삼성전기

009150KOSPI전자부품 제조업

57.7 / 100

Reference Date: 2026-07-24

Financial Score17.5 / 40

News Sentiment18.2 / 25

Momentum8.0 / 20

Disclosure14.0 / 15

AI Analysis: ROE significantly exceeds the industry average but PER raises overvaluation concerns. Plunged 26.3% over the past month, and news sentiment is positive.

Company InformationBased on 2025 Annual Report

Business Overview

Samsung Electro-Mechanics operates three business divisions: Components (passive components), Package Solutions (semiconductor substrates), and Optical Solutions (camera modules). In 2025, sales reached 11.314 trillion won, with Samsung Electronics and its affiliates accounting for 27% of sales. Average selling prices for MLCC, semiconductor substrates, and camera modules increased by 0.9%, 4.1%, and 14.0% year-over-year, respectively.

Number of Employees

24,346people

Average Salary

109.5M KRW

Score Calculation Basis

Detailed Financial Score

PER

147.96Industry Average 16.510.0Point

9.0x industry avg (risky)

PBR

11.04Industry Average 0.900.0Point

12.3x industry avg (risky)

ROE

7.77Industry Average 4.615.5Point

1.7x industry avg (good)

Debt Ratio

9.99Industry Average 11.134.0Point

In line with industry avg

Trend 2023~20258.0 / 10 points

Revenue Growth Rate

2.5 / 3

Avg ▲12.7% (2-year basis)

Operating Profit Growth Rate

2.5 / 3

Avg ▲19.6% (2-year basis)

ROE Trend

3.0 / 4

Avg ROE 7.3% (improving, 3yr)

Detailed News Sentiment

55 totalPositive 30Neutral 13Negative 12Average Sentiment Score 72.6

Positive
삼성전기, 3000억 규모 MLCC 공급 계약
삼성전기가 AI 서버용 MLCC 공급 계약 체결로 대규모 수익 창출 기대.
Neutral
노태문 삼성전자 사장 “삼성의 다음 먹거리는 OO”…직속 전담조직 .....
No direct impact on 삼성전기 stock indicated from the provided news.
Positive
삼성전기, 빅테크에 AI용 MLCC 3천억 공급
삼성전기의 대규모 AI 서버용 MLCC 공급 계약 체결로 주가가 급등했다.

Detailed Momentum

52-week position6.0Point

52w upper range (61%)

Current 1,448,000Won52-week high 2,270,00052-week low 134,900

1-month return0.0Point

1m -26.27% (strong drop)

Volume trend2.0Point

Volume decreasing

Detailed Disclosure

10 totalPositive 2Neutral 8Negative 0

Positive단일판매ㆍ공급계약체결2026-07-23
Neutral결산실적공시예고(안내공시)2026-07-09
Neutral기업설명회(IR)개최(안내공시)2026-07-09
Neutral최대주주등소유주식변동신고서2026-07-06
Neutral장래사업ㆍ경영계획(공정공시)2026-07-03