Loading…
Korean maker of laser processing equipment for semiconductor packaging, displays and PCBs, including laser markers and cutting/drilling systems.
Korean maker of laser processing equipment for semiconductor packaging, displays and PCBs, including laser markers and cutting/drilling systems.
Sells laser machines in orders tied to customers' capacity additions, then earns follow-on parts and service. The same laser know-how is applied to chip packaging, displays and circuit boards, so its orders follow three different capital-spending cycles.
In one line: A small, laser-focused Korean equipment maker, akin to a niche Coherent systems integrator.
Moat: narrow (process know-how, installed base). Broad, entrenched laser-tool position across semiconductor, display and PCB processes in Korea.
Headquarters: Anyang, South Korea · Founded: 1989 · Employees: 636
Size EO Technics (039030.KS) is a South Korea Information Technology company (Industrial Machinery) with a market value of $2.53B, the 115th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩283,500 on 6 Nov 2026.
Performance Over six months the shares fell 39.4%, against -28.8% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th lowest of 15 in its peer set.
Growth Revenue grew 26.1% over the last twelve months (peer median +3.9%); the operating margin is 24.6% (peer median 13.1%).
Valuation It trades at 29.9× forward earnings against a peer median of 12.6× (2nd most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +15 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 10.6 points above its cost of capital (8.7% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩445B | ₩381B | ₩321B | ₩316B | ₩447B |
| Revenue growth | — | +19% | +1% | -29% | — |
| Gross profit | ₩192B | ₩159B | ₩109B | ₩105B | ₩174B |
| EBITDA | ₩115B | ₩86.4B | ₩37.1B | ₩38.8B | ₩102B |
| Net income | ₩109B | ₩57.2B | ₩42.8B | ₩36.6B | ₩76.5B |
| Free cash flow | ₩74.9B | ₩96.4B | -₩8.84B | ₩26.6B | ₩89.0B |
| Capital expenditure | ₩28.9B | ₩11.4B | ₩64.7B | ₩9.96B | ₩3.96B |
| Total debt | ₩7.07B | ₩7.07B | ₩9.05B | ₩9.08B | ₩12.4B |
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 |
|---|---|---|---|---|---|---|
| EO Technics 039030.KS | $2.53B | -39% | +26% | 25% | 29.9× | 18.0% |
| Coherent COHR | $38.0B | -42% | +23% | 14% | 16.6× | n/a |
| Han's Laser Technology Industry 002008.SZ | $7.97B | -48% | +59% | 12% | 19.1× | 19.6% |
| Wonik IPS 240810.KS | $2.39B | -43% | +9% | 8% | 14.7× | 29.4% |
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 | 039030.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -45.3% | -33.3% | 6th lowest of 15 |
| 6-month return | -39.4% | -28.8% | 5th lowest of 15 |
| Distance from 52-week high | -54.5% | -56.8% | 8th highest of 15 |
| Revenue growth (TTM) | +26.1% | +3.9% | 3rd highest of 15 |
| Operating margin | 24.6% | 13.1% | highest of 14 |
| Forward P/E | 29.9× | 12.6× | 2nd most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 18.0% | 11.7% | 3rd most demanding of 8 |
| Growth delivered (Del g) | +3.2% | +3.2% | 4th highest of 8 |
| Hurdle (Req g minus delivered) | +14.7 pp | +8.5 pp | 4th most demanding of 8 |
| ROIC minus cost of capital | +10.6 pp | -5.0 pp | 3rd highest of 15 |
| EV / EBITDA | 26.9× | 14.2× | most expensive of 14 |
| Net debt / EBITDA | -2.9× | -0.9× | 4th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| EO Technics 039030.KS | South Korea | $2.53B | -39% | +26% | 25% | 29.9× | 18.0% | +3.2% |
| Axcelis Technologies ACLS | United States | $3.06B | -39% | -3% | 10% | 17.8× | 31.2% | +12.1% |
| ACM Research ACMR | United States | $3.11B | -25% | +27% | 13% | 16.0× | n/a | n/a |
| Ultra Clean UCTT | United States | $1.97B | -53% | +16% | 4% | 7.2× | n/a | n/a |
| Crane NXT CXT | United States | $3.31B | +27% | +17% | 16% | 12.6× | 7.8% | -9.7% |
| Kulicke and Soffa Industries, I KLIC | United States | $3.35B | -38% | +44% | 13% | 10.9× | 24.4% | +1.0% |
| Sumco 3436.T | Japan | $3.96B | -28% | +4% | -4% | n/a | n/a | n/a |
| GPGI GPGI | United States | $4.12B | +2% | -100% | n/a | 14.2× | n/a | n/a |
| Badger Meter BMI | United States | $4.52B | +33% | -2% | 19% | 32.5× | 10.9% | +16.6% |
| Ichor ICHR | United States | $1.16B | -58% | +15% | 3% | 9.9× | n/a | n/a |
| Omron 6645.T | Japan | $5.79B | -17% | -2% | 9% | 16.7× | 11.7% | +3.2% |
| Shibaura Mechatronics 6590.T | Japan | $1.03B | -51% | +1% | 16% | 10.3× | n/a | n/a |
| Eastman Kodak KODK | United States | $786M | -30% | +9% | 4% | 11.1× | -14.7% | +0.8% |
| Techwing 089030.KS | South Korea | $737M | -51% | +4% | 18% | 15.8× | n/a | n/a |
| Screen 7735.T | Japan | $9.20B | -24% | +3% | 20% | 12.4× | 17.3% | +13.6% |