Analysis Article • May 29
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- 7D-8.0%
- 3M-4.7%
- 1Y-8.6%
- YTD-13.3%
Over the last 7 days, the Software industry has dropped 8.0%, driven by pullbacks in Axgate and MakinaRocks of 28% and 30%, respectively. In contrast, CreoSGLtd has gained 66%. Overall the industry is down 8.6% in 12 months. Earnings are forecast to grow by 27% 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 |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | ₩14.0t | ₩9.5t | ₩259.9b | 12.8x | 54x | 1.5x |
| Mon, 04 May 2026 | ₩15.5t | ₩9.3t | ₩123.5b | 15.7x | 125.9x | 1.7x |
| Wed, 01 Apr 2026 | ₩13.8t | ₩9.2t | ₩149.7b | 16x | 92.3x | 1.5x |
| Fri, 27 Feb 2026 | ₩15.1t | ₩9.1t | ₩133.1b | 16x | 113.4x | 1.7x |
| Sun, 25 Jan 2026 | ₩14.7t | ₩9.1t | ₩132.9b | 16.1x | 110.9x | 1.6x |
| Tue, 23 Dec 2025 | ₩14.5t | ₩9.1t | ₩132.9b | 15.2x | 108.9x | 1.6x |
| Thu, 20 Nov 2025 | ₩13.5t | ₩8.9t | ₩136.9b | 14x | 98.7x | 1.5x |
| Sat, 18 Oct 2025 | ₩13.4t | ₩8.8t | ₩127.3b | 14.3x | 105.2x | 1.5x |
| Mon, 15 Sep 2025 | ₩13.8t | ₩8.8t | ₩140.0b | 16.9x | 98.3x | 1.6x |
| Wed, 13 Aug 2025 | ₩13.2t | ₩8.5t | ₩125.1b | 17.5x | 105.6x | 1.5x |
| Fri, 11 Jul 2025 | ₩14.7t | ₩8.4t | ₩163.3b | 19.2x | 90.2x | 1.7x |
| Sun, 08 Jun 2025 | ₩13.1t | ₩8.4t | ₩168.0b | 16x | 78x | 1.6x |
| Tue, 06 May 2025 | ₩11.9t | ₩8.0t | ₩175.0b | 15.7x | 68x | 1.5x |
| Thu, 03 Apr 2025 | ₩11.0t | ₩8.0t | ₩180.7b | 15.1x | 60.7x | 1.4x |
| Sat, 01 Mar 2025 | ₩12.0t | ₩7.6t | ₩95.2b | 15.5x | 126.3x | 1.6x |
| Mon, 27 Jan 2025 | ₩11.7t | ₩7.6t | ₩94.4b | 15.7x | 124x | 1.5x |
| Wed, 25 Dec 2024 | ₩11.1t | ₩7.2t | ₩124.0b | 15.1x | 89.1x | 1.5x |
| Fri, 22 Nov 2024 | ₩10.8t | ₩7.1t | ₩101.5b | 14.5x | 106.9x | 1.5x |
| Sun, 20 Oct 2024 | ₩10.1t | ₩7.0t | ₩97.3b | 14x | 104x | 1.4x |
| Tue, 17 Sep 2024 | ₩10.5t | ₩7.0t | ₩98.1b | 14x | 107.2x | 1.5x |
| Thu, 15 Aug 2024 | ₩10.4t | ₩6.7t | ₩72.5b | 15x | 143.4x | 1.6x |
| Sat, 13 Jul 2024 | ₩11.8t | ₩6.7t | ₩72.6b | 15x | 163x | 1.8x |
| Mon, 10 Jun 2024 | ₩12.5t | ₩6.8t | ₩39.0b | 16.9x | 319.2x | 1.8x |
| Wed, 08 May 2024 | ₩12.6t | ₩6.6t | ₩86.1b | 16.5x | 145.9x | 1.9x |
| Fri, 05 Apr 2024 | ₩12.6t | ₩6.6t | ₩64.6b | 16.6x | 195.9x | 1.9x |
| Sun, 03 Mar 2024 | ₩13.0t | ₩6.3t | ₩29.3b | 20.4x | 442.2x | 2.1x |
| Tue, 30 Jan 2024 | ₩13.8t | ₩6.3t | ₩29.6b | 21.4x | 466.9x | 2.2x |
| Thu, 28 Dec 2023 | ₩12.7t | ₩6.4t | ₩40.2b | 19.4x | 316.2x | 2x |
| Sat, 25 Nov 2023 | ₩12.9t | ₩6.2t | ₩59.7b | 18.1x | 215.8x | 2.1x |
| Mon, 23 Oct 2023 | ₩11.9t | ₩6.1t | ₩34.3b | 17x | 345.9x | 1.9x |
| Wed, 20 Sep 2023 | ₩13.8t | ₩6.1t | ₩26.1b | 19.2x | 527.1x | 2.3x |
| Fri, 18 Aug 2023 | ₩13.1t | ₩5.9t | ₩79.7b | 18x | 164.8x | 2.2x |
| Sun, 16 Jul 2023 | ₩13.1t | ₩5.9t | ₩91.8b | 17.6x | 142.1x | 2.2x |
| Tue, 13 Jun 2023 | ₩13.9t | ₩5.9t | ₩95.1b | 18x | 146.2x | 2.4x |
Price to Earnings Ratio
146.2x
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 54.0x which is lower than its 3-year average PE of 176x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 40% per year over the last three years.
- Revenues for these companies have grown 17% 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 | -3.80% | |
| Tech | -3.98% | |
| Software | -7.97% | |
| Systems Software | -6.77% | |
| Application Software | -9.40% | |
Industry PE
- Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 34.2x.
- Analysts are expecting annual earnings growth of 21.9%, which is lower than the prior year's growth of 30.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 45% over the next 5 years.
- This is better than its past earnings growth rate of 1.3% per year.
- In contrast, the Systems Software industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| A040350 CreoSGLtd | ₩7.82k | 65.7% +₩60.4b | 21.4% | PS13.3x | |
| A377480 Maum.AI | ₩14.95k | 12.3% +₩11.7b | -41.7% | PS11.2x | |
| A417860 OBZEN | ₩10.50k | 16.3% +₩6.9b | -0.4% | PS2.2x | |
| A403360 RAPEECHLtd | ₩7.80k | 11.4% +₩2.9b | 11.4% | n/a | |
| A051160 GaeaSoft | ₩7.96k | 1.0% +₩1.1b | -23.5% | PE7.9x |