LG Energy Solution, Ltd.

Report azionario KOSE:A373220

Capitalizzazione di mercato: ₩78.5t

LG Energy Solution Crescita futura

Criteri Future verificati 4/6

LG Energy Solution prevede che gli utili e i ricavi cresceranno rispettivamente di 62.7% e 19.1% all'anno. Si prevede che l'EPS crescerà di 64% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.8% in 3 anni.

Informazioni chiave

62.7%

Tasso di crescita degli utili

63.99%

Tasso di crescita dell'EPS

Electrical crescita degli utili44.9%
Tasso di crescita dei ricavi19.1%
Rendimento futuro del capitale proprio11.76%
Copertura analitica

Good

Ultimo aggiornamento05 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 04

A373220: Grid Storage Collaboration Will Support Future Upside Despite Modest Assumption Shifts

Analysts trimmed their fair value estimate for LG Energy Solution to ₩600,000 from ₩620,000, citing updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems.
Aggiornamento narrativa • Jul 21

A373220: Storage Partnership And Higher Future P/E Will Shape Fairly Valued Shares

Analysts have modestly adjusted their price target for LG Energy Solution to about ₩339,660 from roughly ₩349,845, reflecting revised assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S.-manufactured battery energy storage systems, according to a client announcement.
Aggiornamento narrativa • Jul 07

A373220: Solid-State Storage Partnership And Rich P/E Will Shape Fairly Valued Shares

Analysts have lowered their fair value estimate for LG Energy Solution from ₩361,217 to ₩349,845. This reflects updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E levels.
Aggiornamento narrativa • Jun 18

A373220: Integrated Storage And Battery Software Advances Will Support Long Term Upside

Analysts have lifted their fair value estimate for LG Energy Solution to ₩620,000 from ₩600,000, citing updated assumptions that include revised revenue growth, profit margin and future P/E inputs, along with a slightly adjusted discount rate. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems, creating an integrated DC to AC platform for utility scale storage and high load growth uses such as data centers and manufacturing.
Aggiornamento narrativa • Jun 04

A373220: Costly Cobalt Commitments And Thin Margins Will Likely Keep Shares Overpriced

Analysts now place LG Energy Solution's fair value at ₩361,217 from ₩327,754, reflecting updated assumptions for higher revenue growth, a lower profit margin, a slightly higher discount rate, and a richer future P/E multiple. What's in the News Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to combine Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems into a single DC to AC platform for utility scale storage and high load applications such as data centers and manufacturing.
Aggiornamento narrativa • May 18

A373220: Software Services And Cobalt Supply Will Support Future Upside Potential

Analysts have raised their fair value estimate for LG Energy Solution from ₩498,166.67 to ₩520,833.33, citing revised assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What's in the News LG Energy Solution joined SDVerse, the automotive industry's first B2B marketplace for automotive software, becoming the first battery company to participate (Key Developments).
Aggiornamento narrativa • May 03

A373220: Software Partnerships And Cobalt Supply Will Shape Balanced Outlook

Analysts now estimate LG Energy Solution's fair value at about ₩498,167 per share, compared with roughly ₩488,500 previously, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News LG Energy Solution joined SDVerse, the automotive industry's first B2B marketplace for automotive software, becoming the first battery company on the platform and bringing its battery software tools into a wider software defined vehicle ecosystem (Key Developments).
Aggiornamento narrativa • Apr 19

A373220: Software Partnerships And Cobalt Supply Will Underpin Future Upside Potential

Analysts have nudged their price target for LG Energy Solution from ₩486,433 to ₩488,500, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News LG Energy Solution joined SDVerse, becoming the first battery company on the automotive software B2B marketplace, which was co founded in 2024 by General Motors, Magna, and Wipro, to bring its battery software directly into the software defined vehicle environment (Key Developments).
Aggiornamento narrativa • Apr 04

A373220: Software Partnerships And Cobalt Supply Will Support Future Upside Potential

Analysts have revised their fair value estimate for LG Energy Solution to ₩486,433 from ₩478,567, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News LG Energy Solution joined SDVerse, described as the automotive industry's first B2B marketplace for automotive software, becoming the first battery company to participate and bringing its battery software directly into the software defined vehicle environment (Key Developments).
Aggiornamento narrativa • Mar 21

A373220: Long Term Cobalt Supply Commitments Will Likely Keep Shares Overpriced

Analysts now set a higher price target for LG Energy Solution at ₩327,754, up from ₩303,436, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News LG Energy Solution reaffirmed its partnership with Electra Battery Materials through a new binding term sheet for long term supply of battery grade cobalt from Electra’s Ontario refinery, updating the contract period and reflecting revised production timelines under the contract (Key Developments).
Aggiornamento narrativa • Mar 07

A373220: Aerospace Battery Breakthrough Will Support Stronger Long Term Prospects

Analysts have trimmed their fair value estimate for LG Energy Solution from ₩640,000 to ₩600,000, citing an updated view that combines a slightly higher discount rate and lower assumed future P/E with marginally stronger revenue growth and profit margin assumptions. What's in the News Company issued earnings guidance for 2026, setting a target for company-wide revenue growth in the mid 10% to 20% range on a year-over-year basis (company guidance).
Aggiornamento narrativa • Feb 20

A373220: Mid Term Revenue Roadmap Will Support Future Upside Potential

Analysts have nudged their fair value estimate for LG Energy Solution from ₩478,433 to ₩478,567, reflecting updated assumptions around slightly higher revenue growth, a modestly wider profit margin, and a small adjustment to the future P/E multiple and discount rate. What's in the News LG Energy Solution issued earnings guidance for 2026, setting a target for company wide revenue growth in a mid 10% to 20% year on year range.
Articolo di analisi • Feb 08

Should You Investigate LG Energy Solution, Ltd. (KRX:373220) At ₩385,000?

Today we're going to take a look at the well-established LG Energy Solution, Ltd. ( KRX:373220 ). The company's stock...
Aggiornamento narrativa • Feb 06

A373220: Space Battery Partnership Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for LG Energy Solution to ₩478,433 from ₩509,600, reflecting updated assumptions that incorporate a ₩478,433 fair value, a 10.07% discount rate, 18.33% revenue growth, an 8.22% profit margin and a 45.69x future P/E multiple. What's in the News LG Energy Solution issued earnings guidance for 2026, targeting company wide revenue growth in the mid 10% to 20% range on a year over year basis.
Aggiornamento narrativa • Jan 23

A373220: Space Battery Collaboration Will Likely Keep Shares Priced Too Rich

Analysts have nudged their price target for LG Energy Solution higher, reflecting a fair value update from ₩297,321.34 to ₩303,435.99 as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News LG Energy Solution agreed with South 8 Technologies to co develop space rated lithium ion batteries designed for extreme low temperature operation down to around -60 °C, aiming at use in deep space missions and other harsh environments (Key Developments).
Articolo di analisi • Jan 21

Does LG Energy Solution (KRX:373220) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento narrativa • Jan 09

A373220: Space Battery Partnership Will Likely Not Justify Current Lofty Pricing

Analysts nudged their fair value estimate for LG Energy Solution to ₩297,321 from ₩293,050, citing updated views on revenue growth, profit margins, and a lower future P/E assumption as key drivers of the change. What's in the News LG Energy Solution agreed a partnership with South 8 Technologies to co develop space rated lithium ion batteries designed for extreme low temperature conditions, targeting use in aerospace applications.
Aggiornamento narrativa • Dec 25

A373220: Aerospace Battery Breakthrough Will Drive Stronger Long Term Prospects

Analysts have raised their fair value estimate for LG Energy Solution from 531,000 KRW to 640,000 KRW, citing stronger expected revenue growth that more than offsets slightly higher discount rates and modestly lower projected profit margins, along with a richer anticipated future P/E multiple. What's in the News LG Energy Solution entered a strategic partnership with South 8 Technologies to co develop space rated lithium ion batteries capable of operating at temperatures as low as minus 60 degrees Celsius, targeting next generation aerospace applications alongside partners including KULR Technology Group and NASA Johnson Space Center (Key Developments).
Aggiornamento narrativa • Dec 11

A373220: Next-Generation Space Battery Breakthrough Will Drive Future Upside Potential

Analysts have modestly raised their price target for LG Energy Solution, lifting fair value by approximately ₩3,000 to about ₩509,600. They cite slightly higher long term valuation multiples despite marginally softer growth and profitability assumptions.
Articolo di analisi • Dec 09

Investors Will Want LG Energy Solution's (KRX:373220) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Aggiornamento narrativa • Nov 26

A373220: Next-Generation Battery Technology Will Drive Revenue Momentum

Analysts have raised their price target for LG Energy Solution from ₩496,400 to ₩506,600, citing improved revenue growth projections. These projections are considered to outweigh slight adjustments to margins and valuation metrics.
Articolo di analisi • Nov 18

LG Energy Solution, Ltd.'s (KRX:373220) Intrinsic Value Is Potentially 68% Above Its Share Price

Key Insights The projected fair value for LG Energy Solution is ₩778,609 based on 2 Stage Free Cash Flow to Equity LG...
Aggiornamento narrativa • Nov 10

A373220: Revenue Outlook And Profit Margins Are Expected To Improve

Analysts have raised their price target for LG Energy Solution from 435,123 KRW to 496,400 KRW. They cited improved revenue growth and profit margin forecasts as key factors in their updated outlook.
Articolo di analisi • Oct 28

Subdued Growth No Barrier To LG Energy Solution, Ltd. (KRX:373220) With Shares Advancing 42%

LG Energy Solution, Ltd. ( KRX:373220 ) shareholders would be excited to see that the share price has had a great...
Aggiornamento narrativa • Oct 27

North American Battery Localization And Grid Electrification Will Reshape Markets

Analysts have raised their price target for LG Energy Solution from 427,292 KRW to 435,123 KRW, citing anticipated improvements in revenue growth and profit margins. Valuation Changes The Fair Value Estimate has increased from ₩427,292.77 to ₩435,123.33, reflecting a modest rise.
Articolo di analisi • Sep 24

Is LG Energy Solution (KRX:373220) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento narrativa • Sep 05

North American Battery Localization And Grid Electrification Will Reshape Markets

Amid slightly reduced consensus revenue growth forecasts and stable net profit margins, the fair value estimate for LG Energy Solution remains unchanged at ₩427,293. What's in the News LG Energy Solution and Toyota Tsusho formed a joint venture, Green Metals Battery Innovations, LLC, to focus on battery recycling.
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Nuova narrativa • Nov 07

Cutting-Edge Battery Innovations Power Future Revenue Surge Amidst Global Expansion

Expanding into the energy management business and advanced ESS solutions could drive growth through new market entries.

Previsioni di crescita degli utili e dei ricavi

KOSE:A373220 - Stime future degli analisti e dati finanziari passati (KRW Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202847,094,2953,124,6866,789,4608,656,66924
12/31/202739,532,1241,821,7812,944,9836,582,37029
12/31/202631,603,123-466,611-3,653,2374,144,55326
3/31/202623,504,015-1,603,050-6,476,2182,953,961N/A
12/31/202523,671,759-1,072,810-6,565,6294,432,277N/A
9/30/202524,439,154-875,667-6,181,1775,861,623N/A
6/30/202525,617,124-989,691-7,240,3865,156,680N/A
3/31/202526,213,582-1,164,017-6,598,2295,742,664N/A
12/31/202425,619,585-1,018,741-7,398,0245,111,700N/A
9/30/202427,169,747-362,679-7,435,1274,601,400N/A
6/30/202428,515,446-168,094-7,545,6894,514,765N/A
3/31/202431,127,067736,121-7,143,3074,194,368N/A
12/31/202333,745,4701,237,180-5,579,6844,444,179N/A
9/30/202334,281,6891,521,485-6,273,2932,619,482N/A
6/30/202333,706,3041,379,491-6,453,3431,267,587N/A
3/31/202330,003,3781,041,208-7,123,697-197,706N/A
12/31/202225,598,609767,236-6,868,781-579,807N/A
9/30/202221,500,426593,048-6,200,200-656,927N/A
6/30/202217,879,683179,734-4,850,159-30,985N/A
3/31/202217,940,138685,950-3,348,695953,768N/A
12/31/202117,851,906607,343-2,537,821978,585N/A
12/31/202017,532,816-5,535,0361,571,0284,744,320N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che A373220 diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.3% ).

Guadagni vs Mercato: Si prevede che A373220 diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede A373220 diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di A373220 ( 19.1% all'anno) crescerà più rapidamente del mercato KR ( 14.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di A373220 ( 19.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di A373220 sarà basso tra 3 anni ( 11.8 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/06 13:16
Prezzo dell'azione a fine giornata2026/08/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

LG Energy Solution, Ltd. è coperta da 39 analisti. 29 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brett SimpsonArete Research Services LLP
NEIL BEVERIDGEBernstein
Alex S. LiuBNP Paribas