YWYW

YW's trailing profits are high relative to revenue, but the stock sits near its lower 52-week range and revenue has shrunk from its 2023 peak.

YW is a Korean rental and wholesale business that leases office, home, medical and automation equipment to individuals and companies, usually on about three-year contracts, and also runs a small corporate lending and bond investment arm. On trailing figures to H1 2026 it reports ₩12.6T revenue, ₩5.2T operating income and ₩4.9T net income, with ₩17.6T in cash and no borrowings listed. The share price of ₩3,715 is down over the past year and trades well below its 52-week high of ₩4,895.

What stands out

• Trailing operating margin is 41.7%, above the 34.9% reported for full-year 2025, though the data does not explain the drivers of this change.
• Full-year revenue was flat in 2025 at about ₩16.5T, after a sharp fall from the ₩37.0T reported in 2023.
• Valuation metrics are low: P/E of 8.7, P/B of 0.5 and a 6.2% dividend yield, with a market cap of about ₩42B.
• The company has a corporate value-up plan and a 5%+ holding report on record, filed in March 2026; the data does not give details of the holding.
• Foreign ownership is small at 2.3%, and recent 20-day flows show retail investors net sellers while institutions were net buyers.

What to watch

• The next quarterly and annual filings, to see whether the strong trailing margins and revenue trend hold up.
• The DCF fair value range in the data is ₩4,519 to ₩7,073 with a base of ₩5,487; this is a model output, not a forecast, and its assumptions are not described.
• No recent news headlines were available, and the data does not name specific risks beyond the reported figures.