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MAKUS, Inc (093520) Fair Value & Analysis

Technology · KR · Market cap 165B KRW

MI MAKUS, Inc 093520 · KQ
Price25,050 KRW
Fair Value15,743 KRW
Upside-37.2%
Quality87/100
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Mixed Growth
Solidly profitable · 14.8% net margin
Low debt · generates free cash flow
5.53% dividend yield
Ranks above peers (8/9)
Wide moat 65/100
Evidence: High Range 11,807 KRW – 25,236 KRW Share as image

Fair value as of: Jul 20, 2026

From 24 valuation models · updated 21 days ago

Fair value updated Jul 20, 2026, revised from 27,255 KRW to 15,743 KRW (−42.2%) since Jul 6, 2026. Share price +42.1% over the past month.

A strong business, but screening 37% overvalued on our models.

What matters now

  • A high-quality business (quality 87/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • A fairly wide model range (11,807 KRW to 25,236 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

33,300 KRW 4,633 KRW Fair Value 15,743 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 4,633 KRW – 33,300 KRW · fair‑value band 11,807 KRW – 25,236 KRW · the 25,050 KRW price screens above the 15,743 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

MAKUS, Inc (093520) currently trades at 25,050 KRW, while our model-based Fair Value estimate is 15,743 KRW, implying the stock looks roughly 37.2% overvalued today. The Quality Score stands at 87/100 (high 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, MAKUS, Inc generated revenue of 187B KRW at a net margin of 14.8%. Revenue grew 60.7% year over year. Net debt stands at 20.7B KRW. Fundamentals as of Jul 20, 2026

Our scenario range runs from 11,807 KRW (bear case) to 25,236 KRW (bull case); at 25,050 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 26% below its 52-week high and 76% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -68% fair-value upside, at -37%, 093520 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 69,450 KRW 123,628 KRW 220,134 KRW 80
Residual Income 10,535 KRW 13,910 KRW 49,998 KRW 76
Rev-Margin DCF 39,144 KRW 58,624 KRW 85,178 KRW 74
All 24 models by family
DCF Models
FCF DCF 70,780 KRW 129,665 KRW 247,598 KRW 38
Owner Earnings 25,100 KRW 42,917 KRW 76,088 KRW 31
5Y Revenue Exit 39,144 KRW 58,605 KRW 84,374 KRW 39
5Y EBITDA Exit 39,305 KRW 58,954 KRW 83,195 KRW 41
5Y P/E Exit 41,964 KRW 64,717 KRW 90,942 KRW 38
10Y Revenue Exit 48,253 KRW 71,103 KRW 105,631 KRW 36
10Y EBITDA Exit 49,033 KRW 71,366 KRW 104,593 KRW 37
10Y P/E Exit 50,833 KRW 75,714 KRW 111,406 KRW 35
Earnings-Based
Graham-Dodd 10,902 KRW 59,506 KRW 82,530 KRW 54
Lynch FV 16,531 KRW 23,615 KRW 30,700 KRW 50
PEG = 1.0 16,531 KRW 23,615 KRW 30,700 KRW 46
EPV 21,957 KRW 24,518 KRW 26,759 KRW 59
Multiples
P/E Multiple 24,048 KRW 32,064 KRW 40,081 KRW 63
P/S Multiple 20,441 KRW 27,255 KRW 34,068 KRW 58
P/B Multiple 19,663 KRW 26,218 KRW 32,772 KRW 55
EV/EBIT 33,908 KRW 43,014 KRW 52,120 KRW 53
EV/EBITDA 26,566 KRW 33,225 KRW 39,884 KRW 54
EV/Revenue 25,004 KRW 32,896 KRW 40,788 KRW 43
Asset-Based
NCAV (Graham) 4,370 KRW 5,855 KRW 8,739 KRW 50
Growth DCF
Growth DCF 69,450 KRW 123,628 KRW 220,134 KRW 80
Rev-Margin DCF 39,144 KRW 58,624 KRW 85,178 KRW 74
Economic Profit
Residual Income 10,535 KRW 13,910 KRW 49,998 KRW 76
ROIC Compounder 23,228 KRW 27,537 KRW 32,417 KRW 72
Growth Earnings
Growth-Adj P/E 23,525 KRW 33,607 KRW 43,690 KRW 68

Widest divergence: DCF Models (64,717 KRW) versus Asset-Based (5,855 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 187B KRW
Revenue growth (YoY) +60.7%
Net margin 14.8%
Return on equity 2,114%
Free cash flow 66.8B KRW FY2025
Operating margin 19.3%
More key figures
Dividend yield 5.5%
EPS growth (YoY) +270%
Net debt 20.7B KRW FY2023

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

Quality Score breakdown

Overall quality 87/100

Of which business quality 85 · Market factors (momentum, volatility) 40

Profitability 57
Margins and returns on capital today
Quality Growth 78
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 94
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 39
Price trend over the last 3–12 months (market factor)
52W Momentum 63
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

MAKUS, Inc. operates as a non-memory semiconductor solutions company in South Korea. The company sells and supports non-memory semiconductors, such as FPGA and analog semiconductors. It also distributes storage and server products. The company was founded in 1997 and is headquartered in Seoul, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MAKUS, Inc reported revenue of 227B KRW in FY2025 versus 141B KRW in FY2021, a compound +12.7%/yr. Reported net income was 23.1B KRW in FY2025, compounding −2.0%/yr from FY2021.

Growth Quality 92/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
227B KRW
Latest YoY
+13.9%
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.
+5.5%
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.
+21.2%
Avg. growth/yr (17Y) 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.
+13.1%
Revenue +12.7%/yr
FY21 141B KRW
FY22 194B KRW
FY23 175B KRW
FY24 200B KRW
FY25 227B KRW
Net income −2.0%/yr
FY21 25.0B KRW
FY22 22.1B KRW
FY23 20.2B KRW
FY24 20.0B KRW
FY25 23.1B KRW

093520 screens 37% overvalued. Compare with TES Co →

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Cite: Fair Value Calculator (2026). "MAKUS, Inc Fair Value". https://www.fairvalue-calculator.com/stock/093520

Peer Group

Semiconductors & Semiconductor Equipment · 46 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 87 · Top 25%
Fair Value upside −37% · Below median
Return on assets 9% · Above median
Net margin (TTM) 15% · Above median
Operating margin (TTM) 19% · Top 25%
Revenue growth 61% · Top 25%
Dividend yield (TTM) 5.5% · Top 25%

Valuation Multiples vs Semiconductors & Semiconductor Equipment 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 94
PAST 0 · sector 100
HEALTH 100 · sector 99
DIVIDEND 100 · sector 20

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

Stock Price Fair Value vs Fair Value
TES Co 095610 194,300 KRW 48,953 KRW -75%
Eugene Technology Co 084370 146,800 KRW 38,128 KRW -74%
TSE Co 131290 282,500 KRW 69,101 KRW -76%
ISC Co 095340 151,200 KRW 46,504 KRW -69%
PSK HOLDINGS Inc 031980 136,200 KRW 69,242 KRW -49%
Jeju Semiconductor Corp 080220 81,900 KRW 23,473 KRW -71%
Tokai Carbon Korea Co 064760 232,000 KRW 112,596 KRW -51%
HANA Micron Inc 067310 35,750 KRW 11,501 KRW -68%
RFHIC Corporation 218410 46,250 KRW 20,781 KRW -55%
S&S Tech Corporation 101490 39,600 KRW 46,799 KRW +18%

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Frequently asked questions

Is MAKUS, Inc (093520) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 15,743 KRW versus a price of 25,050 KRW, about −37% (overvalued).
What is the fair value of 093520?
Our model-based fair value for MAKUS, Inc is 15,743 KRW (as of Jul 20, 2026), built from audited fundamentals. The current price is 25,050 KRW.
What is the quality score of 093520?
MAKUS, Inc has a Quality Score of 87/100. 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 MAKUS, Inc (093520)?
MAKUS, Inc reported trailing-twelve-month revenue of about 187B KRW (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 093520?
The net profit margin of MAKUS, Inc is about 14.8%, meaning it keeps roughly 14.8% of revenue as net income. Based on the latest reported figures.
Does MAKUS, Inc pay a dividend?
MAKUS, Inc currently shows a dividend yield of about 5.53% relative to its recent price (as of Jul 20, 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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