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194370.KS

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JS Corporation · Consumer Cyclical · South Korea · $219M · Avg Vol: $1M/d

75
StockRank
Q
44
V
83
M
37
P/E (TTM)
4.3x
ROE
14.9%
D/E
1.4x
Dividend %
5.3%
AI CONVICTION THESIS

JS Corporation is a South Korean OEM manufacturer of handbags. Despite decent valuation metrics, it is a low-margin, contract manufacturer with limited pricing power and no alignment with our core structural macro themes.

COMPANY DESCRIPTION

JS Corporation is a leading South Korean original equipment manufacturer (OEM) and original design manufacturer (ODM) specializing in luxury handbags and leather goods. The company serves as a critical manufacturing partner for prominent global fashion brands, including Coach, Michael Kors, and Kate Spade. Its competitive moat is sustained by its highly efficient, low-cost manufacturing facilities in Vietnam and Cambodia, combined with strict quality control and design capabilities.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue635.0M561.9M727.8M838.9M9.7%
EPS1.672.821.201.751.7%
Shares26.7M26.7M27.4M29.0M+8.8%
Debt110.6M225.7M561.4M540.8M69.7%
Equity166.3M233.2M308.9M343.4M27.3%
Op CF80.7M62.4M23.5M83.3M1.1%
Inv CF-42.3M-139.1M-178.4M-0.8M
Fin CF-26.2M117.5M133.3M-52.0M
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PRICE (1Y)-13.2%
6.366.987.618.238.86May 13Jun 5Jun 25
SMA 50SMA 200
Close
$7.51
RSI (14)
61.2
52W High
$10.48
From 52W High
0.7%

SCORE BREAKDOWN

Quality
44
ROIC
12.6%71.1
ROE
14.9%74.4
GP/Assets
13.4%26.5
Op. Margin
10.2%68.1
FCF/Assets
2.4%44.2
Piotroski
531.0
Int. Cover
3.9x33.4
D/E Ratio
1.36x18.2
Current Ratio
0.88x13.7
Value
83
P/E (TTM)
4.3x97.7
EV/EBITDA
6.8x70.8
P/FCF
7.8x75.9
P/B
0.6x83.7
P/S
0.3x87.3
Div Yield
5.3%82.4
Momentum
37
52W High %
72%43.9
RS 6M
-139%4.0
SMA 50/200
1.07x78.1
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
1%43.4

FUNDAMENTALS

Market Cap
$219M
P/E (Forward)
2.9x
Gross Margin
18.8%

SECTOR PEERS

Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 194370.KS are excluded.

TickerCompanyMkt CapStockRankSignal
194370.KSJS Corporation(you)$219M75BUY
035150.KSBAIKSAN Co,. Ltd$129M76BUY
002170.KSSYTS Corp.$94M90STRONG BUY
006060.KSHWASEUNG Industries Co.,Ltd.$78M49HOLD
481070.KQAU BRANDZ$109M34SELL
241590.KSHwaseung Enterprise Co., Ltd.$125M15STRONG SELL
101140.KSINBIOGEN Co., Ltd.$57M1STRONG SELL
043370.KQPHA Co., Ltd.$157M76BUY
381970.KSK Car Co., Ltd.$278M72BUY
009900.KSMyoung Shin Industrial Co.,Ltd$273M71BUY

Peer medians: ROE 5.6% · P/E 7.9x · Gross margin 17.7%

JS Corporation (194370.KS) — Stock Score Summary

JS Corporation (194370.KS) has a MoatMap StockRank of 75/100 based on Quality (44/100), Value (83/100), and Momentum (37/100) factor scores. The current signal is BUY. JS Corporation is a South Korean OEM manufacturer of handbags. Despite decent valuation metrics, it is a low-margin, contract manufacturer with limited pricing power and no alignment with our core structural macro themes.

JS Corporation is a leading South Korean original equipment manufacturer (OEM) and original design manufacturer (ODM) specializing in luxury handbags and leather goods. The company serves as a critical manufacturing partner for prominent global fashion brands, including Coach, Michael Kors, and Kate Spade. Its competitive moat is sustained by its highly efficient, low-cost manufacturing facilities in Vietnam and Cambodia, combined with strict quality control and design capabilities.

Key Financial Metrics

Price$7.51
Market Cap$219M
P/E (TTM)4.28
P/E (Forward)2.87
Price/Book0.63
Return on Equity14.9%
Return on Invested Capital12.6%
Debt/Equity136.10
Gross Margin18.8%
Operating Margin10.2%
Revenue Growth4.9%
Dividend Yield5.3%
Free Cash Flow$28M

JS Corporation operates in the Footwear & Accessories industry, part of the Consumer Cyclical sector (South Korea).

Frequently Asked Questions

What is JS Corporation’s (194370.KS) StockRank?
MoatMap’s StockRank for JS Corporation (194370.KS) is 75/100, with a Buy signal. It is a composite of Quality (44), Value (83), and Momentum (37) factor ranks across MoatMap’s 20,000+ stock universe.
Does JS Corporation have an economic moat?
JS Corporation (194370.KS) has a Quality factor score of 44/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is JS Corporation a buy, hold, or sell?
MoatMap’s current signal for JS Corporation (194370.KS) is Buy, based on a StockRank of 75/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is JS Corporation in?
JS Corporation (194370.KS) operates in the Consumer Cyclical sector, specifically the Footwear & Accessories industry (South Korea).