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GO Element Co (311320) Fair Value & Analysis

Technology · KR · Market cap 101B KRW

GE GO Element Co 311320 · KQ
Price7,980 KRW
Fair Value5,196 KRW
Upside-34.9%
Quality60/100
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Mixed Growth
Thin margins · 9.5% net margin
Low debt · generates free cash flow
0.88% dividend yield
Ranks above peers (9/10)
Narrow moat 44/100
Evidence: Medium Range 3,930 KRW – 7,591 KRW Share as image

Fair value as of: Jul 22, 2026

From 24 valuation models · updated 19 days ago

Share price −24.6% over the past month.

A solid business, but screening 35% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (7,591 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (3,930 KRW to 7,591 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

23,196 KRW 5,480 KRW Fair Value 5,196 KRW Nov 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

57‑month range 5,480 KRW – 23,196 KRW · fair‑value band 3,930 KRW – 7,591 KRW · the 7,980 KRW price screens above the 5,196 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.

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Analysis

GO Element Co (311320) currently trades at 7,980 KRW, while our model-based Fair Value estimate is 5,196 KRW, implying the stock looks roughly 34.9% overvalued today. The Quality Score stands at 60/100 (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, GO Element Co generated revenue of 56.3B KRW at a net margin of 9.5%. Revenue grew 12.5% year over year. It earns a return on equity of 8.3%. Net debt stands at 164M KRW. Fundamentals as of Jul 22, 2026

Our scenario range runs from 3,930 KRW (bear case) to 7,591 KRW (bull case); at 7,980 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 27% below its 52-week high and 33% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -35%, 311320 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 3,820 KRW 7,394 KRW 13,249 KRW 80
Residual Income 4,024 KRW 4,419 KRW 6,491 KRW 76
Rev-Margin DCF 4,223 KRW 7,593 KRW 14,630 KRW 74
All 24 models by family
DCF Models
FCF DCF 4,050 KRW 6,262 KRW 13,307 KRW 38
Owner Earnings 4,585 KRW 10,190 KRW 21,955 KRW 31
5Y Revenue Exit 3,833 KRW 6,664 KRW 12,604 KRW 39
5Y EBITDA Exit 3,111 KRW 5,204 KRW 9,302 KRW 41
5Y P/E Exit 4,680 KRW 10,455 KRW 18,366 KRW 38
10Y Revenue Exit 3,819 KRW 8,547 KRW 11,675 KRW 36
10Y EBITDA Exit 3,437 KRW 6,991 KRW 13,050 KRW 37
10Y P/E Exit 4,582 KRW 10,369 KRW 19,976 KRW 35
Earnings-Based
Graham-Dodd 2,943 KRW 20,522 KRW 28,800 KRW 54
Lynch FV 10,603 KRW 15,147 KRW 19,691 KRW 50
PEG = 1.0 10,603 KRW 15,147 KRW 19,691 KRW 46
EPV 2,569 KRW 2,965 KRW 3,312 KRW 59
Multiples
P/E Multiple 4,544 KRW 6,059 KRW 7,573 KRW 63
P/S Multiple 3,897 KRW 5,196 KRW 6,495 KRW 58
P/B Multiple 5,518 KRW 7,357 KRW 9,196 KRW 55
EV/EBIT 2,825 KRW 3,703 KRW 4,581 KRW 53
EV/EBITDA 2,659 KRW 3,481 KRW 4,304 KRW 54
EV/Revenue 3,387 KRW 4,757 KRW 6,126 KRW 43
Asset-Based
NCAV (Graham) 2,334 KRW 3,128 KRW 4,668 KRW 50
Growth DCF
Growth DCF 3,820 KRW 7,394 KRW 13,249 KRW 80
Rev-Margin DCF 4,223 KRW 7,593 KRW 14,630 KRW 74
Economic Profit
Residual Income 4,024 KRW 4,419 KRW 6,491 KRW 76
ROIC Compounder 2,569 KRW 2,965 KRW 3,312 KRW 72
Growth Earnings
Growth-Adj P/E 12,426 KRW 17,752 KRW 23,077 KRW 68

Widest divergence: Growth Earnings (17,752 KRW) versus Economic Profit (2,965 KRW). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 56.3B KRW
Revenue growth (YoY) +12.5%
Net margin 9.5%
Return on equity 8.3%
Free cash flow 2.9B KRW FY2025
Operating margin 14.0%
More key figures
Dividend yield 1.0%
EPS growth (YoY) -4.5%
Net debt 164M KRW FY2025

Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 59 · Market factors (momentum, volatility) 52

Profitability 44
Margins and returns on capital today
Quality Growth 65
Are margins and returns improving?
Cashflow 38
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 56
Disciplined investing over empire-building
Low Volatility 42
Calm price path (market factor)
Momentum 62
Price trend over the last 3–12 months (market factor)
52W Momentum 46
Distance to the 52-week high (market factor)
Net Issuance 82
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

GO Element Co., Ltd. engages in the development, manufacture, and sales of semiconductor equipment and components. The company provides vaporizers, heaters, thermostats, degassers, liquid canisters, canisters, in-line liquid sensors, level sensors, bottom-up sensors, and point level sensors.

Full company description

GO Element Co., Ltd. engages in the development, manufacture, and sales of semiconductor equipment and components. The company provides vaporizers, heaters, thermostats, degassers, liquid canisters, canisters, in-line liquid sensors, level sensors, bottom-up sensors, and point level sensors. It also offers sputtering targets, aluminum and alloy, titanium, and copper and tantalum. GO Element Co., Ltd. was founded in 2005 and is headquartered in Anseong-si, South Korea.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

GO Element Co reported revenue of 54.6B KRW in FY2025 versus 21.7B KRW in FY2021, a compound +26.0%/yr. Reported net income was 5.5B KRW in FY2025, compounding +0.7%/yr from FY2021.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
54.6B KRW
Latest YoY
+22.0%
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.
+24.0%
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.
+32.9%
Avg. growth/yr (7Y) 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.
+28.3%
Revenue +26.0%/yr
FY21 21.7B KRW
FY22 28.6B KRW
FY23 17.8B KRW
FY24 44.8B KRW
FY25 54.6B KRW
Net income +0.7%/yr
FY21 5.3B KRW
FY22 6.7B KRW
FY23 2.2B KRW
FY24 3.3B KRW
FY25 5.5B KRW

311320 screens 35% overvalued. Compare with Delta Electronics, Inc →

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Cite: Fair Value Calculator (2026). "GO Element Co Fair Value". https://www.fairvalue-calculator.com/stock/311320

Peer Group

Electronic Components · 625 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 60 · Above median
Fair Value upside −35% · Above median
Return on equity (TTM) 8% · Above median
Return on assets 5% · Above median
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 14% · Top 25%
Revenue growth 13% · Above median
Dividend yield (TTM) 0.9% · Below median
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Electronic Components 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 63 · sector 32
PAST 33 · sector 24
HEALTH 97 · sector 95
DIVIDEND 18 · sector 25

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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
Delta Electronics, Inc 2308 1,880 TWD 515.23 TWD -73%
Hon Hai Precision Industry Co 2317 242.50 TWD 270.47 TWD +12%
Luxshare Precision Industry Co 002475 ¥62.14 ¥38.44 -38%
Samsung Electro-Mechanics Co 009150 1,260,000 KRW 166,421 KRW -87%
Elite Material Co 2383 4,990 TWD 714.36 TWD -86%
Yageo Corporation 2327 699.00 TWD 216.55 TWD -69%
Shengyi Technology Co 600183 ¥132.29 ¥27.45 -79%
Shennan Circuits Co 002916 ¥364.00 ¥93.50 -74%
Victory Giant Technology (HuiZhou) Co 2476 HK$297.00 HK$103.98 -65%
Wus Printed Circuit (Kunshan) Co 002463 ¥127.80 ¥31.95 -75%

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Frequently asked questions

Is GO Element Co (311320) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of 5,196 KRW versus a price of 7,980 KRW, about −35% (overvalued).
What is the fair value of 311320?
Our model-based fair value for GO Element Co is 5,196 KRW (as of Jul 22, 2026), built from audited fundamentals. The current price is 7,980 KRW.
What is the quality score of 311320?
GO Element Co has a Quality Score of 60/100. 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 GO Element Co (311320)?
GO Element Co reported trailing-twelve-month revenue of about 56.3B KRW (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 311320?
The net profit margin of GO Element Co is about 9.5%, meaning it keeps roughly 9.5% of revenue as net income. Based on the latest reported figures.
Does GO Element Co pay a dividend?
GO Element Co currently shows a dividend yield of about 0.98% relative to its recent price (as of Jul 22, 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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