LS ELECTRIC Co (010120) Fair Value & Analysis
Industrials · KR · Market cap 28.3T KRW
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 20 days ago
Fair value updated Jul 18, 2026, revised from 31,534 KRW to 31,517 KRW (−0.1%) since Jul 6, 2026. Share price −1.7% over the past month.
A solid business, but screening 84% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (50,569 KRW). The favourable scenario is already priced in.
- The model range is unusually wide (16,669 KRW to 50,569 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range 7,421 KRW – 318,500 KRW · fair‑value band 16,669 KRW – 50,569 KRW · the 202,500 KRW price screens above the 31,517 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
LS ELECTRIC Co (010120) currently trades at 202,500 KRW, while our model-based Fair Value estimate is 31,517 KRW, implying the stock looks roughly 84.4% overvalued today. We read business quality at 55/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, LS ELECTRIC Co generated revenue of 5.3T KRW at a net margin of 6.4%. Revenue grew 33.4% year over year. It earns a return on equity of 16.7%. Net debt stands at 580B KRW. Fundamentals as of Jul 18, 2026
Our scenario range runs from 16,669 KRW (bear case) to 50,569 KRW (bull case); at 202,500 KRW, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 40% below its 52-week high and 302% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -84%, 010120 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Multiples (37,198 KRW) versus Asset-Based (9,320 KRW). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 57
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
LS ELECTRIC Co., Ltd. provides smart energy solutions in South Korea and internationally. The company offers smart power solutions, including energy management systems, supervisory control and data acquisition systems, distribution management systems, distribution control systems, micro grid systems, and diagnosis solutions; DC, AC, and EC-charger …
Full company description
LS ELECTRIC Co., Ltd. provides smart energy solutions in South Korea and internationally. The company offers smart power solutions, including energy management systems, supervisory control and data acquisition systems, distribution management systems, distribution control systems, micro grid systems, and diagnosis solutions; DC, AC, and EC-charger solutions; and LSPS, which performs automatic selection of breakers and determination of protection coordination through fault calculation. It also provides low and medium voltage, dc component, and protection/measurement/meter devices; and power transmission, power distribution, modular substation, and photovoltaic systems, as well as modular scalable platform and energy storage systems. In addition, the company offers smart automation solutions, such as precision plenary gearbox, PLC, servo/motion, HMI, and AC drive (VFD) solution; and smart railway solutions comprising power supply and signaling systems. The company was formerly known as LSIS Co., Ltd. and changed its name to LS ELECTRIC Co., Ltd. in 2020. LS ELECTRIC Co., Ltd. was founded in 1974 and is headquartered in Anyang-Si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LS ELECTRIC Co reported revenue of 5.0T KRW in FY2025 versus 2.7T KRW in FY2021, a compound +16.8%/yr. Reported net income was 287B KRW in FY2025, compounding +35.6%/yr from FY2021.
010120 screens 84% overvalued. Compare with Contemporary Amperex Technology Co →
Peer Group
Electrical Equipment & Parts · 519 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$675.50 | HK$391.44 | -42% |
| ABB Ltd ABBN | CHF 83.82 | CHF 35.46 | -58% |
| Delta Electronics (Thailand) Public Company TDED | 12.39 SGD | 1.48 SGD | -88% |
| LG Energy Solution, Ltd 373220 | 334,000 KRW | 201,455 KRW | -40% |
| WEG S.A WEGE3 | 13,210 ARS | 7,948 ARS | -40% |
| Sungrow Power Supply Co 300274 | ¥114.79 | ¥123.83 | +8% |
| Shenzhen Inovance Technology Co 300124 | ¥63.43 | ¥33.04 | -48% |
| HD Hyundai Electric Co 267260 | 823,000 KRW | 371,133 KRW | -55% |
| Sieyuan Electric Co 002028 | ¥151.73 | ¥71.69 | -53% |
| Hyosung Heavy Industries Corporation 298040 | 2,789,000 KRW | 1,065,378 KRW | -62% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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