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Employees: 1,200
Size Nepes (033640.KS) is a South Korea Information Technology company (Electronic Components) with a market value of $273M, the 486th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩16,070 on 6 Nov 2026.
Performance Over six months the shares fell 49.8%, against -9.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 10.8% over the last twelve months (peer median +14.3%); the operating margin is 6.8% (peer median 6.3%).
Valuation It trades at 11.5× forward earnings against a peer median of 11.4× (6th cheapest of 11).
Price implies For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +5 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 3.4 points below its cost of capital (8.2% WACC).
Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩549B | ₩521B | ₩464B | ₩469B | ₩588B |
| Revenue growth | — | +12% | -1% | -20% | — |
| Gross profit | ₩121B | ₩101B | ₩67.8B | ₩67.6B | ₩99.1B |
| EBITDA | ₩129B | ₩124B | ₩121B | ₩128B | ₩141B |
| Net income | ₩12.2B | ₩16.6B | -₩62.2B | -₩98.5B | ₩77.6B |
| Free cash flow | ₩5.54B | ₩49.3B | ₩77.4B | ₩15.7B | -₩149B |
| Capital expenditure | ₩87.1B | ₩54.6B | ₩32.2B | ₩64.7B | ₩249B |
| Total debt | ₩324B | ₩344B | ₩411B | ₩607B | ₩631B |
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 | 033640.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -48.4% | -20.2% | 2nd lowest of 21 |
| 6-month return | -49.8% | -9.6% | 2nd lowest of 21 |
| Distance from 52-week high | -61.0% | -41.8% | 4th lowest of 21 |
| Revenue growth (TTM) | +10.8% | +14.3% | 10th lowest of 21 |
| Operating margin | 6.8% | 6.3% | 10th highest of 21 |
| Forward P/E | 11.5× | 11.4× | 6th cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | 14.0% | -7.6% | 2nd most demanding of 8 |
| Growth delivered (Del g) | +8.7% | +8.8% | 4th lowest of 8 |
| Hurdle (Req g minus delivered) | +5.3 pp | -12.3 pp | 2nd most demanding of 8 |
| ROIC minus cost of capital | -3.4 pp | -0.5 pp | 10th lowest of 21 |
| EV / EBITDA | 5.5× | 7.4× | 6th cheapest of 16 |
| Net debt / EBITDA | 1.6× | 0.2× | 5th most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nepes 033640.KS | South Korea | $273M | -50% | +11% | 7% | 11.5× | 14.0% | +8.7% |
| CMK 6958.T | Japan | $270M | 0% | +13% | 4% | 14.3× | n/a | n/a |
| DAEDUCK 008060.KS | South Korea | $280M | -27% | +36% | 10% | n/a | -8.6% | +233.4% |
| poLight PLT.OL | Norway | $281M | +78% | +245% | -278% | n/a | n/a | n/a |
| Kaimei Electronic 2375.TW | Taiwan | $285M | -4% | +7% | 8% | 16.2× | 16.9% | -3.0% |
| Taiwan PCB Techvest 8213.TW | Taiwan | $286M | -3% | +8% | 4% | n/a | n/a | n/a |
| Ever Ohms Technology 6834.TW | Taiwan | $258M | +129% | +20% | 7% | n/a | n/a | n/a |
| Kenmec Mechanical Engineering 6125.TWO | Taiwan | $291M | -37% | +29% | -10% | n/a | n/a | n/a |
| DK Tech 290550.KS | South Korea | $304M | -19% | +26% | 6% | 11.2× | n/a | n/a |
| iBASE Technology 8050.TWO | Taiwan | $312M | +17% | -5% | 2% | n/a | n/a | n/a |
| ComNav Technology 688592.SS | China | $312M | -38% | +16% | -3% | n/a | n/a | n/a |
| BH Co., Ltd. 090460.KS | South Korea | $319M | -60% | +9% | 4% | 6.0× | -13.0% | +20.0% |
| Tamura 6768.T | Japan | $339M | -22% | +8% | 4% | 9.3× | n/a | n/a |
| Axiomtek 3088.TWO | Taiwan | $340M | -14% | +35% | 12% | 11.8× | -3.5% | +8.8% |
| Proact IT PACT.ST | Sweden | $354M | +8% | +4% | 7% | 11.7× | -5.8% | +5.2% |
| Vizionfocus 4771.TW | Taiwan | $355M | +8% | +26% | 29% | 10.2× | n/a | n/a |
| IRISO Electronics 6908.T | Japan | $359M | -28% | +10% | 9% | 19.5× | -7.6% | +11.1% |
| Kinko Optical 6209.TW | Taiwan | $359M | -5% | +67% | 11% | n/a | n/a | n/a |
| Apex International 4927.TW | Taiwan | $359M | -24% | -10% | -22% | n/a | n/a | n/a |
| Trigiant 1300.HK | Hong Kong | $368M | -1% | +26% | 12% | n/a | -13.0% | -2.4% |
| Korea Electric Terminal 025540.KS | South Korea | $369M | -45% | -4% | 8% | 5.1× | n/a | n/a |