South Korean (KOSPI) Software Industry Analysis
UpdatedDec 01, 2023
DataAggregated Company Financials
Companies102
- 7D0.5%
- 3M-13.0%
- 1Y10.0%
- YTD8.1%
The Software industry is up 2.0% in the last week, with EMRO up 30%. During this same period, the DEAR U underperformed, falling 11%. This means that the industry has gained 11% over the past year. As for the next few years, earnings are expected to grow by 58% per annum.
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, 02 Dec 2023 | ₩13.1t | ₩6.3t | ₩54.5b | 19.8x | 239.5x | 2.1x |
| Mon, 30 Oct 2023 | ₩11.6t | ₩6.1t | ₩34.3b | 16.8x | 339.7x | 1.9x |
| Wed, 27 Sep 2023 | ₩13.2t | ₩6.1t | ₩24.9b | 18.1x | 527.6x | 2.2x |
| Fri, 25 Aug 2023 | ₩13.9t | ₩5.9t | ₩86.8b | 17.5x | 159.9x | 2.3x |
| Sun, 23 Jul 2023 | ₩13.5t | ₩5.9t | ₩91.8b | 17.5x | 146.6x | 2.3x |
| Tue, 20 Jun 2023 | ₩13.2t | ₩5.9t | ₩95.8b | 19.4x | 137.7x | 2.2x |
| Thu, 18 May 2023 | ₩13.3t | ₩5.8t | ₩74.0b | 20.7x | 180x | 2.3x |
| Sat, 15 Apr 2023 | ₩13.6t | ₩5.7t | ₩69.3b | 21.7x | 195.6x | 2.4x |
| Mon, 13 Mar 2023 | ₩14.1t | ₩5.9t | ₩205.8b | 17.9x | 68.6x | 2.4x |
| Wed, 08 Feb 2023 | ₩13.5t | ₩5.9t | ₩204.3b | 17.8x | 66.3x | 2.3x |
| Fri, 06 Jan 2023 | ₩9.9t | ₩6.0t | ₩199.5b | 13.7x | 49.6x | 1.7x |
| Sun, 04 Dec 2022 | ₩10.4t | ₩6.0t | ₩204.4b | 14.8x | 50.7x | 1.7x |
| Tue, 01 Nov 2022 | ₩9.6t | ₩5.8t | ₩260.6b | 14.1x | 36.8x | 1.6x |
| Thu, 29 Sep 2022 | ₩9.4t | ₩5.8t | ₩254.6b | 12.6x | 36.9x | 1.6x |
| Sat, 27 Aug 2022 | ₩11.6t | ₩5.7t | ₩226.6b | 18.2x | 51.1x | 2x |
| Mon, 25 Jul 2022 | ₩11.9t | ₩5.6t | ₩256.5b | 19.3x | 46.5x | 2.1x |
| Wed, 22 Jun 2022 | ₩11.0t | ₩5.7t | ₩259.0b | 17.3x | 42.5x | 1.9x |
| Fri, 20 May 2022 | ₩12.7t | ₩5.5t | ₩287.4b | 19.9x | 44.1x | 2.3x |
| Sun, 17 Apr 2022 | ₩14.5t | ₩5.5t | ₩302.2b | 22.9x | 48x | 2.7x |
| Tue, 15 Mar 2022 | ₩13.7t | ₩5.2t | ₩289.8b | 21.1x | 47.3x | 2.6x |
| Thu, 10 Feb 2022 | ₩14.6t | ₩5.2t | ₩285.3b | 22.7x | 51.1x | 2.8x |
| Sat, 08 Jan 2022 | ₩17.1t | ₩5.2t | ₩285.3b | 26.8x | 60.1x | 3.3x |
| Mon, 06 Dec 2021 | ₩16.9t | ₩5.1t | ₩298.6b | 25x | 56.6x | 3.3x |
| Wed, 03 Nov 2021 | ₩14.5t | ₩5.0t | ₩297.3b | 67.5x | 48.8x | 2.9x |
| Fri, 01 Oct 2021 | ₩14.3t | ₩4.9t | ₩293.0b | 24.3x | 48.8x | 2.9x |
| Sun, 29 Aug 2021 | ₩14.8t | ₩5.1t | ₩271.4b | 24.9x | 54.4x | 2.9x |
| Mon, 05 Jul 2021 | ₩14.2t | ₩5.1t | ₩271.4b | 29.7x | 52.5x | 2.8x |
| Thu, 08 Apr 2021 | ₩13.4t | ₩5.0t | ₩261.0b | 20.8x | 51.3x | 2.7x |
| Sun, 10 Jan 2021 | ₩12.6t | ₩4.8t | ₩184.4b | 23.4x | 68.5x | 2.6x |
Price to Earnings Ratio
130.3x
Current Industry PE
- Investors are optimistic on the South Korean Software industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 240x which is higher than its 3-year average PE of 97.1x.
- The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Software industry have declined 15% per year over the last three years.
- Meanwhile revenues for these companies have grown 11% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Tech industry?
| KR Market | 0.53% | |
| Tech | 1.01% | |
| Software | 0.50% | |
| Application Software | 0.82% | |
| Systems Software | -0.0076% | |
Industry PE
- Investors are most optimistic about the Systems Software industry which is trading above its 3-year average PE ratio of 34.1x.
- Analysts are expecting annual earnings growth of 48.2%, which is higher than its past year's earnings decline of 1.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 65% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Systems Software industry is expected to see its earnings grow by 48% 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 | |
|---|---|---|---|---|---|
| A058970 EMRO | ₩75.80k | 20.3% +₩143.5b | 465.7% | PS14.1x | |
| A108860 Selvas AI | ₩21.15k | 8.9% +₩46.6b | 249.0% | PE804.7x | |
| A012510 Douzone Bizon | ₩29.95k | 4.2% +₩33.1b | -17.3% | PE56.6x | |
| A304100 SALTLUX.inc | ₩29.80k | 9.0% +₩27.6b | 225.3% | PS12.1x | |
| A051160 GaeaSoft | ₩9.82k | 20.2% +₩25.5b | 6.4% | PE81.3x |