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Elcomtec Co (037950) Fair Value & Analysis

Technology · KR · Market cap 49.2B KRW

EC Elcomtec Co 037950 · KQ
Price3,125 KRW
Fair Value2,373 KRW
Upside-24.1%
Quality54/100
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Expensive Growth
Thin margins · 6.2% net margin
Low debt · generates free cash flow
Ranks above peers (8/9)
Narrow moat 39/100
Evidence: Medium Range 1,869 KRW – 2,933 KRW Share as image

Fair value as of: Jul 20, 2026

From 21 valuation models · updated 21 days ago

Share price +2.3% over the past month.

A solid business, but screening 24% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (2,933 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

11,250 KRW 2,515 KRW Fair Value 2,373 KRW Feb 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 2,515 KRW – 11,250 KRW · fair‑value band 1,869 KRW – 2,933 KRW · the 3,125 KRW price screens above the 2,373 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

Elcomtec Co (037950) currently trades at 3,125 KRW, while our model-based Fair Value estimate is 2,373 KRW, implying the stock looks roughly 24.1% overvalued today. The Quality Score stands at 54/100 (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, Elcomtec Co generated revenue of 54.4B KRW at a net margin of 6.2%. Revenue grew 83.2% year over year. It earns a return on equity of 3.9%. Net debt stands at 156M KRW. Fundamentals as of Jul 20, 2026

Our scenario range runs from 1,869 KRW (bear case) to 2,933 KRW (bull case); at 3,125 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 38% below its 52-week high and 31% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at -24%, 037950 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 902.83 KRW 942.22 KRW 1,010 KRW 80
Residual Income 3,537 KRW 3,428 KRW 2,893 KRW 76
ROIC Compounder 1,979 KRW 2,176 KRW 2,349 KRW 72
All 21 models by family
DCF Models
FCF DCF 898.02 KRW 938.61 KRW 1,014 KRW 38
Owner Earnings 2,018 KRW 2,499 KRW 3,388 KRW 31
5Y Revenue Exit 1,543 KRW 2,064 KRW 2,825 KRW 39
5Y EBITDA Exit 2,404 KRW 3,554 KRW 5,077 KRW 41
5Y P/E Exit 1,991 KRW 2,839 KRW 3,847 KRW 38
10Y Revenue Exit 1,256 KRW 1,622 KRW 2,031 KRW 36
10Y EBITDA Exit 1,811 KRW 2,543 KRW 3,353 KRW 37
10Y P/E Exit 1,561 KRW 2,101 KRW 2,631 KRW 35
Earnings-Based
Graham-Dodd 996.58 KRW 1,218 KRW 1,370 KRW 54
EPV 1,979 KRW 2,176 KRW 2,349 KRW 59
Multiples
P/E Multiple 2,198 KRW 2,931 KRW 3,664 KRW 63
P/S Multiple 1,869 KRW 2,491 KRW 3,114 KRW 58
P/B Multiple 1,869 KRW 2,491 KRW 3,114 KRW 55
EV/EBIT 2,660 KRW 3,281 KRW 3,903 KRW 53
EV/EBITDA 3,777 KRW 4,772 KRW 5,766 KRW 54
EV/Revenue 2,052 KRW 2,591 KRW 3,129 KRW 43
Asset-Based
NCAV (Graham) 2,442 KRW 3,273 KRW 4,885 KRW 50
Growth DCF
Growth DCF 902.83 KRW 942.22 KRW 1,010 KRW 80
Economic Profit
Residual Income 3,537 KRW 3,428 KRW 2,893 KRW 76
ROIC Compounder 1,979 KRW 2,176 KRW 2,349 KRW 72
Growth Earnings
Growth-Adj P/E 1,555 KRW 2,222 KRW 2,888 KRW 68

Widest divergence: Asset-Based (3,273 KRW) versus Growth DCF (942.22 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 54.4B KRW
Revenue growth (YoY) +83.2%
Net margin 6.2%
Return on equity 3.9%
Free cash flow 180M KRW FY2025
Operating margin 8.2%
More key figures
EPS growth (YoY) +111%
Net debt 156M KRW FY2020

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

Quality Score breakdown

Overall quality 54/100

Of which business quality 53 · Market factors (momentum, volatility) 30

Profitability 27
Margins and returns on capital today
Quality Growth 11
Are margins and returns improving?
Cashflow 28
Earnings quality: real cash, not paper profit
Fin. Strength 90
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 14
Price trend over the last 3–12 months (market factor)
52W Momentum 15
Distance to the 52-week high (market factor)
Net Issuance 100
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

Elcomtec Co., Ltd engages in the LED lamps, mobile lens, and electronic manufacturing service businesses in South Korea.

Full company description

Elcomtec Co., Ltd engages in the LED lamps, mobile lens, and electronic manufacturing service businesses in South Korea. It offers 25W engine modules for use as street, security, tunnel, and flood light; floor-type pedestrian traffic lights; NELF-100 lights; MLR-Y and MLR-W for road signs; and mobile lens, including TOF, VGA, 48 MEGA, 13 MEGA, 8 Mega, and 5 MEGA lens. The company also provides factory, indoor, and plant growth lights; Bluetooth headset/wearable; fingerprint recognition sensor module; car black box; and navigation systems. In addition, it manufactures electronic parts and engages in resource development. The company was formerly known as Hansung Elcomtech Co., Ltd. and changed its name to Elcomtec Co., Ltd in November 2013. Elcomtec Co., Ltd was founded in 1983 and is headquartered in Pyeongtaek-si, South Korea. Elcomtec Co., Ltd is a subsidiary of Partron Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Elcomtec Co reported revenue of 46.3B KRW in FY2025 versus 45.2B KRW in FY2021, a compound +0.6%/yr. Reported net income was 2.5B KRW in FY2025, compounding −11.8%/yr from FY2021.

Growth Quality 43/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
46.3B KRW
Latest YoY
−19.3%
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.
+3.6%
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.
+5.0%
Avg. growth/yr (24Y) 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.
+0.7%
Revenue +0.6%/yr
FY21 45.2B KRW
FY22 41.6B KRW
FY23 56.6B KRW
FY24 57.4B KRW
FY25 46.3B KRW
Net income −11.8%/yr
FY21 4.1B KRW
FY22 7.8B KRW
FY23 2.5B KRW
FY24 5.0B KRW
FY25 2.5B KRW

037950 screens 24% overvalued. Compare with Cisco Systems, Inc →

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Cite: Fair Value Calculator (2026). "Elcomtec Co Fair Value". https://www.fairvalue-calculator.com/stock/037950

Peer Group

Communication Equipment · 286 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 54 · Below median
Fair Value upside −24% · Above median
Return on equity (TTM) 4% · Above median
Return on assets 2% · Above median
Net margin (TTM) 6% · Above median
Operating margin (TTM) 8% · Above median
Revenue growth 83% · Top 25%

Valuation Multiples vs Communication Equipment median · lower = cheaper

P/FCF 0.2× · Cheaper than 75% of peers

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 1 · sector 0
FUTURE 100 · sector 30
PAST 15 · sector 15
HEALTH 100 · sector 98
DIVIDEND 0 · sector 25

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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
Cisco Systems, Inc CSCO $119.25 $43.05 -64%
Zhongji Innolight Co 300308 ¥1,094 ¥171.09 -84%
Foxconn Industrial Internet Co 601138 ¥56.50 ¥28.65 -49%
Eoptolink Technology Inc 300502 ¥482.88 ¥155.05 -68%
Nokia Oyj NOK $11.25 $2.67 -76%
Motorola Solutions, Inc MSI $413.31 $190.43 -54%
Suzhou TFC Optical Communication Co 300394 ¥244.13 ¥32.04 -87%
Telefonaktiebolaget LM Ericsson (publ), ERIC $11.72 $15.96 +36%
Accton Technology Corporation 2345 2,090 TWD 846.28 TWD -60%
ZTE Corporation 000063 ¥40.00 ¥15.75 -61%

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Frequently asked questions

Is Elcomtec Co (037950) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 2,373 KRW versus a price of 3,125 KRW, about −24% (overvalued).
What is the fair value of 037950?
Our model-based fair value for Elcomtec Co is 2,373 KRW (as of Jul 20, 2026), built from audited fundamentals. The current price is 3,125 KRW.
What is the quality score of 037950?
Elcomtec Co has a Quality Score of 54/100. 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 Elcomtec Co (037950)?
Elcomtec Co reported trailing-twelve-month revenue of about 54.4B KRW (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 037950?
The net profit margin of Elcomtec Co is about 6.2%, meaning it keeps roughly 6.2% of revenue as net income. Based on the latest reported figures.

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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