Analysis Article • Sep 05
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- 7D-0.4%
- 3M-8.2%
- 1Y26.5%
- YTD5.3%
Over the last 7 days, the IT industry has dropped 2.8%, driven by a pullback from Hyundai Autoever of 3.3%. This takes the industry's 12 month performance to a gain of 25%. As for the next few years, earnings are expected to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | ₩42.4t | ₩45.8t | ₩1.8t | 13.4x | 23.1x | 0.9x |
| Thu, 20 Aug 2026 | ₩44.7t | ₩44.2t | ₩1.8t | 10.4x | 25.4x | 1x |
| Sat, 18 Jul 2026 | ₩40.0t | ₩44.1t | ₩1.7t | 12.9x | 23x | 0.9x |
| Mon, 15 Jun 2026 | ₩56.6t | ₩44.1t | ₩1.7t | 13.6x | 32.5x | 1.3x |
| Wed, 13 May 2026 | ₩50.6t | ₩42.1t | ₩1.6t | 19.2x | 31.5x | 1.2x |
| Fri, 10 Apr 2026 | ₩40.2t | ₩42.2t | ₩1.7t | 15.8x | 23.3x | 1x |
| Sun, 08 Mar 2026 | ₩42.9t | ₩39.4t | ₩1.7t | 16.4x | 25.9x | 1.1x |
| Tue, 03 Feb 2026 | ₩44.8t | ₩39.4t | ₩1.7t | 16.8x | 27.1x | 1.1x |
| Thu, 01 Jan 2026 | ₩39.6t | ₩39.5t | ₩1.7t | 17.2x | 23.8x | 1x |
| Sat, 29 Nov 2025 | ₩34.2t | ₩39.5t | ₩1.6t | 17.6x | 20.8x | 0.9x |
| Mon, 27 Oct 2025 | ₩33.6t | ₩38.9t | ₩1.6t | 17.3x | 20.5x | 0.9x |
| Wed, 24 Sep 2025 | ₩33.3t | ₩38.9t | ₩1.6t | 18.1x | 20.4x | 0.9x |
| Fri, 22 Aug 2025 | ₩30.9t | ₩38.9t | ₩1.7t | 16.4x | 18.6x | 0.8x |
| Sun, 20 Jul 2025 | ₩35.9t | ₩38.5t | ₩1.7t | 19x | 21.6x | 0.9x |
| Tue, 17 Jun 2025 | ₩33.5t | ₩38.4t | ₩1.7t | 17x | 20.2x | 0.9x |
| Thu, 15 May 2025 | ₩28.5t | ₩37.4t | ₩1.7t | 15x | 16.4x | 0.8x |
| Sat, 12 Apr 2025 | ₩26.1t | ₩37.2t | ₩1.7t | 12.7x | 15x | 0.7x |
| Mon, 10 Mar 2025 | ₩27.2t | ₩35.8t | ₩1.7t | 14.2x | 15.8x | 0.8x |
| Wed, 05 Feb 2025 | ₩27.7t | ₩35.8t | ₩1.7t | 15.6x | 16x | 0.8x |
| Fri, 03 Jan 2025 | ₩21.1t | ₩29.7t | ₩1.3t | 17.2x | 16.3x | 0.7x |
| Sun, 01 Dec 2024 | ₩23.0t | ₩29.0t | ₩1.3t | 14.4x | 18x | 0.8x |
| Tue, 29 Oct 2024 | ₩23.8t | ₩28.6t | ₩1.3t | 15.3x | 18.8x | 0.8x |
| Thu, 26 Sep 2024 | ₩25.6t | ₩28.6t | ₩1.3t | 15x | 20.2x | 0.9x |
| Sat, 24 Aug 2024 | ₩24.8t | ₩28.0t | ₩1.2t | 16.4x | 20.3x | 0.9x |
| Mon, 22 Jul 2024 | ₩26.5t | ₩27.8t | ₩1.2t | 16x | 21.9x | 1x |
| Wed, 19 Jun 2024 | ₩27.6t | ₩27.9t | ₩1.2t | 16.4x | 22.7x | 1x |
| Fri, 17 May 2024 | ₩27.9t | ₩27.5t | ₩1.1t | 16.8x | 24.6x | 1x |
| Sun, 14 Apr 2024 | ₩27.3t | ₩27.5t | ₩1.1t | 16.4x | 24.1x | 1x |
| Tue, 12 Mar 2024 | ₩30.2t | ₩27.6t | ₩1.1t | 19x | 27.2x | 1.1x |
| Thu, 08 Feb 2024 | ₩30.5t | ₩28.5t | ₩1.2t | 20x | 25.1x | 1.1x |
| Sat, 06 Jan 2024 | ₩32.1t | ₩28.7t | ₩1.2t | 24.8x | 27.2x | 1.1x |
| Mon, 04 Dec 2023 | ₩30.6t | ₩28.7t | ₩1.2t | 22.7x | 26x | 1.1x |
| Wed, 01 Nov 2023 | ₩25.9t | ₩29.2t | ₩1.4t | 18.8x | 18.2x | 0.9x |
| Fri, 29 Sep 2023 | ₩28.3t | ₩29.2t | ₩1.4t | 19.4x | 19.8x | 1x |
Price to Earnings Ratio
19.8x
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 22.2x.
- The industry is trading close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
- The earnings for companies in the IT industry have grown 8.6% per year over the last three years.
- Revenues for these companies have grown 16% 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 | 4.90% | |
| Tech | 9.49% | |
| IT | -0.45% | |
| Internet Services and Infrastructure | 1.81% | |
| Data Processing Services | -0.31% | |
| IT Consulting | -0.50% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry, which is trading close to its 3-year average PE ratio of 22.0x.
- Analysts are expecting annual earnings growth of 18.4%, which is higher than its past year's earnings growth of 6.7% 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 10.6x.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 14% 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 | |
|---|---|---|---|---|---|
| A307950 Hyundai Autoever | ₩384.00k | 3.8% +₩383.9b | 132.4% | PE55.2x | |
| A018260 Samsung SDS | ₩224.75k | 1.9% +₩328.7b | 34.4% | PE26.8x | |
| A163730 Finger | ₩11.91k | 28.2% +₩31.1b | -4.1% | PE23.6x | |
| A079940 GABIA | ₩41.25k | 5.0% +₩25.5b | 50.3% | PE29.7x | |
| A393210 TOMATOSYSTEMLtd | ₩3.32k | 50.7% +₩17.1b | -50.1% | PE204.9x |