Seoul Semiconductor Co (046890) Fair Value & Analysis
Technology · KR · Market cap 513B KRW
Fair value as of: Jul 20, 2026
From 12 valuation models · updated 21 days ago
Fair value updated Jul 20, 2026, revised from 10,575 KRW to 14,320 KRW (+35.4%) since Jul 6, 2026. Share price −4.2% over the past month.
Below-average quality, screening 49% undervalued on our models.
What matters now
- The price is below even our cautious bear case (10,407 KRW). The market is more pessimistic than our downside scenario.
- Solid quality (49/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (10,407 KRW to 20,102 KRW) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
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 5,830 KRW – 19,343 KRW · fair‑value band 10,407 KRW – 20,102 KRW · the 9,640 KRW price screens below the 14,320 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.
Analysis
Seoul Semiconductor Co (046890) currently trades at 9,640 KRW, while our model-based Fair Value estimate is 14,320 KRW, implying the stock looks roughly 48.6% undervalued today. The Quality Score stands at 49/100 (below-average quality), in the Technology 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: medium), always confirm before acting.
Over the trailing twelve months, Seoul Semiconductor Co generated revenue of 1.0T KRW at a net margin of -2.7%. Revenue declined 0.4% year over year. It earns a return on equity of -3.9%. Net debt stands at 75.6B KRW. Fundamentals as of Jul 20, 2026
Our scenario range runs from 10,407 KRW (bear case) to 20,102 KRW (bull case); at 9,640 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 49% below its 52-week high and 68% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at 49%, 046890 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.
All 12 models by family
Widest divergence: DCF Models (11,874 KRW) versus Dividend Discount (1,965 KRW). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · Market factors (momentum, volatility) 43
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
Seoul Semiconductor Co., Ltd. manufactures and sells light emitting diodes (LEDs) products worldwide. The company offers high and mid power products; low power chip LEDs and through holes; chip on boards; filament LEDs; modules; nano and micro drivers; automotive products; backlighting units for TVs/monitors, notebooks/tablets/mobiles, and automotive …
Full company description
Seoul Semiconductor Co., Ltd. manufactures and sells light emitting diodes (LEDs) products worldwide. The company offers high and mid power products; low power chip LEDs and through holes; chip on boards; filament LEDs; modules; nano and micro drivers; automotive products; backlighting units for TVs/monitors, notebooks/tablets/mobiles, and automotive display products; and flash LEDs, as well as sensor and datacom products. It provides its products for residential, commercial, horticulture, industrial, outdoor and entertainment, module and driver, front lightning, automotive, interior, sensor, datacom, bio identification, AR, VR, LiDAR, and CCTV applications. Seoul Semiconductor Co., Ltd. was founded in 1987 and is based in Ansan-si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Seoul Semiconductor Co reported revenue of 1.0T KRW in FY2025 versus 1.3T KRW in FY2021, a compound −6.1%/yr. Reported net income was −51.4B KRW in FY2025.
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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.
Valuation Multiples vs Semiconductors 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.
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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 20, 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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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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