LMS Co. Ltd (073110) Fair Value & Analysis
Technology · KR · Market cap 37.2B KRW
Fair value as of: Aug 13, 2026
From 1 valuation models · updated 6 days ago
Fair value updated Aug 13, 2026, revised from 6,620 KRW to 6,357 KRW (−4.0%) since Jul 20, 2026. Share price −2.9% over the past month.
Below-average quality, screening 32% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range (4,744 KRW to 9,488 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 Aug 13, 2026.
How to read this chart
60‑month range 4,505 KRW – 10,170 KRW · fair‑value band 4,744 KRW – 9,488 KRW · the 4,825 KRW price screens below the 6,357 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
LMS Co. Ltd (073110) currently trades at 4,825 KRW, while our model-based Fair Value estimate is 6,357 KRW, implying the stock looks roughly 31.8% undervalued today. The Quality Score stands at 43/100 (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: low), always confirm before acting.
Over the trailing twelve months, LMS Co. Ltd generated revenue of 100B KRW at a net margin of 11.6%. Revenue declined 23.1% year over year. Net debt stands at 49.5B KRW. Fundamentals as of Aug 13, 2026
Our scenario range runs from 4,744 KRW (bear case) to 9,488 KRW (bull case); at 4,825 KRW, the current price sits within 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 32% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at 10% fair-value upside, at 32%, 073110 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 1 models by family
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 40 · Market factors (momentum, volatility) 32
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
LMS Co., Ltd. manufactures and supplies display and optical components and materials. It operates through Display Business and Optical Information Business divisions.
Full company description
LMS Co., Ltd. manufactures and supplies display and optical components and materials. It operates through Display Business and Optical Information Business divisions. The Display Business division offers hybrid light accumulation sheet products, LMS reflective polarizer sheets, lamination sheets, reverse prism sheets, LMS diffuser sheets, and LMS reflection sheets. The Optical Information Business division provides absorption IR cut-off filters for cameras. The company was formerly known as LGS Co., Ltd. and changed its name to LMS Co., Ltd. in August 2008. LMS Co., Ltd. was founded in 1999 and is headquartered in Pyeongtaek, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LMS Co. Ltd reported revenue of 69.6B KRW in FY2025 versus 95.7B KRW in FY2021, a compound −7.7%/yr. Reported net income was −12.1B KRW in FY2025.
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Peer Group
Electronic Equipment & Parts · 20 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.
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 Electronic Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| STCube, Inc 052020 | 9,130 KRW | 2,160 KRW | -76% |
| VINATech Co 126340 | 76,700 KRW | 24,754 KRW | -68% |
| Partron Co 091700 | 5,500 KRW | 13,133 KRW | +139% |
| Amotech Co 052710 | 13,520 KRW | 14,277 KRW | +6% |
| KHVATEC Co 060720 | 11,770 KRW | 23,424 KRW | +99% |
| MNTech Co 095500 | 7,500 KRW | 8,280 KRW | +10% |
| Namuga Co 190510 | 14,530 KRW | 44,255 KRW | +205% |
| Powerlogics. Co 047310 | 3,055 KRW | 5,000 KRW | +64% |
| e-LITECOM CO., Ltd 041520 | 11,570 KRW | 11,520 KRW | -0% |
| Ajinextek Co 059120 | 7,440 KRW | 3,455 KRW | -54% |
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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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