Intelligent Digital Integrated Security아이디스

IDIS is profitable and lowly valued on trailing numbers, but its shares have fallen 12% over the past year.

IDIS, a Korean maker of video security recorders, cameras and software, reported trailing twelve-month revenue of ₩330B and operating income of ₩24B to H1 2026, with a 7.2% operating margin. Revenue has been roughly flat-to-growing since 2023, while profit has fallen from its 2021 and 2023 peaks. At ₩15,640 the shares trade near the bottom of their 52-week range, with a P/E of 8.8 and P/B of 0.7.

What stands out

• Trailing operating margin of 7.2% and net margin of 5.8%, below 2023 levels of 8.1% and 7.2% respectively, though above 2024's 5.1% operating margin.
• Net income was ₩17B in 2025 and ₩19B on a trailing basis, versus ₩23B in 2021 and ₩20B in 2023.
• The balance sheet shows cash of ₩50B against borrowings of ₩15B, with liabilities at 31.6% of equity and trailing free cash flow of ₩1.4B.
• The discounted cash flow model gives a base value of ₩38,335, bear ₩23,195 and bull ₩64,639; these are model outputs, not forecasts, and sit well above the current price.
• Foreign ownership fell from 2.4% to 1.9% over about 60 days, and retail investors were net sellers over the last 20 days, while the dividend yield is 2.6%.

What to watch

• The next periodic results and whether margins recover toward the 2023 level of around 8%.
• Recent filings are mostly routine insider shareholding reports, plus a 5%+ holding report on 14 September and 30 July; the data does not say what these changes mean.
• The data includes no news headlines, analyst views or stated company guidance, so the outlook for the business cannot be assessed from it.