Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
178920.KS
STRONG BUYREMOVEPI Advanced Materials Co., Ltd. · Basic Materials · South Korea · $488M · Avg Vol: $2M/d
PI Advanced Materials produces polyimide films. While it has a decent quality score, it lacks direct exposure to the advanced packaging bottleneck (CoWoS/HBM) and is more tied to general consumer electronics demand.
COMPANY DESCRIPTION
PI Advanced Materials Co., Ltd. is the world's leading manufacturer of polyimide (PI) films, which are essential for flexible printed circuit boards (FPCBs) in smartphones and electric vehicles. The company's competitive moat is driven by its proprietary chemical formulations, high-yield manufacturing processes, and dominant global market share. It is a highly specialized, high-margin materials leader in the global electronics supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 182M | 143M | 165M | 173M | -1.6% |
| EPS | 1.02 | -0.04 | 0.50 | 0.68 | -12.7% |
| Shares | 29M | 29M | 29M | 29M | 0.0% |
| Debt | 67M | 104M | 93M | 34M | -20.3% |
| Equity | 225M | 207M | 221M | 234M | 1.3% |
| Op CF | 11M | 40M | 36M | 52M | 65.0% |
| Inv CF | -64M | -34M | -9M | -3M | — |
| Fin CF | 3M | 21M | -10M | -69M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 178920.KS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 178920.KS | PI Advanced Materials Co., Ltd.(you) | $488M | 81 | STRONG BUY |
| 104830.KQ | WONIK Materials Co.,Ltd. | $341M | 82 | STRONG BUY |
| 170920.KQ | LTC Co.,Ltd | $323M | 76 | BUY |
| 011785.KS | Kumho Petro Chemical Co.,Ltd | $985M | 82 | STRONG BUY |
| 027410.KS | BGF Co., Ltd. | $283M | 73 | BUY |
| 000210.KS | DL Holdings CO., LTD. | $816M | 66 | BUY |
| 004430.KS | Songwon Industrial Co., Ltd. | $168M | 88 | STRONG BUY |
| 000320.KS | NOROO Holdings Co., Ltd. | $129M | 78 | BUY |
| 090350.KS | NOROO Paint & Coatings Co., Ltd. | $106M | 88 | STRONG BUY |
| 445180.KQ | Purit Co., Ltd. | $100M | 91 | STRONG BUY |
Peer medians: ROE 3.1% · P/E 12.1x · Gross margin 15.0%