Loading…
← CockpitCompetitor Analysis › 010780.KS IS Dongseo Co., Ltd.Open in the cockpit ↗

IS Dongseo Co., Ltd.010780.KSCompetitor analysis, valuation and peers

South Korea · KRW·Industrials›Engineering & Construction
Momentum weak 36
Mkt cap
$296M
US dollars, full cap
Free float
42%
of shares outstanding
$/day
$540,432
20-day average traded
Fwd P/E
3.2×
forward earnings
ROIC−WACC
-2.1 pp
WACC 5.0%
Hurdle
-3 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · KRW₩13,750
1D-2.7%
1W+0.6%
1M-6.8%
3M-28.3%
6M-48.5%
YTD-41.1%
1Y-27.5%
ATR %3.7%
52w lowhigh60.1% off high

What IS Dongseo does

Employees: 357

IS Dongseo at a glance

Size IS Dongseo (010780.KS) is a South Korea Industrials company (Engineering & Construction) with a market value of $296M, the 468th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩13,750 on 6 Nov 2026.

Performance Over six months the shares fell 48.5%, against -16.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue fell 13.2% over the last twelve months (peer median +9.3%); the operating margin is 9.2% (peer median 6.6%).

Valuation It trades at 3.2× forward earnings against a peer median of 11.1× (cheapest of 8).

Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -3 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.1 points below its cost of capital (5.0% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 83010780.KS 53
Six months, rebased to 100: IS Dongseo against the median of its 20 peers (local-currency closes).

IS Dongseo financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩1.15T₩1.23T₩1.51T₩2.03T₩2.28T
Revenue growth—-19%-25%-11%—
Gross profit₩284B₩302B₩377B₩492B₩529B
EBITDA₩149B₩115B₩216B₩391B₩396B
Net income₩82.0B-₩53.8B-₩149B₩161B₩196B
Free cash flow₩122B₩117B-₩180B₩64.1B₩357B
Capital expenditure₩60.4B₩36.3B₩52.3B₩68.7B₩77.1B
Total debt₩1.33T₩1.46T₩1.45T₩1.54T₩1.39T

Quarterly statements and history in the cockpit →

IS Dongseo 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%-40%-20%0%1929IMSR1967ASHOKA18119929301027VINDHYATEL3001986004631898MRB179378481945000548CAPDZKX010780.KS6-month return →1-month return →
Up and to the right = strong over both horizons. IS Dongseo is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%+150%10×20×1929ASHOKAMRB1945KNRCONCAPDZKX010780.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. IS Dongseo is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%25%50%1929ASHOKA181130102718981945BONDADACAPDZKX010780.KSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. IS Dongseo is the large dot.

IS Dongseo competitors and peer comparison

How IS Dongseo 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.

IS Dongseo against its 20 peers (data as of 6 Nov 2026)
Measure010780.KSPeer medianRank in peer set
1-month return-6.8%-9.6%9th highest of 20
6-month return-48.5%-16.6%2nd lowest of 20
Distance from 52-week high-60.1%-31.8%2nd lowest of 20
Revenue growth (TTM)-13.2%+9.3%6th lowest of 21
Operating margin9.2%6.6%9th highest of 20
Forward P/E3.2×11.1×cheapest of 8
Growth the price implies (Req g, 7 yrs)-2.0%-4.9%5th most demanding of 10
Growth delivered (Del g)+0.6%+6.9%2nd lowest of 10
Hurdle (Req g minus delivered)-2.5 pp-17.7 pp2nd most demanding of 10
ROIC minus cost of capital-2.1 pp-0.7 pp9th lowest of 20
EV / EBITDA10.2×6.2×4th most expensive of 12
Net debt / EBITDA6.2×-0.1×most indebted of 15

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
IS Dongseo 010780.KSSouth Korea$296M-48%-13%9%3.2×-2.0%+0.6%
Nittoc Construction 1929.TJapan$295M-5%+21%7%11.1×-15.1%+4.3%
Terrestrial Energy IMSRUnited States$301M-62%-100%n/an/an/an/a
Yamato 1967.TJapan$302M0%-4%11%n/an/an/a
Ashoka Buildcon ASHOKA.NSIndia$303M-27%-25%19%15.0×-10.6%+7.1%
Zenitaka 1811.TJapan$306M-20%-7%2%n/a-1.1%+3.5%
SEM 9929.HKHong Kong$306M-8%+34%-81%n/an/an/a
Hualan 301027.SZChina$310M-43%+12%4%n/a22.0%-7.9%
Vindhya Telelinks VINDHYATEL.NSIndia$310M+47%-18%7%n/an/an/a
Fujian Newchoice Pipe Technology 300198.SZChina$311M-21%+37%-154%n/an/an/a
Beijing Airport High-Tech Park 600463.SSChina$314M-35%+15%-9%n/an/an/a
Seikitokyu Kogyo 1898.TJapan$318M-4%-5%7%n/a-15.2%+1.1%
Mirbud MRB.WAPoland$319M+10%+6%4%10.3×n/an/a
Ohmoto Gumi 1793.TJapan$320M+15%+36%4%n/an/an/a
Chi Yi Hsin Technology 7848.TWOTaiwan$274M-39%-7%24%n/an/an/a
Tokyo Energy & Systems 1945.TJapan$326M-10%+29%6%10.4×3.0%+6.9%
Hunan Investment 000548.SZChina$326M-18%-19%19%n/an/an/a
KNR Constructions KNRCON.NSIndia$327M-19%-38%25%22.2×n/an/a
Bondada Engineering BONDADA.NSIndia$327Mn/a+202%11%n/a20.0%+58.2%
Capital CAPD.LUnited Kingdom$329M-4%+16%15%9.8×-4.9%+20.0%
Ever Glory United ZKX.SISingapore$267M-17%+155%13%14.5×-6.1%+47.9%

Questions

Which companies are IS Dongseo's closest peers?
The cockpit's peer set: Nittoc Construction (1929.T), Terrestrial Energy (IMSR), Yamato (1967.T), Ashoka Buildcon (ASHOKA.NS), Zenitaka (1811.T), SEM (9929.HK), Hualan (301027.SZ), Vindhya Telelinks (VINDHYATEL.NS).
Is IS Dongseo expensive compared with its peers?
On forward p/e it trades at 3.2× against a peer median of 11.1×, cheapest of 8 in its peer set. For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -3 pp: the price already allows for a slowdown.
How has IS Dongseo stock performed?
Over six months to 6 Nov 2026 the shares returned -48.5% against -16.6% for the median peer; over one year -27.5%.

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.