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Korean maker of silicone-rubber semiconductor test sockets, the world's leading supplier of this chip-testing component.
Korean maker of silicone-rubber semiconductor test sockets, the world's leading supplier of this chip-testing component.
Sells sockets as consumables that wear out in use and are bought again, so revenue follows chip test volumes and new chip designs, which each need a matching socket. SKC, the SK-group materials company, became its majority owner.
In one line: A small, single-niche Korean component maker — the world leader in silicone-rubber test so.
Moat: wide (IP/patents, process know-how, scale). World's first and largest maker of silicone-rubber test sockets, holding over half the global market and the most industry patents.
Headquarters: Icheon, South Korea · Founded: 2001 · Employees: 407
Size ISC (095340.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $1.82B, the 146th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩121,000 on 6 Nov 2026.
Performance Over six months the shares fell 50.1%, against -22.1% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 60.7% over the last twelve months (peer median +16.1%); the operating margin is 30.3% (peer median 4.7%).
Valuation It trades at 29.8× forward earnings against a peer median of 22.1× (7th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.2 points above its cost of capital (7.3% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩278B | ₩220B | ₩174B | ₩140B | ₩179B |
| Revenue growth | — | +26% | +24% | -22% | — |
| Gross profit | ₩140B | ₩107B | ₩83.6B | ₩64.2B | ₩92.1B |
| EBITDA | ₩95.0B | ₩70.1B | ₩53.8B | ₩19.4B | ₩69.6B |
| Net income | ₩77.6B | ₩56.1B | ₩54.7B | ₩13.2B | ₩44.0B |
| Free cash flow | ₩49.8B | ₩36.0B | ₩39.3B | ₩7.85B | ₩45.9B |
| Capital expenditure | ₩12.4B | ₩6.33B | ₩11.6B | ₩14.6B | ₩20.1B |
| Total debt | ₩1.40B | ₩21.2B | ₩20.5B | ₩43.6B | ₩39.1B |
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 |
|---|---|---|---|---|---|---|
| ISC 095340.KS | $1.82B | -50% | +61% | 30% | 29.8× | 10.5% |
| Leeno Industrial 058470.KS | $2.60B | -61% | +24% | 49% | 19.4× | 6.3% |
| Enplas 6961.T | $397M | -59% | +25% | 16% | 9.5× | 5.5% |
| Yamaichi Electronics 6941.T | $670M | -45% | +29% | 24% | 9.5× | 4.7% |
| Cohu COHU | $1.82B | -22% | +34% | -2% | 19.3× | 21.5% |
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 | 095340.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -40.2% | -23.0% | 4th lowest of 21 |
| 6-month return | -50.1% | -22.1% | 3rd lowest of 21 |
| Distance from 52-week high | -58.6% | -48.2% | 7th lowest of 21 |
| Revenue growth (TTM) | +60.7% | +16.1% | 4th highest of 21 |
| Operating margin | 30.3% | 4.7% | 4th highest of 21 |
| Forward P/E | 29.8× | 22.1× | 7th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 10.5% | 19.3% | 3rd least demanding of 8 |
| Growth delivered (Del g) | +12.6% | +2.7% | 3rd highest of 8 |
| Hurdle (Req g minus delivered) | -2.0 pp | -1.1 pp | 4th least demanding of 8 |
| ROIC minus cost of capital | +20.2 pp | -7.2 pp | 2nd highest of 20 |
| EV / EBITDA | 22.3× | 9.1× | 4th most expensive of 11 |
| Net debt / EBITDA | -3.8× | -0.8× | 2nd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ISC 095340.KS | South Korea | $1.82B | -50% | +61% | 30% | 29.8× | 10.5% | +12.6% |
| Cohu COHU | United States | $1.82B | -22% | +34% | -2% | 19.3× | 21.5% | -6.6% |
| Shanghai V-Test Semiconductor Tech 688372.SS | China | $1.82B | -53% | +53% | 18% | 29.2× | n/a | n/a |
| BOE HC SemiTek 300323.SZ | China | $1.81B | -38% | +23% | -8% | 53.6× | n/a | n/a |
| Emmvee Photovoltaic Power EMMVEE.NS | India | $1.84B | -5% | +116% | 29% | 11.4× | n/a | n/a |
| Elite Semiconductor Microelectronics Technology 3006.TW | Taiwan | $1.79B | +14% | +273% | 49% | 1.6× | n/a | n/a |
| Siltronic WAF.DE | Germany | $1.86B | -46% | +1% | -16% | n/a | n/a | n/a |
| ams-OSRAM AMS.SW | Switzerland | $1.78B | -16% | -3% | 8% | n/a | n/a | n/a |
| Shanghai New Vision Microelectronics 688593.SS | China | $1.76B | -22% | +7% | -4% | 643.2× | n/a | n/a |
| Psk 031980.KS | South Korea | $1.89B | -4% | +7% | 36% | 19.2× | 19.3% | +39.2% |
| Chengdu Sino-Microelectronics Tech 688709.SS | China | $1.90B | -47% | -15% | -19% | 29.9× | n/a | n/a |
| Changzhou Fusion New Material 688503.SS | China | $1.71B | -53% | +41% | 2% | 37.6× | n/a | n/a |
| Risen Energy 300118.SZ | China | $1.71B | -42% | -52% | -39% | n/a | 38.4% | -4.7% |
| HPSP 403870.KS | South Korea | $1.95B | -37% | -20% | 53% | 22.1× | 15.6% | +23.1% |
| Southchip Semiconductor Technology (Shanghai) 688484.SS | China | $1.95B | -21% | +9% | -2% | 882.8× | n/a | n/a |
| Shoals Technologies SHLS | United States | $1.70B | +14% | +49% | 11% | 18.3× | n/a | n/a |
| Greatek Electronics 2441.TW | Taiwan | $1.68B | +4% | +24% | 21% | 13.2× | 1.6% | +2.7% |
| Shanghai Anlogic Infotech 688107.SS | China | $1.67B | -26% | +70% | -25% | n/a | n/a | n/a |
| Shenzhen Injoinic Technology 688209.SS | China | $1.64B | +5% | +13% | 11% | n/a | n/a | n/a |
| Aerospace Nanhu Electronic Information Technology 688552.SS | China | $1.64B | -19% | +19% | -6% | 231.3× | 35.8% | +1.0% |
| Tekscend Photomask 429A.T | Japan | $1.64B | -36% | +10% | 22% | 9.9× | 6.4% | +8.7% |