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← CockpitCompetitor Analysis › 090460.KS BH Co., Ltd.Open in the cockpit ↗

BH Co., Ltd.090460.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Electronic Components
Momentum weak 26
Mkt cap
$319M
US dollars, full cap
Free float
77%
of shares outstanding
$/day
$5.03M
20-day average traded
Fwd P/E
6.0×
forward earnings
ROIC−WACC
+0.4 pp
WACC 6.3%
Hurdle
-33 pp
Req g minus delivered
Next earnings
133 days
19 Mar 2027
Close · KRW₩13,910
1D-0.9%
1W-14.0%
1M-37.3%
3M-8.5%
6M-59.7%
YTD-13.6%
1Y-21.0%
ATR %8.8%
52w lowhigh68.0% off high

What BH Co., Ltd. does

Employees: 1,370

BH Co., Ltd. at a glance

Size BH Co., Ltd. (090460.KS) is a South Korea Information Technology company (Electronic Components) with a market value of $319M, the 447th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩13,910 on 6 Nov 2026.

Performance Over six months the shares fell 59.7%, against -16.5% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 8.6% over the last twelve months (peer median +13.2%); the operating margin is 4.4% (peer median 6.5%).

Valuation It trades at 6.0× forward earnings against a peer median of 11.5× (2nd cheapest of 10).

Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -33 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.4 points above its cost of capital (6.3% WACC).

Next results Next results expected around 19 Mar 2027 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 80090460.KS 44
Six months, rebased to 100: BH Co., Ltd. against the median of its 20 peers (local-currency closes).

BH Co., Ltd. financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩1.86T₩1.79T₩1.75T₩1.59T₩1.68T
Revenue growth—+2%+10%-5%—
Gross profit₩183B₩156B₩176B₩145B₩211B
EBITDA₩147B₩118B₩146B₩137B₩175B
Net income₩82.1B₩31.0B₩67.0B₩90.7B₩144B
Free cash flow₩105B₩51.2B₩109B₩25.7B₩131B
Capital expenditure₩146B₩124B₩87.4B₩71.4B₩189B
Total debt₩296B₩276B₩249B₩199B₩176B

Quarterly statements and history in the cockpit →

BH Co., Ltd. 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%+50%-40%-20%0%6885928050290550676830886125PACT47718213237569084927PLT00806013000255403013290336403055090460.KS6-month return →1-month return →
Up and to the right = strong over both horizons. BH Co., Ltd. is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%5×10×15×20×29055067683088PACT477123756908025540033640090460.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. BH Co., Ltd. is the large dot.

Capital: growth delivered against growth the price implies

0%+100%+200%0%100%200%3088PACT23750080601300090460.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. BH Co., Ltd. is the large dot.

BH Co., Ltd. competitors and peer comparison

How BH Co., Ltd. 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.

BH Co., Ltd. against its 20 peers (data as of 6 Nov 2026)
Measure090460.KSPeer medianRank in peer set
1-month return-37.3%-16.7%4th lowest of 21
6-month return-59.7%-16.5%lowest of 21
Distance from 52-week high-68.0%-44.2%lowest of 21
Revenue growth (TTM)+8.6%+13.2%9th lowest of 21
Operating margin4.4%6.5%9th lowest of 21
Forward P/E6.0×11.5×2nd cheapest of 10
Growth the price implies (Req g, 7 yrs)-13.0%-5.8%least demanding of 8
Growth delivered (Del g)+20.0%+8.7%2nd highest of 8
Hurdle (Req g minus delivered)-33.0 pp-11.0 pp2nd least demanding of 8
ROIC minus cost of capital+0.4 pp-1.6 pp9th highest of 21
EV / EBITDA3.3×7.4×4th cheapest of 14
Net debt / EBITDA-0.0×0.2×7th least indebted of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
BH Co., Ltd. 090460.KSSouth Korea$319M-60%+9%4%6.0×-13.0%+20.0%
ComNav Technology 688592.SSChina$312M-38%+16%-3%n/an/an/a
iBASE Technology 8050.TWOTaiwan$312M+17%-5%2%n/an/an/a
DK Tech 290550.KSSouth Korea$304M-19%+26%6%11.2×n/an/a
Tamura 6768.TJapan$339M-22%+8%4%9.3×n/an/a
Axiomtek 3088.TWOTaiwan$340M-14%+35%12%11.8×-3.5%+8.8%
Kenmec Mechanical Engineering 6125.TWOTaiwan$291M-37%+29%-10%n/an/an/a
Proact IT PACT.STSweden$354M+8%+4%7%11.7×-5.8%+5.2%
Vizionfocus 4771.TWTaiwan$355M+8%+26%29%10.2×n/an/a
Taiwan PCB Techvest 8213.TWTaiwan$286M-3%+8%4%n/an/an/a
Kaimei Electronic 2375.TWTaiwan$285M-4%+7%8%16.2×16.9%-3.0%
IRISO Electronics 6908.TJapan$359M-28%+10%9%19.5×-7.6%+11.1%
Kinko Optical 6209.TWTaiwan$359M-5%+67%11%n/an/an/a
Apex International 4927.TWTaiwan$359M-24%-10%-22%n/an/an/a
poLight PLT.OLNorway$281M+78%+245%-278%n/an/an/a
DAEDUCK 008060.KSSouth Korea$280M-27%+36%10%n/a-8.6%+233.4%
Trigiant 1300.HKHong Kong$368M-1%+26%12%n/a-13.0%-2.4%
Korea Electric Terminal 025540.KSSouth Korea$369M-45%-4%8%5.1×n/an/a
Singatron Electronic (China) 301329.SZChina$372M-35%+37%5%n/an/an/a
Nepes 033640.KSSouth Korea$273M-50%+11%7%11.5×14.0%+8.7%
Spirox 3055.TWTaiwan$377M+47%+4%-55%n/an/an/a

Questions

Which companies are BH Co., Ltd.'s closest peers?
The cockpit's peer set: ComNav Technology (688592.SS), iBASE Technology (8050.TWO), DK Tech (290550.KS), Tamura (6768.T), Axiomtek (3088.TWO), Kenmec Mechanical Engineering (6125.TWO), Proact IT (PACT.ST), Vizionfocus (4771.TW).
Is BH Co., Ltd. expensive compared with its peers?
On forward p/e it trades at 6.0× against a peer median of 11.5×, 2nd cheapest of 10 in its peer set. For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -33 pp: the price already allows for a slowdown.
How has BH Co., Ltd. stock performed?
Over six months to 6 Nov 2026 the shares returned -59.7% against -16.5% for the median peer; over one year -21.0%.

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.