KNJ Co (272110) Fair Value & Analysis
Technology · KR · Market cap 213B KRW
Fair value as of: Jul 21, 2026
From 15 valuation models · updated 21 days ago
Fair value updated Jul 21, 2026, revised from 40,888 KRW to 15,249 KRW (−62.7%) since Jul 7, 2026. Share price +4.6% over the past month.
A solid business, but screening 49% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (20,459 KRW). The favourable scenario is already priced in.
- Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (10,419 KRW to 20,459 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 21, 2026.
How to read this chart
60‑month range 10,300 KRW – 43,100 KRW · fair‑value band 10,419 KRW – 20,459 KRW · the 29,700 KRW price screens above the 15,249 KRW fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
KNJ Co (272110) currently trades at 29,700 KRW, while our model-based Fair Value estimate is 15,249 KRW, implying the stock looks roughly 48.7% overvalued today. The Quality Score stands at 52/100 (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, KNJ Co generated revenue of 100B KRW at a net margin of 27.3%. Revenue grew 80.8% year over year. It earns a return on equity of 30.6%. Net debt stands at 65.9B KRW. Fundamentals as of Jul 21, 2026
Our scenario range runs from 10,419 KRW (bear case) to 20,459 KRW (bull case); at 29,700 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 33% below its 52-week high and 94% 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 -49%, 272110 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 15 models by family
Widest divergence: Growth Earnings (83,334 KRW) versus Asset-Based (8,275 KRW). Highest evidence: ROIC Compounder (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 52
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
KNJ Co., Ltd. manufactures and sells equipment and parts for display panels and semiconductors in Korea and internationally. The company offers edge grinder/CNC, inspection equipment; automatic optical inspection, and SiC coated and bulk CVD SiC products. The company was founded in 2005 and is headquartered in Asan-si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
KNJ Co reported revenue of 84.4B KRW in FY2025 versus 46.5B KRW in FY2021, a compound +16.1%/yr. Reported net income was 25.6B KRW in FY2025, compounding +46.7%/yr from FY2021.
272110 screens 49% overvalued. Compare with ASML Holding →
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.
Valuation Multiples vs Semiconductor Equipment & Materials 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.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
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 Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Jul 21, 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
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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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