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Samsung group maker of multilayer ceramic capacitors (MLCCs), camera modules and semiconductor packaging substrates.
Samsung group maker of multilayer ceramic capacitors (MLCCs), camera modules and semiconductor packaging substrates.
Sells parts that go into other companies' devices, with Samsung Electronics both the largest customer and the largest shareholder, so its orders follow Samsung's phone and server builds. Capacitors are the traditional core, while advanced chip substrates for AI and server chips are the growth line.
In one line: Korea's Murata/TDK — an electronic-components maker..
Moat: narrow (scale, process know-how, customer qualification). Leading MLCC/substrate maker qualified into Samsung's supply chain and increasingly into AI server substrate demand.
Headquarters: Suwon, South Korea · Founded: 1973 · Employees: 12,173
Size SamsungElecMech (009150.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $47.2B, the 7th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩870,000 on 6 Nov 2026.
Performance Over six months the shares gained 4.6%, against -23.2% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 22.3% over the last twelve months (peer median +25.3%); the operating margin is 12.4% (peer median 21.6%).
Valuation It trades at 38.7× forward earnings against a peer median of 21.6× (6th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 43% a year for seven years (Req g). Recent delivered growth is +8%, 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 2.8 points below its cost of capital (15.2% WACC).
Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩13.3T | ₩11.3T | ₩10.3T | ₩8.89T | ₩9.42T |
| Revenue growth | — | +10% | +16% | -6% | — |
| Gross profit | n/a | ₩2.23T | ₩1.96T | ₩1.72T | ₩2.22T |
| EBITDA | n/a | ₩1.84T | ₩1.58T | ₩1.50T | ₩2.06T |
| Net income | ₩1.27T | ₩706B | ₩679B | ₩423B | ₩981B |
| Free cash flow | n/a | ₩214B | ₩557B | -₩115B | ₩241B |
| Capital expenditure | n/a | ₩1.25T | ₩827B | ₩1.26T | ₩1.35T |
| Total debt | n/a | ₩2.28T | ₩1.64T | ₩1.60T | ₩1.51T |
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 |
|---|---|---|---|---|---|---|
| SamsungElecMech 009150.KS | $47.2B | +5% | +22% | 12% | 38.7× | 42.8% |
| Murata Manufacturing 6981.T | $57.1B | -5% | +15% | 20% | 23.0× | 29.8% |
| Tdk 6762.T | $25.4B | -27% | +25% | 10% | 15.0× | 18.2% |
| Taiyo Yuden 6976.T | $5.63B | +4% | +6% | 6% | 28.8× | 47.0% |
| Unimicron Technology 3037.TW | $35.4B | -19% | +33% | 13% | 20.1× | 45.9% |
| Ibiden 4062.T | $22.1B | +164% | +26% | 18% | 39.2× | 39.2% |
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 | 009150.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -45.8% | -24.5% | lowest of 21 |
| 6-month return | +4.6% | -23.2% | 5th highest of 21 |
| Distance from 52-week high | -64.0% | -50.4% | 3rd lowest of 21 |
| Revenue growth (TTM) | +22.3% | +25.3% | 9th lowest of 21 |
| Operating margin | 12.4% | 21.6% | 5th lowest of 20 |
| Forward P/E | 38.7× | 21.6× | 6th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 42.8% | 19.8% | most demanding of 13 |
| Growth delivered (Del g) | +7.9% | +9.3% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | +34.9 pp | +8.6 pp | 2nd most demanding of 13 |
| ROIC minus cost of capital | -2.8 pp | +0.3 pp | 8th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SamsungElecMech 009150.KS | South Korea | $47.2B | +5% | +22% | 12% | 38.7× | 42.8% | +7.9% |
| Monolithic Power Systems MPWR | United States | $58.1B | -26% | +40% | 30% | 28.3× | 39.6% | +27.0% |
| Coherent COHR | United States | $38.0B | -42% | +23% | 14% | 16.6× | n/a | n/a |
| STMicroelectronics STMPA.PA | France | $37.7B | -32% | +10% | 7% | 31.4× | 34.0% | +3.1% |
| TE Connectivity TEL | United States | $59.5B | +1% | +15% | 22% | 15.1× | 8.2% | +5.9% |
| Nanya Technology 2408.TW | Taiwan | $35.8B | +34% | +586% | 71% | 2.9× | 0.6% | +1.8% |
| NXP Semiconductors NXPI | United States | $62.6B | -15% | +15% | 30% | 14.1× | 16.3% | +7.3% |
| United Micro Electronics 2303.TW | Taiwan | $34.9B | +11% | +13% | 21% | 13.7× | 14.2% | +6.1% |
| Infineon Technologies IFX.DE | Germany | $66.8B | -33% | +6% | 13% | 26.0× | 30.2% | +11.3% |
| Astera Labs ALAB | United States | $33.1B | -5% | +115% | 26% | 28.0× | n/a | n/a |
| Microchip Technology MCHP | United States | $31.7B | -41% | +21% | 16% | 14.5× | 34.2% | -2.8% |
| Ase Technology 3711.TW | Taiwan | $70.4B | +2% | +25% | 11% | 17.3× | n/a | n/a |
| MetaX Integrated Circuits (Shanghai) 688802.SS | China | $29.5B | -35% | +84% | n/a | 469.5× | n/a | n/a |
| Cambricon Technologies 688256.SS | China | $75.7B | -30% | +104% | 33% | 87.3× | n/a | n/a |
| SMIC 0981.HK | Hong Kong | $76.7B | -41% | +20% | 9% | 32.9× | n/a | n/a |
| Zhongji Innolight 300308.SZ | China | $79.4B | -48% | +162% | 41% | 15.4× | 23.2% | +40.3% |
| Renesas Electronics 6723.T | Japan | $27.9B | -23% | +26% | 24% | 9.9× | 12.2% | +13.0% |
| Hua Hong Grace Semiconductor 688347.SS | China | $25.5B | +23% | +18% | -2% | 234.7× | n/a | n/a |
| Montage Technology 688008.SS | China | $25.5B | -13% | +33% | 42% | 43.7× | 39.7% | +24.5% |
| Giga Device Semiconductor 603986.SS | China | $25.3B | -23% | +166% | 50% | 10.9× | 16.5% | +15.4% |
| Global Unichip 3443.TW | Taiwan | $25.1B | +29% | +104% | 13% | 50.1× | n/a | n/a |