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Semyung Electric Machinery Co (017510) Fair Value & Analysis

Industrials · KR · Market cap 101B KRW

SE Semyung Electric Machinery Co 017510 · KQ
Price7,680 KRW
Fair Value14,233 KRW
Upside+85.3%
Quality78/100
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Healthy Growth
Thin margins · 9.1% net margin
Low debt · generates free cash flow
0.88% dividend yield
Ranks above peers (6/9)
Narrow moat 44/100
Evidence: High Range 9,116 KRW – 17,791 KRW Share as image

Fair value as of: Jul 20, 2026

From 24 valuation models · updated 21 days ago

Share price +4.2% over the past month.

A strong business, screening 85% undervalued on our models.

What matters now

  • The rarer combination: high quality (78/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (9,116 KRW). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (9,116 KRW to 17,791 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

16,570 KRW 2,445 KRW Fair Value 14,233 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range 2,445 KRW – 16,570 KRW · fair‑value band 9,116 KRW – 17,791 KRW · the 7,680 KRW price screens below the 14,233 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Semyung Electric Machinery Co (017510) currently trades at 7,680 KRW, while our model-based Fair Value estimate is 14,233 KRW, implying the stock looks roughly 85.3% undervalued today. The Quality Score stands at 78/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Semyung Electric Machinery Co generated revenue of 12.9B KRW at a net margin of 9.1%. Revenue grew 10.1% year over year. Fundamentals as of Jul 20, 2026

Our scenario range runs from 9,116 KRW (bear case) to 17,791 KRW (bull case); at 7,680 KRW, the current price sits below 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 57% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -26% fair-value upside, at 85%, 017510 screens cheaper 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 9,645 KRW 15,796 KRW 25,771 KRW 80
Residual Income 5,788 KRW 7,406 KRW 18,845 KRW 76
Rev-Margin DCF 5,139 KRW 7,393 KRW 10,196 KRW 74
All 24 models by family
DCF Models
FCF DCF 9,608 KRW 16,021 KRW 26,537 KRW 38
Owner Earnings 10,383 KRW 17,330 KRW 28,723 KRW 31
5Y Revenue Exit 5,139 KRW 7,306 KRW 10,002 KRW 39
5Y EBITDA Exit 9,286 KRW 15,488 KRW 22,987 KRW 41
5Y P/E Exit 11,384 KRW 19,629 KRW 28,721 KRW 38
10Y Revenue Exit 6,526 KRW 8,997 KRW 12,295 KRW 36
10Y EBITDA Exit 9,314 KRW 14,846 KRW 22,716 KRW 37
10Y P/E Exit 10,680 KRW 17,807 KRW 27,319 KRW 35
Earnings-Based
Graham-Dodd 5,693 KRW 22,430 KRW 30,456 KRW 54
Lynch FV 5,538 KRW 7,912 KRW 10,285 KRW 50
PEG = 1.0 5,538 KRW 7,912 KRW 10,285 KRW 46
EPV 8,640 KRW 10,028 KRW 11,243 KRW 59
Multiples
P/E Multiple 13,186 KRW 17,582 KRW 21,977 KRW 63
P/S Multiple 3,181 KRW 4,242 KRW 5,302 KRW 58
P/B Multiple 10,675 KRW 14,233 KRW 17,791 KRW 55
EV/EBIT 12,700 KRW 16,830 KRW 20,960 KRW 53
EV/EBITDA 10,028 KRW 13,267 KRW 16,506 KRW 54
EV/Revenue 2,982 KRW 4,128 KRW 5,273 KRW 43
Asset-Based
NCAV (Graham) 2,956 KRW 3,961 KRW 5,911 KRW 50
Growth DCF
Growth DCF 9,645 KRW 15,796 KRW 25,771 KRW 80
Rev-Margin DCF 5,139 KRW 7,393 KRW 10,196 KRW 74
Economic Profit
Residual Income 5,788 KRW 7,406 KRW 18,845 KRW 76
ROIC Compounder 9,449 KRW 12,457 KRW 16,405 KRW 72
Growth Earnings
Growth-Adj P/E 9,841 KRW 14,058 KRW 18,276 KRW 68

Widest divergence: DCF Models (15,488 KRW) versus Asset-Based (3,961 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 12.9B KRW
Revenue growth (YoY) +10.1%
Net margin 9.1%
Return on equity 794%
Free cash flow 11.7B KRW FY2025
Operating margin 8.8%
More key figures
Dividend yield 0.9%
EPS growth (YoY) +246%

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 78/100

Of which business quality 78 · Market factors (momentum, volatility) 22

Profitability 55
Margins and returns on capital today
Quality Growth 100
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 18
Price trend over the last 3–12 months (market factor)
52W Momentum 27
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

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

Semyung Electric Machinery Co.,Ltd manufactures and sells transmission and distribution lines, railway products, and automobile parts in South Korea and internationally.

Full company description

Semyung Electric Machinery Co.,Ltd manufactures and sells transmission and distribution lines, railway products, and automobile parts in South Korea and internationally. The company offers 154KV, 345KV, and 765KV transmission gears, as well as boltless spacer dampers and special span insulators for the transportation of electric power; and pulley type auto-tension balancers, hinged brackets, steady arms, wire turn buckles, connector fittings for insulators, section insulators, cross current clamps, freeder branches and ears, wedging clamps, wire terminals, jumper wires and AL terminals, groove and dropper clamps, hanger ears, bands for railroad, messenger wire suspension clamps, double ears, arm-support clamps, and protection sleeves for the train sector. It also provides nonferrous and special steel forgings for the textile industry; and air intake surges and manifolds, air ducts and delivery pipes, and low arm products for the automobile industry. The company was founded in 1962 and is headquartered in Busan, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Semyung Electric Machinery Co reported revenue of 32.3B KRW in FY2025 versus 15.0B KRW in FY2021, a compound +21.1%/yr. Reported net income was 12.8B KRW in FY2025, compounding +53.0%/yr from FY2021.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
32.3B KRW
Latest YoY
+124.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+32.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.7%
Avg. growth/yr (11Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.6%
Revenue +21.1%/yr
FY21 15.0B KRW
FY22 14.0B KRW
FY23 11.8B KRW
FY24 14.4B KRW
FY25 32.3B KRW
Net income +53.0%/yr
FY21 2.3B KRW
FY22 2.3B KRW
FY23 1.3B KRW
FY24 4.7B KRW
FY25 12.8B KRW

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Cite: Fair Value Calculator (2026). "Semyung Electric Machinery Co Fair Value". https://www.fairvalue-calculator.com/stock/017510

Peer Group

Machinery, Tools, Heavy Vehicles, Trains & Ships · 35 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.

Quality Score 78 · Top 25%
Fair Value upside +85% · Top 25%
Return on assets 1% · Below median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 9% · Above median
Revenue growth 10% · Below median
Dividend yield (TTM) 0.9% · Bottom 25%

Valuation Multiples vs Machinery, Tools, Heavy Vehicles, Trains & Ships median · lower = cheaper

P/FCF 0.0× · Cheaper than median

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 100 · sector 37
FUTURE 51 · sector 70
PAST 0 · sector 100
HEALTH 100 · sector 99
DIVIDEND 18 · sector 27

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Machinery, Tools, Heavy Vehicles, Trains & Ships stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
NIBE Industrier AB NIBEB CHF 3.05 CHF 2.24 -26%
SPG Co 058610 74,000 KRW 9,187 KRW -88%
BHI Co 083650 48,350 KRW 35,822 KRW -26%
VITZROCELL Co 082920 28,900 KRW 23,575 KRW -18%
Sungho Electronics Corp 043260 17,830 KRW 10,608 KRW -41%
SKF India Limited 500472 ₹1,480 ₹695.28 -53%
Hyulim ROBOT Co 090710 6,040 KRW 715.59 KRW -88%
Tae Kwang Corporation 023160 21,500 KRW 25,470 KRW +18%
522275 522275 ₹4,394 ₹3,006 -32%
Bosung Power Technology Co 006910 6,060 KRW 8,549 KRW +41%

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Frequently asked questions

Is Semyung Electric Machinery Co (017510) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 14,233 KRW versus a price of 7,680 KRW, about +85% (undervalued).
What is the fair value of 017510?
Our model-based fair value for Semyung Electric Machinery Co is 14,233 KRW (as of Jul 20, 2026), built from audited fundamentals. The current price is 7,680 KRW.
What is the quality score of 017510?
Semyung Electric Machinery Co has a Quality Score of 78/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Semyung Electric Machinery Co (017510)?
Semyung Electric Machinery Co reported trailing-twelve-month revenue of about 12.9B KRW (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 017510?
The net profit margin of Semyung Electric Machinery Co is about 9.1%, meaning it keeps roughly 9.1% of revenue as net income. Based on the latest reported figures.
Does Semyung Electric Machinery Co pay a dividend?
Semyung Electric Machinery Co currently shows a dividend yield of about 0.88% relative to its recent price (as of Jul 20, 2026).

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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