Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
234300.KQ
HOLDREMOVESTraffic Co,. Ltd · Technology · South Korea · $51M · Avg Vol: $181K/d
STraffic specializes in smart transportation infrastructure in South Korea; while niche, it lacks global scale, pricing power, and alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
STraffic Co., Ltd. develops and implements smart transportation systems, including electronic toll collection, intelligent transport systems (ITS), and railway signaling solutions. The company's competitive moat is established through its proprietary software platforms and its dominant market share in South Korea's highway tolling and metro fare collection systems. It is a leading niche player driving digital transformation in public transit infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 86.0M | 95.8M | 123.1M | 109.6M | 8.4% |
| EPS | — | 0.81 | 0.41 | 0.14 | 0.12 | -47.6% |
| Shares | — | 26.1M | 27.5M | 27.8M | 26.9M | +3.0% |
| Debt | 10.3M | 12.4M | 11.2M | 13.1M | 14.3M | 8.7% |
| Equity | — | 42.1M | 61.1M | 63.9M | 66.3M | 16.4% |
| Op CF | — | 3.5M | 0.2M | 9.2M | 2.6M | -8.7% |
| Inv CF | — | -2.8M | 1.0M | -4.1M | -4.8M | — |
| Fin CF | — | -8.9M | -1.2M | -1.8M | -0.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 234300.KQ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 234300.KQ | STraffic Co,. Ltd(you) | $51M | 42 | HOLD |
| 131370.KQ | RSUPPORT Co., Ltd. | $53M | 40 | HOLD |
| 042510.KQ | Raonsecure Co., Ltd. | $56M | 49 | HOLD |
| 040160.KQ | NuriFlex Co.,Ltd. | $65M | 34 | SELL |
| 300080.KQ | FLITTO Inc. | $75M | 56 | HOLD |
| 205100.KQ | EXEM Co., Ltd. | $82M | 56 | HOLD |
| 158430.KQ | ATON Inc. | $75M | 20 | SELL |
| 298830.KQ | Suresofttech Inc. | $174M | 37 | HOLD |
| 163730.KQ | Finger, Inc. | $105M | 22 | SELL |
| 403550.KS | SOCAR Inc. | $276M | 37 | HOLD |
Peer medians: ROE 5.1% · P/E 25.5x · Gross margin 22.5%