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
Mon, 25 May 2026	₩52.5t	₩43.8t	₩1.7t	15.4x	31.4x	1.2x
Wed, 22 Apr 2026	₩45.4t	₩42.3t	₩1.7t	19.1x	26.3x	1.1x
Fri, 20 Mar 2026	₩43.0t	₩39.2t	₩1.7t	16.4x	25.8x	1.1x
Sun, 15 Feb 2026	₩45.7t	₩39.4t	₩1.7t	17.5x	27.7x	1.2x
Tue, 13 Jan 2026	₩43.2t	₩39.5t	₩1.7t	17.6x	26x	1.1x
Thu, 11 Dec 2025	₩38.5t	₩39.5t	₩1.7t	17.6x	23.2x	1x
Sat, 08 Nov 2025	₩33.3t	₩38.8t	₩1.7t	16.7x	20.2x	0.9x
Mon, 06 Oct 2025	₩32.6t	₩38.9t	₩1.6t	17.8x	19.9x	0.8x
Wed, 03 Sep 2025	₩31.2t	₩38.9t	₩1.6t	17.4x	19x	0.8x
Fri, 01 Aug 2025	₩32.8t	₩38.5t	₩1.7t	16.5x	19.6x	0.9x
Sun, 29 Jun 2025	₩36.7t	₩38.4t	₩1.7t	20x	22.1x	1x
Tue, 27 May 2025	₩28.0t	₩38.6t	₩1.7t	13.7x	16.8x	0.7x
Thu, 24 Apr 2025	₩27.2t	₩37.2t	₩1.7t	14x	15.6x	0.7x
Sat, 22 Mar 2025	₩27.7t	₩36.2t	₩1.7t	16.8x	16x	0.8x
Mon, 17 Feb 2025	₩27.6t	₩35.8t	₩1.7t	15.9x	16x	0.8x
Wed, 15 Jan 2025	₩21.4t	₩29.7t	₩1.3t	16.9x	16.5x	0.7x
Fri, 13 Dec 2024	₩22.5t	₩29.7t	₩1.3t	16.7x	17.3x	0.8x
Sun, 10 Nov 2024	₩23.1t	₩28.6t	₩1.2t	14.9x	18.5x	0.8x
Tue, 08 Oct 2024	₩25.2t	₩28.6t	₩1.3t	15x	19.9x	0.9x
Thu, 05 Sep 2024	₩25.3t	₩28.6t	₩1.3t	14.7x	20x	0.9x
Sat, 03 Aug 2024	₩24.3t	₩27.8t	₩1.2t	15.7x	20x	0.9x
Mon, 01 Jul 2024	₩27.4t	₩27.9t	₩1.2t	15.9x	22.5x	1x
Wed, 29 May 2024	₩27.4t	₩27.5t	₩1.1t	16.1x	24.5x	1x
Fri, 26 Apr 2024	₩26.8t	₩27.5t	₩1.1t	15.8x	23.7x	1x
Sun, 24 Mar 2024	₩29.6t	₩27.5t	₩1.1t	19.3x	27.1x	1.1x
Tue, 20 Feb 2024	₩31.6t	₩28.5t	₩1.2t	20.9x	26x	1.1x
Thu, 18 Jan 2024	₩31.9t	₩28.7t	₩1.2t	22.6x	27.1x	1.1x
Sat, 16 Dec 2023	₩30.5t	₩28.7t	₩1.2t	23.4x	25.9x	1.1x
Mon, 13 Nov 2023	₩28.0t	₩29.2t	₩1.4t	20.1x	19.6x	1x
Wed, 11 Oct 2023	₩27.0t	₩29.2t	₩1.4t	18.7x	18.9x	0.9x
Fri, 08 Sep 2023	₩31.5t	₩29.2t	₩1.4t	18.6x	22.1x	1.1x
Sun, 06 Aug 2023	₩24.7t	₩29.8t	₩1.5t	18.1x	16.9x	0.8x
Tue, 04 Jul 2023	₩21.1t	₩29.8t	₩1.5t	18.3x	14.5x	0.7x
Thu, 01 Jun 2023	₩19.4t	₩30.0t	₩1.5t	21.7x	13.3x	0.6x

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 31.4x which is higher than its 3-year average PE of 21.1x.

The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.2x.

Past Earnings Growth

The earnings for companies in the IT industry have grown 4.8% per year over the last three years.
Revenues for these companies have grown 13% 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	4.56%
Tech	7.74%
IT	-1.22%
IT Consulting	-1.20%
Internet Services and Infrastructure	-2.11%
Data Processing Services	-2.76%

Industry PE

Investors are most optimistic about the IT Consulting industry which is trading above its 3-year average PE ratio of 20.7x.

Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings growth of 1.7% 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 3.5x.

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 25% 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	₩194.70k	3.0% +₩440.9b	49.2%	PE23.5x
A124500 ITCENGLOBAL	₩52.20k	2.0% +₩23.2b	429.4%	PE21.1x
A115500 Korea Computer & Systems	₩15.85k	10.4% +₩17.5b	52.4%	PE73.5x
A242040 Namu TechLtd	₩5.04k	4.0% +₩6.5b	190.8%	PS1.4x
A173130 OPASNET	₩7.89k	4.2% +₩4.2b	19.4%	PE7.3x

LG CNS Introduces Factova and AI Solutions for Smart Factory Transformation

LG CNS participated in the IoT Tech Expo 2026 in San Jose on May 18–19 and was the sole Korea-based exhibitor at the event. LG CNS used the event to present the core offerings of its integrated smart factory brand, Factova, to a global audience. Factova leverages AI, big data, and IoT technologies across the entire manufacturing process to optimize production operations and drive intelligent factory transformation. The solution draws on over two decades of technological expertise and operational know-how gained from manufacturing projects in Korea and around the world. LG CNS is expanding the availability of the Factova platform, proven at large-scale manufacturing sites, to small and mid-sized manufacturers. Factova MES, the flagship solution, is a manufacturing execution system that centrally manages end-to-end production workflows. It uses AI to collect and analyze shop-floor data in real time to reduce inefficiencies in the production process and optimize overall factory operations. Its functions are offered in modular form based on different process types in each industry, enabling customers to start with the core capabilities they need and add extended features as their smart factory matures. LG CNS also showcased Factova Control, a solution designed to integrate and manage data at the production equipment level. Factova Control gathers and standardizes real-time data from equipment supplied by different vendors and enables centralized control across the line. It also integrates seamlessly with higher-level operational systems such as MES, and enhances production stability through AI-driven anomaly detection and predictive failure diagnostics. Factova Control is currently deployed across more than 100,000 machines at manufacturing sites worldwide. LG CNS also introduced solutions for industries that require ultra-precise process control, including semiconductors, displays, aerospace, and medical devices. By leveraging equipment anomaly detection (FDC), statistical process control (SPC), and out-of-control action plan (OCAP) solutions, these offerings help predict process defects in advance and maximize production yield through data-driven process optimization. The company also demonstrated its Gen AI Safety Management service at the event. The service enables shop-floor workers to use a mobile app to take photos of incidents and upload voice memos. Generative AI then automatically analyzes the images to log incident details in the system. The service also provides initial response guidelines based on similar historical cases. Korean manufacturers that have adopted Factova are already reporting measurable improvements. At one battery plant, the share of conforming products exceeded 90% within just one month of deployment, enabling the plant to quickly stabilize production and cut return costs for defective products by approximately 70%. At another electronics manufacturing facility, shop-floor productivity increased by roughly 20%, with more than 90% of process data now being collected automatically.

South Korean (KOSPI) IT Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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