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

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 56.9x which is lower than its 3-year average PE of 161x. The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.1x.

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

Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 32.5x. Analysts are expecting annual earnings growth of 61.1%, which is higher than its past year's earnings growth of 30.1% per year.

South Korean (KOSPI) Software Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 21 Sep 2026	₩9.6t	₩9.0t	₩169.4b	10.2x	56.9x	1.1x
Wed, 19 Aug 2026	₩9.1t	₩8.9t	₩98.2b	11.5x	92.3x	1x
Fri, 17 Jul 2026	₩8.3t	₩8.9t	₩101.4b	11x	81.8x	0.9x
Sun, 14 Jun 2026	₩13.4t	₩9.5t	₩258.6b	12.3x	52x	1.4x
Tue, 12 May 2026	₩15.2t	₩9.3t	₩123.5b	15.3x	123.2x	1.6x
Thu, 09 Apr 2026	₩14.3t	₩9.4t	₩129.1b	14.9x	110.6x	1.5x
Sat, 07 Mar 2026	₩14.0t	₩9.1t	₩133.1b	15.1x	105.2x	1.5x
Mon, 02 Feb 2026	₩15.2t	₩9.1t	₩132.9b	16.2x	114.2x	1.7x
Wed, 31 Dec 2025	₩14.2t	₩9.1t	₩132.9b	14.5x	106.8x	1.6x
Fri, 28 Nov 2025	₩13.8t	₩9.0t	₩175.1b	15x	79.1x	1.5x
Sun, 26 Oct 2025	₩13.5t	₩8.8t	₩127.3b	15x	106x	1.5x
Tue, 23 Sep 2025	₩14.1t	₩8.8t	₩125.5b	16.3x	112.7x	1.6x
Thu, 21 Aug 2025	₩12.7t	₩8.6t	₩139.0b	18.5x	91.3x	1.5x
Sat, 19 Jul 2025	₩14.6t	₩8.5t	₩115.1b	18.6x	127.2x	1.7x
Mon, 16 Jun 2025	₩13.4t	₩8.4t	₩166.7b	16.4x	80.6x	1.6x
Wed, 14 May 2025	₩12.3t	₩8.0t	₩175.0b	16.6x	70.5x	1.5x
Fri, 11 Apr 2025	₩11.6t	₩8.0t	₩177.6b	15.9x	65.3x	1.4x
Sun, 09 Mar 2025	₩11.7t	₩7.6t	₩95.2b	15.5x	123.1x	1.5x
Tue, 04 Feb 2025	₩12.3t	₩7.6t	₩94.4b	15.4x	129.8x	1.6x
Thu, 02 Jan 2025	₩11.1t	₩7.2t	₩124.0b	14.8x	89.1x	1.5x
Sat, 30 Nov 2024	₩11.5t	₩7.2t	₩110.6b	14.8x	103.9x	1.6x
Mon, 28 Oct 2024	₩10.5t	₩7.0t	₩97.3b	12.9x	107.7x	1.5x
Wed, 25 Sep 2024	₩10.7t	₩7.0t	₩97.3b	14.2x	109.7x	1.5x
Fri, 23 Aug 2024	₩10.7t	₩6.8t	₩79.2b	14.2x	135x	1.6x
Sun, 21 Jul 2024	₩11.6t	₩6.7t	₩72.5b	14.7x	159.4x	1.7x
Tue, 18 Jun 2024	₩12.2t	₩6.8t	₩38.5b	16.6x	316.6x	1.8x
Thu, 16 May 2024	₩13.0t	₩6.6t	₩81.2b	17.7x	160.4x	2x
Sat, 13 Apr 2024	₩12.6t	₩6.6t	₩75.6b	16.3x	166.3x	1.9x
Mon, 11 Mar 2024	₩12.6t	₩6.3t	₩29.3b	19.3x	430.5x	2x
Wed, 07 Feb 2024	₩12.9t	₩6.3t	₩29.6b	21x	435.1x	2x
Fri, 05 Jan 2024	₩12.1t	₩6.4t	₩40.2b	19.9x	300.9x	1.9x
Sun, 03 Dec 2023	₩12.9t	₩6.4t	₩41.6b	19.5x	311x	2x
Tue, 31 Oct 2023	₩11.8t	₩6.1t	₩34.3b	17.2x	344.7x	1.9x
Thu, 28 Sep 2023	₩13.3t	₩6.1t	₩24.9b	18.3x	533.2x	2.2x


KR Market	-0.11%
Tech	1.38%
Software	2.81%
Systems Software	7.51%
Application Software	-0.55%

Company	Last Price	7D	1Y	Valuation
A053800 AhnLab	₩69.10k	13.1% +₩76.3b	13.1%	PE13.2x
A054920 HancomWITH	₩4.97k	23.3% +₩23.6b	-0.1%	PE14.3x
A051160 GaeaSoft	₩11.90k	15.4% +₩21.4b	49.1%	PE10.1x
A356680 Axgate	₩17.84k	3.7% +₩18.3b	109.4%	PE87.1x
A158430 ATON	₩5.56k	14.4% +₩17.0b	-30.8%	PE38x

Announcement • Sep 17

Nota Ai Launches Integrated Nva Solution on Intel Arc Pro B70

Nota AI announced the launch of an integrated solution combining its AI video monitoring solution, Nota Vision Agent (NVA), with the Intel Arc Pro B70 graphics processing unit (GPU). The commercial bundle pairs the Intel Arc Pro B70 GPU with NVA software optimized for the GPU's compute architecture. By providing the hardware and optimized software as an integrated offering, the solution reduces the need for customers to select hardware and perform separate optimization work. The Intel Arc Pro B70 is designed for professional graphics and AI workloads. Combined with Nota AI's optimization technology, it enables organizations to deploy vision-language model (VLM)-based video monitoring systems tailored to their performance requirements, available budgets and existing infrastructure. Nota AI optimized NVA for the Intel Arc Pro B70 architecture, while Intel provided technical support for the hardware and software environment. The resulting solution allows customers to deploy a VLM-based video monitoring system without undertaking separate hardware selection and optimization processes, helping reduce deployment complexity and improve operational efficiency. In performance testing, a single Intel Arc Pro B70 GPU processed 32 video channels simultaneously at a combined rate of 540 frames per second (FPS), averaging 16.9 FPS per channel. The result exceeded the 15 FPS target established for the ITS operating environment, demonstrating that the solution can maintain the processing speed required to analyze multiple CCTV feeds simultaneously. The evaluation was based on operating conditions from the ITS platform Nota AI deployed in 2025 across approximately 800 CCTV channels and 200 smart intersections in Daejeon, South Korea. The test covered the complete video analytics pipeline, including video decoding, vehicle and pedestrian detection, object tracking, video rendering and transmission of analyzed footage. This approach validated the integrated solution under conditions designed to reflect real-world video monitoring operations, rather than measuring AI model inference speed alone. Nota Vision Agent combines computer vision and VLM technologies to analyze objects, actions and contextual events in real time. It also automatically summarizes key findings in reports, helping improve the efficiency of monitoring operations. Nota AI's model compression and hardware optimization technologies enable the solution to run efficiently across a range of computing environments, including servers, cloud infrastructure, mobile platforms and edge devices. Nota AI and Intel plan to build on the launch through joint customer development, deployment consulting and on-site technical support. The companies also intend to expand the application of Nota AI's optimization technology across Intel hardware platforms and identify new opportunities in industrial AI markets, including intelligent transportation, industrial safety and selective video monitoring.

Announcement • Sep 16

Genians Unveils Genians Security Platform At GISEC Global 2026

Genians will unveil the Genians Security Platform (GSP) at GISEC Global 2026, taking place September 16–18 in Dubai. Genians will exhibit with RAS Infotech, its strategic cybersecurity partner in the Middle East, at Stand H8-E130. For 21 years, Genians has focused on identifying and controlling devices at the point of network connection. That foundation has expanded into Zero Trust Network Access (ZTNA) for access and session control and Endpoint Detection and Response (EDR) for endpoint security. GSP brings these capabilities and operational experience into a unified security operations service. GSP works with the security stack organizations already have. It combines distributed data and events, identifies signals that require action, and connects those decisions to enforcement points including NAC, ZTNA, and EDR. Depending on the risk, devices and sessions can be blocked, quarantined, or given restricted access. Genians calls this approach Pinpoint Security Operations. GSP runs on the Nexus Framework, which provides common capabilities including identity and access management, tenant and role controls, a shared data lake, workflow automation, monitoring, and AI services. Existing security products can connect through logs, APIs, and database integrations without being rebuilt. This allows GSP to bring Genians and third-party security data into a common environment for analysis and automation. At GISEC Global, Kim will demonstrate GSP security operations scenarios and the underlying Nexus Framework architecture. The Nexus Framework was developed through a South Korean government-backed international cybersecurity R&D initiative led by KISIA. Genians plans to expand the ecosystem to include additional security technologies and create a practical path for proven cybersecurity solutions to reach global markets. Deployed within the customer's own environment, including air-gapped networks, GSP keeps security data, policies, and response decisions under the organization's control. The direction follows Genians' participation in the Republic of Korea's Presidential Strategic Meeting on New National Security Initiatives in June, where the company proposed building certified cyber defense into national defense exports.

South Korean (KOSPI) Software Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Investor sentiment improves as stock rises 15%

Nota Ai Launches Integrated Nva Solution on Intel Arc Pro B70

Investor sentiment improves as stock rises 20%

Genians Unveils Genians Security Platform At GISEC Global 2026

New minor risk - Share price stability

New minor risk - Share price stability

New minor risk - Share price stability

Investor sentiment improves as stock rises 42%

New minor risk - Shareholder dilution

New minor risk - Share price stability

New minor risk - Dividend sustainability

New minor risk - Share price stability

Less than half of directors are independent

New minor risk - Market cap size

New major risk - Financial position

New minor risk - Share price stability