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Okins Electronics Co (080580) Fair Value & Analysis

Technology · KR · Market cap 273B KRW

OE Okins Electronics Co 080580 · KQ
Price13,950 KRW
Fair Value6,396 KRW
Upside-54.2%
Quality57/100
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Healthy Growth
Solidly profitable · 10.7% net margin
Low debt · generates free cash flow
Ranks above peers (8/9)
Moderate moat 63/100
Evidence: High Range 3,792 KRW – 9,282 KRW Share as image

Fair value as of: Jul 20, 2026

From 24 valuation models · updated 21 days ago

Share price −1.6% over the past month.

A solid business, but screening 54% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (9,282 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (3,792 KRW to 9,282 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

30,550 KRW 3,685 KRW Fair Value 6,396 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 3,685 KRW – 30,550 KRW · fair‑value band 3,792 KRW – 9,282 KRW · the 13,950 KRW price screens above the 6,396 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

Okins Electronics Co (080580) currently trades at 13,950 KRW, while our model-based Fair Value estimate is 6,396 KRW, implying the stock looks roughly 54.2% overvalued today. The Quality Score stands at 57/100 (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: high).

Over the trailing twelve months, Okins Electronics Co generated revenue of 101B KRW at a net margin of 10.7%. Revenue grew 35.6% year over year. It earns a return on equity of 23.7%. Net debt stands at 21.4B KRW. Fundamentals as of Jul 20, 2026

Our scenario range runs from 3,792 KRW (bear case) to 9,282 KRW (bull case); at 13,950 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 49% below its 52-week high and 141% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -75% fair-value upside, at -54%, 080580 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 2,963 KRW 6,238 KRW 11,605 KRW 80
Residual Income 2,604 KRW 3,447 KRW 10,924 KRW 76
Rev-Margin DCF 4,354 KRW 8,542 KRW 14,308 KRW 74
All 24 models by family
DCF Models
FCF DCF 3,026 KRW 5,969 KRW 12,706 KRW 38
Owner Earnings 4,091 KRW 8,465 KRW 17,084 KRW 31
5Y Revenue Exit 4,354 KRW 8,761 KRW 15,095 KRW 39
5Y EBITDA Exit 7,733 KRW 16,153 KRW 27,396 KRW 41
5Y P/E Exit 4,617 KRW 9,337 KRW 15,064 KRW 38
10Y Revenue Exit 3,748 KRW 7,954 KRW 15,133 KRW 36
10Y EBITDA Exit 6,286 KRW 13,689 KRW 26,302 KRW 37
10Y P/E Exit 4,120 KRW 8,401 KRW 15,105 KRW 35
Earnings-Based
Graham-Dodd 2,558 KRW 14,340 KRW 19,917 KRW 54
Lynch FV 4,014 KRW 5,734 KRW 7,454 KRW 50
PEG = 1.0 4,014 KRW 5,734 KRW 7,454 KRW 46
EPV 4,762 KRW 5,618 KRW 6,378 KRW 59
Multiples
P/E Multiple 5,644 KRW 7,525 KRW 9,406 KRW 63
P/S Multiple 4,797 KRW 6,396 KRW 7,995 KRW 58
P/B Multiple 4,797 KRW 6,396 KRW 7,995 KRW 55
EV/EBIT 7,186 KRW 9,610 KRW 12,034 KRW 53
EV/EBITDA 10,188 KRW 13,612 KRW 17,037 KRW 54
EV/Revenue 4,816 KRW 6,917 KRW 9,017 KRW 43
Asset-Based
NCAV (Graham) 1,224 KRW 1,640 KRW 2,448 KRW 50
Growth DCF
Growth DCF 2,963 KRW 6,238 KRW 11,605 KRW 80
Rev-Margin DCF 4,354 KRW 8,542 KRW 14,308 KRW 74
Economic Profit
Residual Income 2,604 KRW 3,447 KRW 10,924 KRW 76
ROIC Compounder 5,755 KRW 8,407 KRW 12,248 KRW 72
Growth Earnings
Growth-Adj P/E 5,880 KRW 8,400 KRW 10,920 KRW 68

Widest divergence: DCF Models (8,465 KRW) versus Asset-Based (1,640 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 101B KRW
Revenue growth (YoY) +35.6%
Net margin 10.7%
Return on equity 23.7%
Free cash flow 4.3B KRW FY2025
Operating margin 14.1%
More key figures
EPS growth (YoY) +350%
Net debt 21.4B KRW FY2025

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

Quality Score breakdown

Overall quality 57/100

Of which business quality 56 · Market factors (momentum, volatility) 55

Profitability 55
Margins and returns on capital today
Quality Growth 100
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 59
Balance sheet, leverage, solvency risk
Investment 45
Disciplined investing over empire-building
Low Volatility 41
Calm price path (market factor)
Momentum 57
Price trend over the last 3–12 months (market factor)
52W Momentum 69
Distance to the 52-week high (market factor)
Net Issuance 28
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

Okins Electronics Co.,Ltd. manufactures and sells semiconductor inspection sockets. It offers interconnection solutions for electrical testing of IC devices, including burn-in sockets, test sockets, memory module test sockets, SSD module sockets, spring probes/pins, and PION contacts.

Full company description

Okins Electronics Co.,Ltd. manufactures and sells semiconductor inspection sockets. It offers interconnection solutions for electrical testing of IC devices, including burn-in sockets, test sockets, memory module test sockets, SSD module sockets, spring probes/pins, and PION contacts. The company also provides semiconductor test services that comprises test development, wafer probing, and package testing for analog, mixed signal, LED, MEMS, and various sensor devices. In addition, it offers semiconductor parts, automotive connects, presses, and molds; develops and produces MEMS pins based on semiconductor batch exposure process, as well as minimizes and integrates electronic and mechanical components; and produces and supplies precision semiconductor parts and automotive connectors using mold and press equipment. The company serves customers in China, South Korea, the United States, Singapore, Taiwan, the Philippines, and Japan. Okins Electronics Co.,Ltd. was founded in 1998 and is headquartered in Uiwang-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Okins Electronics Co reported revenue of 94.4B KRW in FY2025 versus 59.3B KRW in FY2021, a compound +12.3%/yr. Reported net income was 7.7B KRW in FY2025, compounding +41.9%/yr from FY2021.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
94.4B KRW
Latest YoY
+41.5%
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.
+13.7%
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.
+15.9%
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.
+6.5%
Revenue +12.3%/yr
FY21 59.3B KRW
FY22 64.2B KRW
FY23 56.9B KRW
FY24 66.7B KRW
FY25 94.4B KRW
Net income +41.9%/yr
FY21 1.9B KRW
FY22 2.9B KRW
FY23 1.1B KRW
FY24 −5.4B KRW
FY25 7.7B KRW

080580 screens 54% overvalued. Compare with ASML Holding →

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Cite: Fair Value Calculator (2026). "Okins Electronics Co Fair Value". https://www.fairvalue-calculator.com/stock/080580

Peer Group

Semiconductor Equipment & Materials · 212 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 57 · Above median
Fair Value upside −54% · Above median
Return on equity (TTM) 24% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 11% · Above median
Operating margin (TTM) 14% · Above median
Revenue growth 36% · Top 25%
Debt / equity 0.14× · Higher than median

Valuation Multiples vs Semiconductor Equipment & Materials median · lower = cheaper

P/FCF 0.0× · 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 0 · sector 0
FUTURE 100 · sector 58
PAST 95 · sector 30
HEALTH 93 · sector 96
DIVIDEND 0 · sector 16

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

Stock Price Fair Value vs Fair Value
ASML Holding ASML C$50.50 C$15.57 -69%
Applied Materials, Inc AMAT $579.43 $143.08 -75%
Lam Research Corporation LRCX $346.10 $67.57 -80%
KLA Corporation KLAC $212.75 $53.01 -75%
NAURA Technology Group 002371 ¥774.20 ¥151.43 -80%
Advanced Micro-Fabrication Equipment Inc 688012 ¥350.69 ¥41.79 -88%
Piotech Inc 688072 ¥832.00 ¥431.44 -48%
Hon. Precision, Inc 7769 6,005 TWD 1,804 TWD -70%
Hangzhou Changchuan Technology Co 300604 ¥325.24 ¥33.33 -90%
MPI Corporation 6223 5,600 TWD 609.44 TWD -89%

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Frequently asked questions

Is Okins Electronics Co (080580) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 6,396 KRW versus a price of 13,950 KRW, about −54% (overvalued).
What is the fair value of 080580?
Our model-based fair value for Okins Electronics Co is 6,396 KRW (as of Jul 20, 2026), built from audited fundamentals. The current price is 13,950 KRW.
What is the quality score of 080580?
Okins Electronics Co has a Quality Score of 57/100. 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 Okins Electronics Co (080580)?
Okins Electronics Co reported trailing-twelve-month revenue of about 101B KRW (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 080580?
The net profit margin of Okins Electronics Co is about 10.7%, meaning it keeps roughly 10.7% 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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