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Samsung Electronics Co Ltd DR SMSN

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Samsung Electronics and SK Hynix: While Memory Prices Rise in 2024, HBM Competition Will Intensify

Kazunori Ito

According to two South Korean memory suppliers’ earnings, DRAM prices rose by nearly 20% and NAND prices more than 30% sequentially in the March quarter, exceeding the forecasts we made three months ago. While memory suppliers continued to lower capacity utilization to reduce inventories, 1) demand for high-end memory, such as high bandwidth memory, remained robust and contributed to an improved product mix, and 2) smartphone manufacturers procured memory in anticipation of a memory price hike this year, creating a tight supply/demand situation.

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Price vs Fair Value

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SMSN is trading at a 442% premium.
Price
$1,448.00
Fair Value
$4,413.00
Uncertainty
Medium
1-Star Price
$1,424.80
5-Star Price
$2,762.00
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Samsung's flexible-screen advantage can be leveraged into increased smartphone market share.

Bears

Samsung generates about 20%-25% of earnings from mobile devices. Competition in this space has spiked dramatically, with new players offering similar devices to Samsung at much lower prices. Samsung’s market share and margins appear vulnerable.

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Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Market Cap
—
Volume/Avg
— / 11,459

Key Statistics

Price/Earnings (Normalized)
26.46
Price/Sales
1.71
Dividend Yield (Trailing)
1.39%
Dividend Yield (Forward)
1.79%
Total Yield
1.39%

Company Profile

Samsung Electronics is a diversified electronics conglomerate that manufactures and sells a wide range of products, including smartphones, semiconductor chips, printers, home appliances, medical equipment, and telecom network equipment. More than half of its profit is generated from semiconductor business, and a further 20-25% is generated from its mobile handset business, although these percentages vary with the fortunes of each of these businesses. It is the largest smartphone and television manufacturer in the world, which helps provide a base demand for its component businesses, such as memory chips and displays, and is also the largest manufacturer of these globally.
Sector
Technology
Industry
Consumer Electronics
Stock Style Box
Large Growth
Total Number of Employees
124,804
Website
https://www.samsung.com

Competitors

Valuation

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Metric
SMSN
000660
AAPL
Price/Earnings (Normalized)
 26.46—29.53
Price/Book Value
 1.472.3839.25
Price/Sales
 1.713.297.77
Price/Cash Flow
 8.7613.5624.61
Price/Earnings
SMSN
000660
AAPL

Financial Strength

Metric
SMSN
000660
AAPL
Quick Ratio
 1.78—0.87
Current Ratio
 2.551.411.04
Interest Coverage
 15.09−7.09—
Quick Ratio
SMSN
000660
AAPL

Profitability

Metric
SMSN
000660
AAPL
Return on Assets (Normalized)
 4.72%−4.08%32.12%
Return on Equity (Normalized)
 6.10%−7.40%165.09%
Return on Invested Capital (Normalized)
 4.99%−3.51%62.77%
Return on Assets
SMSN
000660
AAPL
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