LG CNS Co., Ltd.'s (KRX:064400) Intrinsic Value Is Potentially 80% Above Its Share Price
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South Korean (KOSPI) IT Industry Analysis
UpdatedSep 16, 2025
DataAggregated Company Financials
Companies48
- 7D5.7%
- 3M2.7%
- 1Y2.2%
- YTD29.0%
In the last week, the IT industry is up 5.7%, with Samsung SDS up 3.3%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Tue, 16 Sep 2025 | ₩34.2t | ₩38.9t | ₩1.6t | 18.4x | 20.9x | 0.9x |
| Thu, 14 Aug 2025 | ₩31.9t | ₩38.5t | ₩1.7t | 15.9x | 19.1x | 0.8x |
| Sat, 12 Jul 2025 | ₩35.9t | ₩38.4t | ₩1.7t | 19.2x | 21.6x | 0.9x |
| Mon, 09 Jun 2025 | ₩28.4t | ₩38.4t | ₩1.7t | 13.7x | 17.1x | 0.7x |
| Wed, 07 May 2025 | ₩28.0t | ₩37.4t | ₩1.7t | 13.9x | 16.1x | 0.7x |
| Fri, 04 Apr 2025 | ₩25.9t | ₩37.2t | ₩1.7t | 12.5x | 14.9x | 0.7x |
| Sun, 02 Mar 2025 | ₩26.9t | ₩35.8t | ₩1.7t | 14.9x | 15.6x | 0.8x |
| Tue, 28 Jan 2025 | ₩20.3t | ₩30.0t | ₩1.3t | 17x | 15.1x | 0.7x |
| Thu, 26 Dec 2024 | ₩21.4t | ₩29.7t | ₩1.3t | 15.3x | 16.5x | 0.7x |
| Sat, 23 Nov 2024 | ₩23.2t | ₩28.7t | ₩1.2t | 14.6x | 18.7x | 0.8x |
| Mon, 21 Oct 2024 | ₩23.9t | ₩28.6t | ₩1.3t | 15x | 18.9x | 0.8x |
| Wed, 18 Sep 2024 | ₩26.0t | ₩27.5t | ₩1.1t | 15.9x | 23.3x | 0.9x |
| Fri, 16 Aug 2024 | ₩23.9t | ₩27.8t | ₩1.2t | 14.4x | 19.9x | 0.9x |
| Sun, 14 Jul 2024 | ₩27.3t | ₩27.8t | ₩1.2t | 15.7x | 22.5x | 1x |
| Tue, 11 Jun 2024 | ₩27.5t | ₩27.8t | ₩1.2t | 16.4x | 22.7x | 1x |
| Thu, 09 May 2024 | ₩27.9t | ₩27.5t | ₩1.1t | 16.6x | 24.7x | 1x |
| Sat, 06 Apr 2024 | ₩27.7t | ₩27.5t | ₩1.1t | 17.3x | 24.5x | 1x |
| Mon, 04 Mar 2024 | ₩30.2t | ₩28.5t | ₩1.2t | 19.6x | 24.9x | 1.1x |
| Wed, 31 Jan 2024 | ₩30.0t | ₩28.7t | ₩1.2t | 21.5x | 25.4x | 1x |
| Fri, 29 Dec 2023 | ₩35.4t | ₩28.7t | ₩1.2t | 23.4x | 30x | 1.2x |
| Sun, 26 Nov 2023 | ₩30.1t | ₩28.5t | ₩1.2t | 23.4x | 25.1x | 1.1x |
| Tue, 24 Oct 2023 | ₩26.3t | ₩29.2t | ₩1.4t | 18.9x | 18.4x | 0.9x |
| Thu, 21 Sep 2023 | ₩28.4t | ₩29.2t | ₩1.4t | 21.8x | 19.9x | 1x |
| Sat, 19 Aug 2023 | ₩24.0t | ₩29.8t | ₩1.5t | 17.1x | 16.5x | 0.8x |
| Mon, 17 Jul 2023 | ₩22.9t | ₩29.8t | ₩1.5t | 17.4x | 15.8x | 0.8x |
| Wed, 14 Jun 2023 | ₩20.3t | ₩29.8t | ₩1.5t | 18.6x | 14x | 0.7x |
| Fri, 12 May 2023 | ₩18.8t | ₩30.2t | ₩1.4t | 26.9x | 13.5x | 0.6x |
| Sun, 09 Apr 2023 | ₩18.4t | ₩30.2t | ₩1.4t | 27.4x | 13.2x | 0.6x |
| Tue, 07 Mar 2023 | ₩30.2t | ₩33.9t | ₩1.3t | 27.4x | 22.7x | 0.9x |
| Thu, 02 Feb 2023 | ₩29.6t | ₩33.9t | ₩1.3t | 21.3x | 22x | 0.9x |
| Sat, 31 Dec 2022 | ₩26.9t | ₩33.9t | ₩1.3t | 16x | 20x | 0.8x |
| Mon, 28 Nov 2022 | ₩28.6t | ₩34.3t | ₩1.4t | 17.8x | 21x | 0.8x |
| Wed, 26 Oct 2022 | ₩24.8t | ₩32.9t | ₩1.1t | 16x | 21.9x | 0.8x |
| Fri, 23 Sep 2022 | ₩28.3t | ₩32.9t | ₩1.1t | 18.5x | 25.1x | 0.9x |
Price to Earnings Ratio
25.1x
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 20.0x.
- The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
- The earnings for companies in the IT industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 5.7% 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 | 5.60% | |
| Tech | 10.70% | |
| IT | 5.67% | |
| IT Consulting | 5.80% | |
| Data Processing Services | 4.72% | |
| Internet Services and Infrastructure | 2.92% | |
Industry PE
- Investors are most optimistic about the Internet Services and Infrastructure industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 35.4%, which is higher than its past year's earnings growth of 12.5% per year.
- Investors are most pessimistic about the Data Processing Services industry, which is trading below its 3-year average of 84.3x.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings growth rate of 12% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 9.5% 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 | ₩166.70k | 3.3% +₩417.7b | 1.2% | PE17.2x | |
| A064400 LG CNS | ₩71.20k | 2.4% +₩164.7b | n/a | PE17x | |
| A022100 Posco Dx | ₩22.85k | 3.6% +₩121.5b | -22.1% | PE44.5x | |
| A307950 Hyundai Autoever | ₩172.10k | 1.0% +₩46.6b | 7.4% | PE27.5x | |
| A079940 GABIA | ₩30.05k | 12.8% +₩44.1b | 131.3% | PE27.9x |
