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← CockpitCompetitor Analysis › 052400.KS Kona I Co., Ltd.Open in the cockpit ↗

Kona I Co., Ltd.052400.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Semiconductors
Momentum neutral 46
Mkt cap
$290M
US dollars, full cap
Free float
58%
of shares outstanding
$/day
$1.23M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+20.4 pp
WACC 6.7%
Hurdle
-38 pp
Req g minus delivered
Next earnings
103 days
17 Feb 2027
Close · KRW₩33,950
1Dn/a
1W-2.7%
1M-8.0%
3M-15.2%
6M-45.4%
YTD-25.2%
1Y-30.9%
ATR %4.7%
52w lowhigh53.2% off high

What Kona I does

Employees: 383

Kona I at a glance

Size Kona I (052400.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $290M, the 475th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩33,950 on 6 Nov 2026.

Performance Over six months the shares fell 45.4%, against -26.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 19 in its peer set.

Growth Revenue grew 15.9% over the last twelve months (peer median +15.0%); the operating margin is 29.4% (peer median 5.2%).

Valuation It trades at 1.2× enterprise value to sales against a peer median of 2.1× (5th cheapest of 19).

Price implies For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -38 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 20.4 points above its cost of capital (6.7% WACC).

Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 74052400.KS 55
Six months, rebased to 100: Kona I against the median of its 20 peers (local-currency closes).

Kona I financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩323B₩309B₩236B₩280B₩242B
Revenue growth—+31%-16%+16%—
Gross profitn/a₩145B₩90.8B₩105B₩115B
EBITDAn/a₩100B₩44.6B₩42.2B₩53.4B
Net income₩77.4B₩74.6B₩30.3B₩29.2B₩34.3B
Free cash flown/a₩127B₩16.8B-₩31.6B-₩672B
Capital expendituren/a₩24.8B₩21.7B₩35.1B₩14.9B
Total debtn/a₩46.0B₩47.7B₩42.3B₩25.0B

Quarterly statements and history in the cockpit →

Kona I 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%-25%0%+25%-40%-20%0%8109620235453209LAES1083200805806207017900069540WEBELSOLAR367524363002794908301106052400.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Kona I is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%0×5×10×810962023545793232091083200805806207069540WEBELSOLAR243630027949083135052400.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kona I is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-25%0%25%50%8109620235451083206207WEBELSOLAR3675243630027949088255052400.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. Kona I is the large dot.

Kona I competitors and peer comparison

How Kona I 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.

Kona I against its 20 peers (data as of 6 Nov 2026)
Measure052400.KSPeer medianRank in peer set
1-month return-8.0%-29.5%2nd highest of 21
6-month return-45.4%-26.0%3rd lowest of 19
Distance from 52-week high-53.2%-52.8%11th highest of 21
Revenue growth (TTM)+15.9%+15.0%9th highest of 20
Operating margin29.4%5.2%3rd highest of 20
EV / Sales1.2×2.1×5th cheapest of 19
Growth the price implies (Req g, 7 yrs)-20.6%13.7%least demanding of 12
Growth delivered (Del g)+17.5%+6.4%3rd highest of 12
Hurdle (Req g minus delivered)-38.2 pp+7.3 ppleast demanding of 12
ROIC minus cost of capital+20.4 pp-0.6 pp3rd highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Kona I 052400.KSSouth Korea$290M-45%+16%29%1.2×-20.6%+17.5%
P-DUKE Technology 8109.TWOTaiwan$288M-3%+25%36%4.2×-6.5%+7.5%
BE Epitaxy Semiconductor Technology 7415.TWOTaiwan$284Mn/an/an/an/an/an/a
Holtek Semiconductor 6202.TWTaiwan$297M-26%+15%10%2.1×7.4%-11.3%
FocalTech Systems 3545.TWTaiwan$301M-15%-21%-4%0.4×-17.5%-2.8%
e-Ray Technology 7932.TWOTaiwan$302Mn/a+68%6%12.0×n/an/a
Alltek Technology 3209.TWTaiwan$303M-21%+22%3%0.2×n/an/a
SEALSQ LAESUnited States$305M-55%+145%-215%n/an/an/a
LX Semicon 108320.KSSouth Korea$274M-63%-13%3%0.2×-11.0%+7.1%
OKins Electronics 080580.KSSouth Korea$273M-18%+35%17%3.6×n/an/a
Laser Tek Taiwan 6207.TWOTaiwan$263M+37%-7%5%7.2×51.8%-1.8%
Auk 017900.KSSouth Korea$258M-31%-1%0%1.9×n/an/a
Lightron Fiber-optic Devices 069540.KSSouth Korea$256M-39%+5%-54%12.8×n/an/a
Websol Energy System WEBELSOLAR.NSIndia$330M-37%+97%31%2.1×9.2%+46.9%
Eris Technology 3675.TWOTaiwan$332M-8%+15%16%3.6×20.8%+11.4%
Weltrend Semiconductor 2436.TWTaiwan$333M-26%+19%8%2.1×13.7%+6.4%
Wuxi Hodgen Technology 300279.SZChina$335M-37%-14%5%1.3×14.6%+1.7%
APAC Opto Electronics 4908.TWOTaiwan$341M-42%+4%21%10.9×32.8%+1.9%
Jiangsu Smartwin Electronics Technology 301106.SZChina$345M-37%+7%2%2.0×n/an/a
Goldkey Technology 3135.TWTaiwan$345M-18%+217%18%0.9×n/an/a
Actron Technology 8255.TWOTaiwan$347M-24%-4%5%1.5×14.6%+21.4%

Questions

Which companies are Kona I's closest peers?
The cockpit's peer set: P-DUKE Technology (8109.TWO), BE Epitaxy Semiconductor Technology (7415.TWO), Holtek Semiconductor (6202.TW), FocalTech Systems (3545.TW), e-Ray Technology (7932.TWO), Alltek Technology (3209.TW), SEALSQ (LAES), LX Semicon (108320.KS).
Is Kona I expensive compared with its peers?
On ev / sales it trades at 1.2× against a peer median of 2.1×, 5th cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -38 pp: the price already allows for a slowdown.
How has Kona I stock performed?
Over six months to 6 Nov 2026 the shares returned -45.4% against -26.0% for the median peer; over one year -30.9%.

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.