LS Electric (010120) Fair Value & Analysis
Industrials · KR · Market cap 28.3T KRW (≈ $19.8B) · ISIN KR7010120004
What is LS Electric really worth?
Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
A solid business, but trading 560% above our fair value of 29,594 KRW.
Strengths
Risks
For context
Fair value as of: Aug 18, 2026
From 26 valuation models · updated 17 days ago
Share price +3.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (49,377 KRW). The favourable scenario is already priced in.
- The model range is unusually wide (15,716 KRW to 49,377 KRW). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 18, 2026.
How to read this chart
60‑month range 7,421 KRW – 318,500 KRW · fair‑value band 15,716 KRW – 49,377 KRW · the 195,300 KRW price screens above the 29,594 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 18, 2026.
Analysis
LS Electric (010120) currently trades at 195,300 KRW, while our model-based Fair Value estimate is 29,594 KRW, implying the stock looks roughly 560.1% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Industrials sector. Bull case: the Multiples group reads highest at a median of 37,198 KRW per share, and 0 of the 26 models we run sit above the 195,300 KRW price. Bear case: the Asset-Based group reads lowest at 9,320 KRW, and 26 of the 26 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, LS Electric generated revenue of 5.3T KRW at a net margin of 6.4%. Revenue grew 33.4% year over year. It earns a return on equity of 16.7%. Net debt stands at 580B KRW. Fundamentals as of Aug 18, 2026
Our scenario range runs from 15,716 KRW (bear case) to 49,377 KRW (bull case); at 195,300 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 42% below its 52-week high and 288% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −44% fair-value upside, at −85%, 010120 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Multiples (37,198 KRW) versus Asset-Based (9,320 KRW). Highest evidence: FCF DCF (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 53
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
LS ELECTRIC Co., Ltd. provides smart energy solutions in South Korea and internationally. The company offers smart power solutions, including energy management systems, supervisory control and data acquisition systems, distribution management systems, distribution control systems, micro grid systems, and diagnosis solutions; DC, AC, and EC-charger …
Full company description
LS ELECTRIC Co., Ltd. provides smart energy solutions in South Korea and internationally. The company offers smart power solutions, including energy management systems, supervisory control and data acquisition systems, distribution management systems, distribution control systems, micro grid systems, and diagnosis solutions; DC, AC, and EC-charger solutions; and LSPS, which performs automatic selection of breakers and determination of protection coordination through fault calculation. It also provides low and medium voltage, dc component, and protection/measurement/meter devices; and power transmission, power distribution, modular substation, and photovoltaic systems, as well as modular scalable platform and energy storage systems. In addition, the company offers smart automation solutions, such as precision plenary gearbox, PLC, servo/motion, HMI, and AC drive (VFD) solution; and smart railway solutions comprising power supply and signaling systems. The company was formerly known as LSIS Co., Ltd. and changed its name to LS ELECTRIC Co., Ltd. in 2020. LS ELECTRIC Co., Ltd. was founded in 1974 and is headquartered in Anyang-Si, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LS Electric reported revenue of 5.0T KRW in FY2025 versus 2.7T KRW in FY2021, a compound +16.8%/yr. Reported net income was 287B KRW in FY2025, compounding +35.6%/yr from FY2021.
010120 screens 560% overvalued. Compare with Contemporary Amperex Technology Co →
Peer Group
Electrical Equipment & Parts · 542 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$652.50 | HK$394.19 | −40% |
| ABB Ltd ABBN | CHF 80.10 | CHF 28.70 | −64% |
| Delta Electronics (Thailand) Public Company TDED | 10.40 SGD | 1.47 SGD | −86% |
| Vertiv Holdings VRT | $257.08 | $63.13 | −75% |
| LG Energy Solution, Ltd 373220 | 365,500 KRW | 201,455 KRW | −45% |
| Prysmian S.p.A PRY | €117.10 | €84.15 | −28% |
| Legrand SA LR | €139.65 | €78.82 | −44% |
| Sungrow Power Supply Co 300274 | ¥86.40 | ¥123.83 | +43% |
| Hubbell Incorporated HUBB | $443.31 | $285.77 | −36% |
| Shenzhen Inovance Technology Co 300124 | ¥61.07 | ¥33.04 | −46% |
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