Added to YB: 2026-08-21
Pitch date: 2026-08-18
234080.KS [bullish]
JW Lifescience Corporation
+0.18%
current return
Author Info
Price to Tangible Bruce is a deep value investor. Buying what most investors don't like across global public markets. Sign up for the newsletter.
Company Info
JW Lifescience Corporation provides national infusion solutions in South Korea and internationally. The company offers basic intravenous fluid that comprises water, electrolytes, and glucose; nutrient infusion solution that consist of nutrients, such as amino acids, lipids, proteins, vitamins, and minerals; and special infusion solutions.
Market Cap
KRW 173.3B
Pitch Price
KRW 11.3K
Price Target
33.6K
Dividend
N/A
EV/EBITDA
3.91
P/E
5.94
EV/Sales
0.80
Sector
Pharmaceuticals
Category
value
Essential and Entrenched at 6x Earnings - JW Lifescience Corporation
234080.KS: S.Korea's dominant IV fluids/nutrition maker (48.5% TPN, 42.9% infusions share). ~6x PE, 1.2x TBV, 4.8% yield. 5yr rev CAGR 11%, NI 22%. Overhangs (JW Bioscience absorption, hospital strikes, stagnant div) now resolved. Baxter export kicker +20% CAGR, margins inflecting. Base case 71% upside 2yrs @9x, bull 260%+. Risks: export stall, price caps, capital misallocation.
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