빛과전자

069540KOSDAQ

53.5 / 100

Reference Date: 2026-09-08

Financial Score15.0 / 40

News Sentiment18.5 / 25

Momentum10.0 / 20

Disclosure10.0 / 15

AI Analysis: the debt ratio is very low with excellent financial health but ROE is below the industry average. Declined 6.8% over the past month, and news sentiment is positive.

Company InformationBased on 2025 Annual Report

Business Overview

Bit & Electron is a company specializing in the research, development, manufacturing, and sales of optical communication modules such as optical transmitters, receivers, and transceivers. Expanding into data centers and defense sectors, the company focuses on modules for wireless base stations, FTTH, and broadcasting. With global 5G subscriber forecasts reaching 3.5 billion by 2026, the company benefits from growing demand for high-speed optical modules.

Number of Employees

66people

Average Salary

68.7M KRW

Score Calculation Basis

Detailed Financial Score

PER

—Industry Average 15.004.0Point

PBR

5.36Industry Average 1.200.0Point

4.5x industry avg (risky)

ROE

-32.38Industry Average 8.000.0Point

Well below industry avg

Debt Ratio

6.39Industry Average 100.008.0Point

Half of industry avg (excellent)

Trend 2023~20253.0 / 10 points

Revenue Growth Rate

3.0 / 3

Avg ▲29.4% (2-year basis)

Operating Profit Growth Rate

0.0 / 3

Avg ▼35.4% (2-year basis)

ROE Trend

0.0 / 4

Avg ROE -34.4% (improving, 3yr)

Detailed News Sentiment

9 totalPositive 6Neutral 2Negative 1Average Sentiment Score 73.9

Positive
[이 시각 시황] 코스피 3%대 급등, 6,900선 돌파…반도체·AI ...
코스피의 급등으로 빛과전자를 포함한 반도체 및 AI 관련 주식들이 긍정적인 영향을 받고 있다.
Positive
[특징주] 미국 루멘텀 상승에 국내 광통신주도 강세 마감(종합)
국내 광통신주 빛과전자의 주가가 미국 루멘텀의 강세에 힘입어 상승 마감했다.
Positive
AI 광통신 활용 가능성 부각…통신장비株 강세
빛과전자의 주가 상승은 AI 광통신 활용 기대감으로 인한 통신장비 시장 강세에 따른 것으로 분석됩니다.

Detailed Momentum

52-week position3.0Point

52w lower range (34%)

Current 2,800Won52-week high 6,99052-week low 592

1-month return2.0Point

1m -6.82% (slight drop)

Volume trend5.0Point

Volume increasing

Detailed Disclosure

6 totalPositive 0Neutral 6Negative 0

Neutral임원ㆍ주요주주특정증권등소유상황보고서2026-09-04
Neutral주식등의대량보유상황보고서(일반)2026-09-04
Neutral전환가액의조정 (제17회차)2026-08-26
Neutral반기보고서 (2026.06)2026-08-14
Neutral[기재정정]주주총회소집결의2026-08-11