Obermatt

Sempio

KSC:007540 · KR7007540008
Food ProductsSmall

360

100
Medium confidence — indicative
Profit price67
Owner Earnings Yield100
Dividend Yield1
Price/Sales76
EV / Gross Profit100
Price/Book68
Return on Capital64
Cash Return on Capital79
Return on Equity63
EBIT Margin84
Gross Profitability84
Cash Conversion94
Accruals74
Owner Earnings Margin88
Sales growth47
Profit Growth79
Long-Term EPS Growth87
Owner Earnings Growth97
Reinvestment18
Price momentum54
Debt load58
Refinancing78
Debt Payback100
Liquidity75
Analyst ratings
Expectations trend
Market mood6
Value Creation10/20creating 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

Sempio 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 Products
SizeSmall
TypePublic Company
ExchangeKOSE
Websitesempio.com
ISINKR7007540008
Last UpdateApr 2, 2026
Themes
Fast-Moving Consumer GoodsFood and BeverageManufacturingRecipes

Description

Analysis

Quality compounder

Sempio Company is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is attractive. You pay 2.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is solid and the balance sheet is sturdy. The company scores 10/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

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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 →