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← CockpitCompetitor Analysis › 277810.KS Rainbow Robotics, Inc.Open in the cockpit ↗

Rainbow Robotics, Inc.277810.KSCompetitor analysis, valuation and peers

South Korea · KRW·Industrials›Industrial Machinery

Korean robotics maker building collaborative robot arms and humanoid robots, backed by Samsung.

≈ A small, Korean Boston DynamicsMomentum weak 20
Mkt cap
$4.59B
US dollars, full cap
Free float
41%
of shares outstanding
$/day
$19.2M
20-day average traded
Fwd P/E
653.8×
forward earnings
ROIC−WACC
-17.5 pp
WACC 10.6%
Hurdle
n/a
no reverse DCF
Next earnings
6 days
12 Nov 2026
Close · KRW₩321,000
1D-4.0%
1W-11.6%
1M-28.2%
3M-31.3%
6M-51.7%
YTD-31.8%
1Y-6.1%
ATR %8.1%
52w lowhigh67.2% off high

What Rainbow Robotics does

Korean robotics maker building collaborative robot arms and humanoid robots, backed by Samsung.

Earns by selling robots and related systems to manufacturers and research customers, with the humanoid programme still mostly a development effort rather than a source of sales. Samsung Electronics took a large stake around the turn of 2025 and is now the largest shareholder.

In one line: A small, Korean Boston Dynamics.

Products and services

  • Collaborative robot arms
  • Humanoid robots
  • Robot-vision/control software

Customers

  • Manufacturing/industrial customers
  • Samsung Electronics (partner/investor)

Where it sits in the supply chain

  • Robotics
  • Robot manufacturing
  • Collaborative arms + humanoids

What could go right

  • Samsung manufacturing rollout
  • Humanoid robotics investment wave

What could go wrong

  • Pre-commercial revenue vs. valuation risk
  • Execution risk vs. hype

Moat: narrow (IP / patents, process know-how). KAIST-derived humanoid/robot IP and a strategic Samsung investment give a technology edge.

Headquarters: Daejeon, South Korea · Founded: 2011 · Employees: 161

Named competitors

Rainbow Robotics at a glance

Size Rainbow Robotics (277810.KS) is a South Korea Industrials company (Industrial Machinery) with a market value of $4.59B, the 84th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩321,000 on 6 Nov 2026.

Performance Over six months the shares fell 51.7%, against -16.9% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue grew 91.6% over the last twelve months (peer median +10.5%); the operating margin is -16.1% (peer median 12.6%).

Valuation It trades at 653.8× forward earnings against a peer median of 17.8× (most expensive of 16).

Capital Return on invested capital runs 17.5 points below its cost of capital (10.6% WACC).

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

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 85277810.KS 47
Six months, rebased to 100: Rainbow Robotics against the median of its 20 peers (local-currency closes).

Rainbow Robotics financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩45.1B₩34.1B₩19.3B₩15.3B₩13.6B
Revenue growth—+76%+27%+12%—
Gross profit₩14.8B₩11.3B₩5.92B₩6.99B₩6.83B
EBITDA-₩5.93B-₩5.09B-₩5.16B-₩46.9B₩2.05B
Net income₩1.70B₩1.42B₩2.14B-₩895M₩5.78B
Free cash flow-₩29.4B-₩26.9B-₩13.6B-₩3.69B₩339M
Capital expenditure₩18.7B₩18.2B₩11.8B₩4.49B₩879M
Total debt₩410M₩150M₩353M₩54.7M₩7.21B

Quarterly statements and history in the cockpit →

Rainbow Robotics 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

-60%-40%-20%0%-50%-25%0%+25%IPRSW603699688630ALH300776603298AAON988003693068560021316465XEGILKGXFELE6113ESAB277810.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Rainbow Robotics is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×200×400×600×IPRSW603699688630300776AAON036930277810.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Rainbow Robotics is the large dot.

Rainbow Robotics competitors and peer comparison

Head to head with its named competitors (277810.KS vs 454910.KS vs TER vs 6954.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Rainbow Robotics 277810.KS$4.59B-52%+92%-16%653.8×n/a
Doosan Robotics 454910.KS$2.41B-54%+97%-91%n/an/a
Teradyne TER$34.1B-39%+75%33%20.2×20.9%
Fanuc 6954.T$31.2B-23%+13%23%22.0×16.9%

How Rainbow Robotics 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.

Rainbow Robotics against its 20 peers (data as of 6 Nov 2026)
Measure277810.KSPeer medianRank in peer set
1-month return-28.2%-9.5%6th lowest of 21
6-month return-51.7%-16.9%3rd lowest of 20
Distance from 52-week high-67.2%-39.9%2nd lowest of 21
Revenue growth (TTM)+91.6%+10.5%2nd highest of 21
Operating margin-16.1%12.6%3rd lowest of 21
Forward P/E653.8×17.8×most expensive of 16
ROIC minus cost of capital-17.5 pp-1.2 pp2nd lowest 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
Rainbow Robotics 277810.KSSouth Korea$4.59B-52%+92%-16%653.8×n/an/a
Interpump IP.MIItaly$4.57B+3%+1%14%16.8×12.6%+9.9%
Renishaw RSW.LUnited Kingdom$4.61B-7%+14%16%18.5×24.8%+7.5%
Neway Valve (Suzhou) 603699.SSChina$4.66B-36%+11%26%17.9×10.0%+16.5%
Circuit Fabology Microelectronics Equipment 688630.SSChina$4.50B-12%+93%27%51.5×39.4%+35.4%
Alliance Laundry ALHUnited States$4.49B-11%+10%19%16.4×15.2%+7.5%
Wuhan DR Laser Technology 300776.SZChina$4.69B-24%-23%19%37.9×51.8%+13.6%
Hangcha 603298.SSChina$4.71B-12%+7%12%13.3×2.9%+9.1%
AAON AAONUnited States$4.72B-59%+54%11%20.7×n/an/a
UBTECH ROBOTICS 9880.HKHong Kong$4.73B-41%+90%-21%n/an/an/a
Jusung Engineering 036930.KSSouth Korea$4.39B+5%-33%0%145.3×n/an/a
Horiba 6856.TJapan$4.79B-17%+12%17%14.4×11.2%+12.2%
Leo 002131.SZChina$4.33B-34%+10%-1%n/an/an/a
HOSHIZAKI 6465.TJapan$4.93B+5%+12%10%17.8×-4.5%+15.3%
X-Energy XEUnited States$4.24B-65%-9%-156%n/an/an/a
DMG MORI Aktiengesellschaft GIL.DEGermany$4.17B0%+3%5%n/a11.3%+2.7%
Kion KGX.DEGermany$5.05B-25%+3%6%10.4×n/an/a
Franklin Electric FELEUnited States$4.16B-5%+7%13%18.0×9.2%+11.3%
Jiangsu Gao Kai Precision Fluid 688835.SSChina$4.15Bn/a+21%24%n/an/an/a
Amada 6113.TJapan$4.10B-20%+18%10%15.9×8.7%+11.8%
ESAB ESABUnited States$5.15B-18%+11%13%14.0×12.7%+7.8%

Questions

Who are Rainbow Robotics's main competitors?
Named competitors: Doosan Robotics (454910.KS), Teradyne (Universal Robots) (TER), Fanuc (6954.T). The cockpit's measured peer set (industry) also includes Interpump (IP.MI), Renishaw (RSW.L), Neway Valve (Suzhou) (603699.SS), Circuit Fabology Microelectronics Equipment (688630.SS), Alliance Laundry (ALH), Wuhan DR Laser Technology (300776.SZ).
Is Rainbow Robotics expensive compared with its peers?
On forward p/e it trades at 653.8× against a peer median of 17.8×, most expensive of 16 in its peer set.
How has Rainbow Robotics stock performed?
Over six months to 6 Nov 2026 the shares returned -51.7% against -16.9% for the median peer; over one year -6.1%.

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.