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Employees: 100
Size DEAR U (376300.KS) is a South Korea Information Technology company (Packaged Software) with a market value of $338M, the 438th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩19,320 on 6 Nov 2026.
Performance Over six months the shares fell 40.1%, against -6.8% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th lowest of 19 in its peer set.
Growth Revenue grew 20.0% over the last twelve months (peer median +9.7%); the operating margin is 21.9% (peer median 7.3%).
Valuation It trades at 15.0× forward earnings against a peer median of 18.9× (4th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +45%, so the hurdle is -40 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.3 points above its cost of capital (5.9% WACC).
Next results Next results expected around 24 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩93.4B | ₩83.8B | ₩74.9B | ₩75.7B | ₩49.2B |
| Revenue growth | — | +12% | -1% | +54% | — |
| Gross profit | n/a | ₩33.2B | ₩27.4B | ₩29.6B | ₩17.4B |
| EBITDA | n/a | ₩23.1B | ₩27.9B | ₩30.5B | ₩16.8B |
| Net income | ₩19.2B | ₩18.6B | ₩24.4B | ₩26.2B | ₩16.4B |
| Free cash flow | n/a | ₩34.9B | ₩23.5B | ₩9.46B | ₩20.9B |
| Capital expenditure | n/a | ₩778M | ₩3.58B | ₩7.36B | ₩265M |
| Total debt | n/a | ₩4.67B | ₩3.92B | ₩4.30B | ₩259M |
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.
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.
| Measure | 376300.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.4% | -8.9% | 6th highest of 20 |
| 6-month return | -40.1% | -6.8% | 5th lowest of 19 |
| Distance from 52-week high | -57.9% | -45.8% | 8th lowest of 20 |
| Revenue growth (TTM) | +20.0% | +9.7% | 7th highest of 21 |
| Operating margin | 21.9% | 7.3% | 6th highest of 20 |
| Forward P/E | 15.0× | 18.9× | 4th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 5.1% | 11.6% | 4th least demanding of 10 |
| Growth delivered (Del g) | +45.1% | +12.1% | highest of 10 |
| Hurdle (Req g minus delivered) | -39.9 pp | -4.3 pp | least demanding of 10 |
| ROIC minus cost of capital | +1.3 pp | -3.1 pp | 6th highest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| DEAR U 376300.KS | South Korea | $338M | -40% | +20% | 22% | 15.0× | 5.1% | +45.1% |
| 7Road 0797.HK | Hong Kong | $338M | +83% | +71% | 27% | n/a | n/a | n/a |
| Wuhan Xingtu Xinke Electronics 688081.SS | China | $337M | -59% | -13% | -49% | n/a | n/a | n/a |
| COLOPL 3668.T | Japan | $337M | -4% | -13% | 10% | 18.9× | n/a | n/a |
| Reconova Technologies 7656.HK | Hong Kong | $336M | n/a | +12% | -15% | n/a | n/a | n/a |
| Beijing Infosec Technologies 688201.SS | China | $340M | -9% | +7% | 2% | 42.1× | 56.5% | +5.5% |
| SaverOne 2014 Ltd. ADR SVRE | United States | $342M | -85% | -68% | -6,262% | n/a | n/a | n/a |
| Carvolix CVX.PA | France | $342M | +62% | -100% | n/a | n/a | n/a | n/a |
| cBrain A/S CBRAIN.CO | Denmark | $332M | +84% | -1% | 24% | 39.7× | 11.6% | +15.9% |
| CELSYS 3663.T | Japan | $344M | +22% | +16% | 36% | 17.6× | 3.4% | +8.2% |
| toggle 652A.T | Japan | $331M | n/a | +25% | 9% | n/a | n/a | n/a |
| Hangzhou Yitong New Materials 300930.SZ | China | $345M | -27% | +51% | 7% | n/a | n/a | n/a |
| Hunan Creator Information Technologies 300730.SZ | China | $346M | -28% | -4% | -53% | n/a | n/a | n/a |
| FFRI Security 3692.T | Japan | $347M | +15% | +28% | 29% | n/a | 34.6% | +21.9% |
| Beijing SunwayWorld Science & Technology 301159.SZ | China | $347M | -23% | +17% | 3% | n/a | 53.6% | +7.0% |
| TDC SOFT 4687.T | Japan | $347M | +19% | +7% | 10% | 13.6× | -4.5% | +12.1% |
| Sidetrade ALBFR.PA | France | $327M | +24% | +13% | 5% | 30.6× | 33.9% | +16.1% |
| Akatsuki 3932.T | Japan | $327M | +29% | +31% | 34% | 6.3× | -13.6% | -3.6% |
| Wemade 112040.KS | South Korea | $351M | -43% | -3% | 6% | 10.4× | 5.7% | +37.1% |
| Spire Global SPIR | United States | $351M | -53% | -33% | -108% | n/a | n/a | n/a |
| eMudhra EMUDHRA.NS | India | $324M | -31% | +30% | 18% | 22.3× | n/a | n/a |