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306200.KS

HOLDREMOVE

SeAH Steel Corporation · Basic Materials · South Korea · $238M · Avg Vol: $1M/d

57
StockRank
Q
41
V
68
M
37
P/E (TTM)
12.9x
ROE
2.9%
D/E
0.4x
Dividend %
3.9%
AI CONVICTION THESIS

SeAH Steel is a Korean steel pipe manufacturer. While it benefits from regional infrastructure spend, it is a low-margin, capital-intensive commodity business that fails the Terry Smith quality filter.

COMPANY DESCRIPTION

SeAH Steel Corporation is South Korea's largest manufacturer of steel pipes and tubes, serving the energy, construction, and infrastructure sectors. The company holds a dominant domestic market share and maintains a robust global export network, particularly for oil country tubular goods (OCTG) and offshore wind foundation structures. Its competitive advantage is driven by advanced manufacturing technology, global anti-dumping tariff resilience, and long-term client relationships.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue1.2B1.2B1.2B967.0M-6.2%
EPS37.0543.9231.886.98-42.7%
Shares2.8M2.8M2.8M2.8M-1.3%
Debt189.3M154.2M232.8M288.3M15.1%
Equity539.9M649.4M724.5M730.7M10.6%
Op CF140.7M72.4M195.3M-70.5M17.8%
Inv CF-26.3M-62.9M-141.5M-90.3M
Fin CF-8.4M-43.3M37.5M38.5M
Loading...
PRICE (1Y)-22.4%
82.4588.3994.33100106May 11Jun 2Jun 23
SMA 50SMA 200
Close
$82.45
RSI (14)
40.9
52W High
$123.08
From 52W High
0.7%

SCORE BREAKDOWN

Quality
41
ROIC
4.8%53.9
ROE
2.9%46.5
GP/Assets
7.7%33.3
Op. Margin
5.4%52.2
FCF/Assets
-5.3%32.7
Piotroski
316.9
Int. Cover
6.1x51.3
D/E Ratio
0.39x41.1
Current Ratio
1.85x45.2
Value
68
P/E (TTM)
12.9x72.6
EV/EBITDA
8.2x65.1
P/FCF
N/A
P/B
0.3x95.6
P/S
0.3x92.2
Div Yield
3.9%81.8
Momentum
37
52W High %
67%47.7
RS 6M
-94%4.9
SMA 50/200
1.17x75.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
12%42.0

FUNDAMENTALS

Market Cap
$238M
P/E (Forward)
7.8x
Gross Margin
9.0%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 306200.KS are excluded.

TickerCompanyMkt CapStockRankSignal
306200.KSSeAH Steel Corporation(you)$238M57HOLD
001230.KSDongkuk Holdings Co.,Ltd.$185M54HOLD
058650.KSSeAH Holdings Corporation$327M60HOLD
084010.KSDaehan Steel Co., Ltd.$155M54HOLD
001940.KSKISCO Holdings Corp.$192M48HOLD
002240.KSKiswire Ltd.$324M70BUY
104700.KSKISCO Corp.$186M39HOLD
016380.KSKG Dongbu Steel Co.,Ltd.$342M78BUY
460860.KSDongkuk Steel Mill Company Limited$296M33SELL
009190.KSDaiyang Metal Co., Ltd.$59M56HOLD

Peer medians: ROE 3.2% · P/E 12.1x · Gross margin 15.1%

SeAH Steel Corporation (306200.KS) — Stock Score Summary

SeAH Steel Corporation (306200.KS) has a MoatMap StockRank of 57/100 based on Quality (41/100), Value (68/100), and Momentum (37/100) factor scores. The current signal is HOLD. SeAH Steel is a Korean steel pipe manufacturer. While it benefits from regional infrastructure spend, it is a low-margin, capital-intensive commodity business that fails the Terry Smith quality filter.

SeAH Steel Corporation is South Korea's largest manufacturer of steel pipes and tubes, serving the energy, construction, and infrastructure sectors. The company holds a dominant domestic market share and maintains a robust global export network, particularly for oil country tubular goods (OCTG) and offshore wind foundation structures. Its competitive advantage is driven by advanced manufacturing technology, global anti-dumping tariff resilience, and long-term client relationships.

Key Financial Metrics

Price$82.45
Market Cap$238M
P/E (TTM)12.95
P/E (Forward)7.80
Price/Book0.35
Return on Equity2.9%
Return on Invested Capital4.8%
Debt/Equity39.20
Gross Margin9.0%
Operating Margin5.4%
Revenue Growth18.4%
Dividend Yield3.9%
Free Cash Flow$-42K

SeAH Steel Corporation operates in the Steel industry, part of the Basic Materials sector (South Korea).

Frequently Asked Questions

What is SeAH Steel Corporation’s (306200.KS) StockRank?
MoatMap’s StockRank for SeAH Steel Corporation (306200.KS) is 57/100, with a Hold signal. It is a composite of Quality (41), Value (68), and Momentum (37) factor ranks across MoatMap’s 20,000+ stock universe.
Does SeAH Steel Corporation have an economic moat?
SeAH Steel Corporation (306200.KS) has a Quality factor score of 41/100. 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 SeAH Steel Corporation a buy, hold, or sell?
MoatMap’s current signal for SeAH Steel Corporation (306200.KS) is Hold, based on a StockRank of 57/100. 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 SeAH Steel Corporation in?
SeAH Steel Corporation (306200.KS) operates in the Basic Materials sector, specifically the Steel industry (South Korea).