LG Group's IT-services and system-integration arm, providing cloud, AI and digital-transformation services to LG affiliates and outside clients.
LG Group's IT-services and system-integration arm, providing cloud, AI and digital-transformation services to LG affiliates and outside clients.
Earns from multi-year contracts to run LG affiliates' IT systems and from one-off projects to build or modernise systems for outside clients, with the captive base giving predictable volume. It listed on the Korean exchange in 2025, with LG Corp remaining the main owner.
Moat: narrow (installed base, switching costs). Long-standing captive IT provider to LG Group affiliates, with high switching costs once integrated.
Headquarters: Seoul, South Korea · Founded: 1987 · Employees: 6,890
Size LG Cns (064400.KS) is a South Korea Information Technology company (Information Technology Services) with a market value of $5.29B, the 75th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩74,100 on 6 Nov 2026.
Performance Over six months the shares gained 14.0%, against +11.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 3.5% over the last twelve months (peer median +7.9%); the operating margin is 8.9% (peer median 9.1%).
Valuation It trades at 15.5× forward earnings against a peer median of 15.1× (10th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.3 points above its cost of capital (9.0% WACC).
Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩6.44T | ₩6.13T | ₩5.98T | ₩5.61T | ₩4.97T |
| Revenue growth | — | +2% | +7% | +13% | — |
| Gross profit | n/a | ₩939B | ₩918B | ₩822B | ₩717B |
| EBITDA | n/a | ₩686B | ₩614B | ₩561B | ₩476B |
| Net income | ₩460B | ₩438B | ₩365B | ₩332B | ₩265B |
| Free cash flow | n/a | ₩374B | ₩685B | ₩99.5B | ₩105B |
| Capital expenditure | n/a | ₩53.2B | ₩36.4B | ₩56.2B | ₩80.0B |
| Total debt | n/a | ₩774B | ₩694B | ₩609B | ₩747B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| LG Cns 064400.KS | $5.29B | +14% | +4% | 9% | 15.5× | 5.6% |
| Samsung Sds 018260.KS | $12.4B | +31% | +2% | 5% | 24.9× | 13.0% |
| SK 034730.KS | $17.9B | +5% | +15% | 7% | 2.2× | n/a |
| Accenture ACN | $154B | +44% | +6% | 15% | 17.8× | 3.7% |
| IBM IBM | $232B | +6% | +7% | 21% | 18.8× | 7.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 064400.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.2% | -1.4% | 7th highest of 21 |
| 6-month return | +14.0% | +11.3% | 9th highest of 21 |
| Distance from 52-week high | -51.7% | -23.7% | 3rd lowest of 21 |
| Revenue growth (TTM) | +3.5% | +7.9% | 7th lowest of 21 |
| Operating margin | 8.9% | 9.1% | 10th lowest of 21 |
| Forward P/E | 15.5× | 15.1× | 10th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 5.6% | 2.9% | 9th most demanding of 19 |
| Growth delivered (Del g) | +7.2% | +7.4% | 10th highest of 19 |
| Hurdle (Req g minus delivered) | -1.6 pp | -2.9 pp | 8th most demanding of 19 |
| ROIC minus cost of capital | +5.3 pp | +4.8 pp | 11th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LG Cns 064400.KS | South Korea | $5.29B | +14% | +4% | 9% | 15.5× | 5.6% | +7.2% |
| Pegasystems PEGA | United States | $5.30B | -10% | +1% | 12% | 13.8× | 8.8% | +11.4% |
| Parsons PSN | United States | $5.16B | -1% | -3% | 5% | 14.8× | 8.4% | +10.2% |
| HyundaiAutoever 307950.KS | South Korea | $5.49B | -40% | +16% | 5% | 35.7× | 27.6% | +22.2% |
| TISI 3626.T | Japan | $5.50B | +20% | +5% | 13% | 15.1× | -7.7% | +5.9% |
| Box BOX | United States | $5.76B | +63% | +10% | 9% | 26.0× | 20.3% | +8.8% |
| Ingram Micro INGM | United States | $5.85B | -6% | +15% | 2% | 6.8× | 2.9% | +1.4% |
| NICE Ltd. Sponsored ADR NICE | United States | $5.87B | +4% | +8% | 17% | 7.8× | -0.7% | +12.3% |
| Bechtle BC8.DE | Germany | $4.72B | +13% | +8% | 5% | 16.8× | 6.9% | +4.9% |
| KBR KBR | United States | $4.69B | +14% | -3% | 9% | 9.5× | -8.7% | +6.2% |
| Insight Enterprises NSIT | United States | $4.64B | +89% | +3% | 6% | 11.7× | 2.9% | -0.2% |
| Q2 Holdings, Inc. QTWO | United States | $4.57B | +47% | +13% | 13% | 22.5× | 26.6% | +14.6% |
| Science Applications International SAIC | United States | $6.13B | +56% | -1% | 8% | 14.3× | -4.6% | +0.6% |
| Softcat SCT.L | United Kingdom | $4.53B | +14% | +35% | 11% | 17.9× | -4.1% | +20.3% |
| Amdocs DOX | United States | $4.53B | -34% | +4% | 17% | 7.7× | -15.8% | +1.8% |
| RIOT RIOT | United States | $6.27B | -31% | +6% | -84% | n/a | n/a | n/a |
| NS Solutions 2327.T | Japan | $4.43B | +6% | +12% | 12% | 21.3× | -5.1% | +8.6% |
| Computacenter CCC.L | United Kingdom | $6.48B | +15% | +54% | 3% | 16.4× | 7.9% | +11.1% |
| Temenos TEMN.SW | Switzerland | $6.51B | +10% | +30% | 27% | 21.8× | 8.3% | +1.7% |
| Sopra Steria SOP.PA | France | $4.29B | +50% | +2% | 9% | 11.2× | -0.6% | +5.8% |
| Suzhou Centec Communications 688702.SS | China | $6.58B | -45% | +32% | -18% | 5,922.0× | n/a | n/a |