Loading…
← CockpitCompetitor Analysis › 281740.KS Lake Materials Co. Ltd.Open in the cockpit ↗

Lake Materials Co. Ltd.281740.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Semiconductors
Momentum weak 28
Mkt cap
$468M
US dollars, full cap
Free float
56%
of shares outstanding
$/day
$5.51M
20-day average traded
Fwd P/E
13.9×
forward earnings
ROIC−WACC
-3.9 pp
WACC 7.6%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · KRW₩9,660
1D-8.3%
1W-11.9%
1M-23.8%
3M-18.5%
6M-58.0%
YTD-34.5%
1Y-39.5%
ATR %8.7%
52w lowhigh66.3% off high

What Lake Materials does

Employees: 300

Lake Materials at a glance

Size Lake Materials (281740.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $468M, the 347th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩9,660 on 6 Nov 2026.

Performance Over six months the shares fell 58.0%, against -20.2% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue grew 5.7% over the last twelve months (peer median +14.4%); the operating margin is 11.1% (peer median 2.2%).

Valuation It trades at 13.9× forward earnings against a peer median of 17.4× (6th cheapest of 11).

Capital Return on invested capital runs 3.9 points below its cost of capital (7.6% WACC).

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

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 81281740.KS 42
Six months, rebased to 100: Lake Materials against the median of its 20 peers (local-currency closes).

Lake Materials financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩148B₩141B₩139B₩118B₩132B
Revenue growth—+2%+18%-10%—
Gross profit₩32.2B₩28.5B₩35.8B₩41.6B₩44.4B
EBITDA₩30.3B₩26.4B₩33.5B₩39.3B₩42.9B
Net income₩13.7B₩7.69B₩20.9B₩24.1B₩27.0B
Free cash flow-₩1.83B₩1.90B-₩43.3B-₩46.7B-₩26.7B
Capital expenditure₩16.6B₩13.7B₩44.4B₩61.6B₩43.8B
Total debt₩231B₩201B₩195B₩173B₩107B

Quarterly statements and history in the cockpit →

Lake Materials 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%-40%-20%68845880640313306882164977497130031768551014906886206138234035926882596887213234785369206036286962281740.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Lake Materials is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%20×40×60×4977497168551014906886206138234035926882596962281740.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lake Materials is the large dot.

Lake Materials competitors and peer comparison

How Lake Materials 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.

Lake Materials against its 20 peers (data as of 6 Nov 2026)
Measure281740.KSPeer medianRank in peer set
1-month return-23.8%-25.9%10th highest of 21
6-month return-58.0%-20.2%3rd lowest of 21
Distance from 52-week high-66.3%-48.2%4th lowest of 21
Revenue growth (TTM)+5.7%+14.4%7th lowest of 21
Operating margin11.1%2.2%6th highest of 21
Forward P/E13.9×17.4×6th cheapest of 11
ROIC minus cost of capital-3.9 pp-4.6 pp11th highest of 21
EV / EBITDA26.7×9.7×3rd most expensive of 9
Net debt / EBITDA5.7×-1.2×2nd most indebted of 11

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
Lake Materials 281740.KSSouth Korea$468M-58%+6%11%13.9×n/an/a
Maxic Technology 688458.SSChina$468M-14%+7%-14%n/an/an/a
Contrel Technology 8064.TWOTaiwan$469M-33%+28%15%n/a18.2%-5.5%
SAMT 031330.KSSouth Korea$464M-9%+104%8%n/an/an/a
China Chippacking Technology 688216.SSChina$463M-14%+56%2%n/a20.2%+7.0%
PCL Technologies 4977.TWTaiwan$454M-23%-26%2%60.0×n/an/a
IntelliEPI Inc. (Cayman) 4971.TWOTaiwan$452M-60%+31%19%41.6×n/an/a
Jiawei Renewable Energy 300317.SZChina$484M-24%+16%-21%n/an/an/a
Japan Electronic Materials 6855.TJapan$451M-31%+38%26%9.7×10.9%+9.7%
S & S Tech 101490.KSSouth Korea$451M-71%+20%20%11.5×n/an/a
Guangzhou Anyka Microelectronics 688620.SSChina$449M-11%+70%1%66.7×n/an/a
Anpec Electronics 6138.TWOTaiwan$449M-20%+18%19%10.5×-1.6%+6.8%
Taiwan-Asia Semiconductor 2340.TWTaiwan$448M-19%0%-26%35.7×n/an/a
Raydium Semiconductor 3592.TWTaiwan$488M-10%+6%5%9.5×0.8%+9.2%
Triductor Technology (Suzhou) 688259.SSChina$446M-30%-32%-16%23.3×55.4%+11.6%
ShenZhen Longtu Photomask Co., Ltd.Class A 688721.SSChina$492M-31%+13%5%n/an/an/a
Truelight 3234.TWOTaiwan$443M+8%+10%-24%n/an/an/a
Cheng Mei Instrument Technology 7853.TWOTaiwan$442M-20%+2%-46%n/an/an/a
Phoenix Pioneer Technology 6920.TWOTaiwan$442M-44%+32%-10%n/an/an/a
Clenergy Technology 603628.SSChina$441M-13%-21%4%n/a13.0%+18.4%
ITH 6962.TWTaiwan$436M-17%-3%2%5.3×1.4%-4.9%

Questions

Which companies are Lake Materials's closest peers?
The cockpit's peer set: Maxic Technology (688458.SS), Contrel Technology (8064.TWO), SAMT (031330.KS), China Chippacking Technology (688216.SS), PCL Technologies (4977.TW), IntelliEPI Inc. (Cayman) (4971.TWO), Jiawei Renewable Energy (300317.SZ), Japan Electronic Materials (6855.T).
Is Lake Materials expensive compared with its peers?
On forward p/e it trades at 13.9× against a peer median of 17.4×, 6th cheapest of 11 in its peer set.
How has Lake Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -58.0% against -20.2% for the median peer; over one year -39.5%.

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.