Samsung Electronics Co., Ltd.

KOSE:A005930 Lagerbericht

Marktkapitalisierung: ₩1716.3t

Samsung Electronics Management

Management Kriterienprüfungen 2/4

Samsung Electronics CEO ist Tae-Moon Roh , ernannt in Nov 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt ₩5.10B , bestehend aus 28.7% Gehalt und 71.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.001% der Aktien des Unternehmens, im Wert von ₩25.40B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.4 Jahre bzw. 2.2 Jahre.

Wichtige Informationen

Tae-Moon Roh

Geschäftsführender

₩5.1b

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts28.69%
Amtszeit als Geschäftsführerless than a year
Eigentum des Geschäftsführers0.001%
Durchschnittliche Amtszeit des Managements3.4yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2.2yrs

Jüngste Management Updates

Recent updates

Analyse-Update • May 06

A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks

Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.
Analyse-Update • Apr 21

A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.
Analyse-Update • Apr 06

A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns

Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.
Analyse-Update • Mar 23

A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism

Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
Neue Analyse • Mar 20

Riding the AI memory boom

Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.
Analyse-Update • Mar 09

A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing

Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.
Analyse-Update • Feb 22

A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns

Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.
Neue Analyse • Feb 22

Samsung Electronics (005930.KS) The Empire Strikes Back: Samsung’s HBM4 Breakthrough

Samsung Electronics is currently staging what analysts are calling the "Great Recovery," with shares trading at ₩84,200 on the Korea Exchange as of late February 2026. After a bruising 2025 where it trailed SK Hynix in the High Bandwidth Memory (HBM) race, Samsung has officially cleared the final qualification hurdles for its HBM4 modules with NVIDIA and AMD.
Analyse-Update • Feb 08

A005930: Tight DRAM Supply And AI Demand Will Support Future Returns

Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.
Analyse-Update • Jan 25

A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability

Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.
Analyse-Update • Jan 10

A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing

Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.
Analyseartikel • Jan 05

After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
Analyse-Update • Dec 27

A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing

Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.
Analyse-Update • Dec 13

A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades

Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.
Analyse-Update • Nov 29

A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher

Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.
Analyse-Update • Nov 15

A005930: Memory Chip Price Hikes Will Drive Share Price Upside

Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.
Analyse-Update • Oct 31

A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery

Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.
Analyse-Update • Oct 17

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Analysts have raised Samsung Electronics' fair value price target from approximately ₩92,645 to ₩105,207. They cite the company's recent large contract wins and a sustained upturn in the DRAM market as key drivers behind the upgrade.
Analyse-Update • Oct 03

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Samsung Electronics' analyst price target has been raised from approximately ₩83,700 to ₩92,600. This change reflects improved sentiment driven by a major contract win, expectations of higher revenue growth and profit margins, and a positive outlook for the DRAM market according to analysts.
Analyseartikel • Oct 01

Earnings Not Telling The Story For Samsung Electronics Co., Ltd. (KRX:005930) After Shares Rise 27%

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
Analyse-Update • Sep 16

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Analysts raised Samsung Electronics’ price target from ₩82,693 to ₩83,723, citing a $16.5B Tesla contract win and a robust DRAM upcycle that outweigh ongoing smartphone market headwinds. Analyst Commentary The $16.5B Tesla contract win is expected to significantly boost Samsung's Foundry division through increased utilization rates and enhance its track record for securing future large-scale projects.
Analyseartikel • Aug 17

Is Samsung Electronics (KRX:005930) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyseartikel • Jul 22

Samsung Electronics Co., Ltd.'s (KRX:005930) Business Is Yet to Catch Up With Its Share Price

It's not a stretch to say that Samsung Electronics Co., Ltd.'s ( KRX:005930 ) price-to-earnings (or "P/E") ratio of...
Analyseartikel • Jul 06

Return Trends At Samsung Electronics (KRX:005930) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Tae-Moon Roh im Vergleich zu den Einnahmen von Samsung Electronics verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

₩83t

Dec 31 2025n/an/a

₩44t

Sep 30 2025n/an/a

₩30t

Jun 30 2025n/an/a

₩29t

Mar 31 2025n/an/a

₩34t

Dec 31 2024₩5b₩1b

₩34t

Sep 30 2024n/an/a

₩32t

Jun 30 2024n/an/a

₩28t

Mar 31 2024n/an/a

₩20t

Dec 31 2023₩6b₩1b

₩14t

Sep 30 2023n/an/a

₩32t

Jun 30 2023n/an/a

₩36t

Mar 31 2023n/an/a

₩45t

Dec 31 2022₩4b₩1b

₩55t

Vergütung im Vergleich zum Markt: Tae-MoonDie Gesamtvergütung ($USD3.48M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt KR ($USD1.22M).

Entschädigung vs. Einkommen: Tae-MoonDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Tae-Moon Roh (57 yo)

less than a year
Amtszeit
₩5,099,000,000
Vergütung

Mr. Tae-Moon Roh, Ph D., serves as President, Head of Mobile eXperience & Executive Director of Samsung Electronics Co., Ltd. from March 16, 2022 and serves as its Acting Head of Device eXperience (DX) Div...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Tae-Moon Roh
CEO, Head of Mobile eXperience & Head of Device eXperience Division and Exec Directorless than a year₩5.10b0.0015%
₩ 25.4b
Hark-Kyu Park
President & Head of Corporate Management Office at DX Division4.4yrs₩3.35bkeine Daten
Si-young Choi
President & Head of Foundry Business5.5yrs₩6.90bkeine Daten
Young-Hyun Jun
Vice Chairman1.2yrskeine Daten0.00049%
₩ 8.4b
Mauro Porcini
President & Chief Design Officer1.1yrskeine Datenkeine Daten
Hyun-Chong Kim
President and Chief Legal Officer17.2yrskeine Datenkeine Daten
Kyungwhoon Cheun
President6.3yrskeine Datenkeine Daten
Soon-Cheol Park
Executive VP & CFOno datakeine Datenkeine Daten
Janghyun Yoon
Presidentless than a yearkeine Datenkeine Daten
Robert Yi
Head of Investor Relationsno datakeine Datenkeine Daten
Jung-ho Park
Head of Compliance Team & Executive VP3.4yrskeine Datenkeine Daten
Jung-Suk Kim
Managing Director and Director of Corporate Communicationsno datakeine Datenkeine Daten
3.4yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter

Erfahrenes Management: A005930Das Führungsteam des Unternehmens gilt als erfahren (3.4 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Tae-Moon Roh
CEO, Head of Mobile eXperience & Head of Device eXperience Division and Exec Director4.2yrs₩5.10b0.0015%
₩ 25.4b
Young-Hyun Jun
Vice Chairman1.2yrskeine Daten0.00049%
₩ 8.4b
Yong Kwan Kim
Executive Directorless than a yearkeine Datenkeine Daten
Hyuk-Jae Lee
Independent Director1.2yrskeine Daten0%
₩ 0
Jun-Sung Kim
Independent Director4.2yrskeine Datenkeine Daten
Eun-Nyeong Heo
Independent Director3.5yrskeine Datenkeine Daten
Je-Yoon Shin
Independent Chairman of the Board2.2yrskeine Datenkeine Daten
Hye-Kyung Cho
Independent Director2.2yrskeine Daten0.000010%
₩ 171.6m
2.2yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter

Erfahrener Vorstand: A005930Die Vorstandsmitglieder gelten nicht als erfahren ( 2.2 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/08 07:34
Aktienkurs zum Tagesende2026/05/08 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Samsung Electronics Co., Ltd. wird von 62 Analysten beobachtet. 36 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP
Nam Hyung KimArete Research Services LLP