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Employees: 274
Size TFE (425420.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $544M, the 319th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩61,600 on 6 Nov 2026.
Performance Over six months the shares fell 8.1%, against -42.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 53.6% over the last twelve months (peer median +23.6%); the operating margin is 16.6% (peer median -2.9%).
Valuation It trades at 5.2× enterprise value to sales against a peer median of 3.2× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 11.5 points above its cost of capital (5.4% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩131B | ₩112B | ₩73.6B | ₩80.3B | ₩63.7B |
| Revenue growth | — | +52% | -8% | +26% | — |
| Gross profit | ₩46.0B | ₩39.4B | ₩22.3B | ₩25.9B | ₩20.7B |
| EBITDA | ₩26.3B | ₩23.5B | ₩7.88B | ₩11.8B | ₩7.49B |
| Net income | ₩21.3B | ₩18.1B | ₩1.45B | ₩11.1B | ₩6.72B |
| Free cash flow | ₩661M | -₩2.42B | -₩12.9B | ₩5.79B | -₩1.60B |
| Capital expenditure | ₩19.3B | ₩15.5B | ₩18.3B | ₩10.8B | ₩5.81B |
| Total debt | ₩22.4B | ₩18.2B | ₩33.0B | ₩7.98B | ₩10.9B |
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 | 425420.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.9% | -23.8% | 5th highest of 21 |
| 6-month return | -8.1% | -42.6% | 2nd highest of 21 |
| Distance from 52-week high | -32.9% | -57.0% | highest of 21 |
| Revenue growth (TTM) | +53.6% | +23.6% | 5th highest of 21 |
| Operating margin | 16.6% | -2.9% | 4th highest of 21 |
| EV / Sales | 5.2× | 3.2× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 7.4% | 14.3% | 4th least demanding of 9 |
| Growth delivered (Del g) | +15.5% | +10.7% | 4th highest of 9 |
| Hurdle (Req g minus delivered) | -8.1 pp | +1.3 pp | 3rd least demanding of 9 |
| ROIC minus cost of capital | +11.5 pp | -8.2 pp | highest of 21 |
| EV / EBITDA | 25.9× | 8.1× | 2nd most expensive of 5 |
| Net debt / EBITDA | -2.2× | -0.1× | least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| TFE 425420.KS | South Korea | $544M | -8% | +54% | 17% | 5.2× | 7.4% | +15.5% |
| Suzhou Convert Semiconductor 688693.SS | China | $543M | -48% | +49% | -34% | 10.0× | n/a | n/a |
| Brite Semiconductor (Shanghai) 688691.SS | China | $542M | -59% | +27% | -18% | 3.1× | n/a | n/a |
| QD Laser 6613.T | Japan | $546M | +43% | +7% | -19% | 56.3× | n/a | n/a |
| Vikram Solar VIKRAMSOLR.NS | India | $546M | -37% | +40% | 12% | 1.0× | n/a | n/a |
| Jiangsu Rijiu Optoelectronics Jointstock 003015.SZ | China | $548M | -22% | +5% | 12% | 5.3× | 15.8% | +5.3% |
| Advanced Wireless Semiconductor 8086.TWO | Taiwan | $537M | -41% | +36% | 23% | 3.6× | 6.3% | +3.0% |
| JinkoSolar Holding Co., Ltd. Sponsored ADR JKS | United States | $551M | -55% | -15% | -8% | 0.8× | n/a | n/a |
| Hubei W-Olf Photoelectric Technology 002962.SZ | China | $534M | -25% | +3% | 1% | 2.2× | 24.2% | +15.0% |
| Yingkou Jinchen Machinery 603396.SS | China | $555M | -24% | -5% | 5% | 1.3× | 21.1% | +21.8% |
| Black Sesame International 2533.HK | Hong Kong | $555M | -66% | +73% | -148% | 3.4× | n/a | n/a |
| Shenzhen China Micro Semicon 688380.SS | China | $532M | -39% | +40% | 21% | 1.6× | 6.0% | +24.3% |
| Shenzhen EXC-LED Technology 300889.SZ | China | $562M | -29% | +20% | -7% | 3.2× | n/a | n/a |
| Kopin KOPN | United States | $564M | -44% | -7% | -35% | 11.8× | n/a | n/a |
| Inner Mongolia OJing Science and Technology 001269.SZ | China | $523M | -16% | -2% | -51% | 7.8× | n/a | n/a |
| Jiangsu Transimage Technology 002866.SZ | China | $567M | -49% | -5% | 3% | 1.9× | 12.9% | +4.2% |
| Hana Materials 166090.KS | South Korea | $521M | -51% | +31% | 24% | 2.3× | -2.6% | +6.4% |
| Taiwan Microloops 6831.TW | Taiwan | $569M | -46% | +117% | 12% | 4.6× | n/a | n/a |
| Walton Advanced Engineering 8110.TW | Taiwan | $520M | -32% | +11% | -19% | 2.1× | n/a | n/a |
| NSING Technologies 2701.HK | Hong Kong | $517M | -54% | +55% | 1% | 2.8× | n/a | n/a |
| Silex Systems SLX.AX | Australia | $574M | -49% | +89% | -33% | 47.3× | 43.3% | +48.1% |