Obermatt

BGF retail

KSC:282330 · KR7282330000
Food & Staples RetailingMedium

360

100
EV / EBIT100
Price / Owner Earnings75
Owner Earnings Yield100
Dividend Yield75
Price/Sales68
EV / Gross Profit86
Price/Book33
Return on Capital85
Cash Return on Capital100
Return on Equity71
EBIT Margin35
Gross Profitability49
Cash Conversion79
Accruals87
Owner Earnings Margin92
Sales growth50
Profit Growth45
Long-Term EPS Growth67
Owner Earnings Growth45
Reinvestment50
Price momentum82
Debt load89
Refinancing1
Debt Payback100
Liquidity37
Analyst ratings92
Opinion Changes72
Price Target Upside69
Market mood51
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

BGF retail clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountrySouth Korea
IndustryFood & Staples Retailing
SizeMedium
TypePublic Company
ExchangeKOSE
Employees84
ISINKR7282330000
Last UpdateApr 2, 2026
Themes
Fast-Moving Consumer Goods

Description

Analysis

Hidden champion

BGF Retail Co., Ltd. fits the profile of a hidden champion, yet the market has not awarded it the premium its quality earns.

On valuation, the picture is attractive. The owner-earnings multiple stands at 4.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -15% a year, against analyst forecasts of 8%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value. Analysts lean positive.

Flags to be aware of: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
90
2023202420252026

All-time high

90

Jun 2026

All-time low

58

Mar 2026

Average rank

74

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
68
81
70
64
Price/Earnings
62
74
59
26
Price/Book
33
44
30
26
Dividend Yield
75
84
74
43
Value (overall)
62
83
65
35

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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The companies this stock is ranked against.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →