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LG Cns064400.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Information Technology Services

LG Group's IT-services and system-integration arm, providing cloud, AI and digital-transformation services to LG affiliates and outside clients.

Momentum leader 92
Mkt cap
$5.29B
US dollars, full cap
Free float
53%
of shares outstanding
$/day
$45.5M
20-day average traded
Fwd P/E
15.5×
forward earnings
ROIC−WACC
+5.3 pp
WACC 9.0%
Hurdle
-2 pp
Req g minus delivered
Next earnings
130 days
16 Mar 2027
Close · KRW₩74,100
1D+2.1%
1W+2.6%
1M+7.2%
3M+8.8%
6M+14.0%
YTD+22.9%
1Y+19.0%
ATR %6.3%
52w lowhigh51.7% off high

What LG Cns does

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.

Products and services

  • System integration/IT outsourcing
  • Cloud services
  • AI/data solutions
  • Smart factory/logistics IT

Customers

  • LG Group affiliates
  • External corporate/government clients

Where it sits in the supply chain

  • IT services
  • System integration and cloud/AI…
  • Enterprise digital transformation

What could go right

  • Enterprise AI/cloud adoption growth
  • External (non-LG) client expansion

What could go wrong

  • Reliance on LG Group captive revenue
  • IT-services price competition

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

Named competitors

LG Cns at a glance

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).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026Peer median 113064400.KS 112
Six months, rebased to 100: LG Cns against the median of its 20 peers (local-currency closes).

LG Cns financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩6.44T₩6.13T₩5.98T₩5.61T₩4.97T
Revenue growth—+2%+7%+13%—
Gross profitn/a₩939B₩918B₩822B₩717B
EBITDAn/a₩686B₩614B₩561B₩476B
Net income₩460B₩438B₩365B₩332B₩265B
Free cash flown/a₩374B₩685B₩99.5B₩105B
Capital expendituren/a₩53.2B₩36.4B₩56.2B₩80.0B
Total debtn/a₩774B₩694B₩609B₩747B

Quarterly statements and history in the cockpit →

LG Cns competitor charts

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.

Performance: 6-month against 1-month return

-25%0%+25%+50%-20%0%+20%PEGAPSN3079503626BOXINGMNICEBC8KBRNSITQTWOSAICSCTDOXRIOT2327CCCTEMNSOP688702064400.KS6-month return →1-month return →
Up and to the right = strong over both horizons. LG Cns is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×2,000×4,000×6,000×PEGAPSN3079503626BOXINGMSCTCCCTEMN688702064400.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. LG Cns is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%PEGAPSN3079503626BOXINGMNICEBC8KBRNSITQTWOSAICSCTDOX2327TEMNSOP064400.KSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. LG Cns is the large dot.

LG Cns competitors and peer comparison

Head to head with its named competitors (064400.KS vs 018260.KS vs 034730.KS vs ACN)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq 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%

How LG Cns compares with its peers

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.

LG Cns against its 20 peers (data as of 6 Nov 2026)
Measure064400.KSPeer medianRank 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 margin8.9%9.1%10th lowest of 21
Forward P/E15.5×15.1×10th 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 pp8th most demanding of 19
ROIC minus cost of capital+5.3 pp+4.8 pp11th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
LG Cns 064400.KSSouth Korea$5.29B+14%+4%9%15.5×5.6%+7.2%
Pegasystems PEGAUnited States$5.30B-10%+1%12%13.8×8.8%+11.4%
Parsons PSNUnited States$5.16B-1%-3%5%14.8×8.4%+10.2%
HyundaiAutoever 307950.KSSouth Korea$5.49B-40%+16%5%35.7×27.6%+22.2%
TISI 3626.TJapan$5.50B+20%+5%13%15.1×-7.7%+5.9%
Box BOXUnited States$5.76B+63%+10%9%26.0×20.3%+8.8%
Ingram Micro INGMUnited States$5.85B-6%+15%2%6.8×2.9%+1.4%
NICE Ltd. Sponsored ADR NICEUnited States$5.87B+4%+8%17%7.8×-0.7%+12.3%
Bechtle BC8.DEGermany$4.72B+13%+8%5%16.8×6.9%+4.9%
KBR KBRUnited States$4.69B+14%-3%9%9.5×-8.7%+6.2%
Insight Enterprises NSITUnited States$4.64B+89%+3%6%11.7×2.9%-0.2%
Q2 Holdings, Inc. QTWOUnited States$4.57B+47%+13%13%22.5×26.6%+14.6%
Science Applications International SAICUnited States$6.13B+56%-1%8%14.3×-4.6%+0.6%
Softcat SCT.LUnited Kingdom$4.53B+14%+35%11%17.9×-4.1%+20.3%
Amdocs DOXUnited States$4.53B-34%+4%17%7.7×-15.8%+1.8%
RIOT RIOTUnited States$6.27B-31%+6%-84%n/an/an/a
NS Solutions 2327.TJapan$4.43B+6%+12%12%21.3×-5.1%+8.6%
Computacenter CCC.LUnited Kingdom$6.48B+15%+54%3%16.4×7.9%+11.1%
Temenos TEMN.SWSwitzerland$6.51B+10%+30%27%21.8×8.3%+1.7%
Sopra Steria SOP.PAFrance$4.29B+50%+2%9%11.2×-0.6%+5.8%
Suzhou Centec Communications 688702.SSChina$6.58B-45%+32%-18%5,922.0×n/an/a

Questions

Who are LG Cns's main competitors?
Named competitors: Samsung SDS (018260.KS), SK C&C (034730.KS), Accenture (ACN), IBM (IBM). The cockpit's measured peer set (industry) also includes Pegasystems (PEGA), Parsons (PSN), HyundaiAutoever (307950.KS), TISI (3626.T), Box (BOX), Ingram Micro (INGM).
Is LG Cns expensive compared with its peers?
On forward p/e it trades at 15.5× against a peer median of 15.1×, 10th most expensive of 20 in its peer set. 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.
How has LG Cns stock performed?
Over six months to 6 Nov 2026 the shares returned +14.0% against +11.3% for the median peer; over one year +19.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.