Samsung SDS' (KRX:018260) Returns On Capital Not Reflecting Well On The Business
Dec 11
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South Korean (KOSPI) IT Industry Analysis
UpdatedDec 14, 2025
DataAggregated Company Financials
Companies48
- 7D3.4%
- 3M15.1%
- 1Y45.6%
- YTD48.8%
The IT industry is up 3.4% in the last week, with CLOBOT up 54%. This means that the industry has gained 46% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the South Korean IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Dec 2025 | ₩39.5t | ₩39.5t | ₩1.7t | 17.7x | 23.8x | 1x |
| Tue, 11 Nov 2025 | ₩34.2t | ₩38.8t | ₩1.7t | 17.2x | 20.7x | 0.9x |
| Thu, 09 Oct 2025 | ₩32.6t | ₩38.9t | ₩1.6t | 17.8x | 19.9x | 0.8x |
| Sat, 06 Sep 2025 | ₩31.9t | ₩38.9t | ₩1.6t | 17.8x | 19.5x | 0.8x |
| Mon, 04 Aug 2025 | ₩31.5t | ₩38.5t | ₩1.7t | 15.9x | 18.9x | 0.8x |
| Wed, 02 Jul 2025 | ₩34.9t | ₩38.4t | ₩1.7t | 17.8x | 21x | 0.9x |
| Fri, 30 May 2025 | ₩28.0t | ₩38.4t | ₩1.7t | 13.6x | 16.8x | 0.7x |
| Sun, 27 Apr 2025 | ₩27.6t | ₩37.4t | ₩1.7t | 14x | 15.9x | 0.7x |
| Tue, 25 Mar 2025 | ₩27.5t | ₩36.2t | ₩1.7t | 17.2x | 16x | 0.8x |
| Thu, 20 Feb 2025 | ₩27.6t | ₩35.8t | ₩1.7t | 16x | 16x | 0.8x |
| Sat, 18 Jan 2025 | ₩21.3t | ₩29.7t | ₩1.3t | 17.1x | 16.4x | 0.7x |
| Mon, 16 Dec 2024 | ₩22.5t | ₩29.7t | ₩1.3t | 16.6x | 17.4x | 0.8x |
| Wed, 13 Nov 2024 | ₩22.7t | ₩28.6t | ₩1.2t | 15x | 18.2x | 0.8x |
| Fri, 11 Oct 2024 | ₩24.6t | ₩28.6t | ₩1.3t | 14.9x | 19.4x | 0.9x |
| Sun, 08 Sep 2024 | ₩24.1t | ₩28.6t | ₩1.3t | 13.8x | 19.1x | 0.8x |
| Tue, 06 Aug 2024 | ₩22.2t | ₩27.8t | ₩1.2t | 14.9x | 18.3x | 0.8x |
| Thu, 04 Jul 2024 | ₩27.5t | ₩27.9t | ₩1.2t | 16.4x | 22.5x | 1x |
| Sat, 01 Jun 2024 | ₩26.2t | ₩27.8t | ₩1.2t | 15.7x | 21.7x | 0.9x |
| Mon, 29 Apr 2024 | ₩27.3t | ₩27.5t | ₩1.1t | 16.1x | 24.2x | 1x |
| Wed, 27 Mar 2024 | ₩29.5t | ₩27.5t | ₩1.1t | 17.8x | 26.4x | 1.1x |
| Fri, 23 Feb 2024 | ₩31.8t | ₩28.5t | ₩1.2t | 19.7x | 26.2x | 1.1x |
| Sun, 21 Jan 2024 | ₩31.8t | ₩28.7t | ₩1.2t | 22.5x | 26.9x | 1.1x |
| Tue, 19 Dec 2023 | ₩31.0t | ₩28.7t | ₩1.2t | 23.6x | 26.3x | 1.1x |
| Thu, 16 Nov 2023 | ₩28.8t | ₩29.2t | ₩1.4t | 20.9x | 20.2x | 1x |
| Sat, 14 Oct 2023 | ₩28.4t | ₩29.2t | ₩1.4t | 19.4x | 19.9x | 1x |
| Mon, 11 Sep 2023 | ₩31.4t | ₩29.2t | ₩1.4t | 18.6x | 22x | 1.1x |
| Wed, 09 Aug 2023 | ₩24.9t | ₩29.8t | ₩1.5t | 17.5x | 17.1x | 0.8x |
| Fri, 07 Jul 2023 | ₩20.9t | ₩29.8t | ₩1.5t | 17.6x | 14.3x | 0.7x |
| Sun, 04 Jun 2023 | ₩19.6t | ₩29.8t | ₩1.5t | 19x | 13.5x | 0.7x |
| Tue, 02 May 2023 | ₩18.9t | ₩30.2t | ₩1.4t | 26.2x | 13.6x | 0.6x |
| Thu, 30 Mar 2023 | ₩18.5t | ₩30.3t | ₩1.4t | 27x | 13.5x | 0.6x |
| Sat, 25 Feb 2023 | ₩29.9t | ₩33.9t | ₩1.3t | 27.2x | 22.5x | 0.9x |
| Mon, 23 Jan 2023 | ₩29.3t | ₩33.9t | ₩1.3t | 18.5x | 21.8x | 0.9x |
| Wed, 21 Dec 2022 | ₩28.2t | ₩34.2t | ₩1.3t | 16x | 20.9x | 0.8x |
Price to Earnings Ratio
20.9x
Current Industry PE
- Investors are optimistic on the South Korean IT industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 23.8x which is higher than its 3-year average PE of 19.8x.
- The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the IT industry have grown 7.2% per year over the last three years.
- Revenues for these companies have grown 4.9% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Tech industry?
| KR Market | 1.56% | |
| Tech | 1.73% | |
| IT | 3.45% | |
| Data Processing Services | 4.26% | |
| IT Consulting | 3.69% | |
| Internet Services and Infrastructure | -3.11% | |
Industry PE
- Investors are most optimistic about the Data Processing Services industry even though it's trading below its 3-year average PE ratio of 82.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Internet Services and Infrastructure industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 31% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A466100 CLOBOT | ₩65.20k | 53.8% +₩569.8b | 917.2% | PS40.8x | |
| A307950 Hyundai Autoever | ₩294.00k | 3.7% +₩287.9b | 121.7% | PE44.9x | |
| A022100 Posco Dx | ₩27.70k | 4.9% +₩197.4b | 26.5% | PE56.9x | |
| A124500 ITCENGLOBAL | ₩26.45k | 28.7% +₩136.9b | 356.8% | PE27.2x | |
| A064400 LG CNS | ₩68.50k | 1.9% +₩126.0b | n/a | PE16.9x |
