KRX · Korea · Electronic Components

009150.KS Samsung Electro-Mechanics

MLCCs and FC-BGA substrates

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)

MLCC & Passive Components · 62

Last close (delayed) · 2026-10-30

₩1,196,000

−7.50% today

+6.6%

−21.7%

+7.4%

YTD

+369.0%

+458.8%

Off 52w high

−47.3%

Next earnings (est.): 2027-01-21

Market cap₩90.35T≈ $67.76B

P/E (trailing)—Forward 24.5

EV / sales7.3×EV/EBITDA 42.2×

Revenue (TTM)₩12.46TGrowth 24.2% y/y

Margins21.7%gross · op 12.7%

Free cash flow-₩448BCash ₩3.33T · debt ₩3.09T

Analyst target₩2,456,667+105.4% upside · 27 analysts · strong buy

Riskβ 2.96Short — of float · yield 0.18%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

009150.KS · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events

8

2026-08-14EarningsMiss / cut

Reported EPS 4177 vs 4320.07 expected (-3.3% surprise).
7

2026-05-15EarningsBeat / raise

Reported EPS 3296 vs 2879.35 expected (+14.5% surprise).
6

2026-02-19EarningsBeat / raise

Reported EPS 2958 vs 2466.2 expected (+19.9% surprise).
5

2025-11-14EarningsBeat / raise

Reported EPS 2910 vs 2577.35 expected (+12.9% surprise).
4

2025-08-14EarningsMiss / cut

Reported EPS 1717 vs 2076.14 expected (-17.3% surprise).
3

2025-05-15EarningsMiss / cut

Reported EPS 1776 vs 1944.52 expected (-8.7% surprise).
2

2025-02-21EarningsBeat / raise

Reported EPS 2134 vs 1539.64 expected (+38.6% surprise).
1

2024-11-14EarningsMiss / cut

Reported EPS 1554 vs 2309.95 expected (-32.7% surprise).

Latest headlines

Auto-updated daily

Earnings history

EPS vs expectations

Date	Expected EPS	Reported EPS	Surprise
2026-08-14	4320.07	4177.0	−3.3%
2026-05-15	2879.35	3296.0	+14.5%
2026-02-19	2466.2	2958.0	+19.9%
2025-11-14	2577.35	2910.0	+12.9%
2025-08-14	2076.14	1717.0	−17.3%
2025-05-15	1944.52	1776.0	−8.7%
2025-02-21	1539.64	2134.0	+38.6%
2024-11-14	2309.95	1554.0	−32.7%
2024-08-14	1770.79	2297.0	+29.7%
2024-05-16	1723.89	2428.0	+40.8%
2024-02-23	1267.04	659.0	−48.0%
2023-11-14	2071.34	2058.0	−0.6%
2023-08-14	1968.48	1576.0	−19.9%
2023-05-15	1409.99	1500.0	+6.4%
2023-03-07	1582.72	1694.0	+7.0%
2022-11-14	3041.6	3596.0	+18.2%
2022-08-16	3320.25	4187.0	+26.1%
2022-05-16	3876.23	4187.0	+8.0%
2022-02-22	3412.78	3114.0	−8.8%
2021-11-15	3908.74	4684.0	+19.8%
2021-08-17	2883.06	3059.0	+6.1%
2021-05-17	2893.97	3087.0	+6.7%
2021-02-23	2442.99	2681.0	+9.7%
2020-11-16	2319.15	3047.0	+31.4%

About Samsung Electro-Mechanics

Website ↗

Samsung Electro-Mechanics Co., Ltd. manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe. The company operates through three segments: Component, Package Solution, and Optics Solution. It offers multilayer ceramic capacitors, inductors, tantalums, and chip resistors; camera modules; package substrates; and semiconductor PKG boards. The company is also involved in the real estate and real estate software, as well as investment business. Its products are used in automotive, computer, display, mobile phone, network, server, solid-state drive, tablet, and wearable product applications. The company has a strategic partnership with NVIDIA for AI semiconductor supply chain and the expansion of AI infrastructure. The company was formerly known as Samsung Electronic Parts Co., Ltd. and changed its name to Samsung Electro-Mechanics C…

11,514 employees · Suwon-si, South Korea

MLCC & Passive Components

An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.

Ceramic powder→MLCC→Board→Server

What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
6981.T Murata Manufacturing	Largest MLCC maker; high-cap parts for AI servers	¥6,358.0	−7.72%	−19.0%	+98.6%
6976.T Taiyo Yuden	MLCCs and inductors	¥8,553.0	−7.34%	−8.3%	+145.5%
6762.T TDK	Passive components, MLCCs and power supplies	¥2,572.0	−7.22%	−13.7%	+18.2%
2327.TW Yageo	Capacitors and resistors (incl. KEMET)	NT$502.0	−7.55%	−8.4%	+118.9%
2492.TW Walsin Technology	MLCCs and passives	NT$381.0	−9.93%	+26.2%	+227.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.