Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
100840.KS
STRONG BUYAPPROVESNT Energy Co., Ltd. · Industrials · South Korea · $406M · Avg Vol: $4M/d
SNT Energy is a premier manufacturer of air-cooled heat exchangers (ACHE) essential for LNG terminals, petrochemical plants, and refineries. The structural shift toward LNG infrastructure in Europe and Asia to bypass Russian gas creates a multi-year tailwind. SNT's high quality score (Q: 71) and deep engineering moat make it a prime beneficiary of the geopolitical energy risk premium.
COMPANY DESCRIPTION
SNT Energy Co., Ltd. is a South Korean engineering company specializing in air-cooled heat exchangers, waste heat recovery boilers, and environmental control systems for the petrochemical and power industries. The company's competitive moat lies in its advanced thermal design technologies and long-term supply relationships with global engineering, procurement, and construction (EPC) contractors. It is a leading niche manufacturer in the global energy equipment market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 132.1M | 209.7M | 191.6M | 394.7M | 44.0% |
| EPS | 0.62 | 0.25 | 1.14 | 2.78 | 64.9% |
| Shares | 22.5M | 22.5M | 20.7M | 19.8M | -12.3% |
| Debt | 34.5M | 15.9M | 2.6M | 2.1M | -60.5% |
| Equity | 168.8M | 179.8M | 199.5M | 237.5M | 12.1% |
| Op CF | 18.8M | 2.1M | 7.4M | 67.1M | 52.7% |
| Inv CF | -39.4M | 4.4M | -2.8M | -24.8M | — |
| Fin CF | 28.9M | -23.5M | -17.8M | -16.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 100840.KS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 100840.KS | SNT Energy Co., Ltd.(you) | $406M | 86 | STRONG BUY |
| 098070.KQ | HANTECH | $234M | 86 | STRONG BUY |
| 013030.KQ | Hy-Lok Corporation | $263M | 92 | STRONG BUY |
| 126720.KS | Soosan Industries Co., Ltd. | $202M | 86 | STRONG BUY |
| 065710.KQ | Seoho Electric Co.,Ltd | $149M | 88 | STRONG BUY |
| 056190.KQ | SFA Engineering Corporation | $469M | 66 | BUY |
| 009450.KS | Kyung Dong Navien Co., Ltd. | $607M | 67 | BUY |
| 033100.KQ | Cheryong Electric Co.,Ltd. | $530M | 63 | HOLD |
| 119850.KQ | GnCenergy Co., Ltd | $230M | 60 | HOLD |
| 323350.KQ | Dawon Nexview Co., Ltd. | $69M | 76 | BUY |
Peer medians: ROE 5.5% · P/E 13.3x · Gross margin 15.5%