Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
CJ Logistics Corporation is a prominent logistics service provider, focusing primarily on delivering comprehensive supply chain solutions across various industries. The company’s core services encompass a vast array of offerings including freight transportation, warehousing, parcel delivery, and supply chain management. Serving a wide range of sectors, CJ Logistics plays a crucial role in ensuring that goods are transported efficiently and reliably from manufacturers to consumers worldwide. With an emphasis on integrating advanced technologies, such as artificial intelligence and automation, the corporation enhances operational efficiency and improves customer experience. CJ Logistics is pivotal in South Korea's economic infrastructure as it supports domestic as well as international trade through its extensive network. The company’s commitment to sustainability and innovation positions it as a leader in the logistics industry, striving to meet the growing demands of global supply chains while minimizing environmental impact. Established in 1930 and headquartered in Seoul, CJ Logistics Corporation continues to drive significant progress in logistics advancements and supply chain optimization, underscoring its importance in facilitating commerce and trade on a global scale.
₩76,100.00
+₩800.00 (+1.06%)
Live · 05:27 PM
Operating margin is thin at 4.14%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue growth slowed to 1.4%, essentially flat. This is a business that needs a catalyst.
Free cash flow declined 20% versus the prior year, cash generation momentum has weakened. Net debt of ₩3.36T represents 11.5x FCF, leverage limits flexibility.
6.7x earnings, 5.2x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
₩12.51T
▲ +1.4% YoY
Net Income (TTM)
₩255.71B
▼ -3.6% YoY
Op. Margin
4.12%
▼ -0.2pp YoY
ROIC
4.97%
Cash Flow & Balance Sheet
FCF (TTM)
₩325.81B
▼ -20.3% YoY
Op. Cash Flow (TTM)
₩1.10T
▲ +53.3% YoY
Net Debt
₩3.36T
Cash & Equiv.
₩509.05B
3Y CAGR: +0.4%
3Y CAGR: -2.7%
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At a P/E of 6.7 and a price-to-free-cash-flow of 5.2, CJ Logistics (000120.XKRX) trades below a two-stage DCF intrinsic value of about KRW 582,697.98 per share, so at KRW 76,100.00 the stock looks undervalued (665.7% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, CJ Logistics scores 42/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 2.1%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about KRW 582,697.98 per share for 000120.XKRX, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around KRW 437,023.48. At today's KRW 76,100.00, that puts the stock about 665.7% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
CJ Logistics scores 42 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 4.1% operating margin and a 5.0% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, CJ Logistics pays a regular dividend of about KRW 1,623.65 per share per year (typically in quarterly installments), a yield of roughly 2.1% at the current price. That is a payout ratio of about 14.3% of earnings, so the dividend is amply covered by earnings. CJ Logistics has grown the dividend at roughly 11.9% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For 000120.XKRX's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. 000120.XKRX currently trades below its estimated intrinsic value and scores 42/100 on quality (mixed). It also yields about 2.1%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.