Analysis Article • May 28
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- 7D37.4%
- 3M88.1%
- 1Y163.3%
- YTD81.9%
Samsung SDS is up 49%, leading the way for the IT industry, which has gained 37%. Meanwhile, ITCENGLOBAL actually underperformed within the industry, shrinking 13% in the last week. This means that the industry has gained 163% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.
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, 03 Jun 2026 | ₩73.1t | ₩44.1t | ₩1.7t | 13.2x | 42x | 1.7x |
| Fri, 01 May 2026 | ₩44.5t | ₩42.1t | ₩1.6t | 19.2x | 27.7x | 1.1x |
| Sun, 29 Mar 2026 | ₩40.5t | ₩39.3t | ₩1.7t | 15.9x | 24.2x | 1x |
| Tue, 24 Feb 2026 | ₩46.3t | ₩39.4t | ₩1.7t | 17.8x | 28x | 1.2x |
| Thu, 22 Jan 2026 | ₩47.6t | ₩39.5t | ₩1.7t | 17.6x | 28.7x | 1.2x |
| Sat, 20 Dec 2025 | ₩38.7t | ₩39.5t | ₩1.7t | 17.4x | 23.3x | 1x |
| Mon, 17 Nov 2025 | ₩33.4t | ₩38.8t | ₩1.7t | 16.9x | 20.1x | 0.9x |
| Wed, 15 Oct 2025 | ₩32.6t | ₩38.9t | ₩1.6t | 17.6x | 19.9x | 0.8x |
| Fri, 12 Sep 2025 | ₩33.7t | ₩38.9t | ₩1.6t | 18.3x | 20.6x | 0.9x |
| Sun, 10 Aug 2025 | ₩32.1t | ₩38.5t | ₩1.7t | 16.1x | 19.2x | 0.8x |
| Tue, 08 Jul 2025 | ₩34.9t | ₩38.4t | ₩1.7t | 18.8x | 21x | 0.9x |
| Thu, 05 Jun 2025 | ₩28.1t | ₩38.4t | ₩1.7t | 13.6x | 16.9x | 0.7x |
| Sat, 03 May 2025 | ₩28.0t | ₩37.4t | ₩1.7t | 13.9x | 16.1x | 0.7x |
| Mon, 31 Mar 2025 | ₩26.6t | ₩37.2t | ₩1.7t | 12.7x | 15.3x | 0.7x |
| Wed, 26 Feb 2025 | ₩27.7t | ₩35.8t | ₩1.7t | 15.7x | 16x | 0.8x |
| Fri, 24 Jan 2025 | ₩20.9t | ₩29.7t | ₩1.3t | 16.6x | 16.1x | 0.7x |
| Sun, 22 Dec 2024 | ₩21.5t | ₩29.7t | ₩1.3t | 15x | 16.6x | 0.7x |
| Tue, 19 Nov 2024 | ₩23.1t | ₩28.6t | ₩1.2t | 14.4x | 18.5x | 0.8x |
| Thu, 17 Oct 2024 | ₩24.4t | ₩28.6t | ₩1.3t | 14.9x | 19.2x | 0.9x |
| Sat, 14 Sep 2024 | ₩26.0t | ₩28.6t | ₩1.3t | 14.7x | 20.5x | 0.9x |
| Mon, 12 Aug 2024 | ₩23.8t | ₩27.8t | ₩1.2t | 15x | 19.6x | 0.9x |
| Wed, 10 Jul 2024 | ₩27.6t | ₩27.8t | ₩1.2t | 15.5x | 22.7x | 1x |
| Fri, 07 Jun 2024 | ₩26.9t | ₩27.8t | ₩1.2t | 16.5x | 22.2x | 1x |
| Sun, 05 May 2024 | ₩27.5t | ₩27.5t | ₩1.1t | 16.4x | 24.3x | 1x |
| Tue, 02 Apr 2024 | ₩29.5t | ₩27.7t | ₩1.1t | 18.1x | 26.9x | 1.1x |
| Thu, 29 Feb 2024 | ₩30.1t | ₩28.5t | ₩1.2t | 19.9x | 24.8x | 1.1x |
| Sat, 27 Jan 2024 | ₩31.3t | ₩28.7t | ₩1.2t | 21.7x | 26.5x | 1.1x |
| Mon, 25 Dec 2023 | ₩33.5t | ₩28.7t | ₩1.2t | 23.5x | 28.5x | 1.2x |
| Wed, 22 Nov 2023 | ₩28.8t | ₩28.3t | ₩1.2t | 20.6x | 23.5x | 1x |
| Fri, 20 Oct 2023 | ₩27.4t | ₩29.2t | ₩1.4t | 19.6x | 19.2x | 0.9x |
| Sun, 17 Sep 2023 | ₩29.3t | ₩29.2t | ₩1.4t | 21.1x | 20.5x | 1x |
| Tue, 15 Aug 2023 | ₩24.3t | ₩29.8t | ₩1.5t | 17.5x | 16.7x | 0.8x |
| Thu, 13 Jul 2023 | ₩21.7t | ₩29.8t | ₩1.5t | 18.3x | 14.9x | 0.7x |
| Sat, 10 Jun 2023 | ₩19.8t | ₩29.8t | ₩1.5t | 18.8x | 13.6x | 0.7x |
Price to Earnings Ratio
13.6x
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 42.0x which is higher than its 3-year average PE of 21.3x.
- The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.7x.
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 | 7.74% | |
| Tech | 15.28% | |
| IT | 37.36% | |
| IT Consulting | 38.13% | |
| Data Processing Services | -1.62% | |
| Internet Services and Infrastructure | -2.09% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry which is trading above its 3-year average PE ratio of 20.9x.
- Analysts are expecting annual earnings growth of 20.0%, 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 3.9x.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings growth rate of 28% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 20% 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 | ₩300.50k | 49.1% +₩7.7t | 126.5% | PE36.3x | |
| A307950 Hyundai Autoever | ₩898.00k | 40.8% +₩7.1t | 546.0% | PE136.2x | |
| A064400 LG CNS | ₩135.70k | 63.7% +₩5.1t | 169.2% | PE28.5x | |
| A022100 Posco Dx | ₩35.30k | 8.8% +₩432.7b | 64.6% | PE155.4x | |
| A466100 CLOBOT | ₩47.40k | 8.1% +₩90.4b | 170.4% | PS27.1x |