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← CockpitCompetitor Analysis › 417200.KS LS Materials Co. Ltd.Open in the cockpit ↗

LS Materials Co. Ltd.417200.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Electronic Components
Momentum laggard 11
Mkt cap
$442M
US dollars, full cap
Free float
50%
of shares outstanding
$/day
$22.7M
20-day average traded
Fwd P/E
45.5×
forward earnings
ROIC−WACC
-8.7 pp
WACC 8.8%
Hurdle
n/a
no reverse DCF
Close · KRW₩8,880
1D-6.5%
1W-18.8%
1M-43.1%
3M-22.7%
6M-70.5%
YTD-27.1%
1Y-20.6%
ATR %13.1%
52w lowhigh72.9% off high

What LS Materials does

Employees: 122

LS Materials at a glance

Size LS Materials (417200.KS) is a South Korea Information Technology company (Electronic Components) with a market value of $442M, the 364th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩8,880 on 6 Nov 2026.

Performance Over six months the shares fell 70.5%, against -28.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 19.6% over the last twelve months (peer median +16.0%); the operating margin is 0.2% (peer median 1.4%).

Valuation It trades at 45.5× forward earnings against a peer median of 14.6× (most expensive of 10).

Capital Return on invested capital runs 8.7 points below its cost of capital (8.8% WACC).

Relative performance

25507510011 May 202611 Aug 20266 Nov 2026Peer median 72417200.KS 29
Six months, rebased to 100: LS Materials against the median of its 20 peers (local-currency closes).

LS Materials financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩173B₩154B₩142B₩137B₩162B
Revenue growth—+8%+4%-15%—
Gross profit₩12.4B₩12.2B₩17.1B₩22.7B₩23.2B
EBITDA₩11.5B₩8.09B₩12.6B₩19.1B₩19.3B
Net income₩1.20B₩435M₩5.67B₩12.2B₩8.41B
Free cash flow-₩24.5B-₩17.6B-₩59.6B-₩11.4B-₩4.13B
Capital expenditure₩11.2B₩23.7B₩49.9B₩36.8B₩6.49B
Total debt₩68.7B₩49.5B₩23.5B₩27.9B₩12.3B

Quarterly statements and history in the cockpit →

LS 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

-50%0%+50%-40%-20%0%688291SENS30104135265439356860TTG68839181556449605258300032000670LPTH1263406036330856602478MEI3362417200.KS6-month return →1-month return →
Up and to the right = strong over both horizons. LS Materials is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%+100%20×40×68829135265439356860TTG815564496036333362417200.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. LS Materials is the large dot.

LS Materials competitors and peer comparison

How LS 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.

LS Materials against its 20 peers (data as of 6 Nov 2026)
Measure417200.KSPeer medianRank in peer set
1-month return-43.1%-24.0%2nd lowest of 21
6-month return-70.5%-28.0%lowest of 21
Distance from 52-week high-72.9%-50.7%lowest of 21
Revenue growth (TTM)+19.6%+16.0%9th highest of 21
Operating margin0.2%1.4%9th lowest of 21
Forward P/E45.5×14.6×most expensive of 10
ROIC minus cost of capital-8.7 pp-6.5 pp7th lowest of 20
EV / EBITDA54.8×10.7×2nd most expensive of 11
Net debt / EBITDA0.8×1.2×6th least indebted of 13

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
LS Materials 417200.KSSouth Korea$442M-70%+20%0%45.5×n/an/a
Beijing JCZ Technology 688291.SSChina$452M-30%+12%1%29.5×n/an/a
Senseonics SENSUnited States$454M+71%+91%-223%n/an/an/a
Shenzhen King Brother Electronics Technology 301041.SZChina$430M-10%+18%5%n/a22.5%+3.9%
Alltop Technology 3526.TWOTaiwan$428M-40%+19%31%8.3×-7.5%+12.9%
First Hi-tec Enterprise 5439.TWOTaiwan$458M-60%+93%17%8.3×-5.0%+31.1%
TLB 356860.KSSouth Korea$460M-34%+43%13%14.0×n/an/a
TT Electronics TTG.LUnited Kingdom$419M+50%-3%7%14.6×9.9%+2.2%
Hi-Trend Technology (Shanghai) 688391.SSChina$418M-23%+4%-4%n/a4.9%+7.3%
Allied Circuit 8155.TWOTaiwan$416M-52%+33%14%12.2×n/an/a
APAQ Technology 6449.TWTaiwan$414M-13%+23%18%14.7×n/an/a
Jiangsu Xiehe Electronic 605258.SSChina$476M-2%+1%7%n/a8.6%+9.7%
Jinlong Machinery & Electronic 300032.SZChina$411M-35%-18%-4%n/a12.4%-2.0%
Youngpoong 000670.KSSouth Korea$406M-54%+40%-2%n/a-14.5%-1.8%
LightPath Technologies LPTHUnited States$495M-39%+93%-2%n/an/an/a
Vinatech Co 126340.KSSouth Korea$395M-56%+66%2%n/an/an/a
Shanghai Laimu Electronics 603633.SSChina$394M-26%+2%-12%19.9×n/an/a
CHA Biotech 085660.KSSouth Korea$499M-57%+14%-6%n/an/an/a
Ta-I Technology 2478.TWTaiwan$388M+16%+8%14%n/a13.2%+0.1%
Methode Electronics MEIUnited States$384M+12%+1%1%n/an/an/a
Ability Opto-Electronics Technology 3362.TWOTaiwan$513M+6%-3%-8%31.7×n/an/a

Questions

Which companies are LS Materials's closest peers?
The cockpit's peer set: Beijing JCZ Technology (688291.SS), Senseonics (SENS), Shenzhen King Brother Electronics Technology (301041.SZ), Alltop Technology (3526.TWO), First Hi-tec Enterprise (5439.TWO), TLB (356860.KS), TT Electronics (TTG.L), Hi-Trend Technology (Shanghai) (688391.SS).
Is LS Materials expensive compared with its peers?
On forward p/e it trades at 45.5× against a peer median of 14.6×, most expensive of 10 in its peer set.
How has LS Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -70.5% against -28.0% for the median peer; over one year -20.6%.

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.