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
Tue, 11 Aug 2026	₩44.9t	₩44.1t	₩1.7t	12.7x	25.8x	1x
Thu, 09 Jul 2026	₩41.6t	₩44.1t	₩1.7t	12.3x	23.9x	0.9x
Sat, 06 Jun 2026	₩64.7t	₩44.1t	₩1.7t	12.7x	37.2x	1.5x
Mon, 04 May 2026	₩44.5t	₩42.1t	₩1.6t	19.2x	27.7x	1.1x
Wed, 01 Apr 2026	₩38.1t	₩39.3t	₩1.7t	15.3x	22.7x	1x
Fri, 27 Feb 2026	₩50.1t	₩39.4t	₩1.7t	18.9x	30.3x	1.3x
Sun, 25 Jan 2026	₩46.5t	₩39.4t	₩1.7t	18x	28.1x	1.2x
Tue, 23 Dec 2025	₩38.9t	₩39.5t	₩1.7t	17.4x	23.5x	1x
Thu, 20 Nov 2025	₩32.9t	₩39.3t	₩1.7t	16.6x	19.6x	0.8x
Sat, 18 Oct 2025	₩33.0t	₩38.9t	₩1.6t	17.4x	20.2x	0.8x
Mon, 15 Sep 2025	₩34.3t	₩38.9t	₩1.6t	18.5x	21x	0.9x
Wed, 13 Aug 2025	₩31.9t	₩38.5t	₩1.7t	15.8x	19.1x	0.8x
Fri, 11 Jul 2025	₩35.9t	₩38.4t	₩1.7t	19.2x	21.6x	0.9x
Sun, 08 Jun 2025	₩28.4t	₩38.4t	₩1.7t	13.7x	17.1x	0.7x
Tue, 06 May 2025	₩28.0t	₩37.4t	₩1.7t	13.9x	16.1x	0.7x
Thu, 03 Apr 2025	₩25.8t	₩37.2t	₩1.7t	12.4x	14.8x	0.7x
Sat, 01 Mar 2025	₩26.9t	₩35.8t	₩1.7t	14.9x	15.6x	0.8x
Mon, 27 Jan 2025	₩20.3t	₩30.0t	₩1.3t	17x	15.1x	0.7x
Wed, 25 Dec 2024	₩21.4t	₩29.7t	₩1.3t	15.3x	16.5x	0.7x
Fri, 22 Nov 2024	₩23.0t	₩28.6t	₩1.2t	14.6x	18.6x	0.8x
Sun, 20 Oct 2024	₩23.9t	₩28.6t	₩1.3t	15x	18.9x	0.8x
Tue, 17 Sep 2024	₩26.0t	₩28.6t	₩1.3t	14.7x	20.5x	0.9x
Thu, 15 Aug 2024	₩23.9t	₩27.8t	₩1.2t	14.4x	19.9x	0.9x
Sat, 13 Jul 2024	₩27.3t	₩27.8t	₩1.2t	15.7x	22.5x	1x
Mon, 10 Jun 2024	₩27.7t	₩27.8t	₩1.2t	16.4x	22.8x	1x
Wed, 08 May 2024	₩27.9t	₩27.5t	₩1.1t	16.7x	24.7x	1x
Fri, 05 Apr 2024	₩28.1t	₩27.5t	₩1.1t	17.4x	24.9x	1x
Sun, 03 Mar 2024	₩30.2t	₩28.5t	₩1.2t	19.6x	24.9x	1.1x
Tue, 30 Jan 2024	₩30.2t	₩28.7t	₩1.2t	21.5x	25.6x	1.1x
Thu, 28 Dec 2023	₩34.8t	₩28.7t	₩1.2t	23.3x	29.5x	1.2x
Sat, 25 Nov 2023	₩30.1t	₩28.5t	₩1.2t	22.5x	25.2x	1.1x
Mon, 23 Oct 2023	₩26.8t	₩29.2t	₩1.4t	19.2x	18.8x	0.9x
Wed, 20 Sep 2023	₩28.4t	₩29.2t	₩1.4t	20.7x	19.9x	1x
Fri, 18 Aug 2023	₩24.2t	₩29.8t	₩1.5t	16.7x	16.6x	0.8x

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 25.2x which is higher than its 3-year average PE of 22.0x.

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 6.1% 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	1.66%
Tech	-4.02%
IT	11.91%
IT Consulting	12.25%
Data Processing Services	3.87%
Internet Services and Infrastructure	0.073%

Industry PE

Investors are most optimistic about the IT Consulting industry which is trading above its 3-year average PE ratio of 21.7x.

Analysts are expecting annual earnings growth of 17.6%, 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 7.3x.

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 18% 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	₩222.50k	9.6% +₩1.5t	44.8%	PE26.9x
A307950 Hyundai Autoever	₩431.50k	12.8% +₩1.3t	183.1%	PE65.5x
A064400 LG CNS	₩73.60k	17.8% +₩1.1t	9.2%	PE15.4x
A022100 Posco Dx	₩21.35k	11.0% +₩321.9b	-14.4%	PE94x
A466100 CLOBOT	₩32.60k	27.6% +₩179.5b	78.1%	PS18.6x

Macquarie Korea Opportunities Private Equity Limited Partnership No. 6, a fund managed by Macquarie Asset Management Pty Limited proposed to acquire 74.99% stake in GABIA, Inc. (KOSDAQ:A079940) from Hong Yong-ja, Youhost Co. Ltd., SPSoft Inc. (KOSDAQ:A443670) and others for approximately KRW 470 billion.

Macquarie Korea Opportunities Private Equity Limited Partnership No. 6, a fund managed by Macquarie Asset Management Pty Limited proposed to acquire 74.99% stake in GABIA, Inc. (KOSDAQ:A079940) from Hong Yong-ja, Youhost Co. Ltd., SPSoft Inc. (KOSDAQ:A443670) and others for approximately KRW 470 billion on July 20, 2026. A cash consideration of KRW 470.66 billion valued at KRW 48000 per share will be paid by Macquarie Asset Management Pty Limited and Macquarie Korea Opportunities Private Equity Limited Partnership No. 6. As part of consideration, KRW 470.66 billion is paid towards common equity of GABIA, Inc. In related transactions, Macquarie Korea Opportunities Private Equity Limited Partnership No. 6, a fund managed by Macquarie Asset Management Pty Limited will acquire stake in GABIA, Inc. from Kim Hong-kook, Jeon Jeong-wan, and Won Jong-hong through stock purchase agreements. Upon completion of the transactions, Macquarie Korea Opportunities Private Equity Limited Partnership No. 6, a fund managed by Macquarie Asset Management Pty Limited will own 100% of GABIA, Inc. The transaction will be financed through own funds of KRW 94.4 billion and borrowings of KRW 377.47 billion. The transaction is subject to minimum tender of 3.27 million shares or 24.99% stake. The tendering period will commence on July 20, 2026 and will close on September 17, 2026.

South Korean (KOSPI) IT Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Finger, Inc. announced that it expects to receive KRW 7.5 billion in funding

Dividend of ₩750 announced

ITCENGLOBAL CO., Ltd. (KOSDAQ:A124500) acquired 93.27% stake in Galaxia Fn Co.,Ltd. from Galaxia Moneytree Co., Ltd. (KOSDAQ:A094480) for KRW 1.4 billion.

Now 23% overvalued after recent price rise

New minor risk - Share price stability

Now 34% overvalued

Investor sentiment deteriorates as stock falls 16%

Less than half of directors are independent

New major risk - Market cap size

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