Namyang Dairy Products Co., Ltd (003920.KS)
ValueMarkers Composite Index
1677% above intrinsic value ($2)
Namyang Dairy Products Co., Ltd (003920.KS) — VMCI valuation read
003920.KS screens at VMCI 58/100, a 8-point gap above the Consumer Defensive sector median (50). For a mid-cap Namyang Dairy Products Co., Ltd share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
003920.KS has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: 003920.KS trades at 26.0x earnings, 44% above the Consumer Defensive median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Defensive group. Quality: ROIC of 8.0% trails the Consumer Defensive median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of -0.7x leaves covenant headroom, which sets the rate-cycle exposure for Namyang Dairy Products Co., Ltd.
003920.KS rose 3.2% over the trailing 7 days, with a -9.1% read on a 30-day basis.
Namyang Dairy Products Co., Ltd produces and sells dairy products in South Korea. Its products include baby food, coffee, milk, yogurt, beverages, soybean milk, cheese, and cream and butter, as well as ketogenic dietary food. The company was founded in 1964 and is headquartered in Seoul, South Korea.
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