Analysis Article • May 24
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- 7D19.1%
- 3M-30.6%
- 1Y-34.4%
- YTD-33.9%
The Software industry has gained 8.0% in the last week and MakinaRocks up 24%. Meanwhile, Hyundai EzwelLtd actually underperformed within the industry, shrinking 7.0% in the last week. In the past year, the industry is down 37%. Looking forward, earnings are forecast to grow by 43% annually.
Industry Valuation and Performance
Has the South Korean Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | ₩9.1t | ₩8.9t | ₩101.4b | 11.4x | 90.2x | 1x |
| Sat, 04 Jul 2026 | ₩12.4t | ₩9.5t | ₩205.2b | 10.9x | 60.4x | 1.3x |
| Mon, 01 Jun 2026 | ₩15.2t | ₩9.5t | ₩252.4b | 13.9x | 60.4x | 1.6x |
| Wed, 29 Apr 2026 | ₩15.7t | ₩9.3t | ₩123.5b | 15.9x | 126.9x | 1.7x |
| Fri, 27 Mar 2026 | ₩14.6t | ₩9.1t | ₩121.3b | 16.1x | 120.7x | 1.6x |
| Sun, 22 Feb 2026 | ₩14.6t | ₩9.1t | ₩132.9b | 16.1x | 109.9x | 1.6x |
| Tue, 20 Jan 2026 | ₩14.3t | ₩9.1t | ₩132.9b | 14.9x | 107.9x | 1.6x |
| Thu, 18 Dec 2025 | ₩14.2t | ₩9.1t | ₩132.9b | 15.5x | 106.9x | 1.6x |
| Sat, 15 Nov 2025 | ₩14.1t | ₩8.9t | ₩134.9b | 14.1x | 104.4x | 1.6x |
| Mon, 13 Oct 2025 | ₩14.1t | ₩8.8t | ₩127.3b | 14.6x | 110.8x | 1.6x |
| Wed, 10 Sep 2025 | ₩13.4t | ₩8.8t | ₩140.0b | 16.1x | 96x | 1.5x |
| Fri, 08 Aug 2025 | ₩13.4t | ₩8.5t | ₩125.1b | 17.2x | 107.5x | 1.6x |
| Sun, 06 Jul 2025 | ₩14.0t | ₩8.4t | ₩163.3b | 18.6x | 85.9x | 1.7x |
| Tue, 03 Jun 2025 | ₩12.2t | ₩8.4t | ₩168.0b | 15.7x | 72.6x | 1.5x |
| Thu, 01 May 2025 | ₩12.0t | ₩8.0t | ₩175.0b | 15.8x | 68.6x | 1.5x |
| Sat, 29 Mar 2025 | ₩11.1t | ₩8.0t | ₩143.2b | 15.2x | 77.7x | 1.4x |
| Mon, 24 Feb 2025 | ₩12.9t | ₩7.6t | ₩95.2b | 16.3x | 135.4x | 1.7x |
| Wed, 22 Jan 2025 | ₩11.2t | ₩7.5t | ₩87.5b | 14.5x | 128.4x | 1.5x |
| Fri, 20 Dec 2024 | ₩11.2t | ₩7.2t | ₩124.0b | 15x | 90.3x | 1.5x |
| Sun, 17 Nov 2024 | ₩10.8t | ₩7.1t | ₩101.1b | 13.1x | 107x | 1.5x |
| Tue, 15 Oct 2024 | ₩10.2t | ₩7.0t | ₩97.3b | 14.3x | 105x | 1.5x |
| Thu, 12 Sep 2024 | ₩10.2t | ₩7.0t | ₩98.1b | 13.7x | 104.1x | 1.5x |
| Sat, 10 Aug 2024 | ₩10.1t | ₩6.7t | ₩72.5b | 14.6x | 139.7x | 1.5x |
| Mon, 08 Jul 2024 | ₩11.8t | ₩6.7t | ₩72.6b | 15x | 162x | 1.8x |
| Wed, 05 Jun 2024 | ₩12.5t | ₩6.8t | ₩37.7b | 17.2x | 330.8x | 1.8x |
| Fri, 03 May 2024 | ₩12.7t | ₩6.6t | ₩75.6b | 16.1x | 168.4x | 1.9x |
| Sun, 31 Mar 2024 | ₩12.7t | ₩6.6t | ₩64.6b | 16.8x | 195.9x | 1.9x |
| Tue, 27 Feb 2024 | ₩13.6t | ₩6.3t | ₩29.3b | 20.6x | 464.2x | 2.2x |
| Thu, 25 Jan 2024 | ₩14.6t | ₩6.3t | ₩29.6b | 22.2x | 493.1x | 2.3x |
| Sat, 23 Dec 2023 | ₩12.8t | ₩6.4t | ₩40.2b | 19.1x | 316.9x | 2x |
| Mon, 20 Nov 2023 | ₩12.4t | ₩6.2t | ₩58.2b | 17.7x | 213.5x | 2x |
| Wed, 18 Oct 2023 | ₩13.0t | ₩6.1t | ₩36.5b | 18.4x | 356.9x | 2.1x |
| Fri, 15 Sep 2023 | ₩14.0t | ₩6.1t | ₩26.1b | 19.6x | 537.5x | 2.3x |
| Sun, 13 Aug 2023 | ₩13.7t | ₩5.9t | ₩80.5b | 17.9x | 170.3x | 2.3x |
Price to Earnings Ratio
170.3x
Current Industry PE
- Investors are pessimistic on the South Korean Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 88.2x which is lower than its 3-year average PE of 172x.
- The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 8.0% per year over the last three years.
- Revenues for these companies have grown 15% 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 | 16.90% | |
| Tech | 19.39% | |
| Software | 19.14% | |
| Application Software | 21.15% | |
| Systems Software | 16.01% | |
Industry PE
- Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 33.4x.
- Analysts are expecting annual earnings growth of 53.8%, which is higher than its past year's earnings growth of 28.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 54% over the next 5 years.
- This is better than its past earnings growth rate of 29% per year.
- In contrast, the Application Software industry is expected to see its earnings grow by 37% 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 | |
|---|---|---|---|---|---|
| A477850 MakinaRocks | ₩31.90k | 63.6% +₩217.5b | n/a | PS41.9x | |
| A486990 Nota | ₩21.50k | 35.1% +₩119.1b | n/a | PS27.6x | |
| A108860 Selvas AI | ₩10.63k | 41.2% +₩83.4b | -20.6% | PS2.5x | |
| A356680 Axgate | ₩11.10k | 33.7% +₩79.9b | 48.0% | PE60x | |
| A304100 Saltlux | ₩17.89k | 50.1% +₩75.2b | -44.6% | PS5x |