View Future GrowthISC 과거 순이익 실적과거 기준 점검 5/6ISC은 연평균 18.7%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 1.4% 증가했습니다. 매출은 연평균 7.6%의 비율로 증가했습니다. ISC의 자기자본이익률은 12.9%이고 순이익률은 27.2%입니다.핵심 정보18.73%순이익 성장률9.74%주당순이익(EPS) 성장률Semiconductor 산업 성장률23.50%매출 성장률7.57%자기자본이익률12.91%순이익률27.17%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 21First quarter 2026 earnings released: EPS: ₩1,000 (vs ₩334 in 1Q 2025)First quarter 2026 results: EPS: ₩1,000 (up from ₩334 in 1Q 2025). Revenue: ₩68.3b (up 116% from 1Q 2025). Net income: ₩20.5b (up 200% from 1Q 2025). Profit margin: 30% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₩2,743 (up from ₩2,671 in FY 2024). Revenue: ₩220.2b (up 26% from FY 2024). Net income: ₩56.1b (up 2.7% from FY 2024). Profit margin: 26% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩2,671 (up from ₩750 in FY 2023). Revenue: ₩174.5b (up 24% from FY 2023). Net income: ₩54.7b (up 314% from FY 2023). Profit margin: 31% (up from 9.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.분석 기사 • Nov 22Investors Shouldn't Be Too Comfortable With ISC's (KOSDAQ:095340) EarningsInvestors were disappointed with ISC Co., Ltd.'s ( KOSDAQ:095340 ) earnings, despite the strong profit numbers. We...Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩544 (vs ₩287 loss in 3Q 2023)Third quarter 2024 results: EPS: ₩544 (up from ₩287 loss in 3Q 2023). Revenue: ₩50.4b (up 53% from 3Q 2023). Net income: ₩11.1b (up ₩15.9b from 3Q 2023). Profit margin: 22% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.분석 기사 • Mar 18Why ISC's (KOSDAQ:095340) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from ISC Co., Ltd. ( KOSDAQ:095340 ) recently. We did some analysis...모든 업데이트 보기Recent updates분석 기사 • May 22Is Now The Time To Look At Buying ISC Co., Ltd. (KOSDAQ:095340)?ISC Co., Ltd. ( KOSDAQ:095340 ), might not be a large cap stock, but it saw a significant share price rise of 28% in...Reported Earnings • May 21First quarter 2026 earnings released: EPS: ₩1,000 (vs ₩334 in 1Q 2025)First quarter 2026 results: EPS: ₩1,000 (up from ₩334 in 1Q 2025). Revenue: ₩68.3b (up 116% from 1Q 2025). Net income: ₩20.5b (up 200% from 1Q 2025). Profit margin: 30% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩197,300, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩92,507 per share.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩307.9m to ₩311.4m. EPS estimate increased from ₩3,553 to ₩3,931 per share. Net income forecast to grow 49% next year vs 78% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩172,000 to ₩195,250. Share price rose 2.6% to ₩239,000 over the past week.Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₩2,743 (up from ₩2,671 in FY 2024). Revenue: ₩220.2b (up 26% from FY 2024). Net income: ₩56.1b (up 2.7% from FY 2024). Profit margin: 26% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 07ISC Co., Ltd., Annual General Meeting, Mar 26, 2026ISC Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 26, geumto-ro 40beon-gil, sujeong-gu, gyeonggi-do, seongnam South KoreaValuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩169,600, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 19x in the Semiconductor industry in South Korea. Total returns to shareholders of 361% over the past three years.분석 기사 • Feb 06After Leaping 49% ISC Co., Ltd. (KOSDAQ:095340) Shares Are Not Flying Under The RadarISC Co., Ltd. ( KOSDAQ:095340 ) shares have continued their recent momentum with a 49% gain in the last month alone...Major Estimate Revision • Feb 05Consensus revenue estimates increase by 20%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩273.0m to ₩327.3m. EPS estimate increased from ₩3,227 to ₩3,275 per share. Net income forecast to grow 41% next year vs 50% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩96,200 to ₩120,500. Share price rose 7.3% to ₩148,800 over the past week.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩117,900, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩54,769 per share.분석 기사 • Dec 22Earnings Not Telling The Story For ISC Co., Ltd. (KOSDAQ:095340) After Shares Rise 26%The ISC Co., Ltd. ( KOSDAQ:095340 ) share price has done very well over the last month, posting an excellent gain of...Upcoming Dividend • Dec 22Upcoming dividend of ₩810 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 April 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.4%).분석 기사 • Dec 16At ₩103,000, Is It Time To Put ISC Co., Ltd. (KOSDAQ:095340) On Your Watch List?ISC Co., Ltd. ( KOSDAQ:095340 ), might not be a large cap stock, but it saw a significant share price rise of 53% in...분석 기사 • Nov 29ISC (KOSDAQ:095340) Has Announced A Dividend Of ₩810.00The board of ISC Co., Ltd. ( KOSDAQ:095340 ) has announced that it will pay a dividend of ₩810.00 per share on the 27th...Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩102,600, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 201% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩55,330 per share.Price Target Changed • Nov 15Price target increased by 8.2% to ₩84,875Up from ₩78,444, the current price target is an average from 8 analysts. New target price is 15% above last closing price of ₩74,000. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₩2,394 for next year compared to ₩2,671 last year.분석 기사 • Nov 13Is ISC (KOSDAQ:095340) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Nov 08Dividend of ₩810 announcedShareholders will receive a dividend of ₩810. Ex-date: 29th December 2025 Payment date: 27th April 2026 Dividend yield will be 1.1%, which is about the same as the industry average. Payout Ratios Payout ratio: 9%. Cash payout ratio: 7%.공시 • Nov 07ISC Co., Ltd. announces Annual dividend, payable on April 27, 2026ISC Co., Ltd. announced Annual dividend of KRW 810.0000 per share payable on April 27, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.분석 기사 • Oct 23Returns At ISC (KOSDAQ:095340) Appear To Be Weighed DownIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Sep 19Market Participants Recognise ISC Co., Ltd.'s (KOSDAQ:095340) Earnings Pushing Shares 31% HigherISC Co., Ltd. ( KOSDAQ:095340 ) shares have continued their recent momentum with a 31% gain in the last month alone...Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩67,400, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩45,263 per share.분석 기사 • Aug 13When Should You Buy ISC Co., Ltd. (KOSDAQ:095340)?ISC Co., Ltd. ( KOSDAQ:095340 ), is not the largest company out there, but it saw a significant share price rise of 31...Buy Or Sell Opportunity • Aug 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ₩64,400. The fair value is estimated to be ₩52,209, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.분석 기사 • Jul 15Is ISC Co., Ltd. (KOSDAQ:095340) Worth ₩66k Based On Its Intrinsic Value?Key Insights The projected fair value for ISC is ₩51,734 based on 2 Stage Free Cash Flow to Equity ISC is estimated to...Buy Or Sell Opportunity • Jul 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ₩63,000. The fair value is estimated to be ₩51,700, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.분석 기사 • Jun 25ISC (KOSDAQ:095340) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩62,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,131 per share.Buy Or Sell Opportunity • May 08Now 24% overvaluedOver the last 90 days, the stock has fallen 23% to ₩54,100. The fair value is estimated to be ₩43,696, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공시 • May 02ISC Co., Ltd. (KOSDAQ:A095340) agreed to acquire Isemi Co., Ltd from SK enpulse Co., Ltd. for KRW 29.3 billion.ISC Co., Ltd. (KOSDAQ:A095340) agreed to acquire Isemi Co., Ltd from SK enpulse Co., Ltd. for KRW 29.3 billion on April 30, 2025. A cash consideration of KRW 29.3 billion will be paid by SKC Co., Ltd at a price of KRW 12,208 per share. For the period ending March 31, 2025, Isemi Co., Ltd reported total revenue of KRW 2.08 billion and net loss of KRW 39 million. As of March 31, 2025, Isemi Co., Ltd reported total debt of KRW 6.36 billion and total assets of KRW 18.32 billion. The expected completion of the transaction is May 30, 2025.분석 기사 • Apr 28Does ISC (KOSDAQ:095340) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Apr 14A Look At The Intrinsic Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights The projected fair value for ISC is ₩56,447 based on 2 Stage Free Cash Flow to Equity With ₩48,900 share...Buy Or Sell Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to ₩45,200. The fair value is estimated to be ₩56,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩51,800, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩60,473 per share.분석 기사 • Mar 28ISC Co., Ltd.'s (KOSDAQ:095340) Shareholders Might Be Looking For ExitWith a price-to-earnings (or "P/E") ratio of 21.8x ISC Co., Ltd. ( KOSDAQ:095340 ) may be sending very bearish signals...Price Target Changed • Mar 15Price target increased by 7.9% to ₩86,111Up from ₩79,778, the current price target is an average from 9 analysts. New target price is 40% above last closing price of ₩61,700. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,879 for next year compared to ₩2,671 last year.Reported Earnings • Mar 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩2,671 (up from ₩750 in FY 2023). Revenue: ₩174.5b (up 24% from FY 2023). Net income: ₩54.7b (up 314% from FY 2023). Profit margin: 31% (up from 9.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to ₩59,800. The fair value is estimated to be ₩76,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.분석 기사 • Mar 12What Does ISC Co., Ltd.'s (KOSDAQ:095340) Share Price Indicate?ISC Co., Ltd. ( KOSDAQ:095340 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...분석 기사 • Feb 26ISC (KOSDAQ:095340) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Feb 25ISC Co., Ltd., Annual General Meeting, Mar 25, 2025ISC Co., Ltd., Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 26, geumto-ro 40beon-gil, sujeong-gu, gyeonggi-do, seongnam South KoreaValuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩60,500, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩72,875 per share.분석 기사 • Dec 27Is ISC (KOSDAQ:095340) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (0.8%).분석 기사 • Dec 13What ISC Co., Ltd.'s (KOSDAQ:095340) 28% Share Price Gain Is Not Telling YouISC Co., Ltd. ( KOSDAQ:095340 ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Dec 06A Look At The Intrinsic Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights ISC's estimated fair value is ₩66,221 based on 2 Stage Free Cash Flow to Equity Current share price of...New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Nov 27Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to ₩50,500. The fair value is estimated to be ₩65,485, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.분석 기사 • Nov 22Investors Shouldn't Be Too Comfortable With ISC's (KOSDAQ:095340) EarningsInvestors were disappointed with ISC Co., Ltd.'s ( KOSDAQ:095340 ) earnings, despite the strong profit numbers. We...Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩52,900, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩65,131 per share.Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩544 (vs ₩287 loss in 3Q 2023)Third quarter 2024 results: EPS: ₩544 (up from ₩287 loss in 3Q 2023). Revenue: ₩50.4b (up 53% from 3Q 2023). Net income: ₩11.1b (up ₩15.9b from 3Q 2023). Profit margin: 22% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.분석 기사 • Nov 08Is There Now An Opportunity In ISC Co., Ltd. (KOSDAQ:095340)?ISC Co., Ltd. ( KOSDAQ:095340 ), is not the largest company out there, but it saw a significant share price rise of 26...Price Target Changed • Nov 07Price target decreased by 7.1% to ₩79,300Down from ₩85,333, the current price target is an average from 10 analysts. New target price is 47% above last closing price of ₩53,800. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩2,317 for next year compared to ₩749 last year.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩53,800, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,634 per share.분석 기사 • Oct 25Returns Are Gaining Momentum At ISC (KOSDAQ:095340)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...분석 기사 • Oct 06Market Participants Recognise ISC Co., Ltd.'s (KOSDAQ:095340) Earnings Pushing Shares 25% HigherISC Co., Ltd. ( KOSDAQ:095340 ) shareholders are no doubt pleased to see that the share price has bounced 25% in the...Buy Or Sell Opportunity • Sep 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to ₩46,800. The fair value is estimated to be ₩58,603, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 97% in 2 years. Earnings are forecast to grow by 163% in the next 2 years.분석 기사 • Aug 05ISC Co., Ltd. (KOSDAQ:095340) Shares Slammed 30% But Getting In Cheap Might Be Difficult RegardlessUnfortunately for some shareholders, the ISC Co., Ltd. ( KOSDAQ:095340 ) share price has dived 30% in the last thirty...Major Estimate Revision • Aug 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩231.6m to ₩209.1m. EPS estimate also fell from ₩3,070 per share to ₩2,754 per share. Net income forecast to grow 257% next year vs 73% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩106,375 to ₩90,333. Share price fell 2.1% to ₩49,050 over the past week.Buy Or Sell Opportunity • Aug 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₩49,050. The fair value is estimated to be ₩61,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 119% in 2 years. Earnings are forecast to grow by 325% in the next 2 years.분석 기사 • Jul 29Why ISC Co., Ltd. (KOSDAQ:095340) Could Be Worth WatchingISC Co., Ltd. ( KOSDAQ:095340 ), is not the largest company out there, but it saw significant share price movement...Price Target Changed • Jul 21Price target decreased by 9.4% to ₩106,375Down from ₩117,429, the current price target is an average from 8 analysts. New target price is 93% above last closing price of ₩55,200. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩3,070 for next year compared to ₩749 last year.Buy Or Sell Opportunity • Jul 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₩60,200. The fair value is estimated to be ₩77,289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 169% in 2 years. Earnings are forecast to grow by 373% in the next 2 years.Buy Or Sell Opportunity • Jul 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₩60,600. The fair value is estimated to be ₩76,942, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 161% in 2 years. Earnings are forecast to grow by 373% in the next 2 years.분석 기사 • Jun 17A Look At The Fair Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights ISC's estimated fair value is ₩77,163 based on 2 Stage Free Cash Flow to Equity ISC's ₩68,600 share price...분석 기사 • Apr 09ISC (KOSDAQ:095340) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Mar 18Why ISC's (KOSDAQ:095340) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from ISC Co., Ltd. ( KOSDAQ:095340 ) recently. We did some analysis...Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩749 (vs ₩2,526 in FY 2022)Full year 2023 results: EPS: ₩749 (down from ₩2,526 in FY 2022). Revenue: ₩140.2b (down 22% from FY 2022). Net income: ₩13.2b (down 70% from FY 2022). Profit margin: 9.4% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 08ISC Co., Ltd.'s (KOSDAQ:095340) 32% Price Boost Is Out Of Tune With RevenuesISC Co., Ltd. ( KOSDAQ:095340 ) shareholders would be excited to see that the share price has had a great month...Buy Or Sell Opportunity • Mar 04Now 20% overvaluedOver the last 90 days, the stock has fallen 4.6% to ₩75,000. The fair value is estimated to be ₩62,249, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 114% in 2 years. Earnings are forecast to grow by 2,034% in the next 2 years.분석 기사 • Feb 29A Look At The Intrinsic Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights Using the 2 Stage Free Cash Flow to Equity, ISC fair value estimate is ₩62,280 ISC's ₩70,400 share price...Upcoming Dividend • Dec 20Upcoming dividend of ₩600 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 18 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%).Reported Earnings • Nov 19Third quarter 2023 earnings released: ₩275 loss per share (vs ₩964 profit in 3Q 2022)Third quarter 2023 results: ₩275 loss per share (down from ₩964 profit in 3Q 2022). Revenue: ₩32.9b (down 33% from 3Q 2022). Net loss: ₩4.78b (down 129% from profit in 3Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Nov 15Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩171.9m to ₩166.1m. EPS estimate rose from ₩1,781 to ₩2,094. Net income forecast to grow 97% next year vs 18% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩103,333 unchanged from last update. Share price rose 2.4% to ₩88,100 over the past week.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩88,200, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 380% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩45,196 per share.New Risk • Oct 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (15% net profit margin). Shareholders have been diluted in the past year (23% increase in shares outstanding).Major Estimate Revision • Oct 18Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩178.1m to ₩171.9m. EPS estimate also fell from ₩2,004 per share to ₩1,781 per share. Net income forecast to grow 101% next year vs 34% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩103,800 to ₩100,000. Share price rose 4.7% to ₩80,700 over the past week.공시 • Oct 06ISC Co., Ltd. announced that it has received KRW 199.999919355 billion in funding from Helios Private Equity, SKC Co., Ltd.On October 4, 2023, ISC Co., Ltd. closed the transaction.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩74,100, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 331% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩72,947 per share.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩102,900, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 495% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩68,036 per share.New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).Price Target Changed • Jul 05Price target increased by 19% to ₩61,000Up from ₩51,333, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩61,900. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₩2,593 for next year compared to ₩2,526 last year.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩62,300, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 246% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₩47,250, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 173% over the past three years.Buying Opportunity • May 10Now 20% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be ₩46,786, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Buying Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be ₩47,066, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be ₩47,270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩40,500, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩35,763 per share.Upcoming Dividend • Dec 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.8%).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩36,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 338% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩34,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Semiconductor industry in South Korea. Total returns to shareholders of 204% over the past three years.공시 • Feb 11ISC Co., Ltd. announced that it has received KRW 13.4769495 billion in funding from Helios Private Equity Co., Ltd., Mason Cactus Innovation Growth Investment Association No. 1On February 9, 2022, ISC Co., Ltd. closed the transaction. The bond will be converted into 414,369 shares.공시 • Feb 09ISC Co., Ltd. announced that it expects to receive KRW 13.4769495 billion in funding from Helios Private Equity Co., Ltd., Mason Cactus Innovation Growth Investment Association No. 1ISC Co., Ltd. announced a private placement of series 2 non-guaranteed private equity exchange bond with bearer type interest part for a gross proceeds of KRW 13,476,949,500 on February 8, 2022. The transaction will include participation from returning investors Helios Private Equity Co., Ltd., for KRW 12,684,213,412 Mason Cactus Innovation Growth Investment Association No. 1 for KRW 792,736,088. The bonds have a coupon rate of 5% and yield to maturity of 5%. The bonds will mature on March 09, 2027. The bonds will be 100% converted into 414,368 common shares at a fixed conversion price of KRW 32,524 per share for an equity stake of 2.38%. The conversion period is from February 10, 2022 to March 04, 2027. The payment date of the transaction is February 09, 2022. The securities issued in the transaction are subject to a lock up period of one year. The transaction has been approved by the board of directors of the company.Buying Opportunity • Jan 21Now 24% undervaluedOver the last 90 days, the stock is up 31%. The fair value is estimated to be ₩42,907, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 19% per annum over the last 3 years.Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.9%).매출 및 비용 세부 내역ISC가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이KOSDAQ:A095340 매출, 비용 및 순이익 (KRW Millions)날짜매출순이익일반관리비연구개발비31 Mar 26256,78469,76436,352031 Dec 25220,19556,12931,231030 Sep 25187,12146,18429,387030 Jun 25172,99241,24126,626031 Mar 25171,09145,70925,304031 Dec 24174,48054,66424,420030 Sep 24160,16944,96121,720030 Jun 24142,69529,04934,752031 Mar 24128,91617,95035,176031 Dec 23140,22213,20338,015030 Sep 23148,6873,62633,144030 Jun 23164,79725,18722,206031 Mar 23183,53041,06824,912031 Dec 22178,87143,95522,942030 Sep 22180,40857,70527,393030 Jun 22170,16747,50526,215031 Mar 22149,83938,50521,916031 Dec 21144,67030,24720,713030 Sep 21142,29716,62219,668030 Jun 21133,25211,98118,304031 Mar 21131,6336,04717,554031 Dec 20121,7696,30016,996030 Sep 20115,70019,16515,765030 Jun 20116,33915,10317,066031 Mar 2096,91611,51416,375031 Dec 1987,6794,36617,168030 Sep 1986,81423119,004030 Jun 1975,9271,51816,214031 Mar 1989,1816,17017,396031 Dec 18101,86613,14316,011030 Sep 18102,13812,07616,186030 Jun 18111,44017,96216,730031 Mar 18117,17919,31017,058031 Dec 17112,58117,92717,394030 Sep 17108,52020,12217,207030 Jun 17104,60216,42717,218031 Mar 1795,83110,51316,435031 Dec 1693,6369,98117,045030 Sep 1697,1566,10418,345030 Jun 16100,0639,81718,422031 Mar 16100,10812,34118,036031 Dec 1595,85410,73016,847030 Sep 1588,82912,11415,244030 Jun 1579,5799,49714,7920양질의 수익: A095340는 고품질 수익을 보유하고 있습니다.이익 마진 증가: A095340의 현재 순 이익률 (27.2%)은 지난해 (26.7%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: A095340의 수익은 지난 5년 동안 연평균 18.7% 증가했습니다.성장 가속화: 지난 1년간 A095340 의 수익 증가율(52.6%)은 연간 평균(18.7%)을 초과합니다.수익 대 산업: A095340의 지난 1년 수익 증가율(52.6%)은 Semiconductor 업계의 27.2%를 상회했습니다.자기자본이익률높은 ROE: A095340의 자본 수익률(12.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSemiconductors 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/08 00:15종가2026/06/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ISC Co., Ltd.는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Josh YangCitigroup IncSunghyuk OhCitigroup IncHyonseok KimCLSA14명의 분석가 더 보기
Reported Earnings • May 21First quarter 2026 earnings released: EPS: ₩1,000 (vs ₩334 in 1Q 2025)First quarter 2026 results: EPS: ₩1,000 (up from ₩334 in 1Q 2025). Revenue: ₩68.3b (up 116% from 1Q 2025). Net income: ₩20.5b (up 200% from 1Q 2025). Profit margin: 30% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₩2,743 (up from ₩2,671 in FY 2024). Revenue: ₩220.2b (up 26% from FY 2024). Net income: ₩56.1b (up 2.7% from FY 2024). Profit margin: 26% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩2,671 (up from ₩750 in FY 2023). Revenue: ₩174.5b (up 24% from FY 2023). Net income: ₩54.7b (up 314% from FY 2023). Profit margin: 31% (up from 9.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
분석 기사 • Nov 22Investors Shouldn't Be Too Comfortable With ISC's (KOSDAQ:095340) EarningsInvestors were disappointed with ISC Co., Ltd.'s ( KOSDAQ:095340 ) earnings, despite the strong profit numbers. We...
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩544 (vs ₩287 loss in 3Q 2023)Third quarter 2024 results: EPS: ₩544 (up from ₩287 loss in 3Q 2023). Revenue: ₩50.4b (up 53% from 3Q 2023). Net income: ₩11.1b (up ₩15.9b from 3Q 2023). Profit margin: 22% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
분석 기사 • Mar 18Why ISC's (KOSDAQ:095340) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from ISC Co., Ltd. ( KOSDAQ:095340 ) recently. We did some analysis...
분석 기사 • May 22Is Now The Time To Look At Buying ISC Co., Ltd. (KOSDAQ:095340)?ISC Co., Ltd. ( KOSDAQ:095340 ), might not be a large cap stock, but it saw a significant share price rise of 28% in...
Reported Earnings • May 21First quarter 2026 earnings released: EPS: ₩1,000 (vs ₩334 in 1Q 2025)First quarter 2026 results: EPS: ₩1,000 (up from ₩334 in 1Q 2025). Revenue: ₩68.3b (up 116% from 1Q 2025). Net income: ₩20.5b (up 200% from 1Q 2025). Profit margin: 30% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 35% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₩197,300, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩92,507 per share.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩307.9m to ₩311.4m. EPS estimate increased from ₩3,553 to ₩3,931 per share. Net income forecast to grow 49% next year vs 78% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩172,000 to ₩195,250. Share price rose 2.6% to ₩239,000 over the past week.
Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₩2,743 (up from ₩2,671 in FY 2024). Revenue: ₩220.2b (up 26% from FY 2024). Net income: ₩56.1b (up 2.7% from FY 2024). Profit margin: 26% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 29% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 07ISC Co., Ltd., Annual General Meeting, Mar 26, 2026ISC Co., Ltd., Annual General Meeting, Mar 26, 2026, at 09:00 Tokyo Standard Time. Location: auditorium, 26, geumto-ro 40beon-gil, sujeong-gu, gyeonggi-do, seongnam South Korea
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩169,600, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 19x in the Semiconductor industry in South Korea. Total returns to shareholders of 361% over the past three years.
분석 기사 • Feb 06After Leaping 49% ISC Co., Ltd. (KOSDAQ:095340) Shares Are Not Flying Under The RadarISC Co., Ltd. ( KOSDAQ:095340 ) shares have continued their recent momentum with a 49% gain in the last month alone...
Major Estimate Revision • Feb 05Consensus revenue estimates increase by 20%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from ₩273.0m to ₩327.3m. EPS estimate increased from ₩3,227 to ₩3,275 per share. Net income forecast to grow 41% next year vs 50% growth forecast for Semiconductor industry in South Korea. Consensus price target up from ₩96,200 to ₩120,500. Share price rose 7.3% to ₩148,800 over the past week.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩117,900, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Semiconductor industry in South Korea. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩54,769 per share.
분석 기사 • Dec 22Earnings Not Telling The Story For ISC Co., Ltd. (KOSDAQ:095340) After Shares Rise 26%The ISC Co., Ltd. ( KOSDAQ:095340 ) share price has done very well over the last month, posting an excellent gain of...
Upcoming Dividend • Dec 22Upcoming dividend of ₩810 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 April 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (0.4%).
분석 기사 • Dec 16At ₩103,000, Is It Time To Put ISC Co., Ltd. (KOSDAQ:095340) On Your Watch List?ISC Co., Ltd. ( KOSDAQ:095340 ), might not be a large cap stock, but it saw a significant share price rise of 53% in...
분석 기사 • Nov 29ISC (KOSDAQ:095340) Has Announced A Dividend Of ₩810.00The board of ISC Co., Ltd. ( KOSDAQ:095340 ) has announced that it will pay a dividend of ₩810.00 per share on the 27th...
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩102,600, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 201% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩55,330 per share.
Price Target Changed • Nov 15Price target increased by 8.2% to ₩84,875Up from ₩78,444, the current price target is an average from 8 analysts. New target price is 15% above last closing price of ₩74,000. Stock is up 61% over the past year. The company is forecast to post earnings per share of ₩2,394 for next year compared to ₩2,671 last year.
분석 기사 • Nov 13Is ISC (KOSDAQ:095340) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Nov 08Dividend of ₩810 announcedShareholders will receive a dividend of ₩810. Ex-date: 29th December 2025 Payment date: 27th April 2026 Dividend yield will be 1.1%, which is about the same as the industry average. Payout Ratios Payout ratio: 9%. Cash payout ratio: 7%.
공시 • Nov 07ISC Co., Ltd. announces Annual dividend, payable on April 27, 2026ISC Co., Ltd. announced Annual dividend of KRW 810.0000 per share payable on April 27, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
분석 기사 • Oct 23Returns At ISC (KOSDAQ:095340) Appear To Be Weighed DownIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Sep 19Market Participants Recognise ISC Co., Ltd.'s (KOSDAQ:095340) Earnings Pushing Shares 31% HigherISC Co., Ltd. ( KOSDAQ:095340 ) shares have continued their recent momentum with a 31% gain in the last month alone...
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩67,400, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩45,263 per share.
분석 기사 • Aug 13When Should You Buy ISC Co., Ltd. (KOSDAQ:095340)?ISC Co., Ltd. ( KOSDAQ:095340 ), is not the largest company out there, but it saw a significant share price rise of 31...
Buy Or Sell Opportunity • Aug 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ₩64,400. The fair value is estimated to be ₩52,209, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.
분석 기사 • Jul 15Is ISC Co., Ltd. (KOSDAQ:095340) Worth ₩66k Based On Its Intrinsic Value?Key Insights The projected fair value for ISC is ₩51,734 based on 2 Stage Free Cash Flow to Equity ISC is estimated to...
Buy Or Sell Opportunity • Jul 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ₩63,000. The fair value is estimated to be ₩51,700, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.
분석 기사 • Jun 25ISC (KOSDAQ:095340) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩62,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩53,131 per share.
Buy Or Sell Opportunity • May 08Now 24% overvaluedOver the last 90 days, the stock has fallen 23% to ₩54,100. The fair value is estimated to be ₩43,696, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공시 • May 02ISC Co., Ltd. (KOSDAQ:A095340) agreed to acquire Isemi Co., Ltd from SK enpulse Co., Ltd. for KRW 29.3 billion.ISC Co., Ltd. (KOSDAQ:A095340) agreed to acquire Isemi Co., Ltd from SK enpulse Co., Ltd. for KRW 29.3 billion on April 30, 2025. A cash consideration of KRW 29.3 billion will be paid by SKC Co., Ltd at a price of KRW 12,208 per share. For the period ending March 31, 2025, Isemi Co., Ltd reported total revenue of KRW 2.08 billion and net loss of KRW 39 million. As of March 31, 2025, Isemi Co., Ltd reported total debt of KRW 6.36 billion and total assets of KRW 18.32 billion. The expected completion of the transaction is May 30, 2025.
분석 기사 • Apr 28Does ISC (KOSDAQ:095340) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Apr 14A Look At The Intrinsic Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights The projected fair value for ISC is ₩56,447 based on 2 Stage Free Cash Flow to Equity With ₩48,900 share...
Buy Or Sell Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to ₩45,200. The fair value is estimated to be ₩56,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩51,800, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩60,473 per share.
분석 기사 • Mar 28ISC Co., Ltd.'s (KOSDAQ:095340) Shareholders Might Be Looking For ExitWith a price-to-earnings (or "P/E") ratio of 21.8x ISC Co., Ltd. ( KOSDAQ:095340 ) may be sending very bearish signals...
Price Target Changed • Mar 15Price target increased by 7.9% to ₩86,111Up from ₩79,778, the current price target is an average from 9 analysts. New target price is 40% above last closing price of ₩61,700. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₩2,879 for next year compared to ₩2,671 last year.
Reported Earnings • Mar 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₩2,671 (up from ₩750 in FY 2023). Revenue: ₩174.5b (up 24% from FY 2023). Net income: ₩54.7b (up 314% from FY 2023). Profit margin: 31% (up from 9.4% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 4.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to ₩59,800. The fair value is estimated to be ₩76,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
분석 기사 • Mar 12What Does ISC Co., Ltd.'s (KOSDAQ:095340) Share Price Indicate?ISC Co., Ltd. ( KOSDAQ:095340 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
분석 기사 • Feb 26ISC (KOSDAQ:095340) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Feb 25ISC Co., Ltd., Annual General Meeting, Mar 25, 2025ISC Co., Ltd., Annual General Meeting, Mar 25, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 26, geumto-ro 40beon-gil, sujeong-gu, gyeonggi-do, seongnam South Korea
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₩60,500, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩72,875 per share.
분석 기사 • Dec 27Is ISC (KOSDAQ:095340) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of South Korean dividend payers (3.9%). Lower than average of industry peers (0.8%).
분석 기사 • Dec 13What ISC Co., Ltd.'s (KOSDAQ:095340) 28% Share Price Gain Is Not Telling YouISC Co., Ltd. ( KOSDAQ:095340 ) shareholders would be excited to see that the share price has had a great month...
분석 기사 • Dec 06A Look At The Intrinsic Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights ISC's estimated fair value is ₩66,221 based on 2 Stage Free Cash Flow to Equity Current share price of...
New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Nov 27Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to ₩50,500. The fair value is estimated to be ₩65,485, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
분석 기사 • Nov 22Investors Shouldn't Be Too Comfortable With ISC's (KOSDAQ:095340) EarningsInvestors were disappointed with ISC Co., Ltd.'s ( KOSDAQ:095340 ) earnings, despite the strong profit numbers. We...
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₩52,900, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Semiconductor industry in South Korea. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩65,131 per share.
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩544 (vs ₩287 loss in 3Q 2023)Third quarter 2024 results: EPS: ₩544 (up from ₩287 loss in 3Q 2023). Revenue: ₩50.4b (up 53% from 3Q 2023). Net income: ₩11.1b (up ₩15.9b from 3Q 2023). Profit margin: 22% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
분석 기사 • Nov 08Is There Now An Opportunity In ISC Co., Ltd. (KOSDAQ:095340)?ISC Co., Ltd. ( KOSDAQ:095340 ), is not the largest company out there, but it saw a significant share price rise of 26...
Price Target Changed • Nov 07Price target decreased by 7.1% to ₩79,300Down from ₩85,333, the current price target is an average from 10 analysts. New target price is 47% above last closing price of ₩53,800. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₩2,317 for next year compared to ₩749 last year.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₩53,800, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Semiconductor industry in South Korea. Total returns to shareholders of 116% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩44,634 per share.
분석 기사 • Oct 25Returns Are Gaining Momentum At ISC (KOSDAQ:095340)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
분석 기사 • Oct 06Market Participants Recognise ISC Co., Ltd.'s (KOSDAQ:095340) Earnings Pushing Shares 25% HigherISC Co., Ltd. ( KOSDAQ:095340 ) shareholders are no doubt pleased to see that the share price has bounced 25% in the...
Buy Or Sell Opportunity • Sep 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to ₩46,800. The fair value is estimated to be ₩58,603, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 97% in 2 years. Earnings are forecast to grow by 163% in the next 2 years.
분석 기사 • Aug 05ISC Co., Ltd. (KOSDAQ:095340) Shares Slammed 30% But Getting In Cheap Might Be Difficult RegardlessUnfortunately for some shareholders, the ISC Co., Ltd. ( KOSDAQ:095340 ) share price has dived 30% in the last thirty...
Major Estimate Revision • Aug 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₩231.6m to ₩209.1m. EPS estimate also fell from ₩3,070 per share to ₩2,754 per share. Net income forecast to grow 257% next year vs 73% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩106,375 to ₩90,333. Share price fell 2.1% to ₩49,050 over the past week.
Buy Or Sell Opportunity • Aug 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₩49,050. The fair value is estimated to be ₩61,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 119% in 2 years. Earnings are forecast to grow by 325% in the next 2 years.
분석 기사 • Jul 29Why ISC Co., Ltd. (KOSDAQ:095340) Could Be Worth WatchingISC Co., Ltd. ( KOSDAQ:095340 ), is not the largest company out there, but it saw significant share price movement...
Price Target Changed • Jul 21Price target decreased by 9.4% to ₩106,375Down from ₩117,429, the current price target is an average from 8 analysts. New target price is 93% above last closing price of ₩55,200. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₩3,070 for next year compared to ₩749 last year.
Buy Or Sell Opportunity • Jul 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₩60,200. The fair value is estimated to be ₩77,289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 169% in 2 years. Earnings are forecast to grow by 373% in the next 2 years.
Buy Or Sell Opportunity • Jul 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₩60,600. The fair value is estimated to be ₩76,942, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 161% in 2 years. Earnings are forecast to grow by 373% in the next 2 years.
분석 기사 • Jun 17A Look At The Fair Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights ISC's estimated fair value is ₩77,163 based on 2 Stage Free Cash Flow to Equity ISC's ₩68,600 share price...
분석 기사 • Apr 09ISC (KOSDAQ:095340) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Mar 18Why ISC's (KOSDAQ:095340) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from ISC Co., Ltd. ( KOSDAQ:095340 ) recently. We did some analysis...
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: ₩749 (vs ₩2,526 in FY 2022)Full year 2023 results: EPS: ₩749 (down from ₩2,526 in FY 2022). Revenue: ₩140.2b (down 22% from FY 2022). Net income: ₩13.2b (down 70% from FY 2022). Profit margin: 9.4% (down from 25% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 08ISC Co., Ltd.'s (KOSDAQ:095340) 32% Price Boost Is Out Of Tune With RevenuesISC Co., Ltd. ( KOSDAQ:095340 ) shareholders would be excited to see that the share price has had a great month...
Buy Or Sell Opportunity • Mar 04Now 20% overvaluedOver the last 90 days, the stock has fallen 4.6% to ₩75,000. The fair value is estimated to be ₩62,249, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 114% in 2 years. Earnings are forecast to grow by 2,034% in the next 2 years.
분석 기사 • Feb 29A Look At The Intrinsic Value Of ISC Co., Ltd. (KOSDAQ:095340)Key Insights Using the 2 Stage Free Cash Flow to Equity, ISC fair value estimate is ₩62,280 ISC's ₩70,400 share price...
Upcoming Dividend • Dec 20Upcoming dividend of ₩600 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 18 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 0.7%. Lower than top quartile of South Korean dividend payers (3.5%). Lower than average of industry peers (1.0%).
Reported Earnings • Nov 19Third quarter 2023 earnings released: ₩275 loss per share (vs ₩964 profit in 3Q 2022)Third quarter 2023 results: ₩275 loss per share (down from ₩964 profit in 3Q 2022). Revenue: ₩32.9b (down 33% from 3Q 2022). Net loss: ₩4.78b (down 129% from profit in 3Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in South Korea. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Nov 15Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ₩171.9m to ₩166.1m. EPS estimate rose from ₩1,781 to ₩2,094. Net income forecast to grow 97% next year vs 18% growth forecast for Semiconductor industry in South Korea. Consensus price target of ₩103,333 unchanged from last update. Share price rose 2.4% to ₩88,100 over the past week.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩88,200, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Semiconductor industry in South Korea. Total returns to shareholders of 380% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩45,196 per share.
New Risk • Oct 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (15% net profit margin). Shareholders have been diluted in the past year (23% increase in shares outstanding).
Major Estimate Revision • Oct 18Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₩178.1m to ₩171.9m. EPS estimate also fell from ₩2,004 per share to ₩1,781 per share. Net income forecast to grow 101% next year vs 34% growth forecast for Semiconductor industry in South Korea. Consensus price target down from ₩103,800 to ₩100,000. Share price rose 4.7% to ₩80,700 over the past week.
공시 • Oct 06ISC Co., Ltd. announced that it has received KRW 199.999919355 billion in funding from Helios Private Equity, SKC Co., Ltd.On October 4, 2023, ISC Co., Ltd. closed the transaction.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩74,100, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 331% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩72,947 per share.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩102,900, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 495% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩68,036 per share.
New Risk • Jul 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).
Price Target Changed • Jul 05Price target increased by 19% to ₩61,000Up from ₩51,333, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of ₩61,900. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₩2,593 for next year compared to ₩2,526 last year.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₩62,300, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Semiconductor industry in South Korea. Total returns to shareholders of 246% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₩47,250, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Semiconductor industry in South Korea. Total returns to shareholders of 173% over the past three years.
Buying Opportunity • May 10Now 20% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be ₩46,786, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Buying Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be ₩47,066, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Buying Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be ₩47,270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₩40,500, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Semiconductor industry in South Korea. Total returns to shareholders of 340% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩35,763 per share.
Upcoming Dividend • Dec 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 18 April 2023. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (1.8%).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₩36,450, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Semiconductor industry in South Korea. Total returns to shareholders of 338% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₩34,000, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Semiconductor industry in South Korea. Total returns to shareholders of 204% over the past three years.
공시 • Feb 11ISC Co., Ltd. announced that it has received KRW 13.4769495 billion in funding from Helios Private Equity Co., Ltd., Mason Cactus Innovation Growth Investment Association No. 1On February 9, 2022, ISC Co., Ltd. closed the transaction. The bond will be converted into 414,369 shares.
공시 • Feb 09ISC Co., Ltd. announced that it expects to receive KRW 13.4769495 billion in funding from Helios Private Equity Co., Ltd., Mason Cactus Innovation Growth Investment Association No. 1ISC Co., Ltd. announced a private placement of series 2 non-guaranteed private equity exchange bond with bearer type interest part for a gross proceeds of KRW 13,476,949,500 on February 8, 2022. The transaction will include participation from returning investors Helios Private Equity Co., Ltd., for KRW 12,684,213,412 Mason Cactus Innovation Growth Investment Association No. 1 for KRW 792,736,088. The bonds have a coupon rate of 5% and yield to maturity of 5%. The bonds will mature on March 09, 2027. The bonds will be 100% converted into 414,368 common shares at a fixed conversion price of KRW 32,524 per share for an equity stake of 2.38%. The conversion period is from February 10, 2022 to March 04, 2027. The payment date of the transaction is February 09, 2022. The securities issued in the transaction are subject to a lock up period of one year. The transaction has been approved by the board of directors of the company.
Buying Opportunity • Jan 21Now 24% undervaluedOver the last 90 days, the stock is up 31%. The fair value is estimated to be ₩42,907, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 19% per annum over the last 3 years.
Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 18 April 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of South Korean dividend payers (2.4%). Lower than average of industry peers (0.9%).