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Korean maker of aluminum electrolytic, film and tantalum capacitors used in appliances, EVs and industrial electronics.
Korean maker of aluminum electrolytic, film and tantalum capacitors used in appliances, EVs and industrial electronics.
Moat: narrow (scale, customer qualification). Long-run capacitor maker qualified across many appliance and auto-electronics production lines.
Headquarters: Seoul, South Korea · Employees: 658
Size Samwha Capacitor (001820.KS) is a South Korea Information Technology company (Electronic Components) with a market value of $590M, the 305th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩78,100 on 6 Nov 2026.
Performance Over six months the shares gained 16.2%, against -25.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 0.8% over the last twelve months (peer median +18.1%); the operating margin is 5.2% (peer median 2.3%).
Valuation It trades at 29.2× forward earnings against a peer median of 27.9× (7th most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +35 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 7.1 points below its cost of capital (12.8% WACC).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩299B | ₩294B | ₩295B | ₩281B | ₩263B |
| Revenue growth | — | 0% | +5% | +7% | — |
| Gross profit | ₩45.5B | ₩42.4B | ₩45.5B | ₩50.5B | ₩57.6B |
| EBITDA | ₩33.8B | ₩30.3B | ₩36.4B | ₩45.0B | ₩49.7B |
| Net income | ₩19.1B | ₩12.5B | ₩21.8B | ₩20.8B | ₩29.1B |
| Free cash flow | ₩9.67B | ₩9.25B | ₩28.3B | ₩9.09B | ₩25.2B |
| Capital expenditure | ₩18.2B | ₩16.8B | ₩11.0B | ₩25.4B | ₩23.3B |
| Total debt | ₩2.96B | ₩3.32B | ₩3.83B | ₩8.80B | ₩11.1B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Samwha Capacitor 001820.KS | $590M | +16% | +1% | 5% | 29.2× | 39.1% |
| Nippon Chemi-Con 6997.T | n/a | -50% | n/a | n/a | n/a | n/a |
| Panasonic 6752.T | $44.5B | -6% | +4% | 8% | 13.5× | 9.8% |
| Vishay Intertechnology VSH | $3.57B | -32% | +18% | 5% | 13.2× | 18.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 001820.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -51.1% | -12.5% | 2nd lowest of 21 |
| 6-month return | +16.2% | -25.3% | 3rd highest of 21 |
| Distance from 52-week high | -60.3% | -46.8% | 7th lowest of 21 |
| Revenue growth (TTM) | +0.8% | +18.1% | 5th lowest of 21 |
| Operating margin | 5.2% | 2.3% | 9th highest of 21 |
| Forward P/E | 29.2× | 27.9× | 7th most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 39.1% | 26.2% | 4th most demanding of 10 |
| Growth delivered (Del g) | +4.0% | +4.2% | 5th lowest of 10 |
| Hurdle (Req g minus delivered) | +35.1 pp | +14.5 pp | 5th most demanding of 10 |
| ROIC minus cost of capital | -7.1 pp | -5.5 pp | 9th lowest of 21 |
| EV / EBITDA | 21.1× | 26.3× | 3rd cheapest of 12 |
| Net debt / EBITDA | -2.6× | 0.3× | 3rd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Samwha Capacitor 001820.KS | South Korea | $590M | +16% | +1% | 5% | 29.2× | 39.1% | +4.0% |
| Vishay Precision VPG | United States | $589M | -34% | +12% | 2% | 31.9× | 52.2% | +2.6% |
| Lumibird LBIRD.PA | France | $589M | -4% | +8% | 11% | 26.9× | 18.6% | +12.2% |
| Unionman Technology 688609.SS | China | $586M | -26% | +18% | -1% | 8.8× | 45.5% | +3.4% |
| Firan Technology FTG.TO | Canada | $585M | +55% | +17% | 12% | 27.9× | 24.6% | +13.0% |
| Jiaxing ZMAX Optech 688307.SS | China | $584M | -51% | +59% | 7% | 25.7× | n/a | n/a |
| GigaVis 420770.KS | South Korea | $583M | -40% | +176% | 26% | 25.1× | 34.7% | -5.1% |
| Shinsung Delta Tech 065350.KS | South Korea | $572M | -51% | +10% | 3% | n/a | n/a | n/a |
| Chin-Poon Industrial 2355.TW | Taiwan | $568M | -9% | +1% | 4% | 23.3× | 7.2% | +0.6% |
| Episil Technologies 3707.TWO | Taiwan | $616M | -33% | +23% | -3% | 50.9× | n/a | n/a |
| Flexium Interconnect 6269.TW | Taiwan | $617M | -5% | +1% | -34% | 52.0× | n/a | n/a |
| Foshan Nationstar Optoelectronics 002449.SZ | China | $557M | -24% | -17% | -6% | n/a | n/a | n/a |
| Tianjin Printronics Circuit 002134.SZ | China | $628M | -34% | +31% | 6% | n/a | n/a | n/a |
| Shaanxi Huada Science Technology 301517.SZ | China | $554M | -54% | -9% | -26% | n/a | n/a | n/a |
| WUS Printed Circuit 2316.TW | Taiwan | $549M | -15% | +24% | -11% | n/a | n/a | n/a |
| Costar 002189.SZ | China | $642M | -22% | +18% | -14% | n/a | n/a | n/a |
| Taiwan Chinsan Electronic Industrial 8042.TWO | Taiwan | $541M | +82% | +22% | 7% | 32.7× | n/a | n/a |
| Union Optech 300691.SZ | China | $650M | -16% | +13% | 0% | n/a | n/a | n/a |
| Keystone Microtech 6683.TWO | Taiwan | $652M | -70% | +25% | 27% | 26.7× | 26.2% | +11.7% |
| Newonder Special Electric 301120.SZ | China | $654M | -39% | +22% | 1% | 91.7× | 56.0% | +4.2% |
| Smartoptics SMOP.OL | Norway | $530M | -8% | +45% | 14% | 42.5× | 15.2% | +19.1% |