Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
011690.KS
STRONG SELLREMOVEGet insider-trade alertsY2 Solution Co., Ltd · Technology · South Korea · $124M · Avg Vol: $1M/d
Y2 Solution manufactures power supply units. It is a low-margin hardware business with no pricing power, high customer concentration, and no clear competitive moat.
COMPANY DESCRIPTION
Y2 Solution Co., Ltd. designs and manufactures switched-mode power supplies (SMPS) for consumer electronics, including flat-panel televisions and LED lighting. The company maintains a strong competitive position as a long-term, trusted supplier to global electronics giants like Samsung Electronics. It is currently leveraging its power conversion expertise to develop high-capacity power modules for electric vehicle (EV) charging infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 78.5M | 89.2M | 100.7M | 107.5M | 11.1% |
| EPS | -0.23 | -0.01 | 0.12 | -0.17 | — |
| Shares | 31.8M | 36.6M | 36.6M | 36.6M | +14.8% |
| Debt | 8.4M | 1.3M | 1.4M | 12.1M | 13.1% |
| Equity | 53.7M | 66.4M | 70.8M | 64.5M | 6.3% |
| Op CF | -1.6M | -13.3M | 6.5M | -4.2M | — |
| Inv CF | -1.2M | 2.7M | -5.6M | -2.6M | — |
| Fin CF | 4.0M | -1.1M | 0.5M | 10.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 011690.KS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 011690.KS | Y2 Solution Co., Ltd(you) | $124M | 7 | STRONG SELL |
| 417010.KQ | NanoTIM Co. Ltd. | $119M | 4 | STRONG SELL |
| 080420.KQ | Moda-InnoChips Co., Ltd. | $108M | 9 | STRONG SELL |
| 418550.KQ | JEIO Co., Ltd. | $112M | 12 | STRONG SELL |
| 464080.KQ | SOSLAB | $123M | 0 | STRONG SELL |
| 042600.KQ | Seronics Co., Ltd. | $80M | 8 | STRONG SELL |
| 371950.KQ | POONGWON PRECISION CO.,Ltd. | $103M | 0 | STRONG SELL |
| 484120.KQ | DOWOOINSYS | $112M | 16 | STRONG SELL |
| 307180.KQ | IL CO.,LTD. | $177M | 3 | STRONG SELL |
| 014915.KS | Sungmoon Electronics Co., Ltd. | $67M | 8 | STRONG SELL |
Peer medians: ROE 5.2% · P/E 22.5x · Gross margin 22.0%