A373220 Share Price Performance
₩0
-419500.00 (-100.00%)
Price ₩0
Fair Value₩496,400.00
Share Pricen/a
LG Energy Solution, Ltd.'s (KRX:373220) Intrinsic Value Is Potentially 68% Above Its Share Price
Nov 18
LG Energy Solution, Ltd. Stock Price
- 3 Narratives written by author
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- 9 Fair Values set on narratives written by author
A373220 Community Narratives
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Fair Value ₩496.4k 17.0% undervalued intrinsic discount
North American Battery Localization And Grid Electrification Will Reshape Markets
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Fair Value ₩531k 22.4% undervalued intrinsic discount
Global EV Adoption And Renewables Will Expand Battery Demand
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Fair Value ₩293.05k 40.6% overvalued intrinsic discount
Falling US EV Subsidies Will Trigger Margin Strain
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North American Battery Localization And Grid Electrification Will Reshape Markets
Key Takeaways Favorable policy tailwinds and rapid electrification in North America are driving strong growth and margin improvements for LG Energy Solution's energy storage business. Product and customer diversification, along with cost innovation and investment in advanced battery technologies, underpin stable long-term earnings and resilience.Read more
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AN
₩496.4k
17.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
19.46% p.a.
Profit Margin
10.73%
Future PE
34.52x
Share price in 2028
₩659.3k
Global EV Adoption And Renewables Will Expand Battery Demand
Key Takeaways Superior global scale, capacity agility, and first-mover advantage in LFP ESS production position the company for outsized market share and sustained margin gains. Diversified pre-sold order book and advanced next-gen technologies provide strong earnings stability and pricing power amid industry and regulatory shifts.Read more
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₩531k
22.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
24.17% p.a.
Profit Margin
11.1%
Future PE
30.56x
Share price in 2028
₩698.21k
Falling US EV Subsidies Will Trigger Margin Strain
Key Takeaways Uncertainty from subsidy expirations, tariffs, and policy shifts threatens revenue growth, margin expansion, and capital investment effectiveness in key markets. Intensifying competition and cost pressures could erode pricing power, profitability, and long-term returns, particularly amid ongoing global supply chain realignment.Read more
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AN
₩293.05k
40.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-2.73% p.a.
Profit Margin
7.64%
Future PE
50.99x
Share price in 2028
₩385.33k
Recently Updated Narratives
AN
North American Battery Localization And Grid Electrification Will Reshape Markets
Fair Value: ₩496.4k 17.0% undervalued intrinsic discount
6 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Falling US EV Subsidies Will Trigger Margin Strain
Fair Value: ₩293.05k 40.6% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global EV Adoption And Renewables Will Expand Battery Demand
Fair Value: ₩531k 22.4% undervalued intrinsic discount
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Snowflake Analysis
LG Energy Solution, Ltd. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -3.74k
- 16.66%
- -3.65%
- 75.1%
About A373220
- Founded
- 2020
- Employees
- n/a
- CEO
- WebsiteView website
LG Energy Solution, Ltd. provides energy solutions worldwide. The company offers automotive batteries, which include pouch-type battery cells, modules/packs, and battery management system products for use in electric vehicle batteries; mobility and IT batteries for various applications in IT devices, such as smartphones and laptops, as well as light electric vehicles, electric bicycles, power tools, and wireless earphones; and energy storage systems that are used in power grids, UPS, and commercial and residential applications. It operates in South Korea, China, and the United States. LG Energy Solution, Ltd. was founded in 2020 and is headquartered in Seoul, South Korea. LG Energy Solution, Ltd. is a subsidiary of LG Chem, Ltd.