View ValuationLG CNS 将来の成長Future 基準チェック /16LG CNS利益と収益がそれぞれ年間12.9%と8.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.3% 13%なると予測されています。主要情報12.9%収益成長率13.01%EPS成長率IT 収益成長18.8%収益成長率8.4%将来の株主資本利益率16.32%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩85,600, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in South Korea. Total returns to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩161,568 per share.お知らせ • Apr 17+ 1 more updateLG CNS Unveils Logistics Robot Mobile Shuttle for Cold Chain LogisticsLG CNS was accelerating its global expansion with a new next-generation logistics robot that operates uninterrupted 24/7, even in extreme cold warehouses at -15°F (-26°C). The company unveiled its "Mobile Shuttle", intralogistics automation robot at MODEX 2026 in Atlanta, North America's largest logistics trade show. Designed for stable performance in harsh subzero environments, the robot extends its applications to cold chain logistics in food and retail, while helping create a safer working environment for on-site personnel. The Mobile Shuttle moves through warehouse racks at speeds of up to 4.9 ft/s(1.5 m/s) and can carry loads of up to 3,307 lbs(1,500 kg) each, with dozens or even hundreds of units operating simultaneously within the warehouse racks. Its four-way shuttle architecture, which enables movement in all directions – up, down, left, right, forward, and backward – greatly reduces routing constraints and supports flexible logistics flows to maximize operational efficiency. A high-density storage design delivers more than 30% higher storage efficiency compared to conventional two-way systems that are limited to forward and backward movement. LG CNS has enhanced user convenience by incorporating an AI agent into its Mobile Shuttle. In exceptional situations such as urgent shipments, on-site operators can directly control the shuttle robot simply by entering natural language commands into a chatbot. When an issue occurs with the shuttle robot, the AI agent identifies the cause and suggests appropriate response measures to the operator, improving both stability and responsiveness. To further enhance logistics performance, LG CNS has integrated mathematical optimization technologies into the system. By analyzing the shuttle robots' routes and operational status in real time, it minimizes bottlenecks and establishes optimized plans for inbound and outbound processes, automatically assigning the most efficient tasks to each shuttle robot. The Mobile Shuttle is designed to safely transport both general cargo and cylindrical items such as automotive batteries. It also has secured UL certification, a key safety standard for electrical, electronic, and mechanical products in the United States. Companies across a variety of industry verticals, including manufacturing, logistics, and automotive, can choose from different shuttle robot types and materials to build logistics systems tailored to their specific operating environments.Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩4,549 (up from ₩4,180 in FY 2024). Revenue: ₩6.13t (up 2.5% from FY 2024). Net income: ₩437.9b (up 20% from FY 2024). Profit margin: 7.1% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in South Korea.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩57,900, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the IT industry in South Korea. Total returns to shareholders of 23% over the past year.お知らせ • Feb 13LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South KoreaValuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩71,700, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in South Korea.分析記事 • Jan 15Investor Optimism Abounds LG CNS Co., Ltd. (KRX:064400) But Growth Is LackingLG CNS Co., Ltd.'s ( KRX:064400 ) price-to-earnings (or "P/E") ratio of 16.8x might make it look like a sell right now...お知らせ • Jan 13LG CNS Co., Ltd. to Report Q4, 2025 Results on Jan 27, 2026LG CNS Co., Ltd. announced that they will report Q4, 2025 results on Jan 27, 2026Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩67,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩124,410 per share.分析記事 • Nov 25Is LG CNS (KRX:064400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 20Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₩1,083 (down from ₩1,352 in 3Q 2024). Revenue: ₩1.52t (up 5.8% from 3Q 2024). Net income: ₩104.9b (down 11% from 3Q 2024). Profit margin: 6.9% (down from 8.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in South Korea.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩55,400, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩102,879 per share.お知らせ • Oct 16LG CNS Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025LG CNS Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025分析記事 • Oct 02Earnings Not Telling The Story For LG CNS Co., Ltd. (KRX:064400)With a median price-to-earnings (or "P/E") ratio of close to 15x in Korea, you could be forgiven for feeling...お知らせ • Oct 02LG CNS Leverages Manufacturing AX Tech to Target the Middle East Oil MarketLG CNS is set to expand into Middle Eastern markets with its advanced manufacturing-focused AX technologies. From September 30 to October 2, LG CNS participated in the International Downstream Conference & Exhibition (IDCE) 2025 in Bahrain, marking a first for a Korean IT company as it showcased manufacturing AX technologies for intelligent and automated operation of petroleum sites. IDCE is the largest industry event in the Middle East and often referred to as the CES of the petroleum and petroleum refining industry. The event is hosted by the Gulf Downstream Association (GDA), a trade body established by the region's six leading companies, including Saudi Aramco and Bahrain Petroleum Company (BAPCO). This year, companies from approximately 50 countries participated to showcase breakthrough technologies in the petroleum and petroleum refining industry as well as sustainable energy solutions. LG CNS' booth at the exhibition used the theme "AI-Driven Intelligent Plant Transformation" and was set up in collaboration with S-OIL, a petroleum and refining company. The objective was to introduce a variety of innovations, including Flare Stack AI Monitoring, AI-Guided HAZOP Analysis, AI Tutor for Process Safety Management (PSM), and AI Incident Reporting Assistant. The solutions are designed to enhance safety management and productivity - both key priorities in manufacturing - and were successful in capturing strong interest from industry professionals. One example of a solution is Flare Stack AI Monitoring, which leverages AI image analysis and CCTV to enable uninterrupted, 24/7 monitoring of flare stacks, facilities that burn off flammable gases, and enable safe disposal. When it detects abnormalities in smoke color or flare conditions, the AI-powered system automatically controls steam valves to ensure optimal operation, thereby dramatically boosting process stability. LG CNS also introduced an AI agent that automates facility drawing analyses for Hazard and Operability (HAZOP). HAZOP is performed during the design or commissioning stage of production facilities to identify potential hazards in advance. The entire process is traditionally conducted manually, making it time-consuming and subject to variations due to differences in expertise at the staffing level. AI-Guided HAZop Analysis standardizes this by automatically analyzing all facility and equipment drawings and specifications. This reduces average analysis time by more than 60% and significantly improves accuracy. PSM AI Tutor is an AI-based mock interview program designed to support safety awareness with employees, a key component of PSM inspections. Unlike traditional face-to-face interview training by safety managers, this approach eliminates time and location constraints, allowing more efficient preparation. The AI Incident Reporting Assistant automates the reporting and documentation process in the event of workplace incidents, including fires and injuries, to accelerate the initial response time. Upon receiving site photos or voice memos from the first witness via a mobile app, AI is used to assess the information to determine the incident type, severity, and probable causes. It then streamlines the full reporting process, from preparing reports to notifying relevant internal teams and safety authorities. This enables more efficient responses in industrial accidents, where accurate root-cause analysis and fast initial response are critical. LG CNS and S-OIL initially signed a business agreement in February to build intelligent plants and have been working together since then to integrate AX technologies in petroleum and petroleum refining operations. Alongside the event, LG CNS CEO Shin Gyoon Hyun met with Hussain A. Al Qahtani, Senior Vice President of Fuels at Saudi Aramco, to explore collaboration opportunities aimed at embedding AX technologies within Saudi Aramco, building on LG CNS's proven track record in manufacturing AX.分析記事 • Sep 10LG CNS Co., Ltd.'s (KRX:064400) Intrinsic Value Is Potentially 80% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, LG CNS fair value estimate is ₩128,567 LG CNS is estimated to...Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩1,018 (vs ₩1,176 in 2Q 2024)Second quarter 2025 results: EPS: ₩1,018 (down from ₩1,176 in 2Q 2024). Revenue: ₩1.46t (flat on 2Q 2024). Net income: ₩98.7b (down 3.8% from 2Q 2024). Profit margin: 6.8% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in South Korea.New Risk • Aug 20New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Jul 09LG CNS Co., Ltd. to Report Q2, 2025 Results on Jul 23, 2025LG CNS Co., Ltd. announced that they will report Q2, 2025 results on Jul 23, 2025分析記事 • Jul 08Is LG CNS (KRX:064400) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Jun 16LG CNS Co., Ltd.'s (KRX:064400) Shares Climb 29% But Its Business Is Yet to Catch UpLG CNS Co., Ltd. ( KRX:064400 ) shares have continued their recent momentum with a 29% gain in the last month alone...Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩60,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the IT industry in South Korea.お知らせ • May 22LG CNS Showcases AI-Enhanced 'PerfecTwin ERP Edition' in the U.S. at SAP Sapphire 2025LG CNS unveiled its latest AI-based ERP testing technology at SAP Sapphire 2025, SAP's annual global conference held in Orlando, Florida. SAP Sapphire brings together industry leaders, customers and partners from around the world to explore the latest technologies and innovations powered by SAP. At this year's event, the LG CNS booth showcased the new AI-enhanced version of the company's PerfecTwin ERP Edition, an advanced testing solution based on real transaction data that was introduced at Sapphire 2024. Designed for SAP ERP environments, the solution helps companies ensure smooth data transfers and minimize errors by testing transactional data--such as finance, procurement, and HR--in a virtual environment identical to the new system. By repeatedly verifying real transaction data, it enables near-zero defects upon system implementation or upgrades. The latest edition's AI features generate real transaction test data when the volume of actual data is insufficient. They also ensure privacy and security by identifying and removing sensitive information, such as user data. Additionally, the AI analyzes error patterns and traces root causes to significantly reduce test validation time. LG CNS is a long-time SAP partner offering ERP expertise to enterprise clients. At the event in Orlando, LG CNS and SAP expanded their collaboration to provide clients with a comprehensive set of services to accelerate their transformation to cloud ERP. These services provided by LG CNS include application operations, release version upgrades, application security updates and SAP Business Technology Platform core operations. In addition, LG CNS plans to expand the target countries for these services to the Asia-Pacific and Japan regions and beyond, based on the maturity of the services. This includes the establishment of a delivery center in India later this year to support the global expansion of its ERP operations.お知らせ • Apr 25LG CNS Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025LG CNS Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025Reported Earnings • Mar 14Full year 2024 earnings released: EPS: ₩4,180 (vs ₩3,811 in FY 2023)Full year 2024 results: EPS: ₩4,180 (up from ₩3,811 in FY 2023). Revenue: ₩5.98t (up 6.7% from FY 2023). Net income: ₩364.5b (up 9.7% from FY 2023). Profit margin: 6.1% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue.お知らせ • Feb 22LG CNS Co., Ltd. announces Annual dividendLG CNS Co., Ltd. announced Annual dividend of KRW 1672.0000 per share, ex-date on December 27, 2024 and record date on December 31, 2024.お知らせ • Feb 21LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025, at 14:00 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South KoreaBoard Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Hwan Chung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測KOSE:A064400 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,978,989663,250621,750716,500512/31/20277,159,551556,171608,829674,2291012/31/20266,627,420511,333586,933686,200912/31/20256,129,543437,877367,623418,168N/A9/30/20256,218,088392,189412,658457,470N/A6/30/20256,134,122405,149542,332594,899N/A3/31/20256,123,610408,998754,647806,458N/A12/31/20245,982,627364,512678,995715,387N/A9/30/20245,864,863383,656579,248619,053N/A6/30/20245,703,802329,163335,545370,800N/A3/31/20245,626,720302,14374,817120,682N/A12/31/20235,605,300332,32288,641143,562N/A9/30/20235,466,125272,402181,594242,725N/A6/30/20235,356,476279,154244,232314,103N/A3/31/20235,133,605268,154123,807199,899N/A12/31/20224,969,651265,37687,693161,613N/A9/30/20224,715,452265,162-40,73540,416N/A6/30/20224,572,193261,74656,921141,701N/A3/31/20224,273,711237,413223,854310,426N/A12/31/20214,143,140235,64888,632181,286N/A9/30/20213,832,993225,249104,621183,944N/A6/30/20213,607,422201,5258,46586,979N/A3/31/20213,478,130184,991195,229256,356N/A12/31/20203,360,486167,079386,346431,639N/A9/30/20203,265,683159,279412,213459,220N/A6/30/20203,264,857156,362422,692470,372N/A3/31/20203,306,239168,650214,293258,218N/A12/31/20193,283,314163,843152,590198,515N/A9/30/20193,264,408137,022N/A159,289N/A6/30/20193,226,897112,043N/A111,769N/A3/31/20193,119,514104,166N/A238,990N/A12/31/20183,117,656107,913N/A158,890N/A9/30/20183,012,805106,609N/A139,758N/A6/30/20183,015,374138,214N/A199,129N/A3/31/20183,043,317142,200N/A155,578N/A12/31/20173,003,212120,301N/A155,117N/A9/30/20172,985,045156,639N/A231,088N/A6/30/20172,922,477129,606N/A274,874N/A3/31/20172,919,233107,986N/A325,379N/A12/31/20162,947,689110,283N/A401,255N/A9/30/20163,156,74880,904N/A255,318N/A6/30/20163,264,38678,617N/A187,958N/A3/31/20163,286,97766,432N/A185,690N/A12/31/20153,227,46244,466N/A250,935N/A9/30/20153,396,27596,659N/A269,618N/A6/30/20153,290,75060,842N/A217,032N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A064400の予測収益成長率 (年間12.9% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: A064400の収益 ( 12.9% ) KR市場 ( 31% ) よりも低い成長が予測されています。高成長収益: A064400の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A064400の収益 ( 8.4% ) KR市場 ( 15.2% ) よりも低い成長が予測されています。高い収益成長: A064400の収益 ( 8.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A064400の 自己資本利益率 は、3年後には低くなると予測されています ( 16.3 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 05:20終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LG CNS Co., Ltd. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Dong-je WooBofA Global ResearchJongsun ParkEugene Investment & Securities Co Ltd.So-Hye KimHanwha Investment & Securities Co., Ltd.11 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩85,600, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in South Korea. Total returns to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩161,568 per share.
お知らせ • Apr 17+ 1 more updateLG CNS Unveils Logistics Robot Mobile Shuttle for Cold Chain LogisticsLG CNS was accelerating its global expansion with a new next-generation logistics robot that operates uninterrupted 24/7, even in extreme cold warehouses at -15°F (-26°C). The company unveiled its "Mobile Shuttle", intralogistics automation robot at MODEX 2026 in Atlanta, North America's largest logistics trade show. Designed for stable performance in harsh subzero environments, the robot extends its applications to cold chain logistics in food and retail, while helping create a safer working environment for on-site personnel. The Mobile Shuttle moves through warehouse racks at speeds of up to 4.9 ft/s(1.5 m/s) and can carry loads of up to 3,307 lbs(1,500 kg) each, with dozens or even hundreds of units operating simultaneously within the warehouse racks. Its four-way shuttle architecture, which enables movement in all directions – up, down, left, right, forward, and backward – greatly reduces routing constraints and supports flexible logistics flows to maximize operational efficiency. A high-density storage design delivers more than 30% higher storage efficiency compared to conventional two-way systems that are limited to forward and backward movement. LG CNS has enhanced user convenience by incorporating an AI agent into its Mobile Shuttle. In exceptional situations such as urgent shipments, on-site operators can directly control the shuttle robot simply by entering natural language commands into a chatbot. When an issue occurs with the shuttle robot, the AI agent identifies the cause and suggests appropriate response measures to the operator, improving both stability and responsiveness. To further enhance logistics performance, LG CNS has integrated mathematical optimization technologies into the system. By analyzing the shuttle robots' routes and operational status in real time, it minimizes bottlenecks and establishes optimized plans for inbound and outbound processes, automatically assigning the most efficient tasks to each shuttle robot. The Mobile Shuttle is designed to safely transport both general cargo and cylindrical items such as automotive batteries. It also has secured UL certification, a key safety standard for electrical, electronic, and mechanical products in the United States. Companies across a variety of industry verticals, including manufacturing, logistics, and automotive, can choose from different shuttle robot types and materials to build logistics systems tailored to their specific operating environments.
Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩4,549 (up from ₩4,180 in FY 2024). Revenue: ₩6.13t (up 2.5% from FY 2024). Net income: ₩437.9b (up 20% from FY 2024). Profit margin: 7.1% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in South Korea.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩57,900, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the IT industry in South Korea. Total returns to shareholders of 23% over the past year.
お知らせ • Feb 13LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩71,700, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in South Korea.
分析記事 • Jan 15Investor Optimism Abounds LG CNS Co., Ltd. (KRX:064400) But Growth Is LackingLG CNS Co., Ltd.'s ( KRX:064400 ) price-to-earnings (or "P/E") ratio of 16.8x might make it look like a sell right now...
お知らせ • Jan 13LG CNS Co., Ltd. to Report Q4, 2025 Results on Jan 27, 2026LG CNS Co., Ltd. announced that they will report Q4, 2025 results on Jan 27, 2026
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩67,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩124,410 per share.
分析記事 • Nov 25Is LG CNS (KRX:064400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 20Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₩1,083 (down from ₩1,352 in 3Q 2024). Revenue: ₩1.52t (up 5.8% from 3Q 2024). Net income: ₩104.9b (down 11% from 3Q 2024). Profit margin: 6.9% (down from 8.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in South Korea.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩55,400, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩102,879 per share.
お知らせ • Oct 16LG CNS Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025LG CNS Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
分析記事 • Oct 02Earnings Not Telling The Story For LG CNS Co., Ltd. (KRX:064400)With a median price-to-earnings (or "P/E") ratio of close to 15x in Korea, you could be forgiven for feeling...
お知らせ • Oct 02LG CNS Leverages Manufacturing AX Tech to Target the Middle East Oil MarketLG CNS is set to expand into Middle Eastern markets with its advanced manufacturing-focused AX technologies. From September 30 to October 2, LG CNS participated in the International Downstream Conference & Exhibition (IDCE) 2025 in Bahrain, marking a first for a Korean IT company as it showcased manufacturing AX technologies for intelligent and automated operation of petroleum sites. IDCE is the largest industry event in the Middle East and often referred to as the CES of the petroleum and petroleum refining industry. The event is hosted by the Gulf Downstream Association (GDA), a trade body established by the region's six leading companies, including Saudi Aramco and Bahrain Petroleum Company (BAPCO). This year, companies from approximately 50 countries participated to showcase breakthrough technologies in the petroleum and petroleum refining industry as well as sustainable energy solutions. LG CNS' booth at the exhibition used the theme "AI-Driven Intelligent Plant Transformation" and was set up in collaboration with S-OIL, a petroleum and refining company. The objective was to introduce a variety of innovations, including Flare Stack AI Monitoring, AI-Guided HAZOP Analysis, AI Tutor for Process Safety Management (PSM), and AI Incident Reporting Assistant. The solutions are designed to enhance safety management and productivity - both key priorities in manufacturing - and were successful in capturing strong interest from industry professionals. One example of a solution is Flare Stack AI Monitoring, which leverages AI image analysis and CCTV to enable uninterrupted, 24/7 monitoring of flare stacks, facilities that burn off flammable gases, and enable safe disposal. When it detects abnormalities in smoke color or flare conditions, the AI-powered system automatically controls steam valves to ensure optimal operation, thereby dramatically boosting process stability. LG CNS also introduced an AI agent that automates facility drawing analyses for Hazard and Operability (HAZOP). HAZOP is performed during the design or commissioning stage of production facilities to identify potential hazards in advance. The entire process is traditionally conducted manually, making it time-consuming and subject to variations due to differences in expertise at the staffing level. AI-Guided HAZop Analysis standardizes this by automatically analyzing all facility and equipment drawings and specifications. This reduces average analysis time by more than 60% and significantly improves accuracy. PSM AI Tutor is an AI-based mock interview program designed to support safety awareness with employees, a key component of PSM inspections. Unlike traditional face-to-face interview training by safety managers, this approach eliminates time and location constraints, allowing more efficient preparation. The AI Incident Reporting Assistant automates the reporting and documentation process in the event of workplace incidents, including fires and injuries, to accelerate the initial response time. Upon receiving site photos or voice memos from the first witness via a mobile app, AI is used to assess the information to determine the incident type, severity, and probable causes. It then streamlines the full reporting process, from preparing reports to notifying relevant internal teams and safety authorities. This enables more efficient responses in industrial accidents, where accurate root-cause analysis and fast initial response are critical. LG CNS and S-OIL initially signed a business agreement in February to build intelligent plants and have been working together since then to integrate AX technologies in petroleum and petroleum refining operations. Alongside the event, LG CNS CEO Shin Gyoon Hyun met with Hussain A. Al Qahtani, Senior Vice President of Fuels at Saudi Aramco, to explore collaboration opportunities aimed at embedding AX technologies within Saudi Aramco, building on LG CNS's proven track record in manufacturing AX.
分析記事 • Sep 10LG CNS Co., Ltd.'s (KRX:064400) Intrinsic Value Is Potentially 80% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, LG CNS fair value estimate is ₩128,567 LG CNS is estimated to...
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩1,018 (vs ₩1,176 in 2Q 2024)Second quarter 2025 results: EPS: ₩1,018 (down from ₩1,176 in 2Q 2024). Revenue: ₩1.46t (flat on 2Q 2024). Net income: ₩98.7b (down 3.8% from 2Q 2024). Profit margin: 6.8% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in South Korea.
New Risk • Aug 20New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Jul 09LG CNS Co., Ltd. to Report Q2, 2025 Results on Jul 23, 2025LG CNS Co., Ltd. announced that they will report Q2, 2025 results on Jul 23, 2025
分析記事 • Jul 08Is LG CNS (KRX:064400) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Jun 16LG CNS Co., Ltd.'s (KRX:064400) Shares Climb 29% But Its Business Is Yet to Catch UpLG CNS Co., Ltd. ( KRX:064400 ) shares have continued their recent momentum with a 29% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩60,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the IT industry in South Korea.
お知らせ • May 22LG CNS Showcases AI-Enhanced 'PerfecTwin ERP Edition' in the U.S. at SAP Sapphire 2025LG CNS unveiled its latest AI-based ERP testing technology at SAP Sapphire 2025, SAP's annual global conference held in Orlando, Florida. SAP Sapphire brings together industry leaders, customers and partners from around the world to explore the latest technologies and innovations powered by SAP. At this year's event, the LG CNS booth showcased the new AI-enhanced version of the company's PerfecTwin ERP Edition, an advanced testing solution based on real transaction data that was introduced at Sapphire 2024. Designed for SAP ERP environments, the solution helps companies ensure smooth data transfers and minimize errors by testing transactional data--such as finance, procurement, and HR--in a virtual environment identical to the new system. By repeatedly verifying real transaction data, it enables near-zero defects upon system implementation or upgrades. The latest edition's AI features generate real transaction test data when the volume of actual data is insufficient. They also ensure privacy and security by identifying and removing sensitive information, such as user data. Additionally, the AI analyzes error patterns and traces root causes to significantly reduce test validation time. LG CNS is a long-time SAP partner offering ERP expertise to enterprise clients. At the event in Orlando, LG CNS and SAP expanded their collaboration to provide clients with a comprehensive set of services to accelerate their transformation to cloud ERP. These services provided by LG CNS include application operations, release version upgrades, application security updates and SAP Business Technology Platform core operations. In addition, LG CNS plans to expand the target countries for these services to the Asia-Pacific and Japan regions and beyond, based on the maturity of the services. This includes the establishment of a delivery center in India later this year to support the global expansion of its ERP operations.
お知らせ • Apr 25LG CNS Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025LG CNS Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: ₩4,180 (vs ₩3,811 in FY 2023)Full year 2024 results: EPS: ₩4,180 (up from ₩3,811 in FY 2023). Revenue: ₩5.98t (up 6.7% from FY 2023). Net income: ₩364.5b (up 9.7% from FY 2023). Profit margin: 6.1% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue.
お知らせ • Feb 22LG CNS Co., Ltd. announces Annual dividendLG CNS Co., Ltd. announced Annual dividend of KRW 1672.0000 per share, ex-date on December 27, 2024 and record date on December 31, 2024.
お知らせ • Feb 21LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025, at 14:00 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South Korea
Board Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Hwan Chung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.