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Employees: 162
Size Seoul Semiconductor (046890.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $358M, the 426th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩8,630 on 6 Nov 2026.
Performance Over six months the shares fell 47.7%, against -29.2% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue fell 0.4% over the last twelve months (peer median +10.8%); the operating margin is 0.2% (peer median 6.7%).
Valuation It trades at 77.0× forward earnings against a peer median of 13.7× (most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 29% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +31 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 7.9 points below its cost of capital (8.1% WACC).
Next results Next results expected around 12 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩1.05T | ₩1.01T | ₩1.09T | ₩1.03T | ₩1.11T |
| Revenue growth | — | -7% | +6% | -7% | — |
| Gross profit | ₩212B | ₩198B | ₩225B | ₩175B | ₩184B |
| EBITDA | ₩92.5B | ₩57.7B | ₩82.6B | ₩38.0B | ₩51.9B |
| Net income | -₩1.67B | -₩51.4B | -₩14.5B | -₩22.4B | -₩1.10B |
| Free cash flow | ₩69.4B | ₩41.1B | ₩11.7B | ₩69.7B | ₩106B |
| Capital expenditure | ₩32.6B | ₩47.8B | ₩49.5B | ₩53.4B | ₩58.6B |
| Total debt | ₩114B | ₩139B | ₩216B | ₩216B | ₩252B |
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 | 046890.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -17.0% | -24.0% | 9th highest of 21 |
| 6-month return | -47.7% | -29.2% | 3rd lowest of 21 |
| Distance from 52-week high | -54.5% | -49.8% | 8th lowest of 21 |
| Revenue growth (TTM) | -0.4% | +10.8% | 8th lowest of 21 |
| Operating margin | 0.2% | 6.7% | 5th lowest of 21 |
| Forward P/E | 77.0× | 13.7× | most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 28.9% | 13.7% | 4th most demanding of 16 |
| Growth delivered (Del g) | -2.5% | +7.3% | 3rd lowest of 16 |
| Hurdle (Req g minus delivered) | +31.5 pp | +7.6 pp | 2nd most demanding of 16 |
| ROIC minus cost of capital | -7.9 pp | +2.2 pp | 4th lowest of 19 |
| EV / EBITDA | 6.3× | 14.1× | 4th cheapest of 12 |
| Net debt / EBITDA | 0.9× | -1.0× | 4th most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Seoul Semiconductor 046890.KS | South Korea | $358M | -48% | 0% | 0% | 77.0× | 28.9% | -2.5% |
| Weebit Nano WBT.AX | Australia | $361M | -57% | +246% | -378% | n/a | n/a | n/a |
| EGing Photovoltaic Technology 600537.SS | China | $364M | -36% | -62% | -42% | n/a | 2.9% | -14.0% |
| Brillian Network & Automation Integrated System 6788.TWO | Taiwan | $353M | -32% | +21% | 35% | 20.7× | -1.4% | +28.7% |
| Leaguer (Shenzhen) Microelectronics 688589.SS | China | $364M | -27% | -10% | 3% | 10.7× | n/a | n/a |
| Sunplus Technology 2401.TW | Taiwan | $365M | -18% | +6% | 3% | n/a | n/a | n/a |
| NVE NVEC | United States | $368M | -16% | +24% | 62% | n/a | 12.9% | +4.3% |
| Taiwan Mask 2338.TW | Taiwan | $348M | -31% | -15% | -6% | n/a | 10.5% | +5.3% |
| Moschip Technologies MOSCHIP.NS | India | $348M | -26% | -1% | -1% | n/a | 48.6% | +40.9% |
| GEM Services 6525.TW | Taiwan | $370M | -8% | +14% | 20% | n/a | -7.1% | +7.3% |
| Actron Technology 8255.TWO | Taiwan | $347M | -24% | -4% | 5% | 16.6× | 14.6% | +21.4% |
| Goldkey Technology 3135.TW | Taiwan | $345M | -18% | +217% | 18% | 3.2× | n/a | n/a |
| Jiangsu Smartwin Electronics Technology 301106.SZ | China | $345M | -37% | +7% | 2% | 10.7× | n/a | n/a |
| Intelligo Technology 7749.TW | Taiwan | $373M | -49% | +65% | 35% | 15.6× | 4.4% | +50.5% |
| APAC Opto Electronics 4908.TWO | Taiwan | $341M | -42% | +4% | 21% | n/a | 32.8% | +1.9% |
| Shenzhen Australis Electronic Technology 300940.SZ | China | $378M | -43% | -9% | 4% | n/a | 30.8% | -5.6% |
| TigerElec 219130.KS | South Korea | $379M | +78% | +51% | 13% | n/a | 23.3% | +13.1% |
| Wuxi Hodgen Technology 300279.SZ | China | $335M | -37% | -14% | 5% | n/a | 14.6% | +1.7% |
| Weltrend Semiconductor 2436.TW | Taiwan | $333M | -26% | +19% | 8% | 36.8× | 13.7% | +6.4% |
| Eris Technology 3675.TWO | Taiwan | $332M | -8% | +15% | 16% | 13.7× | 20.8% | +11.4% |
| Websol Energy System WEBELSOLAR.NS | India | $330M | -37% | +97% | 31% | 9.8× | 9.2% | +46.9% |