1% to ₩122,700 over the past week.Major Estimate Revision • Nov 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.86b. EPS estimate rose from ₩8,969 to ₩10,699. Net income forecast to shrink 26% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩176,360. Share price was steady at ₩119,600 over the past week.Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩124,600, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Personal Products industry in South Korea. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩171,377 per share.분석 기사 • Oct 06Amorepacific's (KRX:090430) Returns On Capital Not Reflecting Well On The BusinessIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...Buy Or Sell Opportunity • Oct 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ₩131,600. The fair value is estimated to be ₩171,481, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.분석 기사 • Sep 24With EPS Growth And More, Amorepacific (KRX:090430) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Sep 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to ₩140,000. The fair value is estimated to be ₩184,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to decline by 29% in the next 2 years.분석 기사 • Sep 12Estimating The Fair Value Of Amorepacific Corporation (KRX:090430)Key Insights Amorepacific's estimated fair value is ₩185,111 based on 2 Stage Free Cash Flow to Equity Amorepacific's...Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩149,900, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Personal Products industry in South Korea. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩185,111 per share.분석 기사 • Aug 31Should You Investigate Amorepacific Corporation (KRX:090430) At ₩124,400?Amorepacific Corporation ( KRX:090430 ), might not be a large cap stock, but it received a lot of attention from a...New Risk • Aug 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.분석 기사 • Aug 17Amorepacific Corporation's (KRX:090430) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Amorepacific Corporation ( KRX:090430 ) share price has fared very poorly over the last month, falling by a...분석 기사 • Aug 11Amorepacific (KRX:090430) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.Major Estimate Revision • Aug 07Consensus EPS estimates increase by 51%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩4.21b to ₩4.02b. EPS estimate rose from ₩5,011 to ₩7,553. Net income forecast to grow 224% next year vs 107% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩205,625 to ₩199,875. Share price fell 31% to ₩124,500 over the past week.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ₩124,200, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Personal Products industry in South Korea. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩216,804 per share.Buy Or Sell Opportunity • Aug 05Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to ₩156,900. The fair value is estimated to be ₩220,831, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩148,700, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Personal Products industry in South Korea. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩187,794 per share.Buy Or Sell Opportunity • Jul 05Now 21% undervaluedOver the last 90 days, the stock has risen 11% to ₩148,700. The fair value is estimated to be ₩187,794, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.분석 기사 • May 23Is Amorepacific Corporation (KRX:090430) Potentially Undervalued?Amorepacific Corporation ( KRX:090430 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...분석 기사 • May 11A Look At The Intrinsic Value Of Amorepacific Corporation (KRX:090430)Key Insights Using the 2 Stage Free Cash Flow to Equity, Amorepacific fair value estimate is ₩157,335 With ₩170,800...Major Estimate Revision • May 04Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩4,693 to ₩5,189. Revenue forecast steady at ₩4.31b. Net income forecast to grow 86% next year vs 87% growth forecast for Personal Products industry in South Korea. Consensus price target up from ₩163,000 to ₩192,708. Share price rose 12% to ₩168,700 over the past week.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩173,400, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Personal Products industry in South Korea. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩160,471 per share.Price Target Changed • May 01Price target increased by 13% to ₩183,958Up from ₩163,000, the current price target is an average from 24 analysts. New target price is 8.5% above last closing price of ₩169,500. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₩5,071 for next year compared to ₩2,610 last year.분석 기사 • Apr 29Be Wary Of Amorepacific (KRX:090430) And Its Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...분석 기사 • Apr 17Amorepacific Corporation (KRX:090430) Looks Just Right With A 26% Price JumpAmorepacific Corporation ( KRX:090430 ) shareholders would be excited to see that the share price has had a great...Buy Or Sell Opportunity • Apr 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₩137,500. The fair value is estimated to be ₩113,131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.분석 기사 • Apr 10Amorepacific (KRX:090430) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Mar 14Amorepacific's (KRX:090430) Profits May Not Reveal Underlying IssuesThe recent earnings posted by Amorepacific Corporation ( KRX:090430 ) were solid, but the stock didn't move as much as...Reported Earnings • Mar 12Full year 2023 earnings released: EPS: ₩2,609 (vs ₩1,949 in FY 2022)Full year 2023 results: EPS: ₩2,609 (up from ₩1,949 in FY 2022). Revenue: ₩3.67t (down 11% from FY 2022). Net income: ₩180.1b (up 34% from FY 2022). Profit margin: 4.9% (up from 3.3% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • Feb 16Amorepacific Corporation, Annual General Meeting, Mar 15, 2024Amorepacific Corporation, Annual General Meeting, Mar 15, 2024.공시 • Feb 06Amorepacific Unveils Research Demonstrating the Impact of Lymphatic Activating IngredientsAmorepacific, in collaboration with the School of Mechanical Engineering at Korea University, has unveiled groundbreaking research demonstrating the impact of lymphatic activation on skin health and the potential skin lymphatic improvement through fermented ginseng ingredients. This research, introducing new possibilities for skin aging and homeostasis maintenance using Lab-on-a-chip technology, was published in 'NPG Asia Materials,' an international journal by the scientific journal Nature. The lymphatic system, a crucial organ for maintaining homeostasis and activating the immune system through circulation and waste removal, plays a significant role in skin health. Disruption in lymphatic circulation within the skin can lead to problems and accelerated aging. However, directly observing changes in living tissue's most profound lymphatic systems has been challenging. The R&I Center at Amorepacific and Professor Chung Seok's laboratory at the School of Mechanical Engineering, Korea University, have been conducting extensive research to elucidate the interdependent relationship between lymph circulation and skin. The joint research team utilized human skin structure replication technology and Lab-on-a- chip systems, a type of organoid technology enabling the observation of networks between various cells. In this research, they cultivated human-derived skin cells and 3D lymphatic forming cells under optimal conditions to create a Skin-Lymph-on-a-chip. This enabled the replication of networks between human skin and lymphatic vessels, visually observing the impact of substances applied to the skin on lymphatic formation and activity. This system, which mimics the network between human skin and lymphatics, can observe the impact of substances applied to The skin on lymphatic formation and check molecular biological changes. Amorepacific's Lymphanaxtm, made from ginseng naturally fermented for 500 hours and rich in the lymph-activating component Gypenoside XVII, has been proven to strengthen the skin barrier and aid internal skin circulation, as observed in the Skin-Lymph- on-a-chip system. The joint research team concluded that Lymphanaxtm aids in forming healthy lymphatic vessels within the skin and strengthens the skin barrier through additional analysis, including AI algorithms. Meanwhile, Lymphanaxtm, whose efficacy was confirmed in this study, is currently being used as a critical ingredient in the Sulwhasoo brand.Buy Or Sell Opportunity • Jan 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₩139,200. The fair value is estimated to be ₩114,522, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 41% per annum over the same time period.Upcoming Dividend • Dec 20Upcoming dividend of ₩680 per share at 0.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.2%).New Risk • Nov 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩143,300, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Personal Products industry in South Korea. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩96,505 per share.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩3.95b to ₩3.79b. EPS estimate also fell from ₩2,981 per share to ₩2,672 per share. Net income forecast to grow 74% next year vs 69% growth forecast for Personal Products industry in South Korea. Consensus price target up from ₩139,804 to ₩151,000. Share price rose 14% to ₩133,300 over the past week.Price Target Changed • Nov 04Price target increased by 8.0% to ₩151,000Up from ₩139,804, the current price target is an average from 22 analysts. New target price is 13% above last closing price of ₩133,300. Stock is up 22% over the past year. The company is forecast to post earnings per share of ₩2,672 for next year compared to ₩1,651 last year.공시 • Nov 01Amorepacific Corporation (KOSE:A090430) agreed to acquire additional 54.8% stake in Cosrxinc Co., Ltd. for approximately KRW 760 billion.Amorepacific Corporation (KOSE:A090430) agreed to acquire additional 54.8% stake in Cosrxinc Co., Ltd. for approximately KRW 760 billion on October 30, 2023. With this, Amorepacific is expected to own 93.2% of Cosrxinc shares.New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 28% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Major Estimate Revision • Jul 30Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩4.12b to ₩4.03b. EPS estimate also fell from ₩3,481 per share to ₩3,122 per share. Net income forecast to grow 161% next year vs 104% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩133,873 to ₩128,578. Share price rose 7.4% to ₩110,800 over the past week.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩120,600, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 20x in the Personal Products industry in South Korea. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩81,440 per share.Reported Earnings • Mar 12Full year 2022 earnings released: EPS: ₩1,949 (vs ₩2,820 in FY 2021)Full year 2022 results: EPS: ₩1,949 (down from ₩2,820 in FY 2021). Revenue: ₩4.13t (down 15% from FY 2021). Net income: ₩134.5b (down 31% from FY 2021). Profit margin: 3.3% (down from 4.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Price Target Changed • Jan 13Price target increased to ₩145,524Up from ₩135,550, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of ₩139,500. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₩2,012 for next year compared to ₩2,387 last year.Upcoming Dividend • Dec 21Upcoming dividend of ₩980 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.3%).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Chairman and Chief Executive Officer Kyung-Bae Suh was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Major Estimate Revision • Nov 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩4.36b to ₩4.16b. EPS estimate also fell from ₩2,251 per share to ₩2,008 per share. Net income forecast to grow 264% next year vs 41% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩146,833 to ₩133,000. Share price rose 20% to ₩109,500 over the past week.Buying Opportunity • Nov 04Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be ₩127,348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.Price Target Changed • Nov 02Price target decreased to ₩132,833Down from ₩146,833, the current price target is an average from 18 analysts. New target price is 37% above last closing price of ₩96,700. Stock is down 49% over the past year. The company is forecast to post earnings per share of ₩2,067 for next year compared to ₩2,387 last year.Price Target Changed • Sep 02Price target decreased to ₩171,950Down from ₩189,429, the current price target is an average from 20 analysts. New target price is 44% above last closing price of ₩119,500. Stock is down 47% over the past year. The company is forecast to post earnings per share of ₩2,661 for next year compared to ₩2,387 last year.Price Target Changed • Jul 31Price target decreased to ₩180,150Down from ₩196,524, the current price target is an average from 20 analysts. New target price is 40% above last closing price of ₩129,000. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩2,461 for next year compared to ₩2,387 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Chairman and Chief Executive Officer Kyung-Bae Suh was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩178,500, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Personal Products industry in South Korea. Total returns to shareholders of 4.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩203,458 per share.이익 및 매출 성장 예측KOSE:A090430 - 애널리스트 향후 추정치 및 과거 재무 데이터 (KRW Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,305,862464,220564,067688,8642112/31/20274,946,513417,567516,387603,6842612/31/20264,610,191362,730475,858584,891263/31/20264,321,064197,331437,016526,289N/A12/31/20254,252,820199,588520,373583,840N/A9/30/20254,181,13867,263460,390530,602N/A6/30/20254,141,44338,892418,488498,175N/A3/31/20254,041,170625,384326,050401,790N/A12/31/20243,885,111593,187232,994334,510N/A9/30/20243,719,461690,429164,945290,852N/A6/30/20243,631,085680,794206,972337,367N/A3/31/20243,671,719171,430240,058391,213N/A12/31/20233,673,964180,102174,760348,228N/A9/30/20233,835,683161,010220,194384,674N/A6/30/20233,883,262157,219283,188453,528N/A3/31/20233,883,600104,331144,221295,120N/A12/31/20224,134,933134,47516,101151,024N/A9/30/20224,371,91268,371188,035308,918N/A6/30/20224,544,44184,039240,729357,734N/A3/31/20224,775,375175,913439,916561,718N/A12/31/20214,863,128193,681570,824691,434N/A9/30/20214,695,327178,982466,452600,030N/A6/30/20214,675,027148,728498,866651,475N/A3/31/20214,554,10698,653396,239568,723N/A12/31/20204,432,17935,132339,700554,359N/A9/30/20204,608,90842,912305,944549,921N/A6/30/20204,922,270137,275363,995625,898N/A3/31/20205,259,669186,991348,156624,370N/A12/31/20195,580,142238,804N/A718,301N/A9/30/20195,470,617289,696N/A637,397N/A6/30/20195,347,037234,594N/A483,115N/A3/31/20195,297,581282,385N/A574,725N/A12/31/20185,277,845332,195N/A646,677N/A9/30/20185,193,657347,563N/A604,822N/A6/30/20185,125,097377,054N/A618,357N/A3/31/20184,986,371347,115N/A444,561N/A12/31/20175,123,826394,011N/A512,563N/A9/30/20175,299,895450,531N/A537,348N/A6/30/20175,490,953488,541N/A615,218N/A3/31/20175,729,430600,383N/A678,329N/A12/31/20165,645,440639,255N/A676,952N/A9/30/20165,555,181636,268N/A696,200N/A6/30/20165,295,359658,995N/A628,452N/A3/31/20165,047,329628,616N/A690,384N/A12/31/20154,766,627577,523N/A627,504N/A9/30/20154,519,611550,538N/A636,223N/A6/30/20154,375,235515,495N/A686,149N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A090430 의 연간 예상 수익 증가율(25.5%)이 saving rate(3.1%)보다 높습니다.수익 vs 시장: A090430 의 연간 수익(25.5%)이 KR 시장(33.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: A090430 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: A090430 의 수익(연간 7.4%)이 KR 시장(연간 16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: A090430 의 수익(연간 7.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A090430의 자본 수익률은 3년 후 7.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHousehold 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/22 13:29종가2026/06/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Amorepacific Corporation는 37명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hyung-Joon MoonBarclaysA-Hyung ChoBofA Global ResearchHyeryeong KimCGS International34명의 분석가 더 보기
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩4.56b to ₩4.62b. EPS estimate increased from ₩5,761 to ₩6,344 per share. Net income forecast to grow 63% next year vs 61% growth forecast for Personal Products industry in South Korea. Consensus price target broadly unchanged at ₩171,000. Share price rose 2.6% to ₩135,700 over the past week.
Major Estimate Revision • Aug 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩4.33b to ₩4.28b. EPS estimate also fell from ₩5,440 per share to ₩4,875 per share. Net income forecast to shrink 37% next year vs 32% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩160,423. Share price was steady at ₩131,500 over the past week.
Major Estimate Revision • Nov 06Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.87b. EPS estimate rose from ₩8,969 to ₩11,013. Net income forecast to shrink 18% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target down from ₩177,885 to ₩170,750. Share price rose 2.1% to ₩122,700 over the past week.
Major Estimate Revision • Nov 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.86b. EPS estimate rose from ₩8,969 to ₩10,699. Net income forecast to shrink 26% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩176,360. Share price was steady at ₩119,600 over the past week.
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 51%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩4.21b to ₩4.02b. EPS estimate rose from ₩5,011 to ₩7,553. Net income forecast to grow 224% next year vs 107% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩205,625 to ₩199,875. Share price fell 31% to ₩124,500 over the past week.
Major Estimate Revision • May 04Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩4,693 to ₩5,189. Revenue forecast steady at ₩4.31b. Net income forecast to grow 86% next year vs 87% growth forecast for Personal Products industry in South Korea. Consensus price target up from ₩163,000 to ₩192,708. Share price rose 12% to ₩168,700 over the past week.
Reported Earnings • May 21First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₩1,573 (down from ₩1,606 in 1Q 2025). Revenue: ₩1.14t (up 6.4% from 1Q 2025). Net income: ₩108.5b (down 2.0% from 1Q 2025). Profit margin: 9.6% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩4.56b to ₩4.62b. EPS estimate increased from ₩5,761 to ₩6,344 per share. Net income forecast to grow 63% next year vs 61% growth forecast for Personal Products industry in South Korea. Consensus price target broadly unchanged at ₩171,000. Share price rose 2.6% to ₩135,700 over the past week.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩150,800, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Personal Products industry in South Korea. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩230,059 per share.
공시 • Apr 24Amorepacific Corporation to Report Q1, 2026 Results on Apr 29, 2026Amorepacific Corporation announced that they will report Q1, 2026 results on Apr 29, 2026
분석 기사 • Mar 26Weak Statutory Earnings May Not Tell The Whole Story For Amorepacific (KRX:090430)The market rallied behind Amorepacific Corporation's ( KRX:090430 ) stock, leading do a rise in the share price after...
Reported Earnings • Mar 21Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₩3,416 (down from ₩8,601 in FY 2024). Revenue: ₩4.25t (up 9.5% from FY 2024). Net income: ₩235.7b (down 60% from FY 2024). Profit margin: 5.5% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Mar 11IOPE Launches Clinical-Grade Skincare Products In CanadaIOPE, a clinical-grade skincare brand from Amorepacific and a leader in Korean anti-aging innovation, officially debuted in the Canadian market this week. Backed by 30 years of research and expertise in Korea, IOPE expands into North America through a strategic retail partnership with Sephora Canada, launching on Sephora.com NOW and arriving in stores nationwide on March 13, 2026. Established in 1996, IOPE has been at the forefront of Korean anti-aging research, grounded in rigorous clinical testing. The brand has pioneered advancements in key active ingredients, including PDRN, stabilized Vitamin C and innovative retinol stabilization technology that is supported by 56 patents in Korea and more than a dozen scientific publications. IOPE's professional treatment–inspired formulations are rooted in evidence-based research and designed to deliver visible improvements across key skin concerns, including texture, firmness, brightness and overall vitality, bridging the gap between in-clinic procedures and daily skincare rituals. IOPE enters the Canadian market with nine targeted products, featuring the brand's transformative XMD, Retinol RX™, Vitamin C and PDRN collections. Their newest innovations draw inspiration from Korea's viral skin booster treatments and are clinically proven to deliver professional treatment-level results at home: XMD Stem III Clinical Recovery Serum ($80): Inspired by Korea's viral PDRN skin booster treatments, this advanced serum was clinically tested to deliver professional PDRN treatment–level results across six key metrics, including increased volume, improved elasticity and enhanced texture, without the downtime or discomfort associated with in-office treatments. The breakthrough formula is powered by 92.3% PDRN H.A.™ Liposome Complex, featuring PDRN, micro-molecular hyaluronic acid and a soothing allantoin-based complex. Retinol RX™ 2% Reti-jection Serum ($77): Formulated with a 2% concentration of Retinol RX™ – IOPE's proprietary retinoid complex – this high-performance serum is designed to optimize efficacy while reducing irritation compared to traditional retinol. The formula features three million retinol-infused spicules to enhance absorption. In a four-week clinical study, the serum reduced the look of wrinkles, minimized pore appearance and enhanced radiance. IOPE will further expand its presence with additional high-performance innovations designed to redefine antiaging skincare standards in Canada, including the Retinol RX™ 1% Super Bounce Serum ($67), formulated with IOPE's proprietary retinoid complex for targeted delivery with reduced irritation compared to traditional retinol; the Vitamin C 40% Concentrate Cream ($80), featuring a high-potency antioxidant formula; and the PDRN Caffeine Shot Serum ($58), which provides clinically proven benefits in smoothing, depuffing and rejuvenating. IOPE product range in price from $9 for a single sheet mask to $93 for XMD Stem III Clinical Recovery Cream. IOPE is available now at Sephora.com and will be available in Sephora stores nationwide starting March 13, 2026.
New Risk • Mar 04New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 115% Dividend yield: 1.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (115% payout ratio). Profit margins are more than 30% lower than last year (1.6% net profit margin).
분석 기사 • Feb 09Optimistic Investors Push Amorepacific Corporation (KRX:090430) Shares Up 39% But Growth Is LackingThe Amorepacific Corporation ( KRX:090430 ) share price has done very well over the last month, posting an excellent...
Buy Or Sell Opportunity • Feb 09Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to ₩164,800. The fair value is estimated to be ₩118,658, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
Declared Dividend • Feb 08Dividend increased to ₩1,240Dividend of ₩1,240 is 10% higher than last year. Ex-date: 30th March 2026 Payment date: 1st January 1970 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio). However, it is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 28% to bring the payout ratio under control. EPS is expected to grow by 173% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Feb 07+ 1 more updateAmorepacific Corporation announces Annual dividendAmorepacific Corporation announced Annual dividend of KRW 1240.0000 per share, ex-date on March 30, 2026 and record date on March 31, 2026.
분석 기사 • Jan 26Returns At Amorepacific (KRX:090430) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Buy Or Sell Opportunity • Jan 23Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₩133,300. The fair value is estimated to be ₩106,869, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 494% in the next 2 years.
분석 기사 • Jan 12Is It Too Late To Consider Buying Amorepacific Corporation (KRX:090430)?Amorepacific Corporation ( KRX:090430 ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 • Dec 30We Think Amorepacific (KRX:090430) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 16Amorepacific Corporation's (KRX:090430) Business Is Trailing The Industry But Its Shares Aren'tAmorepacific Corporation's ( KRX:090430 ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing...
분석 기사 • Dec 03A Look At The Fair Value Of Amorepacific Corporation (KRX:090430)Key Insights Using the 2 Stage Free Cash Flow to Equity, Amorepacific fair value estimate is ₩121,710 Current share...
분석 기사 • Oct 06Amorepacific (KRX:090430) Hasn't Managed To Accelerate Its ReturnsIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Sep 16Risks To Shareholder Returns Are Elevated At These Prices For Amorepacific Corporation (KRX:090430)Amorepacific Corporation's ( KRX:090430 ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing...
분석 기사 • Aug 29We Think Amorepacific (KRX:090430) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 19% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Aug 09When Should You Buy Amorepacific Corporation (KRX:090430)?While Amorepacific Corporation ( KRX:090430 ) might not have the largest market cap around , it saw significant share...
Major Estimate Revision • Aug 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₩4.33b to ₩4.28b. EPS estimate also fell from ₩5,440 per share to ₩4,875 per share. Net income forecast to shrink 37% next year vs 32% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩160,423. Share price was steady at ₩131,500 over the past week.
분석 기사 • Jul 02Amorepacific (KRX:090430) Will Be Looking To Turn Around Its ReturnsIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Buy Or Sell Opportunity • Jun 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ₩136,200. The fair value is estimated to be ₩110,971, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Earnings per share has grown by 67%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to decline by 23% in the next 2 years.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
분석 기사 • Jun 20We Ran A Stock Scan For Earnings Growth And Amorepacific (KRX:090430) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • May 25Amorepacific's (KRX:090430) Promising Earnings May Rest On Soft FoundationsAmorepacific Corporation's ( KRX:090430 ) robust earnings report didn't manage to move the market for its stock. Our...
Buy Or Sell Opportunity • May 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to ₩125,900. The fair value is estimated to be ₩103,588, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.6% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are forecast to decline by 4.4% per annum over the same time period.
분석 기사 • May 17Amorepacific (KRX:090430) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Apr 24Amorepacific Corporation to Report Q1, 2025 Final Results on Apr 30, 2025Amorepacific Corporation announced that they will report Q1, 2025 final results on Apr 30, 2025
분석 기사 • Apr 19Some Confidence Is Lacking In Amorepacific Corporation's (KRX:090430) P/EThere wouldn't be many who think Amorepacific Corporation's ( KRX:090430 ) price-to-earnings (or "P/E") ratio of 13.4x...
분석 기사 • Apr 06Should You Think About Buying Amorepacific Corporation (KRX:090430) Now?While Amorepacific Corporation ( KRX:090430 ) might not have the largest market cap around , it received a lot of...
Buy Or Sell Opportunity • Mar 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to ₩103,100. The fair value is estimated to be ₩128,914, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.6% over the last 3 years. Earnings per share has grown by 64%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are forecast to decline by 14% per annum over the same time period.
Upcoming Dividend • Mar 20Upcoming dividend of ₩1,125 per shareEligible shareholders must have bought the stock before 27 March 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (1.1%).
분석 기사 • Mar 19Amorepacific (KRX:090430) Will Be Hoping To Turn Its Returns On Capital AroundWhat financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
공시 • Feb 07Amorepacific Corporation, Annual General Meeting, Mar 25, 2025Amorepacific Corporation, Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: amore hall, 100, hangang-daero, yongsan-gu, seoul South Korea
분석 기사 • Jan 18Amorepacific Corporation's (KRX:090430) Share Price Not Quite Adding UpIt's not a stretch to say that Amorepacific Corporation's ( KRX:090430 ) price-to-earnings (or "P/E") ratio of 13x...
분석 기사 • Jan 04An Intrinsic Calculation For Amorepacific Corporation (KRX:090430) Suggests It's 41% UndervaluedKey Insights The projected fair value for Amorepacific is ₩182,211 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 • Dec 21Why Amorepacific Corporation (KRX:090430) Could Be Worth WatchingAmorepacific Corporation ( KRX:090430 ), is not the largest company out there, but it received a lot of attention from...
New Risk • Dec 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 25% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
분석 기사 • Dec 07Does Amorepacific (KRX:090430) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Nov 06Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.87b. EPS estimate rose from ₩8,969 to ₩11,013. Net income forecast to shrink 18% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target down from ₩177,885 to ₩170,750. Share price rose 2.1% to ₩122,700 over the past week.
Major Estimate Revision • Nov 01Consensus EPS estimates increase by 19%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩3.94b to ₩3.86b. EPS estimate rose from ₩8,969 to ₩10,699. Net income forecast to shrink 26% next year vs 34% growth forecast for Personal Products industry in South Korea . Consensus price target broadly unchanged at ₩176,360. Share price was steady at ₩119,600 over the past week.
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩124,600, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Personal Products industry in South Korea. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩171,377 per share.
분석 기사 • Oct 06Amorepacific's (KRX:090430) Returns On Capital Not Reflecting Well On The BusinessIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? A business...
Buy Or Sell Opportunity • Oct 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ₩131,600. The fair value is estimated to be ₩171,481, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to decline by 31% in the next 2 years.
분석 기사 • Sep 24With EPS Growth And More, Amorepacific (KRX:090430) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Sep 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to ₩140,000. The fair value is estimated to be ₩184,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to decline by 29% in the next 2 years.
분석 기사 • Sep 12Estimating The Fair Value Of Amorepacific Corporation (KRX:090430)Key Insights Amorepacific's estimated fair value is ₩185,111 based on 2 Stage Free Cash Flow to Equity Amorepacific's...
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩149,900, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Personal Products industry in South Korea. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩185,111 per share.
분석 기사 • Aug 31Should You Investigate Amorepacific Corporation (KRX:090430) At ₩124,400?Amorepacific Corporation ( KRX:090430 ), might not be a large cap stock, but it received a lot of attention from a...
New Risk • Aug 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.
분석 기사 • Aug 17Amorepacific Corporation's (KRX:090430) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Amorepacific Corporation ( KRX:090430 ) share price has fared very poorly over the last month, falling by a...
분석 기사 • Aug 11Amorepacific (KRX:090430) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 51%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₩4.21b to ₩4.02b. EPS estimate rose from ₩5,011 to ₩7,553. Net income forecast to grow 224% next year vs 107% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩205,625 to ₩199,875. Share price fell 31% to ₩124,500 over the past week.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ₩124,200, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Personal Products industry in South Korea. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩216,804 per share.
Buy Or Sell Opportunity • Aug 05Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to ₩156,900. The fair value is estimated to be ₩220,831, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩148,700, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Personal Products industry in South Korea. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩187,794 per share.
Buy Or Sell Opportunity • Jul 05Now 21% undervaluedOver the last 90 days, the stock has risen 11% to ₩148,700. The fair value is estimated to be ₩187,794, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.
분석 기사 • May 23Is Amorepacific Corporation (KRX:090430) Potentially Undervalued?Amorepacific Corporation ( KRX:090430 ), might not be a large cap stock, but it led the KOSE gainers with a relatively...
분석 기사 • May 11A Look At The Intrinsic Value Of Amorepacific Corporation (KRX:090430)Key Insights Using the 2 Stage Free Cash Flow to Equity, Amorepacific fair value estimate is ₩157,335 With ₩170,800...
Major Estimate Revision • May 04Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ₩4,693 to ₩5,189. Revenue forecast steady at ₩4.31b. Net income forecast to grow 86% next year vs 87% growth forecast for Personal Products industry in South Korea. Consensus price target up from ₩163,000 to ₩192,708. Share price rose 12% to ₩168,700 over the past week.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩173,400, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Personal Products industry in South Korea. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩160,471 per share.
Price Target Changed • May 01Price target increased by 13% to ₩183,958Up from ₩163,000, the current price target is an average from 24 analysts. New target price is 8.5% above last closing price of ₩169,500. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₩5,071 for next year compared to ₩2,610 last year.
분석 기사 • Apr 29Be Wary Of Amorepacific (KRX:090430) And Its Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
분석 기사 • Apr 17Amorepacific Corporation (KRX:090430) Looks Just Right With A 26% Price JumpAmorepacific Corporation ( KRX:090430 ) shareholders would be excited to see that the share price has had a great...
Buy Or Sell Opportunity • Apr 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₩137,500. The fair value is estimated to be ₩113,131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
분석 기사 • Apr 10Amorepacific (KRX:090430) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Mar 14Amorepacific's (KRX:090430) Profits May Not Reveal Underlying IssuesThe recent earnings posted by Amorepacific Corporation ( KRX:090430 ) were solid, but the stock didn't move as much as...
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: ₩2,609 (vs ₩1,949 in FY 2022)Full year 2023 results: EPS: ₩2,609 (up from ₩1,949 in FY 2022). Revenue: ₩3.67t (down 11% from FY 2022). Net income: ₩180.1b (up 34% from FY 2022). Profit margin: 4.9% (up from 3.3% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Feb 16Amorepacific Corporation, Annual General Meeting, Mar 15, 2024Amorepacific Corporation, Annual General Meeting, Mar 15, 2024.
공시 • Feb 06Amorepacific Unveils Research Demonstrating the Impact of Lymphatic Activating IngredientsAmorepacific, in collaboration with the School of Mechanical Engineering at Korea University, has unveiled groundbreaking research demonstrating the impact of lymphatic activation on skin health and the potential skin lymphatic improvement through fermented ginseng ingredients. This research, introducing new possibilities for skin aging and homeostasis maintenance using Lab-on-a-chip technology, was published in 'NPG Asia Materials,' an international journal by the scientific journal Nature. The lymphatic system, a crucial organ for maintaining homeostasis and activating the immune system through circulation and waste removal, plays a significant role in skin health. Disruption in lymphatic circulation within the skin can lead to problems and accelerated aging. However, directly observing changes in living tissue's most profound lymphatic systems has been challenging. The R&I Center at Amorepacific and Professor Chung Seok's laboratory at the School of Mechanical Engineering, Korea University, have been conducting extensive research to elucidate the interdependent relationship between lymph circulation and skin. The joint research team utilized human skin structure replication technology and Lab-on-a- chip systems, a type of organoid technology enabling the observation of networks between various cells. In this research, they cultivated human-derived skin cells and 3D lymphatic forming cells under optimal conditions to create a Skin-Lymph-on-a-chip. This enabled the replication of networks between human skin and lymphatic vessels, visually observing the impact of substances applied to the skin on lymphatic formation and activity. This system, which mimics the network between human skin and lymphatics, can observe the impact of substances applied to The skin on lymphatic formation and check molecular biological changes. Amorepacific's Lymphanaxtm, made from ginseng naturally fermented for 500 hours and rich in the lymph-activating component Gypenoside XVII, has been proven to strengthen the skin barrier and aid internal skin circulation, as observed in the Skin-Lymph- on-a-chip system. The joint research team concluded that Lymphanaxtm aids in forming healthy lymphatic vessels within the skin and strengthens the skin barrier through additional analysis, including AI algorithms. Meanwhile, Lymphanaxtm, whose efficacy was confirmed in this study, is currently being used as a critical ingredient in the Sulwhasoo brand.
Buy Or Sell Opportunity • Jan 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₩139,200. The fair value is estimated to be ₩114,522, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 41% per annum over the same time period.
Upcoming Dividend • Dec 20Upcoming dividend of ₩680 per share at 0.5% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 15 April 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.2%).
New Risk • Nov 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩143,300, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Personal Products industry in South Korea. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩96,505 per share.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩3.95b to ₩3.79b. EPS estimate also fell from ₩2,981 per share to ₩2,672 per share. Net income forecast to grow 74% next year vs 69% growth forecast for Personal Products industry in South Korea. Consensus price target up from ₩139,804 to ₩151,000. Share price rose 14% to ₩133,300 over the past week.
Price Target Changed • Nov 04Price target increased by 8.0% to ₩151,000Up from ₩139,804, the current price target is an average from 22 analysts. New target price is 13% above last closing price of ₩133,300. Stock is up 22% over the past year. The company is forecast to post earnings per share of ₩2,672 for next year compared to ₩1,651 last year.
공시 • Nov 01Amorepacific Corporation (KOSE:A090430) agreed to acquire additional 54.8% stake in Cosrxinc Co., Ltd. for approximately KRW 760 billion.Amorepacific Corporation (KOSE:A090430) agreed to acquire additional 54.8% stake in Cosrxinc Co., Ltd. for approximately KRW 760 billion on October 30, 2023. With this, Amorepacific is expected to own 93.2% of Cosrxinc shares.
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 28% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Jul 30Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩4.12b to ₩4.03b. EPS estimate also fell from ₩3,481 per share to ₩3,122 per share. Net income forecast to grow 161% next year vs 104% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩133,873 to ₩128,578. Share price rose 7.4% to ₩110,800 over the past week.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩120,600, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 20x in the Personal Products industry in South Korea. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩81,440 per share.
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: ₩1,949 (vs ₩2,820 in FY 2021)Full year 2022 results: EPS: ₩1,949 (down from ₩2,820 in FY 2021). Revenue: ₩4.13t (down 15% from FY 2021). Net income: ₩134.5b (down 31% from FY 2021). Profit margin: 3.3% (down from 4.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Personal Products industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jan 13Price target increased to ₩145,524Up from ₩135,550, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of ₩139,500. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₩2,012 for next year compared to ₩2,387 last year.
Upcoming Dividend • Dec 21Upcoming dividend of ₩980 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 24 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.3%).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Chairman and Chief Executive Officer Kyung-Bae Suh was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Major Estimate Revision • Nov 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₩4.36b to ₩4.16b. EPS estimate also fell from ₩2,251 per share to ₩2,008 per share. Net income forecast to grow 264% next year vs 41% growth forecast for Personal Products industry in South Korea. Consensus price target down from ₩146,833 to ₩133,000. Share price rose 20% to ₩109,500 over the past week.
Buying Opportunity • Nov 04Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be ₩127,348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 40% per annum over the same time period.
Price Target Changed • Nov 02Price target decreased to ₩132,833Down from ₩146,833, the current price target is an average from 18 analysts. New target price is 37% above last closing price of ₩96,700. Stock is down 49% over the past year. The company is forecast to post earnings per share of ₩2,067 for next year compared to ₩2,387 last year.
Price Target Changed • Sep 02Price target decreased to ₩171,950Down from ₩189,429, the current price target is an average from 20 analysts. New target price is 44% above last closing price of ₩119,500. Stock is down 47% over the past year. The company is forecast to post earnings per share of ₩2,661 for next year compared to ₩2,387 last year.
Price Target Changed • Jul 31Price target decreased to ₩180,150Down from ₩196,524, the current price target is an average from 20 analysts. New target price is 40% above last closing price of ₩129,000. Stock is down 42% over the past year. The company is forecast to post earnings per share of ₩2,461 for next year compared to ₩2,387 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Chairman and Chief Executive Officer Kyung-Bae Suh was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩178,500, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Personal Products industry in South Korea. Total returns to shareholders of 4.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩203,458 per share.