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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedAug 20, 2025
DataAggregated Company Financials
Companies350
  • 7D0.1%
  • 3M11.8%
  • 1Y1.1%
  • YTD9.3%

The Consumer Discretionary industry has been flat over the last week, but Hankook Tire & Technology has lost 13%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Aug 2025₩234.7t₩703.9t₩31.8t9x7.4x0.3x
Fri, 18 Jul 2025₩239.2t₩700.8t₩32.9t9.7x7.3x0.3x
Sun, 15 Jun 2025₩226.1t₩700.8t₩32.9t9.2x6.9x0.3x
Tue, 13 May 2025₩213.1t₩691.7t₩33.5t9x6.4x0.3x
Thu, 10 Apr 2025₩189.8t₩686.1t₩33.7t8x5.6x0.3x
Sat, 08 Mar 2025₩210.5t₩673.6t₩33.2t7.7x6.3x0.3x
Mon, 03 Feb 2025₩216.2t₩675.4t₩34.2t7.3x6.3x0.3x
Wed, 01 Jan 2025₩214.9t₩675.2t₩34.2t7.2x6.3x0.3x
Fri, 29 Nov 2024₩219.1t₩675.7t₩34.3t7.6x6.4x0.3x
Sun, 27 Oct 2024₩221.8t₩666.3t₩35.0t8.3x6.3x0.3x
Tue, 24 Sep 2024₩235.6t₩666.5t₩34.9t8.8x6.8x0.4x
Thu, 22 Aug 2024₩224.9t₩661.4t₩34.4t8.4x6.5x0.3x
Sat, 20 Jul 2024₩232.3t₩658.8t₩33.5t8.4x6.9x0.4x
Mon, 17 Jun 2024₩240.0t₩659.0t₩32.7t8.6x7.3x0.4x
Wed, 15 May 2024₩231.2t₩654.6t₩32.1t9x7.2x0.4x
Fri, 12 Apr 2024₩229.4t₩650.7t₩32.1t9.1x7.2x0.4x
Sun, 10 Mar 2024₩239.9t₩650.1t₩31.0t8.7x7.8x0.4x
Tue, 06 Feb 2024₩232.0t₩647.2t₩29.8t8.2x7.8x0.4x
Thu, 04 Jan 2024₩211.0t₩648.2t₩29.6t8.9x7.1x0.3x
Sat, 02 Dec 2023₩204.8t₩648.6t₩30.2t8.8x6.8x0.3x
Mon, 30 Oct 2023₩195.4t₩643.0t₩26.1t8.3x7.5x0.3x
Wed, 27 Sep 2023₩207.7t₩643.6t₩25.4t8.8x8.2x0.3x
Fri, 25 Aug 2023₩204.6t₩641.1t₩25.9t8.5x7.9x0.3x
Sun, 23 Jul 2023₩216.5t₩625.6t₩24.3t9.1x8.9x0.3x
Tue, 20 Jun 2023₩216.8t₩625.8t₩24.6t9.6x8.8x0.3x
Thu, 18 May 2023₩225.5t₩612.9t₩22.7t10.9x9.9x0.4x
Sat, 15 Apr 2023₩221.7t₩602.1t₩21.9t10.6x10.1x0.4x
Mon, 13 Mar 2023₩209.9t₩594.0t₩23.9t9.1x8.8x0.4x
Wed, 08 Feb 2023₩206.2t₩576.0t₩20.7t9.3x9.9x0.4x
Fri, 06 Jan 2023₩190.0t₩576.1t₩20.7t8.6x9.2x0.3x
Sun, 04 Dec 2022₩201.0t₩575.9t₩20.9t9.2x9.6x0.3x
Tue, 01 Nov 2022₩191.9t₩544.5t₩20.9t9.2x9.2x0.4x
Thu, 29 Sep 2022₩197.7t₩543.2t₩21.2t9x9.3x0.4x
Sat, 27 Aug 2022₩218.6t₩540.3t₩21.4t11.3x10.2x0.4x
Price to Earnings Ratio

10.2x


Total Market Cap: ₩218.6tTotal Earnings: ₩21.4tTotal Revenue: ₩540.3tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the South Korean Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 7.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 9.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South Korean Consumer Discretionary sector?

KR Market-1.38%
Consumer Discretionary0.12%
Auto2.49%
Leisure0.81%
Retail Distributors0.38%
Online Retail and Ecommerce0%0
Auto Components-1.07%
General Merchandise and Department Stores-1.12%
Consumer Durables-1.23%
Luxury-1.25%
Specialty Stores-1.44%
Hospitality-2.03%
Consumer Services-3.64%
Industry PE
  • Investors are most optimistic about the Leisure industry even though it's trading below its 3-year average PE ratio of 46.8x.
    • Analysts are expecting annual earnings growth of 19.4%, which is higher than its past year's earnings decline of 24.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 65% over the next 5 years.
  • This is better than its past earnings decline of 33% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 4.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
A005380 Hyundai Motor₩221.00k2.3%
+₩1.1t
-12.5%PE5.1x
A000270 Kia₩105.20k1.9%
+₩779.6b
2.1%PE4.4x
A081660 Misto Holdings₩40.50k11.7%
+₩236.9b
-1.6%PE24x
A012330 Hyundai MobisLtd₩301.00k0.7%
+₩175.4b
36.8%PE6.2x
A257720 SILICON2₩45.55k4.4%
+₩124.6b
7.9%PE22.3x

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