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← CockpitCompetitor Analysis › 007660.KS IsupetasysOpen in the cockpit ↗

Isupetasys007660.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Electronic Components

Korean maker of high-layer-count printed circuit boards used in AI servers, networking switches and telecom gear.

≈ Korea's TTM Technologies — a high-layer-count PCB specialist.Momentum laggard 13
Mkt cap
$3.36B
US dollars, full cap
Free float
74%
of shares outstanding
$/day
$45.1M
20-day average traded
Fwd P/E
16.4×
forward earnings
ROIC−WACC
+11.0 pp
WACC 10.3%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · KRW₩62,100
1D-10.8%
1W-26.2%
1M-49.1%
3M-22.0%
6M-58.7%
YTD-47.8%
1Y-35.0%
ATR %14.0%
52w lowhigh62.2% off high

What Isupetasys does

Korean maker of high-layer-count printed circuit boards used in AI servers, networking switches and telecom gear.

Price per board rises with the number of layers, so the move to AI switches and servers lifts revenue per board more than volume does. Part of South Korea's Isu group.

In one line: Korea's TTM Technologies — a high-layer-count PCB specialist..

Products and services

  • High-layer-count PCBs for AI servers/switches
  • Networking/telecom PCBs
  • Consumer/industrial PCBs

Customers

  • Alphabet
  • Microsoft
  • Cisco
  • Arista Networks
  • Celestica

Where it sits in the supply chain

  • Electronics supply chain
  • Printed circuit board manufacturing
  • 18+ layer multilayer boards for AI…

What could go right

  • AI data-center buildout (hyperscaler capex)
  • Network switch upgrade cycle

What could go wrong

  • Order concentration in a few hyperscale customers
  • Capacity-investment timing risk

Moat: narrow (process know-how, scale, customer qualification). One of only a few makers worldwide able to produce 18+ layer boards at volume for AI infrastructure.

Headquarters: Daegu, South Korea · Founded: 1972 · Employees: 1,368

Named competitors

Isupetasys at a glance

Size Isupetasys (007660.KS) is a South Korea Information Technology company (Electronic Components) with a market value of $3.36B, the 95th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩62,100 on 6 Nov 2026.

Performance Over six months the shares fell 58.7%, against -15.1% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue grew 41.9% over the last twelve months (peer median +20.8%); the operating margin is 19.8% (peer median 12.2%).

Valuation It trades at 16.4× forward earnings against a peer median of 30.9× (5th cheapest of 18).

Capital Return on invested capital runs 11.0 points above its cost of capital (10.3% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

5010011 May 202611 Aug 20266 Nov 2026Peer median 84007660.KS 42
Six months, rebased to 100: Isupetasys against the median of its 20 peers (local-currency closes).

Isupetasys financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩1.31T₩1.09T₩837B₩675B₩643B
Revenue growth—+30%+24%+5%—
Gross profit₩339B₩280B₩155B₩115B₩162B
EBITDA₩295B₩235B₩127B₩77.5B₩129B
Net income₩201B₩160B₩74.0B₩47.7B₩102B
Free cash flow-₩82.8B₩37.4B₩25.0B-₩16.9B-₩9.76B
Capital expenditure₩153B₩133B₩62.2B₩66.3B₩39.6B
Total debt₩275B₩241B₩250B₩230B₩207B

Quarterly statements and history in the cockpit →

Isupetasys competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%+100%-40%-20%0021800022220020256789600563002815696560070724920007337762BELFA68802568850230048919896806KN007660.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Isupetasys is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%0×100×200×0021800022220020256789600563696560070700073377626880256885023004891989007660.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Isupetasys is the large dot.

Isupetasys competitors and peer comparison

Head to head with its named competitors (007660.KS vs TTMI vs 002463.SZ vs 3037.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Isupetasys 007660.KS$3.36B-59%+42%20%16.4×n/a
TTM Technologies TTMI$7.01B-58%+38%12%8.5×24.1%
Wus Printed Circuit (Kunshan) 002463.SZ$21.2B-29%+61%28%18.2×n/a
Unimicron Technology 3037.TW$35.4B-19%+33%13%20.1×45.9%

How Isupetasys compares with its peers

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.

Isupetasys against its 20 peers (data as of 6 Nov 2026)
Measure007660.KSPeer medianRank in peer set
1-month return-49.1%-20.6%2nd lowest of 21
6-month return-58.7%-15.1%2nd lowest of 20
Distance from 52-week high-62.2%-45.7%4th lowest of 21
Revenue growth (TTM)+41.9%+20.8%6th highest of 21
Operating margin19.8%12.2%6th highest of 21
Forward P/E16.4×30.9×5th cheapest of 18
ROIC minus cost of capital+11.0 pp-1.0 pp3rd highest of 21
EV / EBITDA15.6×18.0×3rd cheapest of 7
Net debt / EBITDA0.1×-0.8×3rd most indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Isupetasys 007660.KSSouth Korea$3.36B-59%+42%20%16.4×n/an/a
Pantum Technology 002180.SZChina$3.39B-16%-59%0%69.9×30.6%-4.8%
Castech 002222.SZChina$3.28B-46%+40%32%56.7×n/an/a
Shanghai Precilasers Technology 688826.SSChina$3.27Bn/a+43%40%n/an/an/a
Guizhou Space Appliance 002025.SZChina$3.56B-29%+22%3%63.7×n/an/a
VisEra Technologies 6789.TWTaiwan$3.16B-46%-5%14%49.7×44.5%+5.2%
Xiamen Faratronic 600563.SSChina$3.58B-10%+10%23%18.4×8.0%+23.1%
Suntak Technology 002815.SZChina$3.61B+2%+31%10%n/an/an/a
Hamamatsu Photonics K.K 6965.TJapan$3.69B-7%+10%9%30.9×27.8%+8.6%
Caihong Display Devices 600707.SSChina$3.70B-15%-3%4%11.6×2.9%+1.7%
Walsin Technology 2492.TWTaiwan$3.79B+74%+8%8%37.6×36.0%+0.5%
China Zhenhua (Group) Science & Technology 000733.SZChina$2.93B-17%-1%14%23.3×4.0%+7.8%
Citizen Watch 7762.TJapan$2.90B+3%+17%10%12.8×10.1%+10.9%
Bel Fuse BELFAUnited States$2.87B-38%+21%17%13.5×18.0%+7.7%
Shenzhen Jpt Opto-Electronics 688025.SSChina$3.97B-22%+69%18%43.3×44.7%+19.4%
MLOPTIC 688502.SSChina$2.78B-26%+44%5%204.0×n/an/a
Optics Technology 300489.SZChina$4.07B+101%+40%11%125.0×n/an/a
Delton Technology (Guangzhou) 1989.HKHong Kong$4.09B-73%+86%25%10.6×n/an/a
Hirose Electric 6806.TJapan$4.23B-4%+21%22%17.5×8.4%+9.6%
Shenzhen JOVE Enterprise 300814.SZChina$2.65B-14%+44%7%n/an/an/a
Knowles KNUnited States$2.65B-11%+16%15%19.1×26.3%-4.9%

Questions

Who are Isupetasys's main competitors?
Named competitors: TTM Technologies (TTMI), WUS Printed Circuit (002463.SZ), Unimicron Technology (3037.TW), Nan Ya PCB (private or unlisted), AT&S (private or unlisted). The cockpit's measured peer set (industry) also includes Pantum Technology (002180.SZ), Castech (002222.SZ), Shanghai Precilasers Technology (688826.SS), Guizhou Space Appliance (002025.SZ), VisEra Technologies (6789.TW), Xiamen Faratronic (600563.SS).
Is Isupetasys expensive compared with its peers?
On forward p/e it trades at 16.4× against a peer median of 30.9×, 5th cheapest of 18 in its peer set.
How has Isupetasys stock performed?
Over six months to 6 Nov 2026 the shares returned -58.7% against -15.1% for the median peer; over one year -35.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.