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AUK Corp (017900) Fair Value & Analysis

Technology · KR · Market cap 275B KRW

AC AUK Corp 017900 · KO
Price8,910 KRW
Fair Value1,437 KRW
Upside-83.9%
Quality51/100
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Weak Growth
Thin margins · 4.6% net margin
Low debt · negative free cash flow
0.87% dividend yield
Trails peers (1/9)
Narrow moat 27/100
Evidence: Medium Range 1,078 KRW – 1,796 KRW Share as image

Fair value as of: Jul 22, 2026

From 14 valuation models · updated 19 days ago

Share price +33.0% 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 (1,796 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

17,780 KRW 1,473 KRW Fair Value 1,437 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

60‑month range 1,473 KRW – 17,780 KRW · fair‑value band 1,078 KRW – 1,796 KRW · the 8,910 KRW price screens above the 1,437 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

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Analysis

AUK Corp (017900) currently trades at 8,910 KRW, while our model-based Fair Value estimate is 1,437 KRW, implying the stock looks roughly 83.9% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Technology 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: medium).

Over the trailing twelve months, AUK Corp generated revenue of 132B KRW at a net margin of 4.6%. Revenue declined 2.8% year over year. It earns a return on equity of 2.5%. Fundamentals as of Jul 22, 2026

Our scenario range runs from 1,078 KRW (bear case) to 1,796 KRW (bull case); at 8,910 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 60% below its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -84%, 017900 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (301.17 KRW to 3,268 KRW). Read the values as a conservative anchor, not as a price target.
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
Residual Income 3,410 KRW 3,268 KRW 2,601 KRW 76
ROIC Compounder 263.18 KRW 301.17 KRW 334.94 KRW 72
Gordon GGM 480.95 KRW 528.95 KRW 602.69 KRW 70
All 14 models by family
Earnings-Based
Graham-Dodd 574.70 KRW 702.42 KRW 790.22 KRW 54
EPV 263.18 KRW 301.17 KRW 334.94 KRW 59
Dividend Discount
Gordon GGM 480.95 KRW 528.95 KRW 602.69 KRW 70
DDM Multi-Stage 480.95 KRW 613.84 KRW 806.01 KRW 61
Multiples
P/E Multiple 1,268 KRW 1,690 KRW 2,113 KRW 63
P/S Multiple 1,078 KRW 1,437 KRW 1,796 KRW 58
P/B Multiple 1,078 KRW 1,437 KRW 1,796 KRW 55
EV/EBIT 370.82 KRW 478.46 KRW 586.10 KRW 53
EV/EBITDA 1,215 KRW 1,605 KRW 1,994 KRW 54
EV/Revenue 265.57 KRW 358.86 KRW 452.15 KRW 43
Asset-Based
NCAV (Graham) 2,392 KRW 3,205 KRW 4,784 KRW 50
Economic Profit
Residual Income 3,410 KRW 3,268 KRW 2,601 KRW 76
ROIC Compounder 263.18 KRW 301.17 KRW 334.94 KRW 72
Growth Earnings
Growth-Adj P/E 896.88 KRW 1,281 KRW 1,666 KRW 68

Widest divergence: Asset-Based (3,205 KRW) versus Earnings-Based (301.17 KRW). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 132B KRW
Revenue growth (YoY) -2.8%
Net margin 4.6%
Return on equity 2.5%
Free cash flow −5.1B KRW FY2025
Operating margin 2.0%
More key figures
Dividend yield 0.9%
EPS growth (YoY) +76.4%

Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 51 · Market factors (momentum, volatility) 50

Profitability 23
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 35
Earnings quality: real cash, not paper profit
Fin. Strength 70
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 73
Price trend over the last 3–12 months (market factor)
52W Momentum 67
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

AUK Corp. manufactures and sells electronic parts in South Korea and internationally. The company's products comprise opto sensors, such as emitters, detectors, LED's, IR receiver modules, infrared transceiver modules, photo interrupters, optical encoders, paper and UV sensors, and distance sensors; power semiconductor devices, including MOSFET, bipolar …

Full company description

AUK Corp. manufactures and sells electronic parts in South Korea and internationally. The company's products comprise opto sensors, such as emitters, detectors, LED's, IR receiver modules, infrared transceiver modules, photo interrupters, optical encoders, paper and UV sensors, and distance sensors; power semiconductor devices, including MOSFET, bipolar transistors, diodes, power management IC, analog IC, IGBTs, SiC power devices, module, and package information products; and LED and silicon photo chips, as well as unit process and wafer business. Its products are used for various applications comprising monitors, audio devices, set top boxes/DVD's, cameras, mobile phones and notebooks, refrigerators, air-conditioners, washing machines, robot cleaners, air and water purifiers, printers and copiers, ATM's and vending machines, medical equipment, LED lighting, and conveyors, as well as in automotive, induction heating, and industrial and drone applications. The company was founded in 1972 and is based in Iksan-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

AUK Corp reported revenue of 133B KRW in FY2025 versus 174B KRW in FY2021, a compound −6.5%/yr. Reported net income was 4.3B KRW in FY2025, compounding −21.2%/yr from FY2021.

Growth Quality 20/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
133B KRW
Latest YoY
+1.9%
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.
−4.5%
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.
−2.4%
Avg. growth/yr (23Y) 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.
−0.2%
Revenue −6.5%/yr
FY21 174B KRW
FY22 152B KRW
FY23 126B KRW
FY24 130B KRW
FY25 133B KRW
Net income −21.2%/yr
FY21 11.0B KRW
FY22 13.8B KRW
FY23 −959M KRW
FY24 10.5B KRW
FY25 4.3B KRW

017900 screens 84% overvalued. Compare with NVIDIA Corporation →

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Cite: Fair Value Calculator (2026). "AUK Corp Fair Value". https://www.fairvalue-calculator.com/stock/017900

Peer Group

Semiconductors · 318 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 51 · Below median
Fair Value upside −84% · Bottom 25%
Return on equity (TTM) 2% · Below median
Return on assets 0% · Below median
Net margin (TTM) 5% · Below median
Operating margin (TTM) 2% · Below median
Revenue growth -3% · Bottom 25%
Dividend yield (TTM) 0.9% · Below 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 0 · sector 0
FUTURE 0 · sector 60
PAST 10 · sector 25
HEALTH 100 · sector 97
DIVIDEND 17 · sector 22

VALUE 0: the price sits above our fair-value range.

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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $211.80 $96.91 -54%
Taiwan Semiconductor Manufacturing Company TSM $398.37 $207.49 -48%
Broadcom Inc 1AVGO €367.75 €121.25 -67%
Micron Technology, Inc 1MU €784.90 €185.67 -76%
SK hynix Inc 000660 2,082,000 KRW 1,109,311 KRW -47%
Advanced Micro Devices, Inc 1AMD €425.20 €56.33 -87%
Intel Corporation INTC C$68.40 C$9.82 -86%
Texas Instruments Incorporated TXN $311.46 $59.75 -81%
MediaTek Inc 2454 3,740 TWD 1,163 TWD -69%
SK Square Co 402340 1,212,000 KRW 868,000 KRW -28%

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Frequently asked questions

Is AUK Corp (017900) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of 1,437 KRW versus a price of 8,910 KRW, about −84% (overvalued).
What is the fair value of 017900?
Our model-based fair value for AUK Corp is 1,437 KRW (as of Jul 22, 2026), built from audited fundamentals. The current price is 8,910 KRW.
What is the quality score of 017900?
AUK Corp has a Quality Score of 51/100. 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 AUK Corp (017900)?
AUK Corp reported trailing-twelve-month revenue of about 132B KRW (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 017900?
The net profit margin of AUK Corp is about 4.6%, meaning it keeps roughly 4.6% of revenue as net income. Based on the latest reported figures.
Does AUK Corp pay a dividend?
AUK Corp currently shows a dividend yield of about 0.55% relative to its recent price (as of Jul 22, 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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