Loading…
Korea's largest security-services company, providing alarm monitoring, physical security and facility management, part of Samsung Group.
Korea's largest security-services company, providing alarm monitoring, physical security and facility management, part of Samsung Group.
Earns monthly fees from customers who keep alarm monitoring and response contracts, so revenue renews with little new selling; guard and facility services are paid by the building owner on staffing-based contracts, with margins tied to wages.
Moat: narrow (installed base, brand, scale). Largest security-monitoring installed base and brand trust built over decades.
Headquarters: Seoul, South Korea · Founded: 1977 · Employees: 7,044
Size S-1 (012750.KS) is a South Korea Industrials company (Miscellaneous Commercial Services) with a market value of $2.45B, the 116th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩98,400 on 6 Nov 2026.
Performance Over six months the shares gained 14.3%, against +0.8% for the median peer and -24.5% for the South Korea market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 1.0% over the last twelve months (peer median +20.1%); the operating margin is 7.1% (peer median 18.9%).
Valuation It trades at 21.8× forward earnings against a peer median of 18.3× (9th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.2 points above its cost of capital (5.4% WACC).
Next results Next results expected around 22 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩2.90T | ₩2.89T | ₩2.80T | ₩2.62T | ₩2.47T |
| Revenue growth | — | +3% | +7% | +6% | — |
| Gross profit | n/a | ₩655B | ₩621B | ₩591B | ₩565B |
| EBITDA | n/a | ₩408B | ₩382B | ₩387B | ₩375B |
| Net income | ₩154B | ₩179B | ₩177B | ₩189B | ₩151B |
| Free cash flow | n/a | ₩179B | ₩221B | ₩213B | ₩140B |
| Capital expenditure | n/a | ₩194B | ₩159B | ₩158B | ₩138B |
| Total debt | n/a | ₩55.3B | ₩56.6B | ₩38.8B | ₩46.9B |
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.
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 | 012750.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.4% | -3.1% | 2nd highest of 21 |
| 6-month return | +14.3% | +0.8% | 7th highest of 21 |
| Distance from 52-week high | -4.5% | -24.1% | highest of 21 |
| Revenue growth (TTM) | +1.0% | +20.1% | 4th lowest of 21 |
| Operating margin | 7.1% | 18.9% | 5th lowest of 21 |
| Forward P/E | 21.8× | 18.3× | 9th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | -1.2% | 5.2% | 8th least demanding of 16 |
| Growth delivered (Del g) | +5.4% | +16.9% | 4th lowest of 15 |
| Hurdle (Req g minus delivered) | -6.6 pp | -10.9 pp | 6th most demanding of 15 |
| ROIC minus cost of capital | +3.2 pp | +1.3 pp | 8th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| S-1 012750.KS | South Korea | $2.45B | +14% | +1% | 7% | 21.8× | -1.2% | +5.4% |
| KWS SAAT SE & Co KGaA KWS.DE | Germany | $2.48B | -12% | -3% | 15% | 13.2× | -8.2% | +4.4% |
| Shanghai GenTech 688596.SS | China | $2.42B | +56% | +4% | 2% | 76.5× | n/a | n/a |
| Visional 4194.T | Japan | $2.51B | +32% | +24% | 25% | 20.2× | -2.4% | +28.2% |
| CECEP Environmental Protection 300140.SZ | China | $2.51B | -18% | -2% | 23% | n/a | -1.2% | +26.0% |
| V2X VVX | United States | $2.39B | +9% | +13% | 4% | 11.3× | -1.4% | +26.3% |
| Ardentec 3264.TWO | Taiwan | $2.36B | -30% | +32% | 30% | 12.3× | 5.2% | +7.7% |
| Sigurd Microelectronics 6257.TW | Taiwan | $2.33B | -19% | +12% | 22% | 14.0× | n/a | n/a |
| Suzhou Nanomicro Technology 688690.SS | China | $2.31B | +17% | +26% | 25% | 57.1× | 35.3% | +35.2% |
| Hui Lyu Ecological Technology Groups 001267.SZ | China | $2.61B | -59% | +90% | 10% | 71.6× | n/a | n/a |
| International Workplace IWG.L | United Kingdom | $2.63B | +12% | 0% | 4% | 22.5× | 33.6% | +3.3% |
| Huron Consulting HURN | United States | $2.63B | +39% | +12% | 12% | 16.5× | -4.0% | +14.3% |
| TIC Solutions TIC | United States | $2.26B | +5% | +39% | -1% | n/a | 51.8% | n/a |
| Biocytogen Pharmaceuticals (Beijing) 688796.SS | China | $2.22B | -19% | +40% | 24% | 92.6× | 32.3% | +41.1% |
| Pluxee PLX.PA | France | $2.72B | 0% | +1% | 28% | 8.9× | n/a | n/a |
| China Automotive Engineering Research Institute 601965.SS | China | $2.18B | -8% | +12% | 24% | 13.2× | -5.6% | +7.9% |
| Firstsource Solutions FSL.NS | India | $2.16B | +25% | +20% | 12% | 22.0× | 20.3% | +13.5% |
| Sagility SAGILITY.NS | India | $2.15B | +2% | +28% | 18% | 16.4× | 10.3% | +19.5% |
| CoreCivic CXW | United States | $2.84B | +41% | +24% | 10% | 12.1× | -1.6% | +3.0% |
| Inventurus Knowledge Solutions IKS.NS | India | $2.94B | -2% | +20% | 31% | 31.8× | 21.2% | +45.8% |
| Jiangsu Boqian New Materials Stock 605376.SS | China | $2.94B | -43% | +76% | 20% | 38.8× | n/a | n/a |