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World's largest memory-chip and smartphone maker, also producing TVs, appliances and foundry/logic chips.
World's largest memory-chip and smartphone maker, also producing TVs, appliances and foundry/logic chips.
Memory chips are the swing factor: results rise and fall with DRAM and NAND prices, while phones and appliances give steadier sales. It builds chips in its own factories and for outside customers in its foundry unit, which trails TSMC. It is the flagship of the Samsung group, a family-led conglomerate.
In one line: Korea's Apple plus Intel plus Micron combined into one company..
Moat: wide (scale, IP/patents, brand). World's largest memory-chip maker by scale/cost, plus the #2 global smartphone brand and a growing advanced foundry business.
Headquarters: Suwon, South Korea · Founded: 1969 · Employees: 128,881
Size SamsungElec (005930.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $886B, the largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩188,700 on 6 Nov 2026.
Performance Over six months the shares fell 14.4%, against -6.9% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 9 in its peer set.
Growth Revenue grew 88.4% over the last twelve months (peer median +41.9%); the operating margin is 46.1% (peer median 41.1%).
Valuation It trades at 4.0× forward earnings against a peer median of 20.8× (3rd cheapest of 9).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 36.0 points above its cost of capital (10.3% WACC).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩594T | ₩334T | ₩301T | ₩259T | ₩302T |
| Revenue growth | — | +11% | +16% | -14% | — |
| Gross profit | n/a | ₩129T | ₩112T | ₩76.2T | ₩110T |
| EBITDA | n/a | ₩90.5T | ₩75.4T | ₩45.2T | ₩82.5T |
| Net income | ₩213T | ₩44.3T | ₩33.6T | ₩14.5T | ₩54.7T |
| Free cash flow | n/a | ₩37.8T | ₩21.6T | -₩13.5T | ₩12.8T |
| Capital expenditure | n/a | ₩52.2T | ₩53.7T | ₩60.5T | ₩53.1T |
| Total debt | n/a | ₩25.2T | ₩19.3T | ₩12.7T | ₩10.3T |
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 |
|---|---|---|---|---|---|---|
| SamsungElec 005930.KS | $886B | -14% | +88% | 46% | 4.0× | -7.2% |
| SK hynix 000660.KS | $608B | -12% | +220% | 74% | 3.1× | -3.1% |
| Micron Technology MU | $781B | -8% | +256% | 75% | 3.9× | 7.1% |
| Apple AAPL | $4.98T | +17% | +15% | 33% | 36.8× | 19.0% |
| Taiwan Semiconductor Manufactur 2330.TW | $1.67T | -5% | +36% | 58% | 15.0× | 10.1% |
| Qualcomm QCOM | $177B | -24% | +2% | 24% | 17.0× | 15.9% |
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 | 005930.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -29.7% | -21.3% | 4th lowest of 10 |
| 6-month return | -14.4% | -6.9% | 3rd lowest of 9 |
| Distance from 52-week high | -49.6% | -34.6% | 3rd lowest of 10 |
| Revenue growth (TTM) | +88.4% | +41.9% | 4th highest of 10 |
| Operating margin | 46.1% | 41.1% | 5th highest of 10 |
| Forward P/E | 4.0× | 20.8× | 3rd cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -7.2% | 24.9% | least demanding of 9 |
| Growth delivered (Del g) | +7.1% | +22.5% | 3rd lowest of 9 |
| Hurdle (Req g minus delivered) | -14.3 pp | +7.6 pp | 3rd least demanding of 9 |
| ROIC minus cost of capital | +36.0 pp | +16.0 pp | 5th highest of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SamsungElec 005930.KS | South Korea | $886B | -14% | +88% | 46% | 4.0× | -7.2% | +7.1% |
| Micron Technology MU | United States | $781B | -8% | +256% | 75% | 3.9× | 7.1% | +36.9% |
| Advanced Micro Devices AMD | United States | $733B | -1% | +42% | 18% | 30.0× | 60.9% | +28.8% |
| SK hynix 000660.KS | South Korea | $608B | -12% | +220% | 74% | 3.1× | -3.1% | +24.9% |
| Broadcom AVGO | United States | $1.40T | -32% | +49% | 49% | 16.9× | 26.6% | +21.7% |
| ASML ASML.AS | Netherlands | $550B | -6% | +23% | 39% | 31.1× | 28.9% | +18.5% |
| Taiwan Semiconductor Manufactur 2330.TW | Taiwan | $1.67T | -5% | +36% | 58% | 15.0× | 10.1% | +23.3% |
| CXMT 688825.SS | China | $411B | n/a | +156% | 13% | n/a | n/a | n/a |
| Intel INTC | United States | $299B | -55% | +12% | 11% | 39.9× | 46.1% | -7.5% |
| Texas Instruments TXN | United States | $253B | -4% | +20% | 41% | 24.6× | 23.3% | +4.1% |