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Employees: 229
Size KOSES (089890.KS) is a South Korea Industrials company (Industrial Machinery) with a market value of $294M, the 469th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩25,000 on 6 Nov 2026.
Performance Over six months the shares fell 47.3%, against -24.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 12.8% over the last twelve months (peer median +8.3%); the operating margin is 17.8% (peer median 5.6%).
Valuation It trades at 4.8× enterprise value to sales against a peer median of 1.8× (5th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +22 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 2.1 points above its cost of capital (12.7% WACC).
Next results Next results expected around 17 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩77.7B | ₩82.4B | ₩69.2B | ₩95.7B | ₩72.9B |
| Revenue growth | — | +19% | -28% | +31% | — |
| Gross profit | ₩23.8B | ₩26.1B | ₩5.27B | ₩16.7B | ₩17.3B |
| EBITDA | ₩14.7B | ₩18.3B | -₩3.94B | ₩9.41B | ₩9.64B |
| Net income | ₩15.6B | ₩13.2B | -₩197M | ₩6.96B | ₩7.88B |
| Free cash flow | ₩11.3B | ₩15.2B | ₩12.9B | -₩15.4B | ₩12.4B |
| Capital expenditure | ₩2.81B | ₩485M | ₩202M | ₩562M | ₩611M |
| Total debt | ₩11.5B | ₩2.99M | ₩10.0B | ₩14.1B | ₩2.00B |
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 | 089890.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -24.0% | -15.4% | 7th lowest of 21 |
| 6-month return | -47.3% | -24.3% | 4th lowest of 21 |
| Distance from 52-week high | -51.4% | -41.6% | 7th lowest of 21 |
| Revenue growth (TTM) | +12.8% | +8.3% | 9th highest of 21 |
| Operating margin | 17.8% | 5.6% | 4th highest of 21 |
| EV / Sales | 4.8× | 1.8× | 5th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 26.7% | 13.8% | 4th most demanding of 10 |
| Growth delivered (Del g) | +5.2% | +11.4% | 3rd lowest of 10 |
| Hurdle (Req g minus delivered) | +21.5 pp | +7.0 pp | 2nd most demanding of 10 |
| ROIC minus cost of capital | +2.1 pp | -3.7 pp | 7th highest of 20 |
| EV / EBITDA | 25.3× | 10.9× | 3rd most expensive of 13 |
| Net debt / EBITDA | -1.8× | -1.6× | 6th least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| KOSES 089890.KS | South Korea | $294M | -47% | +13% | 18% | 4.8× | 26.7% | +5.2% |
| Fine Semitech 036810.KS | South Korea | $299M | -52% | +5% | 2% | 2.2× | n/a | n/a |
| Altek 3059.TW | Taiwan | $289M | -20% | +13% | 6% | 0.7× | n/a | n/a |
| Nittoku 6145.T | Japan | $287M | +3% | +20% | 12% | 0.8× | -3.3% | +14.0% |
| Guangdong Jialong Food 002495.SZ | China | $302M | -21% | +10% | 5% | 6.0× | 16.8% | +0.4% |
| Asahi Diamond Industrial 6140.T | Japan | $302M | -24% | +5% | 8% | 0.9× | 13.8% | +6.9% |
| HLE Glascoat HLEGLAS.NS | India | $306M | +16% | +26% | 6% | 2.1× | 37.3% | +22.8% |
| Shuz Tung Machinery Industrial 4537.TWO | Taiwan | $283M | -25% | +7% | 6% | 4.9× | 41.7% | -4.1% |
| Desiccant Technology 5292.TW | Taiwan | $306M | +5% | +5% | 18% | 2.8× | -5.2% | +20.8% |
| Worldex Industry & Trading 101160.KS | South Korea | $281M | -29% | -1% | 22% | 0.6× | n/a | n/a |
| Xian Typical Industries 600302.SS | China | $310M | -37% | -16% | -57% | 6.5× | n/a | n/a |
| Zhejiang Taifu Pump 300992.SZ | China | $311M | -29% | +21% | 3% | 2.5× | 27.1% | +17.1% |
| Qingdao Guolin Technology 300786.SZ | China | $311M | -31% | +39% | -4% | 3.0× | n/a | n/a |
| SNTEnergy 100840.KS | South Korea | $311M | -59% | +7% | 20% | 0.8× | n/a | n/a |
| Shandong Zhangqiu Blower 002598.SZ | China | $313M | -17% | -7% | 5% | 1.2× | 3.8% | +11.4% |
| Mikron MIKN.SW | Switzerland | $313M | -3% | -1% | 9% | 0.4× | -17.2% | +8.2% |
| Ningbo Water Meter 603700.SS | China | $314M | -19% | +20% | 1% | 1.2× | n/a | n/a |
| Symtek Automation Asia 6438.TW | Taiwan | $314M | -30% | +18% | 9% | 1.4× | n/a | n/a |
| Protec 053610.KS | South Korea | $316M | -42% | +47% | 25% | 1.2× | n/a | n/a |
| Shenzhen Intelligent Precision Instrument 301512.SZ | China | $320M | -20% | 0% | 5% | 3.1× | n/a | n/a |
| Shanghai CEO Technology 688335.SS | China | $321M | -55% | +29% | -8% | 4.8× | n/a | n/a |