South Korean (KOSPI) IT Industry Analysis

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
Wed, 15 Jul 2026	₩40.0t	₩44.1t	₩1.7t	12.2x	23x	0.9x
Fri, 12 Jun 2026	₩56.5t	₩44.1t	₩1.7t	13.7x	32.4x	1.3x
Sun, 10 May 2026	₩49.8t	₩42.1t	₩1.6t	20.3x	31x	1.2x
Tue, 07 Apr 2026	₩39.0t	₩42.2t	₩1.7t	15.5x	22.6x	0.9x
Thu, 05 Mar 2026	₩38.8t	₩39.4t	₩1.7t	15.1x	23.5x	1x
Sat, 31 Jan 2026	₩46.9t	₩39.4t	₩1.7t	17.4x	28.4x	1.2x
Mon, 29 Dec 2025	₩38.5t	₩39.5t	₩1.7t	17.3x	23.2x	1x
Wed, 26 Nov 2025	₩32.9t	₩39.5t	₩1.6t	16.9x	20.1x	0.8x
Fri, 24 Oct 2025	₩33.0t	₩38.9t	₩1.6t	17.1x	20.2x	0.8x
Sun, 21 Sep 2025	₩33.8t	₩38.9t	₩1.6t	18.4x	20.7x	0.9x
Tue, 19 Aug 2025	₩32.0t	₩38.6t	₩1.7t	16.3x	19.2x	0.8x
Thu, 17 Jul 2025	₩36.0t	₩38.5t	₩1.7t	19.1x	21.6x	0.9x
Sat, 14 Jun 2025	₩30.2t	₩38.4t	₩1.7t	15.1x	18.2x	0.8x
Mon, 12 May 2025	₩28.0t	₩37.4t	₩1.7t	14.6x	16.1x	0.7x
Wed, 09 Apr 2025	₩24.8t	₩37.2t	₩1.7t	13.4x	14.2x	0.7x
Fri, 07 Mar 2025	₩27.3t	₩35.8t	₩1.7t	14.3x	15.8x	0.8x
Sun, 02 Feb 2025	₩21.1t	₩30.0t	₩1.3t	16.6x	15.7x	0.7x
Tue, 31 Dec 2024	₩20.9t	₩29.7t	₩1.3t	16.3x	16.1x	0.7x
Thu, 28 Nov 2024	₩23.7t	₩29.1t	₩1.3t	14.3x	18.5x	0.8x
Sat, 26 Oct 2024	₩23.3t	₩28.6t	₩1.3t	15.4x	18.4x	0.8x
Mon, 23 Sep 2024	₩25.5t	₩28.6t	₩1.3t	15.1x	20.2x	0.9x
Wed, 21 Aug 2024	₩24.2t	₩27.8t	₩1.2t	14.2x	19.9x	0.9x
Fri, 19 Jul 2024	₩26.4t	₩27.8t	₩1.2t	16x	21.8x	1x
Sun, 16 Jun 2024	₩28.0t	₩27.9t	₩1.2t	16.5x	23x	1x
Tue, 14 May 2024	₩27.2t	₩27.5t	₩1.1t	16.3x	24.1x	1x
Thu, 11 Apr 2024	₩27.7t	₩27.5t	₩1.1t	16.6x	24.5x	1x
Sat, 09 Mar 2024	₩30.1t	₩28.5t	₩1.2t	18.4x	24.8x	1.1x
Mon, 05 Feb 2024	₩31.0t	₩28.7t	₩1.2t	21.3x	26.3x	1.1x
Wed, 03 Jan 2024	₩34.4t	₩28.7t	₩1.2t	23.8x	29.2x	1.2x
Fri, 01 Dec 2023	₩31.5t	₩28.6t	₩1.2t	22.5x	26.6x	1.1x
Sun, 29 Oct 2023	₩25.9t	₩29.2t	₩1.4t	18.5x	18.1x	0.9x
Tue, 26 Sep 2023	₩27.5t	₩29.2t	₩1.4t	20.4x	19.2x	0.9x
Thu, 24 Aug 2023	₩25.4t	₩30.0t	₩1.5t	18.2x	17.1x	0.8x
Sat, 22 Jul 2023	₩23.9t	₩29.8t	₩1.5t	18.2x	16.4x	0.8x

Current Industry PE

Investors are relatively neutral on the South Korean IT industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PE ratio of 21.9x.

The industry is trading close to its 3-year average PS ratio of 0.94x.

Past Earnings Growth

The earnings for companies in the IT industry have grown 6.2% per year over the last three years.
Revenues for these companies have grown 14% 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	-10.19%
Tech	-11.64%
IT	-9.38%
Data Processing Services	-0.83%
Internet Services and Infrastructure	-3.51%
IT Consulting	-9.51%

Industry PE

Investors are most optimistic about the IT Consulting industry, which is trading close to its 3-year average PE ratio of 21.5x.

Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings growth of 9.6% per year.

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 of 5.9x.

Forecasted Growth

Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 19% over the next 5 years.
However this is lower than its past earnings growth rate of 28% per year.

In contrast, the IT Consulting industry is expected to see its earnings grow by 19% 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
A018260 Samsung SDS	₩199.30k	2.6% +₩386.8b	6.4%	PE24.1x
A124500 ITCENGLOBAL	₩21.65k	10.4% +₩47.3b	10.2%	PE8.8x
A079940 GABIA	₩32.80k	6.3% +₩25.4b	31.2%	PE24.5x
A012030 DB	₩1.57k	5.4% +₩15.3b	7.6%	PE5.2x
A466100 CLOBOT	₩25.10k	2.4% +₩15.3b	27.3%	PS14.3x

New major risk - Shareholder dilution

The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 46% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Revenue has declined by 42% over the past year. Shareholders have been substantially diluted in the past year (46% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₩82.8b market cap, or US$55.1m).

South Korean (KOSPI) IT Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

LG CNS Co., Ltd. to Report Q2, 2026 Results on Jul 31, 2026

Investor sentiment deteriorates as stock falls 16%

Now 26% overvalued

Investor sentiment deteriorates as stock falls 16%

Samsung SDS Co., Ltd. to Report Q2, 2026 Results on Jul 30, 2026

Investor sentiment deteriorates as stock falls 16%

Now 22% overvalued

New minor risk - Market cap size

Less than half of directors are independent

New minor risk - Shareholder dilution

Investor sentiment deteriorates as stock falls 15%

Investor sentiment deteriorates as stock falls 16%

New major risk - Shareholder dilution

Investor sentiment improves as stock rises 18%

ISAAC Engineering Co.,Ltd, Annual General Meeting, Mar 31, 2026

CLOBOT Co., Ltd, Annual General Meeting, Mar 27, 2026