Analysis Article • Aug 05
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- 7D3.5%
- 3M-20.2%
- 1Y-31.4%
- YTD-32.2%
XIIlabLtd is up 52%, leading the way for the Software industry, which has gained 3.5%. Meanwhile, Selvas AI actually underperformed within the industry, shrinking 7.2% in the last week. In the past year, the industry is down 31%. As for the next few years, earnings are expected to grow by 43% 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | ₩9.4t | ₩8.9t | ₩104.0b | 11.8x | 90.6x | 1.1x |
| Tue, 14 Jul 2026 | ₩11.8t | ₩9.4t | ₩197.5b | 10.8x | 59.7x | 1.3x |
| Thu, 11 Jun 2026 | ₩13.3t | ₩9.5t | ₩259.9b | 12.1x | 51x | 1.4x |
| Sat, 09 May 2026 | ₩15.4t | ₩9.3t | ₩123.5b | 15.2x | 124.8x | 1.7x |
| Mon, 06 Apr 2026 | ₩13.9t | ₩9.4t | ₩129.1b | 15x | 107.9x | 1.5x |
| Wed, 04 Mar 2026 | ₩14.3t | ₩9.1t | ₩133.1b | 14.8x | 107.7x | 1.6x |
| Fri, 30 Jan 2026 | ₩15.2t | ₩9.1t | ₩132.9b | 16.3x | 114.8x | 1.7x |
| Sun, 28 Dec 2025 | ₩14.1t | ₩9.1t | ₩132.9b | 14.7x | 106.3x | 1.6x |
| Tue, 25 Nov 2025 | ₩13.3t | ₩9.0t | ₩149.4b | 14.6x | 89.1x | 1.5x |
| Thu, 23 Oct 2025 | ₩13.7t | ₩8.8t | ₩127.3b | 15.3x | 107.4x | 1.6x |
| Sat, 20 Sep 2025 | ₩14.3t | ₩8.8t | ₩139.7b | 16.3x | 102.4x | 1.6x |
| Mon, 18 Aug 2025 | ₩13.3t | ₩8.6t | ₩135.1b | 18.8x | 98.2x | 1.5x |
| Wed, 16 Jul 2025 | ₩15.0t | ₩8.5t | ₩163.5b | 18.7x | 91.4x | 1.8x |
| Fri, 13 Jun 2025 | ₩13.8t | ₩8.4t | ₩168.0b | 16.7x | 82.1x | 1.6x |
| Sun, 11 May 2025 | ₩12.3t | ₩8.0t | ₩175.0b | 16x | 70.2x | 1.5x |
| Tue, 08 Apr 2025 | ₩11.2t | ₩8.0t | ₩177.6b | 14.8x | 62.9x | 1.4x |
| Thu, 06 Mar 2025 | ₩12.1t | ₩7.6t | ₩95.2b | 15.4x | 127x | 1.6x |
| Sat, 01 Feb 2025 | ₩12.2t | ₩7.6t | ₩94.4b | 15.8x | 129.4x | 1.6x |
| Mon, 30 Dec 2024 | ₩10.8t | ₩7.2t | ₩124.0b | 14.5x | 87.5x | 1.5x |
| Wed, 27 Nov 2024 | ₩11.2t | ₩7.2t | ₩97.3b | 15x | 115.4x | 1.6x |
| Fri, 25 Oct 2024 | ₩10.1t | ₩7.0t | ₩97.3b | 13.3x | 104.2x | 1.4x |
| Sun, 22 Sep 2024 | ₩10.6t | ₩7.0t | ₩97.3b | 14.2x | 109.1x | 1.5x |
| Tue, 20 Aug 2024 | ₩10.5t | ₩6.7t | ₩78.2b | 15.6x | 134.8x | 1.6x |
| Thu, 18 Jul 2024 | ₩11.7t | ₩6.7t | ₩72.6b | 15x | 160.6x | 1.7x |
| Sat, 15 Jun 2024 | ₩12.4t | ₩6.8t | ₩38.5b | 17x | 321.1x | 1.8x |
| Mon, 13 May 2024 | ₩12.6t | ₩6.6t | ₩80.8b | 16.9x | 156x | 1.9x |
| Wed, 10 Apr 2024 | ₩12.5t | ₩6.6t | ₩64.6b | 16.2x | 192.9x | 1.9x |
| Fri, 08 Mar 2024 | ₩12.7t | ₩6.3t | ₩29.3b | 19.2x | 433.8x | 2x |
| Sun, 04 Feb 2024 | ₩13.2t | ₩6.3t | ₩29.6b | 21.3x | 445.6x | 2.1x |
| Tue, 02 Jan 2024 | ₩12.8t | ₩6.4t | ₩40.2b | 19.4x | 318.5x | 2x |
| Thu, 30 Nov 2023 | ₩12.9t | ₩6.3t | ₩53.0b | 18.1x | 243x | 2x |
| Sat, 28 Oct 2023 | ₩11.6t | ₩6.1t | ₩34.3b | 16.8x | 339.7x | 1.9x |
| Mon, 25 Sep 2023 | ₩13.4t | ₩6.1t | ₩24.9b | 18.7x | 537.8x | 2.2x |
| Wed, 23 Aug 2023 | ₩13.1t | ₩5.9t | ₩89.4b | 17.4x | 146.4x | 2.2x |
Price to Earnings Ratio
146.4x
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 92.7x which is lower than its 3-year average PE of 171x.
- The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 4.4% 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 | 11.46% | |
| Tech | 17.28% | |
| Software | 3.53% | |
| Systems Software | 3.73% | |
| Application Software | 3.40% | |
Industry PE
- Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 33.2x.
- Analysts are expecting annual earnings growth of 52.4%, 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 52% 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 38% 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 | |
|---|---|---|---|---|---|
| A189330 XIIlabLtd | ₩17.77k | 51.9% +₩57.0b | 168.0% | PS15.7x | |
| A356680 Axgate | ₩12.87k | 16.1% +₩50.8b | 77.0% | PE69.5x | |
| A203650 Dream Security | ₩2.18k | 10.9% +₩20.1b | 29.2% | PE26.3x | |
| A486990 Nota | ₩21.00k | 3.7% +₩16.0b | n/a | PS27x | |
| A475580 ALUX | ₩8.28k | 15.2% +₩14.6b | -24.0% | PS1.7x |