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← CockpitCompetitor Analysis › 122870.KS YG Entertainment, Inc.Open in the cockpit ↗

YG Entertainment, Inc.122870.KSCompetitor analysis, valuation and peers

South Korea · KRW·Communication Services›Movies/Entertainment
Momentum strong 79
Mkt cap
$578M
US dollars, full cap
Free float
72%
of shares outstanding
$/day
$2.89M
20-day average traded
Fwd P/E
17.2×
forward earnings
ROIC−WACC
+2.6 pp
WACC 6.0%
Hurdle
-22 pp
Req g minus delivered
Next earnings
10 days
16 Nov 2026
Close · KRW₩42,300
1D+2.3%
1W+11.5%
1M+1.9%
3M+3.8%
6M-21.7%
YTD-39.0%
1Y-55.0%
ATR %4.9%
52w lowhigh56.2% off high

What YG Entertainment does

Employees: 438

YG Entertainment at a glance

Size YG Entertainment (122870.KS) is a South Korea Communication Services company (Movies/Entertainment) with a market value of $578M, the 310th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩42,300 on 6 Nov 2026.

Performance Over six months the shares fell 21.7%, against -1.5% for the median peer and -24.5% for the South Korea market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue grew 59.6% over the last twelve months (peer median +1.5%); the operating margin is 11.0% (peer median 8.6%).

Valuation It trades at 17.2× forward earnings against a peer median of 13.6× (5th most expensive of 10).

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 +16%, so the hurdle is -22 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.6 points above its cost of capital (6.0% WACC).

Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 96122870.KS 79
Six months, rebased to 100: YG Entertainment against the median of its 20 peers (local-currency closes).

YG Entertainment financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩620B₩545B₩365B₩569B₩391B
Revenue growth—+49%-36%+46%—
Gross profit₩183B₩159B₩71.7B₩169B₩117B
EBITDA₩98.0B₩83.1B₩9.25B₩98.7B₩55.7B
Net income₩33.9B₩36.9B₩18.5B₩61.3B₩33.7B
Free cash flow₩65.5B₩84.9B-₩7.08B₩82.0B₩42.7B
Capital expenditure₩11.7B₩7.61B₩23.5B₩57.0B₩9.76B
Total debt₩12.4B₩12.8B₩18.9B₩15.4B₩22.4B

Quarterly statements and history in the cockpit →

YG Entertainment 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

-40%-20%0%+20%-20%0%+20%0933300426RNK0023431896TIV079160ANGX5253CGXLUCK300027253450002905BOWLJUVETWCBAMI600136STRZ122870.KS6-month return →1-month return →
Up and to the right = strong over both horizons. YG Entertainment is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%10×20×30×40×0933RNK00234318965253CGX300027253450122870.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. YG Entertainment is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%25%50%0933300426RNK002343TIV0791605253CGX002905BOWLTWCBAMI600136122870.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. YG Entertainment is the large dot.

YG Entertainment competitors and peer comparison

How YG Entertainment 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.

YG Entertainment against its 20 peers (data as of 6 Nov 2026)
Measure122870.KSPeer medianRank in peer set
1-month return+1.9%+2.6%10th lowest of 21
6-month return-21.7%-1.5%6th lowest of 21
Distance from 52-week high-56.2%-29.9%2nd lowest of 21
Revenue growth (TTM)+59.6%+1.5%2nd highest of 21
Operating margin11.0%8.6%6th highest of 21
Forward P/E17.2×13.6×5th most expensive of 10
Growth the price implies (Req g, 7 yrs)-5.7%8.2%2nd least demanding of 14
Growth delivered (Del g)+16.4%+20.4%7th lowest of 14
Hurdle (Req g minus delivered)-22.1 pp-14.6 pp5th least demanding of 14
ROIC minus cost of capital+2.6 pp-2.2 pp3rd highest of 20
EV / EBITDA7.1×8.0×6th cheapest of 16
Net debt / EBITDA-2.4×1.4×3rd least indebted of 16

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
YG Entertainment 122870.KSSouth Korea$578M-22%+60%11%17.2×-5.7%+16.4%
Viva Goods 0933.HKHong Kong$578M-23%+4%4%9.1×2.5%+65.8%
Zhejiang Huazhi Digital Media 300426.SZChina$578M+30%-71%27%n/a33.6%-10.6%
Rank RNK.LUnited Kingdom$583M-3%+5%9%10.3×5.8%+20.4%
Ciwen Media 002343.SZChina$610M+38%-55%-35%39.0×32.0%-9.9%
Maoyan Entertainment 1896.HKHong Kong$547M-38%-7%9%12.0×n/an/a
Tivoli A/S TIV.CODenmark$536M-3%+6%10%n/a8.8%+23.0%
CJ CGV 079160.KSSouth Korea$629M+5%+12%5%n/a8.2%+31.3%
Angel Studios ANGXUnited States$633M+1%+233%-30%n/an/an/a
COVER 5253.TJapan$633M+11%+4%14%13.6×11.4%+53.8%
Cineplex CGX.TOCanada$641M+26%-2%9%33.9×3.2%+25.2%
Lucky Strike Entertainment LUCKUnited States$518M-54%+4%13%n/an/an/a
Huayi Brothers Media 300027.SZChina$648M-14%-24%-125%20.0×n/an/a
Studio Dragon 253450.KSSouth Korea$515M-33%+24%9%19.9×n/an/a
Guangzhou Jinyi Media 002905.SZChina$515M-11%-15%-14%n/a8.1%+14.3%
Hollywood Bowl BOWL.LUnited Kingdom$658M+17%+9%24%13.2×-4.4%+25.8%
Juventus Football Club JUVE.MIItaly$738M-22%-1%-28%n/an/an/a
TWC Enterprises TWC.TOCanada$447M+4%-3%19%n/a-6.0%+12.0%
Blue Ant Media BAMI.TOCanada$429M-1%+5%10%n/a12.7%-2.1%
Wuhan MC Culture & Sports 600136.SSChina$425M-22%-39%-4%n/a51.0%-6.4%
Starz Entertainment STRZUnited States$425M+25%-8%-5%n/an/an/a

Questions

Which companies are YG Entertainment's closest peers?
The cockpit's peer set: Viva Goods (0933.HK), Zhejiang Huazhi Digital Media (300426.SZ), Rank (RNK.L), Ciwen Media (002343.SZ), Maoyan Entertainment (1896.HK), Tivoli A/S (TIV.CO), CJ CGV (079160.KS), Angel Studios (ANGX).
Is YG Entertainment expensive compared with its peers?
On forward p/e it trades at 17.2× against a peer median of 13.6×, 5th most expensive of 10 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 +16%, so the hurdle is -22 pp: the price already allows for a slowdown.
How has YG Entertainment stock performed?
Over six months to 6 Nov 2026 the shares returned -21.7% against -1.5% for the median peer; over one year -55.0%.

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.