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← CockpitCompetitor Analysis › 183300.KS KoMiCo Ltd.Open in the cockpit ↗

KoMiCo Ltd.183300.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Semiconductors

Korean company that cleans, coats and refurbishes semiconductor fab equipment parts to extend their usable life.

Momentum neutral 55
Mkt cap
$621M
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$10.5M
20-day average traded
Fwd P/E
15.6×
forward earnings
ROIC−WACC
-0.7 pp
WACC 7.5%
Hurdle
n/a
no reverse DCF
Next earnings
6 days
12 Nov 2026
Close · KRW₩54,400
1Dn/a
1W-21.4%
1M-38.5%
3M-27.2%
6M+14.4%
YTD+23.1%
1Y+64.8%
ATR %16.6%
52w lowhigh60.9% off high

What KoMiCo does

Korean company that cleans, coats and refurbishes semiconductor fab equipment parts to extend their usable life.

Is paid per part cleaned or recoated each time fab equipment is serviced, so income recurs with how hard fabs run their chambers rather than with new chip-plant spending. Plants sit near Korea's major fab clusters for quick turnaround.

Products and services

  • Chamber-parts cleaning services
  • Ceramic/metal coating services
  • Refurbished equipment parts

Customers

  • Semiconductor fabs (Samsung, SK hynix)
  • Equipment makers

Where it sits in the supply chain

  • Semiconductor services
  • Precision parts cleaning/coating and…
  • Fab equipment maintenance supply chain

What could go right

  • Semiconductor fab utilization/maintenance demand

What could go wrong

  • Semiconductor capex cyclicality
  • Customer concentration

Moat: narrow (process know-how, customer qualification). Specialized cleaning/coating process know-how qualified directly into fab maintenance cycles.

Headquarters: Cheonan, South Korea · Founded: 1998 · Employees: 868

Named competitors

KoMiCo at a glance

Size KoMiCo (183300.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $621M, the 299th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩54,400 on 6 Nov 2026.

Performance Over six months the shares gained 14.4%, against -26.4% for the median peer and -24.5% for the South Korea market (cap-weighted) — highest of 19 in its peer set.

Growth Revenue grew 22.3% over the last twelve months (peer median +10.6%); the operating margin is 14.8% (peer median 2.5%).

Valuation It trades at 15.6× forward earnings against a peer median of 37.2× (6th cheapest of 11).

Capital Return on invested capital runs 0.7 points below its cost of capital (7.5% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

10020011 May 202611 Aug 20266 Nov 2026183300.KS 111Peer median 72
Six months, rebased to 100: KoMiCo against the median of its 20 peers (local-currency closes).

KoMiCo financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩656B₩604B₩507B₩307B₩288B
Revenue growth—+19%+65%+7%—
Gross profit₩266B₩251B₩227B₩109B₩120B
EBITDA₩156B₩162B₩150B₩71.0B₩83.6B
Net income₩32.0B₩49.9B₩55.9B₩31.5B₩42.0B
Free cash flow-₩202B-₩179B-₩37.7B₩32.3B₩49.6B
Capital expenditure₩262B₩220B₩156B₩33.6B₩29.0B
Total debt₩728B₩523B₩288B₩220B₩69.5B

Quarterly statements and history in the cockpit →

KoMiCo 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

-75%-50%-25%0%-40%-20%0%3014242630083130063280816887116881736880453002196003632363SIS81313010026880613002412329183300.KS6-month return →1-month return →
Up and to the right = strong over both horizons. KoMiCo is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×100×200×300×301480816887116881736880456003638131688061TPE2329183300.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. KoMiCo is the large dot.

KoMiCo competitors and peer comparison

Head to head with its named competitors (183300.KS vs ENTG)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
KoMiCo 183300.KS$621M+14%+22%15%15.6×n/a
Entegris ENTG$19.6B-14%+9%19%23.7×26.3%

How KoMiCo 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.

KoMiCo against its 20 peers (data as of 6 Nov 2026)
Measure183300.KSPeer medianRank in peer set
1-month return-38.5%-16.5%4th lowest of 21
6-month return+14.4%-26.4%highest of 19
Distance from 52-week high-60.9%-44.5%5th lowest of 21
Revenue growth (TTM)+22.3%+10.6%7th highest of 20
Operating margin14.8%2.5%5th highest of 20
Forward P/E15.6×37.2×6th cheapest of 11
ROIC minus cost of capital-0.7 pp-5.6 pp8th highest of 20
EV / EBITDA9.6×26.2×3rd cheapest of 7
Net debt / EBITDA3.5×-3.2×most indebted of 7

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
KoMiCo 183300.KSSouth Korea$621M+14%+22%15%15.6×n/an/a
ITE Tech 3014.TWTaiwan$620M-6%-4%27%11.9×-8.4%+7.6%
Tyntek 2426.TWTaiwan$619M-2%-6%1%n/an/an/a
Xi'an Peri Power Semiconductor Converting Technology 300831.SZChina$613M-34%+107%34%n/an/an/a
Xiamen Guangpu Electronics 300632.SZChina$612M-44%-1%-13%n/a37.5%-3.6%
Global Mixed-Mode Technology 8081.TWTaiwan$612M-11%-1%17%11.7×-2.8%+3.2%
Viewtrix Technology 3310.HKHong Kong$608Mn/a+24%-22%n/an/an/a
Macmic Science & Technology 688711.SSChina$635M-27%+16%-3%98.1×49.0%+32.4%
Halo Microelectronics 688173.SSChina$606M-42%+11%-14%326.0×n/an/a
Shenzhen Kiwi Instruments 688045.SSChina$604M-3%+45%8%68.1×31.6%+9.7%
Hongli Zhihui 300219.SZChina$638M-22%+10%3%n/a8.3%+6.9%
Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SSChina$603M-82%-10%1%7.2×n/an/a
Silicon Integrated Systems 2363.TWTaiwan$649M-25%+78%2%n/a28.1%+77.5%
First Sensor SIS.DEGermany$591M-6%-18%7%n/a13.5%-7.4%
Formosa Advanced Technologies 8131.TWTaiwan$655M-29%+37%16%10.7×n/an/a
Shenzhen SOSEN Electronics 301002.SZChina$587M-39%+22%2%n/an/an/a
Shanghai Orient-Chip Technology 688061.SSChina$664M+14%+4%-9%95.5×n/an/a
PVA TePla TPE.DEGermany$666M-37%-4%1%62.0×n/an/a
Centera Photonics 7917.TWOTaiwan$579Mn/an/an/an/an/an/a
Shenzhen Refond Optoelectronics 300241.SZChina$668M-22%+24%4%n/a16.7%+8.4%
Orient Semiconductor Electronics 2329.TWTaiwan$670M-46%+11%7%12.4×n/an/a

Questions

Who are KoMiCo's main competitors?
Named competitors: Entegris (ENTG). The cockpit's measured peer set (industry) also includes ITE Tech (3014.TW), Tyntek (2426.TW), Xi'an Peri Power Semiconductor Converting Technology (300831.SZ), Xiamen Guangpu Electronics (300632.SZ), Global Mixed-Mode Technology (8081.TW), Viewtrix Technology (3310.HK).
Is KoMiCo expensive compared with its peers?
On forward p/e it trades at 15.6× against a peer median of 37.2×, 6th cheapest of 11 in its peer set.
How has KoMiCo stock performed?
Over six months to 6 Nov 2026 the shares returned +14.4% against -26.4% for the median peer; over one year +64.8%.

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.