Has the South Korean IT Industry valuation changed over the past few years?

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 25.5x which is higher than its 3-year average PE of 22.2x. The industry is trading close to its 3-year average PS ratio of 0.95x.

Which industries have driven the changes within the South Korean Tech industry?

Investors are most optimistic about the IT Consulting industry which is trading above its 3-year average PE ratio of 21.9x. Analysts are expecting annual earnings growth of 18.3%, which is higher than its past year's earnings growth of 11.2% 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 8.5x.

South Korean (KOSPI) IT Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 02 Sep 2026	₩46.1t	₩45.8t	₩1.8t	11.4x	25.4x	1x
Fri, 31 Jul 2026	₩36.8t	₩44.1t	₩1.7t	10.5x	21.1x	0.8x
Sun, 28 Jun 2026	₩43.8t	₩44.1t	₩1.7t	11.5x	25.2x	1x
Tue, 26 May 2026	₩52.5t	₩43.8t	₩1.7t	15.3x	31.5x	1.2x
Thu, 23 Apr 2026	₩45.7t	₩42.3t	₩1.7t	18.9x	26.5x	1.1x
Sat, 21 Mar 2026	₩43.6t	₩39.3t	₩1.7t	16.6x	26x	1.1x
Mon, 16 Feb 2026	₩45.7t	₩39.4t	₩1.7t	17.5x	27.7x	1.2x
Wed, 14 Jan 2026	₩45.5t	₩39.5t	₩1.7t	18x	27.4x	1.2x
Fri, 12 Dec 2025	₩38.8t	₩39.5t	₩1.7t	17.6x	23.4x	1x
Sun, 09 Nov 2025	₩33.3t	₩38.8t	₩1.7t	16.7x	20.2x	0.9x
Tue, 07 Oct 2025	₩32.6t	₩38.9t	₩1.6t	17.8x	19.9x	0.8x
Thu, 04 Sep 2025	₩31.2t	₩38.9t	₩1.6t	17.4x	19.1x	0.8x
Sat, 02 Aug 2025	₩31.5t	₩38.5t	₩1.7t	15.9x	18.9x	0.8x
Mon, 30 Jun 2025	₩36.7t	₩38.4t	₩1.7t	20x	22.1x	1x
Wed, 28 May 2025	₩27.9t	₩38.6t	₩1.7t	13.7x	16.7x	0.7x
Fri, 25 Apr 2025	₩27.5t	₩37.2t	₩1.7t	14x	15.8x	0.7x
Sun, 23 Mar 2025	₩27.7t	₩36.2t	₩1.7t	16.8x	16.1x	0.8x
Tue, 18 Feb 2025	₩27.8t	₩35.8t	₩1.7t	16x	16.1x	0.8x
Thu, 16 Jan 2025	₩21.2t	₩29.7t	₩1.3t	16.9x	16.4x	0.7x
Sat, 14 Dec 2024	₩22.5t	₩29.7t	₩1.3t	16.6x	17.4x	0.8x
Mon, 11 Nov 2024	₩23.1t	₩28.6t	₩1.2t	14.9x	18.5x	0.8x
Wed, 09 Oct 2024	₩24.9t	₩28.6t	₩1.3t	15x	19.7x	0.9x
Fri, 06 Sep 2024	₩25.1t	₩28.6t	₩1.3t	14.8x	19.9x	0.9x
Sun, 04 Aug 2024	₩24.3t	₩27.8t	₩1.2t	15.7x	20x	0.9x
Tue, 02 Jul 2024	₩27.7t	₩27.9t	₩1.2t	16.1x	22.7x	1x
Thu, 30 May 2024	₩26.9t	₩27.8t	₩1.2t	15.9x	22.2x	1x
Sat, 27 Apr 2024	₩27.4t	₩27.5t	₩1.1t	16.1x	24.2x	1x
Mon, 25 Mar 2024	₩29.6t	₩27.5t	₩1.1t	19.3x	27.1x	1.1x
Wed, 21 Feb 2024	₩31.3t	₩28.5t	₩1.2t	20.7x	25.8x	1.1x
Fri, 19 Jan 2024	₩32.0t	₩28.7t	₩1.2t	22.6x	27.1x	1.1x
Sun, 17 Dec 2023	₩30.5t	₩28.7t	₩1.2t	23.4x	25.9x	1.1x
Tue, 14 Nov 2023	₩28.0t	₩29.2t	₩1.4t	20.6x	19.6x	1x
Thu, 12 Oct 2023	₩27.5t	₩29.2t	₩1.4t	19.1x	19.3x	0.9x
Sat, 09 Sep 2023	₩31.5t	₩29.2t	₩1.4t	18.6x	22x	1.1x


KR Market	1.19%
Tech	1.34%
IT	0.49%
IT Consulting	0.54%
Data Processing Services	-0.73%
Internet Services and Infrastructure	-1.68%

Company	Last Price	7D	1Y	Valuation
A018260 Samsung SDS	₩233.00k	2.2% +₩386.8b	59.3%	PE27.8x
A064400 LG CNS	₩75.10k	1.3% +₩96.9b	13.6%	PE15.1x
A022100 Posco Dx	₩21.00k	1.4% +₩45.5b	-3.9%	PE99.6x
A443670 SPSoft	₩3.82k	29.7% +₩21.0b	-35.8%	PE21.6x
A307870 B2En	₩1.27k	25.5% +₩19.2b	-1.4%	PS7x

Announcement • Sep 01

Lg Cns Showcases Amazon-Specialized E-Commerce Ad Optimization Solution Lg Optapex At Asd Market Week

LG CNS showcased its digital ad optimization solution, 'LG Optapex', at ASD Market Week, North America's largest consumer goods distribution trade show, as the company accelerates its push to target sellers on the Amazon marketplace in North America. LG Optapex is an ad optimization solution tailored specifically for Amazon, the world's largest e-commerce channel. Powered by agentic AI and mathematical optimization technology, LG Optapex runs product-level optimized ads and identifies strategies to boost sales. The AI begins by predicting and analyzing advertising and product data. Then mathematical optimization technology processes those predictions to calculate a wide range of potential scenarios and outcomes for ad campaigns and identify the best option. The solution was launched in North America in the first half of 2025 and is currently being used by approximately 190 companies in the U.S., South Korea, China, and other markets. At the core of LG Optapex is its ability to optimize the entire advertising campaign lifecycle, from strategy development and execution to results analysis. The AI agent responsible for strategy development analyzes data such as product sales history, click-through rates, conversion rates, inventory levels, and purchase patterns by time of day for each product. This analysis is then leveraged by advanced mathematical optimization to calculate the optimal time-slot ad bids, campaign budgets, and other factors. It uses these calculations to design the optimal strategy for meeting target revenue, Return on Ad Spend (ROAS), and other goals. This lets marketers determine the optimal budget allocation by product and by search keyword, along with corresponding performance forecasts. During the campaign execution phase, AI automates the actual running of ads. In place of the marketer, the AI agent carries out real-time budget adjustments and keyword monitoring in line with the strategy it designed. LG Optapex also analyzes results and takes appropriate action. If ad performance changes dramatically, for example, the AI agent generates a report analyzing the detailed causes. If performance declines, it even suggests ways to improve it. This enables marketers to run effective ads and drive more purchases around the clock, 365 days a year, while also reducing advertising costs. For example, an Amazon seller of gaming gear in the U.S. market that utilized LG Optapex for digital ad optimization improved its ROAS by approximately 40%, while a seller of beauty products in the UK market achieved a ROAS of 129% and an 8-fold increase in ad-attributed revenue. LG CNS became the first Korean company to participate in Amazon Ads Unboxed 2024, held in Texas, where it unveiled LG Optapex for the first time. It participated for a second consecutive year in 2025. The company has also participated in a range of other Amazon events, including Amazon AI Day and the Amazon Prime Day Ads Summit held in Korea earlier this year, continuing to secure new LG Optapex clients and steadily expanding its global portfolio of Amazon sellers.

South Korean (KOSPI) IT Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Investor sentiment deteriorates as stock falls 17%

Lg Cns Showcases Amazon-Specialized E-Commerce Ad Optimization Solution Lg Optapex At Asd Market Week

New minor risk - Share price stability

Should You Investigate Samsung SDS Co., Ltd. (KRX:018260) At ₩234,000?

CLOBOT Co., Ltd has completed a Follow-on Equity Offering in the amount of KRW 113.1867 billion.

New major risk - Earnings quality

Second quarter 2026 earnings released: EPS: ₩52.00 (vs ₩17.00 in 2Q 2025)

Consensus EPS estimates increase by 21%

New minor risk - Share price stability

Now 34% overvalued

New minor risk - Market cap size

Investor sentiment deteriorates as stock falls 18%

New major risk - Shareholder dilution

New minor risk - Share price stability

Full year 2025 earnings released: EPS: ₩1,701 (vs ₩1,615 in FY 2024)