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← CockpitCompetitor Analysis › 252990.KS SEMCNS Co., Ltd.Open in the cockpit ↗

SEMCNS Co., Ltd.252990.KSCompetitor analysis, valuation and peers

South Korea · KRW·Industrials›Electrical Products
Momentum neutral 46
Mkt cap
$492M
US dollars, full cap
Free float
42%
of shares outstanding
$/day
$12.6M
20-day average traded
Fwd P/E
17.4×
forward earnings
ROIC−WACC
+5.6 pp
WACC 8.9%
Hurdle
-2 pp
Req g minus delivered
Next earnings
137 days
23 Mar 2027
Close · KRW₩11,350
1D-6.0%
1W-28.1%
1M-40.4%
3M-10.6%
6M-20.4%
YTD+68.7%
1Y+61.7%
ATR %14.2%
52w lowhigh45.3% off high

What SEMCNS does

Employees: 307

SEMCNS at a glance

Size SEMCNS (252990.KS) is a South Korea Industrials company (Electrical Products) with a market value of $492M, the 336th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩11,350 on 6 Nov 2026.

Performance Over six months the shares fell 20.4%, against -27.4% for the median peer and -24.5% for the South Korea market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 65.6% over the last twelve months (peer median +14.9%); the operating margin is 28.9% (peer median 0.3%).

Valuation It trades at 17.4× forward earnings against a peer median of 16.6× (4th most expensive of 8).

Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -2 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 5.6 points above its cost of capital (8.9% WACC).

Next results Next results expected around 23 Mar 2027 (exchange calendar; dates can move).

Relative performance

7510012511 May 202611 Aug 20266 Nov 2026252990.KS 80Peer median 70
Six months, rebased to 100: SEMCNS against the median of its 20 peers (local-currency closes).

SEMCNS financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩113B₩78.0B₩53.3B₩30.9B₩50.1B
Revenue growth—+46%+72%-38%—
Gross profitn/a₩35.0B₩18.9B₩10.9B₩28.4B
EBITDAn/a₩21.9B₩11.0B₩207M₩17.1B
Net income₩34.8B₩15.1B₩3.32B-₩1.31B₩15.1B
Free cash flown/a₩10.5B-₩16.9B-₩75.1B₩2.88B
Capital expendituren/a₩9.31B₩22.6B₩75.4B₩14.3B
Total debtn/a₩78.8B₩70.3B₩77.2B₩70.8B

Quarterly statements and history in the cockpit →

SEMCNS 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%0%+50%-40%-20%0%300011688633300787002055VMARCIND301590300414RAMRAT30093368102655002347081949606887179963252990.KS6-month return →1-month return →
Up and to the right = strong over both horizons. SEMCNS is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%20×40×60×68863330159030089068103000400819688717252990.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. SEMCNS is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%0%25%50%300011688633681030004000234708199963252990.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. SEMCNS is the large dot.

SEMCNS competitors and peer comparison

How SEMCNS 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.

SEMCNS against its 20 peers (data as of 6 Nov 2026)
Measure252990.KSPeer medianRank in peer set
1-month return-40.4%-8.4%lowest of 21
6-month return-20.4%-27.4%7th highest of 21
Distance from 52-week high-45.3%-43.4%9th lowest of 21
Revenue growth (TTM)+65.6%+14.9%5th highest of 21
Operating margin28.9%0.3%2nd highest of 21
Forward P/E17.4×16.6×4th most expensive of 8
Growth the price implies (Req g, 7 yrs)14.8%17.6%4th least demanding of 8
Growth delivered (Del g)+16.8%+2.6%highest of 8
Hurdle (Req g minus delivered)-2.0 pp+11.9 pp2nd least demanding of 8
ROIC minus cost of capital+5.6 pp-4.6 pp3rd highest of 21

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
SEMCNS 252990.KSSouth Korea$492M-20%+66%29%17.4×14.8%+16.8%
Beijing Dinghan Technology 300011.SZChina$494M-26%-2%-1%n/a31.5%+7.2%
Nantong Xingqiu Graphite 688633.SSChina$490M-47%+44%31%8.1×-6.5%+7.6%
Anfu CE LINK 300787.SZChina$484M-4%+17%-1%n/an/an/a
Shenzhen Deren Electronic 002055.SZChina$502M-9%-6%4%n/an/an/a
V-Marc India VMARCIND.NSIndia$503M+93%+218%10%n/an/an/a
Shenzhen UUGreenPower 301590.SZChina$507M-55%-12%-11%16.6×n/an/a
Sichuan Zhongguang Lightning Protection Technologies 300414.SZChina$478M-31%+21%3%n/an/an/a
Zhejiang Tengen Electrics 605066.SSChina$477M-21%-3%0%n/an/an/a
Ram Ratna Wires RAMRAT.NSIndia$508M+13%+72%4%n/an/an/a
Sinostar Cable 300933.SZChina$477M-29%+13%0%n/an/an/a
Shanghai XFH Technology 300890.SZChina$475M-35%+52%7%35.8×n/an/a
Jiangsu Ruitai New Energy Materials 301238.SZChina$474M-34%+50%-5%n/an/an/a
Maxell 6810.TJapan$474M+2%+6%6%9.3×-1.1%-1.4%
Harbin Jiuzhou 300040.SZChina$513M-26%-3%9%23.3×17.6%+2.6%
Guoxia Technology 2655.HKHong Kong$513M-66%+78%9%n/an/an/a
Taier Heavy Industry 002347.SZChina$471M-22%-1%-7%n/a18.1%+6.1%
Tianneng Power International 0819.HKHong Kong$470M-47%+6%1%5.2×-1.3%-0.6%
Cheng Mei Materials Technology 4960.TWTaiwan$470M-36%-7%-14%n/an/an/a
SolaX Power Network Technology (Zhejiang) 688717.SSChina$468M-68%+57%0%60.3×n/an/a
Transtech Optelecom Science 9963.HKHong Kong$467M+63%+76%-3%n/a54.9%-18.2%

Questions

Which companies are SEMCNS's closest peers?
The cockpit's peer set: Beijing Dinghan Technology (300011.SZ), Nantong Xingqiu Graphite (688633.SS), Anfu CE LINK (300787.SZ), Shenzhen Deren Electronic (002055.SZ), V-Marc India (VMARCIND.NS), Shenzhen UUGreenPower (301590.SZ), Sichuan Zhongguang Lightning Protection Technologies (300414.SZ), Zhejiang Tengen Electrics (605066.SS).
Is SEMCNS expensive compared with its peers?
On forward p/e it trades at 17.4× against a peer median of 16.6×, 4th most expensive of 8 in its peer set. For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -2 pp: the price already allows for a slowdown.
How has SEMCNS stock performed?
Over six months to 6 Nov 2026 the shares returned -20.4% against -27.4% for the median peer; over one year +61.7%.

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.