Samsung Electronics Co., Ltd.

KOSE:A005930 Stock Report

Market Cap: ₩1736.0t

Samsung Electronics Past Earnings Performance

Past criteria checks 5/6

Samsung Electronics has been growing earnings at an average annual rate of 3.3%, while the Tech industry saw earnings growing at 30.1% annually. Revenues have been growing at an average rate of 4.6% per year. Samsung Electronics's return on equity is 17.3%, and it has net margins of 21.5%.

Key information

3.33%

Earnings growth rate

3.81%

EPS growth rate

Tech Industry Growth-2.85%
Revenue growth rate4.63%
Return on equity17.30%
Net Margin21.46%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

Narrative Update • May 06

A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks

Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.
Narrative Update • Apr 21

A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.
Narrative Update • Apr 06

A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns

Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.
Narrative Update • Mar 23

A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism

Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
New Narrative • Mar 20

Riding the AI memory boom

Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.
Narrative Update • Mar 09

A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing

Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.
Narrative Update • Feb 22

A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns

Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.
New Narrative • Feb 22

Samsung Electronics (005930.KS) The Empire Strikes Back: Samsung’s HBM4 Breakthrough

Samsung Electronics is currently staging what analysts are calling the "Great Recovery," with shares trading at ₩84,200 on the Korea Exchange as of late February 2026. After a bruising 2025 where it trailed SK Hynix in the High Bandwidth Memory (HBM) race, Samsung has officially cleared the final qualification hurdles for its HBM4 modules with NVIDIA and AMD.
Narrative Update • Feb 08

A005930: Tight DRAM Supply And AI Demand Will Support Future Returns

Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.
Narrative Update • Jan 25

A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability

Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.
Narrative Update • Jan 10

A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing

Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.
Analysis Article • Jan 05

After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
Narrative Update • Dec 27

A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing

Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.
Narrative Update • Dec 13

A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades

Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.
Narrative Update • Nov 29

A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher

Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.
Narrative Update • Nov 15

A005930: Memory Chip Price Hikes Will Drive Share Price Upside

Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.
Narrative Update • Oct 31

A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery

Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.
Narrative Update • Oct 17

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Analysts have raised Samsung Electronics' fair value price target from approximately ₩92,645 to ₩105,207. They cite the company's recent large contract wins and a sustained upturn in the DRAM market as key drivers behind the upgrade.
Narrative Update • Oct 03

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Samsung Electronics' analyst price target has been raised from approximately ₩83,700 to ₩92,600. This change reflects improved sentiment driven by a major contract win, expectations of higher revenue growth and profit margins, and a positive outlook for the DRAM market according to analysts.
Analysis Article • Oct 01

Earnings Not Telling The Story For Samsung Electronics Co., Ltd. (KRX:005930) After Shares Rise 27%

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
Narrative Update • Sep 16

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Analysts raised Samsung Electronics’ price target from ₩82,693 to ₩83,723, citing a $16.5B Tesla contract win and a robust DRAM upcycle that outweigh ongoing smartphone market headwinds. Analyst Commentary The $16.5B Tesla contract win is expected to significantly boost Samsung's Foundry division through increased utilization rates and enhance its track record for securing future large-scale projects.
Analysis Article • Aug 17

Is Samsung Electronics (KRX:005930) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article • Jul 22

Samsung Electronics Co., Ltd.'s (KRX:005930) Business Is Yet to Catch Up With Its Share Price

It's not a stretch to say that Samsung Electronics Co., Ltd.'s ( KRX:005930 ) price-to-earnings (or "P/E") ratio of...
Analysis Article • Jul 06

Return Trends At Samsung Electronics (KRX:005930) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...

Revenue & Expenses Breakdown

How Samsung Electronics makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

KOSE:A005930 Revenue, expenses and earnings (KRW Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 26388,405,93883,360,95648,475,71740,040,392
31 Dec 25333,605,93844,260,95647,475,71737,740,392
30 Sep 25315,556,83629,521,89345,986,21437,138,100
30 Jun 25308,593,82028,750,66645,460,21437,181,020
31 Mar 25308,095,80534,056,42444,955,64336,210,843
31 Dec 24300,870,90333,621,36344,178,80734,998,142
30 Sep 24292,862,57232,069,05743,735,66632,286,015
30 Jun 24281,168,49327,788,81443,139,23230,431,588
31 Mar 24267,105,72419,693,17942,370,48829,581,030
31 Dec 23258,935,49414,473,40141,302,09328,339,724
30 Sep 23261,620,13131,952,08341,079,74227,262,343
30 Jun 23270,997,15935,594,67941,346,08126,519,381
31 Mar 23288,195,23345,002,17641,482,87525,575,700
31 Dec 22302,231,36054,730,01841,654,65924,919,198
30 Sep 22308,332,30941,870,63141,933,74224,915,463
30 Jun 22305,529,81644,783,93840,549,00723,755,772
31 Mar 22291,997,79443,280,09938,655,94022,883,414
31 Dec 21279,604,79939,243,79137,084,82422,401,726
30 Sep 21264,590,78335,046,13835,368,32221,155,043
30 Jun 21257,575,75632,255,74534,520,02421,356,914
31 Mar 21246,870,31328,294,03333,518,22621,192,040
31 Dec 20236,806,98826,090,84633,127,64721,111,490
30 Sep 20235,140,24024,873,37232,790,87220,808,619
30 Jun 20230,179,55121,711,59732,594,77920,629,872
31 Mar 20233,340,51321,287,16333,586,87120,364,648
31 Dec 19230,400,88121,505,05433,444,77019,907,236
30 Sep 19229,781,17124,607,12833,579,82420,228,485
30 Jun 19233,237,69331,469,51732,792,57519,615,470
31 Mar 19235,593,24737,386,53432,268,23019,032,020
31 Dec 18243,771,41543,890,87732,688,56518,354,080
30 Sep 18250,484,77747,577,13234,150,56717,547,033
30 Jun 18247,073,68545,649,47536,329,68617,208,865
31 Mar 18249,591,56445,467,87038,937,45516,810,302
31 Dec 17239,575,37641,344,56938,947,44516,355,612
30 Sep 17226,928,70436,245,42638,076,27115,461,933
30 Jun 17212,695,43629,614,44537,547,06114,786,520
31 Mar 17202,632,01924,640,68136,765,95014,314,816
31 Dec 16201,866,74522,415,65537,235,16114,111,381
30 Sep 16201,850,45818,740,94137,305,04814,034,616
30 Jun 16205,717,39719,638,25536,878,78913,944,125
31 Mar 16203,317,81619,438,81136,553,86913,780,971
31 Dec 15200,653,48218,694,62836,081,63613,705,695
30 Sep 15200,068,15120,738,05236,248,51413,895,020
30 Jun 15195,832,88919,567,37036,288,00713,818,778

Quality Earnings: A005930 has high quality earnings.

Growing Profit Margin: A005930's current net profit margins (21.5%) are higher than last year (11.1%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: A005930's earnings have grown by 3.3% per year over the past 5 years.

Accelerating Growth: A005930's earnings growth over the past year (144.8%) exceeds its 5-year average (3.3% per year).

Earnings vs Industry: A005930 earnings growth over the past year (144.8%) exceeded the Tech industry 58%.

Return on Equity

High ROE: A005930's Return on Equity (17.3%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 02:03
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Samsung Electronics Co., Ltd. is covered by 62 analysts. 36 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP
Nam Hyung KimArete Research Services LLP