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← CockpitCompetitor Analysis › 347700.KS Sphere Corp.Open in the cockpit ↗

Sphere Corp.347700.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Packaged Software
Momentum laggard 10
Mkt cap
$525M
US dollars, full cap
Free float
61%
of shares outstanding
$/day
$10.4M
20-day average traded
Fwd P/E
32.1×
forward earnings
ROIC−WACC
-6.4 pp
WACC 7.3%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · KRW₩14,410
1D-6.2%
1W-25.0%
1M-45.0%
3M-26.8%
6M-65.8%
YTD-1.9%
1Y+62.5%
ATR %14.1%
52w lowhigh74.8% off high

What Sphere does

Employees: 34

Sphere at a glance

Size Sphere (347700.KS) is a South Korea Information Technology company (Packaged Software) with a market value of $525M, the 322nd largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩14,410 on 6 Nov 2026.

Performance Over six months the shares fell 65.8%, against -21.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue grew 302.9% over the last twelve months (peer median +5.0%); the operating margin is 2.6% (peer median -2.2%).

Valuation It trades at 32.1× forward earnings against a peer median of 27.0× (4th most expensive of 10).

Capital Return on invested capital runs 6.4 points below its cost of capital (7.3% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

25507510011 May 202611 Aug 20266 Nov 2026Peer median 77347700.KS 35
Six months, rebased to 100: Sphere against the median of its 20 peers (local-currency closes).

Sphere financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩177B₩95.6B₩85.4B₩1.65B₩2.82B
Revenue growth—+12%+5,073%-41%—
Gross profit₩21.5B₩16.6B₩28.9B-₩4.62B-₩3.71B
EBITDA₩5.27B₩9.20B₩15.2B-₩7.75B-₩5.91B
Net income-₩8.69B₩170M₩8.61B-₩11.3B-₩3.35B
Free cash flow-₩25.4B-₩14.7B₩4.31B-₩9.94B-₩5.15B
Capital expenditure₩52.3M₩46.1M₩21.4M₩311M₩194M
Total debt₩340B₩12.6B₩2.02B₩4.85B₩7.66B

Quarterly statements and history in the cockpit →

Sphere 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

-60%-40%-20%0%+20%-40%-20%0%ACAST75953012216039182718IVU300352077736739890301157300399300571TOM2BRUN688588300550002995300290347700.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Sphere is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×40×ACAST7595301221603918IVU077736739890TOM2347700.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sphere is the large dot.

Sphere competitors and peer comparison

How Sphere 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.

Sphere against its 20 peers (data as of 6 Nov 2026)
Measure347700.KSPeer medianRank in peer set
1-month return-45.0%-5.3%2nd lowest of 21
6-month return-65.8%-21.6%5th lowest of 21
Distance from 52-week high-74.8%-47.4%4th lowest of 21
Revenue growth (TTM)+302.9%+5.0%highest of 20
Operating margin2.6%-2.2%9th highest of 21
Forward P/E32.1×27.0×4th most expensive of 10
ROIC minus cost of capital-6.4 pp-9.6 pp9th highest of 20
Net debt / EBITDA48.1×-1.9×2nd most indebted of 10

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
Sphere 347700.KSSouth Korea$525M-66%+303%3%32.1×n/an/a
Acast ACAST.STSweden$526M-20%+23%3%33.0×21.4%+32.5%
Argo Graphics 7595.TJapan$525M-10%+5%15%14.8×-10.9%+10.5%
Wuhan KOTEI Informatics 301221.SZChina$526M-22%+11%2%39.3×n/an/a
Shanghai Golden Bridge Info Tech 603918.SSChina$530M-27%-15%-9%36.1×n/an/a
Mininglamp Technology 2718.HKHong Kong$533M-89%+9%-6%n/an/an/a
IVU Traffic Technologies IVU.DEGermany$518M+40%+10%13%28.8×6.8%+10.2%
Beijing VRV Software 300352.SZChina$518M-67%+28%-110%n/a58.4%-13.7%
NetDragon Websoft 0777.HKHong Kong$534M-13%-16%13%9.7×-14.5%-6.8%
Broadleaf 3673.TJapan$534M0%+12%13%27.0×6.4%-0.3%
Tanwan 9890.HKHong Kong$517M-52%-4%-6%2.9×n/an/a
Hangzhou Huasu Technology 301157.SZChina$516M-19%+16%5%n/an/an/a
Jiangxi Tianli Technology 300399.SZChina$514M-21%+6%2%n/an/an/a
Hangzhou Anysoft Information Technology 300571.SZChina$512M-45%-12%-14%n/an/an/a
TomTom TOM2.ASNetherlands$511M-23%-7%12%16.9×-10.1%+1.0%
Boost Run BRUNUnited States$511M-68%n/a-47%n/a5.3%n/a
Linkage Software 688588.SSChina$541M-21%-10%12%n/a17.6%+10.8%
Heren Health 300550.SZChina$510M+18%-4%-11%n/a43.2%-0.9%
Beijing Quanshi World Online Network Information 002995.SZChina$508M-15%-19%-13%n/a5.3%-19.1%
Bringspring Science & Technology 300290.SZChina$506M-66%-6%-13%n/an/an/a
Xinjiang Sailing Information Technology 300588.SZChina$505M-25%+19%-17%n/an/an/a

Questions

Which companies are Sphere's closest peers?
The cockpit's peer set: Acast (ACAST.ST), Argo Graphics (7595.T), Wuhan KOTEI Informatics (301221.SZ), Shanghai Golden Bridge Info Tech (603918.SS), Mininglamp Technology (2718.HK), IVU Traffic Technologies (IVU.DE), Beijing VRV Software (300352.SZ), NetDragon Websoft (0777.HK).
Is Sphere expensive compared with its peers?
On forward p/e it trades at 32.1× against a peer median of 27.0×, 4th most expensive of 10 in its peer set.
How has Sphere stock performed?
Over six months to 6 Nov 2026 the shares returned -65.8% against -21.6% for the median peer; over one year +62.5%.

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.