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Employees: 1,417
Size LX Semicon (108320.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $274M, the 483rd largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩22,900 on 6 Nov 2026.
Performance Over six months the shares fell 63.4%, against -26.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 19 in its peer set.
Growth Revenue fell 13.5% over the last twelve months (peer median +15.4%); the operating margin is 3.4% (peer median 6.2%).
Valuation It trades at 60.9× forward earnings against a peer median of 12.8× (most expensive of 9).
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 +7%, so the hurdle is -18 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.3 points below its cost of capital (7.7% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩1.52T | ₩1.64T | ₩1.87T | ₩1.90T | ₩2.12T |
| Revenue growth | — | -12% | -2% | -10% | — |
| Gross profit | n/a | ₩498B | ₩595B | ₩519B | ₩661B |
| EBITDA | n/a | ₩146B | ₩200B | ₩154B | ₩341B |
| Net income | ₩36.8B | ₩82.6B | ₩131B | ₩97.3B | ₩234B |
| Free cash flow | n/a | ₩117B | ₩146B | ₩66.9B | -₩142B |
| Capital expenditure | n/a | ₩29.1B | ₩42.0B | ₩52.4B | ₩79.4B |
| Total debt | n/a | ₩32.5B | ₩37.1B | ₩19.2B | ₩15.9B |
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 | 108320.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -39.1% | -27.5% | 5th lowest of 21 |
| 6-month return | -63.4% | -26.0% | lowest of 19 |
| Distance from 52-week high | -66.0% | -52.4% | 4th lowest of 21 |
| Revenue growth (TTM) | -13.5% | +15.4% | 3rd lowest of 20 |
| Operating margin | 3.4% | 6.2% | 7th lowest of 20 |
| Forward P/E | 60.9× | 12.8× | most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | -11.0% | 13.7% | 3rd least demanding of 12 |
| Growth delivered (Del g) | +7.1% | +6.4% | 6th highest of 12 |
| Hurdle (Req g minus delivered) | -18.2 pp | +7.3 pp | 3rd least demanding of 12 |
| ROIC minus cost of capital | -4.3 pp | +1.7 pp | 6th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LX Semicon 108320.KS | South Korea | $274M | -63% | -13% | 3% | 60.9× | -11.0% | +7.1% |
| OKins Electronics 080580.KS | South Korea | $273M | -18% | +35% | 17% | n/a | n/a | n/a |
| BE Epitaxy Semiconductor Technology 7415.TWO | Taiwan | $284M | n/a | n/a | n/a | n/a | n/a | n/a |
| Laser Tek Taiwan 6207.TWO | Taiwan | $263M | +37% | -7% | 5% | n/a | 51.8% | -1.8% |
| P-DUKE Technology 8109.TWO | Taiwan | $288M | -3% | +25% | 36% | 11.9× | -6.5% | +7.5% |
| Kona I 052400.KS | South Korea | $290M | -45% | +16% | 29% | n/a | -20.6% | +17.5% |
| Auk 017900.KS | South Korea | $258M | -31% | -1% | 0% | n/a | n/a | n/a |
| Lightron Fiber-optic Devices 069540.KS | South Korea | $256M | -39% | +5% | -54% | n/a | n/a | n/a |
| Holtek Semiconductor 6202.TW | Taiwan | $297M | -26% | +15% | 10% | 19.1× | 7.4% | -11.3% |
| FocalTech Systems 3545.TW | Taiwan | $301M | -15% | -21% | -4% | n/a | -17.5% | -2.8% |
| e-Ray Technology 7932.TWO | Taiwan | $302M | n/a | +68% | 6% | n/a | n/a | n/a |
| Alltek Technology 3209.TW | Taiwan | $303M | -21% | +22% | 3% | n/a | n/a | n/a |
| SEALSQ LAES | United States | $305M | -55% | +145% | -215% | n/a | n/a | n/a |
| Websol Energy System WEBELSOLAR.NS | India | $330M | -37% | +97% | 31% | 9.8× | 9.2% | +46.9% |
| Eris Technology 3675.TWO | Taiwan | $332M | -8% | +15% | 16% | 13.7× | 20.8% | +11.4% |
| Weltrend Semiconductor 2436.TW | Taiwan | $333M | -26% | +19% | 8% | 36.8× | 13.7% | +6.4% |
| Wuxi Hodgen Technology 300279.SZ | China | $335M | -37% | -14% | 5% | n/a | 14.6% | +1.7% |
| APAC Opto Electronics 4908.TWO | Taiwan | $341M | -42% | +4% | 21% | n/a | 32.8% | +1.9% |
| Jiangsu Smartwin Electronics Technology 301106.SZ | China | $345M | -37% | +7% | 2% | 10.7× | n/a | n/a |
| Goldkey Technology 3135.TW | Taiwan | $345M | -18% | +217% | 18% | 3.2× | n/a | n/a |
| Actron Technology 8255.TWO | Taiwan | $347M | -24% | -4% | 5% | 16.6× | 14.6% | +21.4% |