Loading…
← CockpitCompetitor Analysis › 558.SI UMS Integration LimitedOpen in the cockpit ↗

UMS Integration Limited558.SICompetitor analysis, valuation and peers

Singapore · SGD·Information Technology›Semiconductors

Singapore precision-engineering company manufacturing components and modules for semiconductor equipment makers.

≈ A Singapore precision-engineering supplier to semiconductor equipment makersMomentum laggard 7
Mkt cap
$1.25B
US dollars, full cap
Free float
73%
of shares outstanding
$/day
$13.7M
20-day average traded
Fwd P/E
21.1×
forward earnings
ROIC−WACC
+4.0 pp
WACC 7.0%
Hurdle
+4 pp
Req g minus delivered
Close · SGDS$1.69
1D-5.1%
1W-15.9%
1M-39.0%
3M-29.9%
6M-27.5%
YTD+48.8%
1Y+40.8%
ATR %8.6%
52w lowhigh46.4% off high

What UMS Integration does

Singapore precision-engineering company manufacturing components and modules for semiconductor equipment makers.

Builds modules and components to semiconductor equipment makers' own designs, so it is paid per unit made, volumes follow those customers' order books, and a very small group of customers accounts for most sales.

In one line: A Singapore precision-engineering supplier to semiconductor equipment makers.

Products and services

  • Precision-machined semiconductor equipment components
  • Module-level assembly for semiconductor tools
  • Vacuum chamber/process module manufacturing

Customers

  • Semiconductor equipment OEMs (historically Applied

Where it sits in the supply chain

  • Semiconductor supply chain
  • Precision engineering
  • Equipment components & module assembly

What could go right

  • Semiconductor capex upcycle
  • Customer diversification progress

What could go wrong

  • Customer concentration risk
  • Semiconductor equipment capex cyclicality

Moat: narrow (process know-how, customer qualification). Deep manufacturing qualification with a major semiconductor equipment OEM built over decades.

Headquarters: Singapore · Founded: 1996

Named competitors

UMS Integration at a glance

Size UMS Integration (558.SI) is a Singapore Information Technology company (Semiconductors) with a market value of $1.25B, the 65th largest of 186 Singapore companies the cockpit tracks. Shares closed at S$1.69 on 6 Nov 2026.

Performance Over six months the shares fell 27.5%, against -22.8% for the median peer and -1.2% for the Singapore market (cap-weighted) — 10th highest of 19 in its peer set.

Growth Revenue grew 9.9% over the last twelve months (peer median +18.3%); the operating margin is 21.2% (peer median 5.3%).

Valuation It trades at 21.1× forward earnings against a peer median of 26.2× (5th cheapest of 11).

Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 4.0 points above its cost of capital (7.0% WACC).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 78558.SI 72
Six months, rebased to 100: UMS Integration against the median of its 20 peers (local-currency closes).

UMS Integration financials

Reported figures in SGD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueS$283MS$251MS$242MS$300MS$372M
Revenue growth—+4%-19%-19%—
Gross profitS$88.6MS$75.7MS$66.5MS$92.7MS$128M
EBITDAS$87.4MS$74.4MS$61.0MS$87.0MS$120M
Net incomeS$54.9MS$41.6MS$40.6MS$60.0MS$98.2M
Free cash flowS$31.0MS$2.00MS$23.8MS$50.8MS$38.5M
Capital expenditureS$25.3MS$38.6MS$33.4MS$29.7MS$53.5M
Total debtS$9.25MS$9.57MS$10.7MS$32.5MS$41.0M

Quarterly statements and history in the cockpit →

UMS Integration 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%248108022081127826WOLF30354401104919600360131290782868872606731030165827260600688138688486558.SI6-month return →1-month return →
Up and to the right = strong over both horizons. UMS Integration is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%20×40×2481782630354401101312907828688726067310688138688486558.SIRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. UMS Integration is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%+150%0%50%100%150%2481782630354401101312906887260673103016582726558.SIGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. UMS Integration is the large dot.

UMS Integration competitors and peer comparison

Head to head with its named competitors (558.SI vs AMAT vs E28.SI)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
UMS Integration 558.SI$1.25B-27%+10%21%21.1×12.8%
Applied Materials AMAT$264B-24%+8%31%18.8×25.5%
Frencken E28.SI$642M-42%+1%6%17.2×3.1%

How UMS Integration 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.

UMS Integration against its 20 peers (data as of 6 Nov 2026)
Measure558.SIPeer medianRank in peer set
1-month return-39.0%-25.9%8th lowest of 21
6-month return-27.5%-22.8%10th highest of 19
Distance from 52-week high-46.4%-54.2%8th highest of 21
Revenue growth (TTM)+9.9%+18.3%9th lowest of 20
Operating margin21.2%5.3%6th highest of 20
Forward P/E21.1×26.2×5th cheapest of 11
Growth the price implies (Req g, 7 yrs)12.8%24.5%4th least demanding of 10
Growth delivered (Del g)+8.8%+24.2%3rd lowest of 10
Hurdle (Req g minus delivered)+4.0 pp-1.6 pp4th most demanding of 10
ROIC minus cost of capital+4.0 pp-2.7 pp5th highest of 20
EV / EBITDA18.1×16.1×5th cheapest of 9
Net debt / EBITDA-0.3×-0.3×6th least 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
UMS Integration 558.SISingapore$1.25B-27%+10%21%21.1×12.8%+8.8%
Pan Jit International 2481.TWTaiwan$1.25B+6%+9%9%15.0×24.5%+4.5%
Jeju Semiconductor 080220.KSSouth Korea$1.24B-4%+284%32%n/an/an/a
Supreme Electronics 8112.TWTaiwan$1.24B-13%+80%3%n/an/an/a
Furuya Metal 7826.TJapan$1.26B+7%+75%25%10.3×13.3%+24.2%
WOLF WOLFUnited States$1.26B-49%-12%-67%n/an/an/a
Faraday Technology 3035.TWTaiwan$1.26B-9%-32%5%29.6×25.2%+26.8%
FADU 440110.KSSouth Korea$1.23B-58%+137%-9%44.5×43.1%+156.1%
Nuvoton Technology 4919.TWTaiwan$1.22B-46%0%-5%n/an/an/a
Karamtara Engineering KARAMTARA.NSIndia$1.28Bn/an/an/an/an/an/a
Jilin Sino-Microelectronics 600360.SSChina$1.21B-15%+11%3%n/an/an/a
TSE 131290.KSSouth Korea$1.29B-4%+37%22%12.0×11.2%+8.5%
Innostar Service 7828.TWOTaiwan$1.29B-18%+117%43%53.4×n/an/a
LAPLACE Renewable Energy Technology 688726.SSChina$1.30B-36%-22%8%24.5×1.4%+62.8%
Hana Micron 067310.KSSouth Korea$1.18B-39%+54%14%6.1×0.4%+23.3%
Shenzhen SOFARSOLAR 301658.SZChina$1.32B-41%+18%-1%n/a43.2%+37.3%
Epiworld International 2726.HKHong Kong$1.17B-34%-21%-11%n/a42.8%+17.4%
Axera Semiconductor 0600.HKHong Kong$1.15B-34%+19%-135%n/an/an/a
Shenzhen Qingyi Photomask 688138.SSChina$1.35B-7%+6%16%30.3×n/an/a
BASiC Semiconductor 9971.HKHong Kong$1.15Bn/a+4%-104%n/an/an/a
Lontium Semiconductor 688486.SSChina$1.14B-28%+19%23%27.9×n/an/a

Questions

Who are UMS Integration's main competitors?
Named competitors: Applied Materials (AMAT), Frencken Group (E28.SI). The cockpit's measured peer set (industry) also includes Pan Jit International (2481.TW), Jeju Semiconductor (080220.KS), Supreme Electronics (8112.TW), Furuya Metal (7826.T), WOLF (WOLF), Faraday Technology (3035.TW).
Is UMS Integration expensive compared with its peers?
On forward p/e it trades at 21.1× against a peer median of 26.2×, 5th cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has UMS Integration stock performed?
Over six months to 6 Nov 2026 the shares returned -27.5% against -22.8% for the median peer; over one year +40.8%.

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.