SK Telecom Co., Ltd. SKM

36.30 0.53 1.48% as of 25 Sep
Market cap
$13.7B
P/E
60.3×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.75%

Capital & Financial Ratios

Market Cap 13,690.00
Revenue 12,059.98
Net Income 498.86
Free Cash Flow 1,055.02
Net Debt 4,619.54
Current Ratio 1.25
Debt/Equity 0.56
P/E ratio 60.27
P/S ratio 1.15
P/B ratio 1.28
Past 5Y EPS Growth 4.36%
This Y EPS Growth 255.73%
Next Y EPS Growth 8.32%
Next 5Y EPS Growth 60.60%
in millions of $

Dividends

Payout Ratio 0.69
Annual Dividend Rate 1.39
Annual Dividend Yield 6.37%
total individual payouts
2024 1.00
0.34
0.34
0.33
2023 1.47
0.35
0.35
0.35
0.42
2022 1.40
0.36
0.35
0.35
0.34
2021 19.73
0.24
0.23
19.26
2020 0.99
0.09
0.89
2019 0.90
0.09
0.81
2018 1.84
0.10
0.87
0.87
2017 1.13
0.10
0.10
0.94
2016 1.96
0.10
0.10
0.88
0.88
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,407 1,727 1,179 1,431
Receivables 1,858 1,651 1,585 1,642
Inventory 144 147 117 104
Other 234 301 284 305
5,268 5,234 4,709 5,105
2023 2024 2025 Q'26
Payables 112 89 78 82
ST’ Debt 1,297 1,722 786 742
Other 797 877 1,007 1,017
5,595 6,457 4,571 4,093
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (2.27%) (4.20%) (0.18%)
Cash Flow (1.96%) (10.02%) (8.72%)
Earnings (14.77%) (25.73%) (24.76%)
Book Value (3.99%) (14.21%) 2.15%

Revenue

Mar Jun Sep Dec Year
’26 3,075 3,051 — — —
’25 3,118 3,037 2,785 3,149 12,089
’24 3,580 3,096 3,172 2,761 12,609
’23 3,498 3,445 3,522 3,662 14,127
’22 3,422 3,432 3,040 2,259 12,153
’21 4,302 4,336 4,471 2,068 15,178
’20 3,560 3,682 3,785 3,952 14,979
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 745 845 — — —
’25 876 983 116 771 2,747
’24 895 777 999 890 3,561
’23 820 1,098 1,068 971 3,958
’22 1,036 1,153 464 959 3,612
’21 802 1,248 1,265 1,214 4,528
’20 778 1,530 1,313 1,037 4,658
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 480 535 — — —
’25 495 761 (334) 374 1,296
’24 426 472 657 271 1,825
’23 195 594 530 188 1,507
’22 435 712 (5) 345 1,487
’21 117 742 502 257 1,619
’20 (73) 975 541 377 1,821
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.57 — — — —
’25 0.65 0.16 (0.30) 0.18 0.71
’24 0.68 0.63 0.51 0.63 2.45
’23 0.62 0.71 0.63 0.34 2.11
’22 0.45 0.53 0.44 0.28 1.69
’21 1.28 1.75 1.03 0.12 0.70
’20 0.64 0.87 0.77 0.84 3.18
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
28.86 33.67 37.33 34.96 23.18 26.56 18.32 18.26 19.88 19.66

Analyst estimates 2026–2028

Powerpack
Low Price
38.17 47.38 47.73 45.54 41.61 55.34 28.10 22.61 24.58 23.80
High Price
25,844 30,608 39,909 40,543 41,097 24,125 5,036 26,195 24,224 22,723
Employees
1 1 0 0 0 1 2 1 1 1
Revenue/Emp
15,443 15,797 15,421 14,278 14,979 15,178 12,153 14,127 12,609 12,089
Revenue
81.43% 82.32% 82.80% 83.98% 85.72% 86.79% 87.03% 87.43% 87.32% 87.42%
Gross Margin
1,887 3,063 3,618 930 1,502 1,546 865 1,191 1,233 506
EBT
12.22% 19.39% 23.46% 6.51% 10.02% 10.19% 7.12% 8.43% 9.78% 4.18%
EBT Margin
1,494 2,392 2,850 690 1,200 2,177 663 917 971 263
Net Income
— — — — — — — — — —
Depreciation
40.01 40.88 39.94 36.24 37.64 25.36 31.00 36.15 32.94 31.56
Revenue/Sh
3.87 6.03 7.34 1.89 3.18 0.70 1.69 2.11 2.45 0.71
Earnings/Sh
9.89 8.98 10.21 8.09 11.70 7.57 9.21 10.13 9.30 7.17
Cash Flow/Sh
(7.20) (6.58) (7.62) (7.09) (7.13) (4.86) (5.42) (6.27) (4.53) (3.79)
Capex/Sh
2.70 2.40 2.60 1.01 4.58 2.71 3.79 3.86 4.77 3.38
Free CF/Sh
37.58 42.00 52.68 46.35 49.04 18.55 21.70 25.03 21.63 23.68
Book Value/Sh
386 386 386 394 398 598 392 391 383 383
Shares
9.34 7.58 5.96 17.42 12.89 6.37 12.19 9.21 8.59 30.09
PE Ratio
0.85 1.13 1.11 0.96 1.07 1.05 0.67 0.58 0.64 0.65
PS Ratio
0.90 1.10 0.84 0.77 0.82 1.44 0.95 0.84 0.97 0.87
PB Ratio
1.16 1.42 1.51 1.47 1.48 1.49 1.07 1.00 1.00 1.06
EV/Sales
17.18 24.20 23.21 17.67 12.18 13.98 8.75 9.34 6.93 9.87
EV/FCF
3,819 3,470 3,943 3,189 4,658 4,528 3,612 3,958 3,561 2,747
Op' Cash Flow
(2,778) (2,541) (2,941) (2,793) (2,836) (2,909) (2,125) (2,451) (1,736) (1,451)
Capex
1,041 929 1,002 396 1,821 1,619 1,487 1,507 1,825 1,296
FCF
(403) (817) 1,011 252 478 (547) (579) (327) (1,223) 138
Working Cap'
6,630 6,605 8,710 8,195 8,487 7,939 6,412 7,235 6,319 6,102
Total Debt
4,757 4,608 6,210 6,359 6,122 6,664 4,928 5,828 4,592 4,923
Net Debt
14,505 16,226 20,338 18,259 19,517 11,102 8,509 9,783 8,279 9,069
Sh' Equity
5.58% 7.98% 8.25% 1.89% 3.25% 6.51% 2.57% 3.74% 3.79% 1.28%
ROA
3.81% 3.31% 1.79% 2.03% 2.15% 4.54% 5.19% 5.63% 5.75% 3.28%
ROIC
10.62% 15.13% 15.49% 3.63% 6.37% 14.07% 6.51% 9.41% 9.54% 3.14%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

SK Telecom Co., Ltd. peers in Telecom Services

All 55 Telecom Services stocks →

SK Telecom Co., Ltd. (SKM) key facts

  • SK Telecom Co., Ltd. (SKM) is a Telecom Services company in the Communication Services sector, traded in the US as an ADR.
  • SK Telecom Co., Ltd.’s revenue for fiscal 2025 (year ended December 2025) was KRW 12.1 billion, down 4.13% from fiscal 2024.
  • As of September 25, 2026, SKM traded at $36.30, a market capitalization of $13.7 billion.
  • SK Telecom Co., Ltd. pays an annual dividend of $1.39 per share, a yield of 6.37%, with a payout ratio of 69.0%.
  • Return on equity was 3.14% and debt-to-equity 0.56.

Source: company filings (standardised) and stockrow calculations.

SK Telecom Co., Ltd. (SKM) Latest News

News by impact score

Fine-tune

28 Aug

4

SK Telecom spins off SK Horizon to act as dedicated AI growth engine for SKM. SK Horizon spinoff represents major strategic AI move likely to alter SKM trajectory and investor sentiment.

4

KKR and IMM back SK Telecom's new AI data centre unit with $2.23bn investment. $2.23bn investment in AI data centre unit drives major strategic expansion for SK Telecom.

27 Aug

4

SK Telecom launches SK Horizon, an AI data center infrastructure company, and secures investments from KKR and IMM. SK Telecom's launch of SK Horizon with KKR and IMM backing represents a major strategic expansion into AI infrastructure.

4

SK Telecom launches SK Horizon AI data center infrastructure company and secures investments from KKR and IMM. Launch of SK Horizon backed by KKR and IMM investments marks major expansion into AI data centers.

9 Aug

3

SK Telecom released Q2 earnings call highlights covering financial results, subscriber metrics, and strategic updates on 5G and AI initiatives. Quarterly earnings highlights deliver routine financial and operational updates that may sway near-term sentiment but rarely alter long-term company trajectory.

5 Aug

4 transcript

SK Telecom Co Ltd Q2 2026 earnings call highlighted AIDC expansion driving 67% growth in relevant segments alongside core telecom performance updates. AIDC expansion represents a major strategic initiative that can significantly shift SK Telecom's growth trajectory and investor outlook.

27 Jul

5

Nvidia forms over $500 billion AI infrastructure partnership with SK Group including SK Telecom. Half-trillion-dollar Nvidia AI deal directly elevates SK Telecom's technology role and valuation outlook.

5

SK Group signed a $500 billion deal with Nvidia for AI infrastructure. The $500 billion Nvidia AI infrastructure deal will fundamentally redefine SK Group's competitive position and long-term prospects.

25 Jul

4

SK Group expands strategic partnership with NVIDIA to develop AI factories and next-generation memory solutions, directly advancing SK Telecom operations in AI infrastructure. NVIDIA partnership on AI factories and memory tech drives major strategic growth for SK Telecom in AI and semiconductors.

24 Jul

4

Nvidia will invest $1 billion in Naver and expand its partnership accord with SK Group, encompassing SK Telecom operations and collaborations. Expanded Nvidia accord delivers major strategic technology and investment benefits to SK Group and SK Telecom.

9 Jul

4

SK Telecom (SKM) announces plans to develop 15GW AI data center capacity. Major AI data center expansion signals significant strategic shift with strong potential to alter SK Telecom's growth trajectory and investor outlook.

4 Jul

5

SK Telecom pursues 15GW AI data center buildout to become Asia's AI infrastructure hub. SK Telecom's 15GW AI data center buildout represents a transformative move to dominate Asia's AI infrastructure market.

11 Jun

3

NVIDIA is positioned as a long-term buy due to expanding business ties in Korea with SK Telecom. Growing Korea business ties with NVIDIA may moderately lift SK Telecom's operations and sentiment.

10 Jun

4

Nvidia valuation faces review after major South Korea AI memory and data center agreements involving local partners. South Korea AI infrastructure deals expand SK Telecom role in data centers and memory supply, lifting its growth trajectory.

8 Jun

4

NVIDIA Korea deals connect AI factory memory supply chains to SK Telecom growth trajectory via expanded partnerships and capacity commitments. NVIDIA Korea AI factory memory deals directly strengthen SK Telecom supply position and long-term revenue outlook.

4

Nvidia forms new AI partnerships in South Korea that include SK Telecom to advance joint artificial intelligence projects and expand regional technology collaboration. New Nvidia AI partnerships give SK Telecom direct access to advanced technology that can accelerate its AI offerings and improve long-term competitiveness.

4

Nvidia has clinched deals with South Korean giants including SK Telecom to advance the AI boom. Nvidia AI deals position SK Telecom for major strategic gains in technology and market positioning.

4

Nvidia signed multi-year AI infrastructure deals with Korean firms including SK Telecom. Multi-year Nvidia AI infrastructure deals strengthen SK Telecom's technology capabilities and competitive stance.

7 Jun

4

Nvidia unveiled AI infrastructure deals in South Korea involving SK Telecom Co., Ltd. Nvidia AI infrastructure partnership strengthens SK Telecom's position in data centers and AI services.

4

SK Telecom partners with NVIDIA to build AI infrastructure powering Korea's AI innovation. NVIDIA partnership creates major AI infrastructure for SK Telecom boosting long-term tech positioning and growth outlook.

2 Jun

3

SK Telecom (SKM) stock reaches a 4-year high potentially linked to Nvidia developments. Stock hitting multi-year high with Nvidia connection can moderately lift near-term sentiment and valuation.

23 Apr

4

SK Group establishes foundation for AI collaboration with Vietnam, positioning SK Telecom for expanded international partnerships and AI-driven growth. AI collaboration foundation with Vietnam represents a major strategic move enhancing SKM's global competitiveness and AI innovation pipeline.

20 Apr

4

Arm Holdings (ARM) shares rose 5.8% after announcing a new telco-focused AI server collaboration involving SK Telecom (SKM), highlighting SKM's push into AI infrastructure for telecom operations. Telco-focused AI server collaboration with Arm marks a major strategic initiative enhancing SK Telecom's AI capabilities and competitive positioning in telecom innovation.

15 Apr

4

Arm announces alliances with SK Telecom and IBM to advance AI initiatives, spotlighting the valuation potential of AI technologies amid growing market interest. Strategic AI partnerships with Arm and IBM represent major moves that could significantly boost SK Telecom's innovation, competitive edge, and investor sentiment.

10 Apr

4

Rebellions announces collaboration with SK Telecom and Arm to target sovereign AI solutions and advanced telecom infrastructure. Strategic partnership with Rebellions and Arm bolsters SK Telecom's AI capabilities and telecom infrastructure, potentially driving long-term growth and competitive advantage.

24 Mar

4

SK Telecom emerges as the dark horse in the AI race, leveraging telecom infrastructure and investments to challenge global tech giants with advanced AI models, data centers, and partnerships. SK Telecom's AI initiatives represent major strategic moves that could significantly enhance its competitive positioning and long-term market performance.

20 Mar

4

SK Telecom partners in AI data center collaboration to strengthen its global technology leadership. AI data center collaboration marks a major strategic push into high-growth tech sector, likely boosting SK Telecom's competitive edge and investor sentiment.

4 Mar

4

Qualcomm leads a new global coalition to accelerate 6G development, with SK Telecom joining as a key partner alongside other telecom operators and tech firms. SK Telecom's involvement in Qualcomm's 6G coalition represents a major strategic move enhancing its long-term innovation and competitive edge in next-gen networks.

3 Mar

4

SK Telecom, Supermicro, and Schneider Electric signed a Memorandum of Understanding to deliver comprehensive solutions for AI data center deployment. The MOU enables SK Telecom to enter the booming AI data center sector via collaboration with leading hardware and infrastructure providers.

4

SK Telecom Co., Ltd. (SKM) and Panmnesia signed a partnership to innovate AI data center architecture, focusing on enhancing cost efficiency and performance. Strategic partnership positions SK Telecom as a key player in AI data center innovation, potentially boosting long-term competitiveness and investor interest.

stockrow.com/SKM · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com