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← CockpitCompetitor Analysis › 108490.KS ROBOTIS Co., Ltd.Open in the cockpit ↗

ROBOTIS Co., Ltd.108490.KSCompetitor analysis, valuation and peers

South Korea · KRW·Industrials›Industrial Machinery

Korean robotics company making Dynamixel smart actuators, robot components and educational/humanoid robot platforms.

Momentum neutral 54
Mkt cap
$2.37B
US dollars, full cap
Free float
72%
of shares outstanding
$/day
$42.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-14.5 pp
WACC 10.2%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · KRW₩222,000
1D+1.4%
1W-13.3%
1M-27.3%
3M-4.5%
6M-29.9%
YTD-14.9%
1Y+15.8%
ATR %9.8%
52w lowhigh52.2% off high

What ROBOTIS does

Korean robotics company making Dynamixel smart actuators, robot components and educational/humanoid robot platforms.

Sells actuators and controllers as parts that research labs, universities and robot builders design into their machines, so a customer standardising on its parts tends to keep ordering. The TurtleBot3 research robot, developed with the open-source robotics community, spreads familiarity with its parts among students and engineers.

Products and services

  • Dynamixel smart actuators
  • Educational robot kits
  • Humanoid robot platforms

Customers

  • Robotics developers/researchers
  • Education institutions
  • Robot manufacturers

Where it sits in the supply chain

  • Robotics components
  • Smart actuators and robot kits
  • Industrial/education/service robotics

What could go right

  • Humanoid/service robotics market growth
  • Robotics education demand

What could go wrong

  • Small scale versus large robotics players
  • R&D-cost intensity

Moat: narrow (IP / patents, brand). Dynamixel actuators are a widely adopted standard component among robotics developers.

Headquarters: Seoul, South Korea · Founded: 1999 · Employees: 111

Named competitors

ROBOTIS at a glance

Size ROBOTIS (108490.KS) is a South Korea Industrials company (Industrial Machinery) with a market value of $2.37B, the 120th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩222,000 on 6 Nov 2026.

Performance Over six months the shares fell 29.9%, against -20.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue grew 51.5% over the last twelve months (peer median +9.8%); the operating margin is -15.8% (peer median 7.9%).

Valuation It trades at 62.2× enterprise value to sales against a peer median of 2.6× (most expensive of 21).

Capital Return on invested capital runs 14.5 points below its cost of capital (10.2% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 78108490.KS 71
Six months, rebased to 100: ROBOTIS against the median of its 20 peers (local-currency closes).

ROBOTIS financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩48.1B₩38.9B₩30.0B₩29.1B₩25.9B
Revenue growth—+30%+3%+13%—
Gross profit₩27.2B₩23.7B₩15.6B₩14.8B₩13.2B
EBITDA-₩4.87B₩5.86B-₩465M-₩2.76B₩36.8M
Net income-₩3.76B₩5.07B-₩3.14B-₩1.35B-₩260M
Free cash flow-₩10.2B₩4.89B₩1.09B-₩6.99B₩8.86B
Capital expenditure₩14.0B₩2.43B₩4.35B₩2.35B₩3.77B
Total debt₩1.03B₩53.2M₩1.29B₩9.34B₩24.9B

Quarterly statements and history in the cockpit →

ROBOTIS 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

-40%-20%0%-40%-20%0%+20%6036386368AMBER240810MTRS45491056316003532285TIMKEN002975KALMAR00261161876141688516603626000009CECOJUN3108490.KS6-month return →1-month return →
Up and to the right = strong over both horizons. ROBOTIS is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%0×20×40×60×6036386368AMBERMTRS4549105631600353TIMKEN00297500261161876141688516603626000009CECO108490.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. ROBOTIS is the large dot.

ROBOTIS competitors and peer comparison

Head to head with its named competitors (108490.KS vs 277810.KS vs 6324.T vs 9880.HK)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
ROBOTIS 108490.KS$2.37B-30%+52%-16%62.2×n/a
Rainbow Robotics 277810.KS$4.59B-52%+92%-16%136.9×n/a
Harmonic Drive Systems 6324.T$2.60B-18%+12%7%6.5×n/a
UBTECH ROBOTICS 9880.HK$4.73B-41%+90%-21%12.3×n/a

How ROBOTIS 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.

ROBOTIS against its 20 peers (data as of 6 Nov 2026)
Measure108490.KSPeer medianRank in peer set
1-month return-27.3%-6.1%7th lowest of 21
6-month return-29.9%-20.6%8th lowest of 21
Distance from 52-week high-52.2%-40.1%7th lowest of 21
Revenue growth (TTM)+51.5%+9.8%3rd highest of 21
Operating margin-15.8%7.9%3rd lowest of 21
EV / Sales62.2×2.6×most expensive of 21
ROIC minus cost of capital-14.5 pp-0.2 pp3rd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
ROBOTIS 108490.KSSouth Korea$2.37B-30%+52%-16%62.2×n/an/a
Yantai Eddie Precision Machinery 603638.SSChina$2.38B-22%+35%16%4.0×15.1%+7.3%
Organo 6368.TJapan$2.36B-14%+10%19%2.0×12.8%+12.0%
Amber Enterprises India AMBER.NSIndia$2.39B-28%+15%5%1.8×n/an/a
Wonik IPS 240810.KSSouth Korea$2.39B-43%+9%8%3.1×29.4%-3.6%
Munters MTRS.STSweden$2.40B-34%0%9%2.0×12.4%+16.0%
Doosan Robotics 454910.KSSouth Korea$2.41B-54%+97%-91%52.6×n/an/a
Japan Steel Works 5631.TJapan$2.41B-46%-1%10%1.5×n/an/a
Chengdu Xuguang Electronics 600353.SSChina$2.32B+8%+13%7%8.6×53.1%+12.8%
Chervon 2285.HKHong Kong$2.32B+103%-6%8%1.3×12.1%+6.4%
Timken India TIMKEN.NSIndia$2.43B-12%+19%16%5.9×36.2%+19.8%
Zhuhai Bojay Electronics 002975.SZChina$2.32B-13%+71%18%5.9×34.2%+6.0%
Kalmar KALMAR.HEFinland$2.27B-7%+7%12%1.1×-4.8%-3.6%
Guangdong Dongfang Precision Science & Technology 002611.SZChina$2.50B-19%-16%8%2.3×17.8%+12.4%
All Ring Tech 6187.TWOTaiwan$2.52B-36%+1%29%12.4×26.4%+28.9%
Dmg Mori 6141.TJapan$2.53B-13%+20%4%0.9×12.9%+9.4%
Wuxi Autowell Technology 688516.SSChina$2.22B-42%-14%8%2.9×n/an/a
Kunshan Kersen Science & Technology 603626.SSChina$2.22B+7%-24%-22%6.5×n/an/a
China Baoan 000009.SZChina$2.56B-23%+26%7%1.7×n/an/a
CECO Environmental CECOUnited States$2.56B-47%+38%6%3.6×n/an/a
Jungheinrich AG Pref JUN3.DEGermany$2.58B-12%+2%5%0.4×-0.4%+7.6%

Questions

Who are ROBOTIS's main competitors?
Named competitors: Rainbow Robotics (277810.KS), Maxon Motor (private or unlisted), Harmonic Drive Systems (6324.T), Shenzhen Leaderdrive (private or unlisted), UBTech Robotics (9880.HK). The cockpit's measured peer set (industry) also includes Yantai Eddie Precision Machinery (603638.SS), Organo (6368.T), Amber Enterprises India (AMBER.NS), Wonik IPS (240810.KS), Munters (MTRS.ST), Doosan Robotics (454910.KS).
Is ROBOTIS expensive compared with its peers?
On ev / sales it trades at 62.2× against a peer median of 2.6×, most expensive of 21 in its peer set.
How has ROBOTIS stock performed?
Over six months to 6 Nov 2026 the shares returned -29.9% against -20.6% for the median peer; over one year +15.8%.

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.