YG Entertainment와이지엔터테인먼트

YG Entertainment's trailing profits are solid, but the share price has fallen sharply over the past year.

Over the last twelve months to H1 2026, YG Entertainment reported revenue of about ₩620B, operating income of about ₩84B and net income of about ₩34B, with a 13.5% operating margin and a low debt load. The share price closed at ₩39,800 on 28 October 2026, down 58.1% over one year and well below its 52-week high of ₩96,500. The data does not include any news headlines, so the reasons behind recent moves are not visible here.

What stands out

• Trailing operating margin of 13.5% is well above the 2024 loss, and 2025 revenue rose 49.4% to about ₩545B.
• 2024 was a weak year, with revenue down 35.9% and an operating loss of about ₩21B, so results have been uneven.
• The company's own DCF-based fair value model gives a base of ₩87,274, with a bear case of ₩59,820 and a bull case of ₩132,633; these are model outputs, not forecasts.
• Valuation now shows a P/E of 22 and P/B of 1.4, compared with peers such as SM Entertainment (P/E 14) and JYP (P/E 13.1).
• Foreign ownership fell from 11.9% to 9% over about 60 days, and foreign investors were net sellers over the last 20 trading days.

What to watch

• The next quarterly and half-year results, since trailing figures depend heavily on concert and album timing.
• Filings on the 5%+ holding reports, which were frequent this year, and any further changes in major shareholders.
• The correction to the sustainability report filed on 31 August 2026, which is a disclosure matter to check in the original filings.