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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies351
  • 7D-1.2%
  • 3M44.5%
  • 1Y68.2%
  • YTD32.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from Hyundai MobisLtd of 1.0%. In the past year, the industry has gained 68%. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026₩370.8t₩723.7t₩31.0t8.9x12x0.5x
Sat, 17 Jan 2026₩331.3t₩722.5t₩29.5t8.3x11.2x0.5x
Mon, 15 Dec 2025₩282.8t₩724.8t₩29.5t8.2x9.6x0.4x
Wed, 12 Nov 2025₩254.0t₩715.3t₩30.5t8.6x8.3x0.4x
Fri, 10 Oct 2025₩233.9t₩711.7t₩30.7t8.5x7.6x0.3x
Sun, 07 Sep 2025₩238.5t₩713.2t₩30.9t8.6x7.7x0.3x
Tue, 05 Aug 2025₩231.8t₩700.0t₩32.9t9.2x7x0.3x
Thu, 03 Jul 2025₩235.4t₩700.8t₩32.9t9.4x7.2x0.3x
Sat, 31 May 2025₩213.9t₩700.5t₩32.9t9x6.5x0.3x
Mon, 28 Apr 2025₩205.2t₩691.5t₩33.6t8.9x6.1x0.3x
Wed, 26 Mar 2025₩221.9t₩684.6t₩33.7t8.2x6.6x0.3x
Fri, 21 Feb 2025₩214.1t₩673.3t₩33.2t7.8x6.4x0.3x
Sun, 19 Jan 2025₩216.3t₩675.2t₩34.2t7.8x6.3x0.3x
Tue, 17 Dec 2024₩215.4t₩306.0t₩18.6t7.1x11.6x0.7x
Thu, 14 Nov 2024₩209.9t₩666.7t₩34.9t7.3x6x0.3x
Sat, 12 Oct 2024₩232.1t₩666.3t₩35.0t8.6x6.6x0.3x
Mon, 09 Sep 2024₩222.5t₩666.4t₩35.0t8.7x6.4x0.3x
Wed, 07 Aug 2024₩214.1t₩661.0t₩34.7t7.5x6.2x0.3x
Fri, 05 Jul 2024₩243.1t₩658.8t₩33.5t8.7x7.2x0.4x
Sun, 02 Jun 2024₩233.0t₩658.4t₩33.5t8.8x7x0.4x
Tue, 30 Apr 2024₩233.4t₩653.6t₩32.0t9.1x7.3x0.4x
Thu, 28 Mar 2024₩234.8t₩648.5t₩31.7t8.9x7.4x0.4x
Sat, 24 Feb 2024₩237.7t₩647.0t₩30.2t8.6x7.9x0.4x
Mon, 22 Jan 2024₩198.7t₩648.0t₩29.6t8.4x6.7x0.3x
Wed, 20 Dec 2023₩208.9t₩647.9t₩29.5t9x7.1x0.3x
Fri, 17 Nov 2023₩204.3t₩646.6t₩28.3t8.9x7.2x0.3x
Sun, 15 Oct 2023₩204.9t₩643.6t₩25.4t8.7x8.1x0.3x
Tue, 12 Sep 2023₩208.6t₩643.6t₩25.5t9.2x8.2x0.3x
Thu, 10 Aug 2023₩206.6t₩632.3t₩25.3t9.1x8.2x0.3x
Sat, 08 Jul 2023₩218.8t₩625.5t₩24.2t9.5x9x0.3x
Mon, 05 Jun 2023₩223.6t₩625.8t₩24.6t9.6x9.1x0.4x
Wed, 03 May 2023₩218.9t₩612.9t₩23.5t10.8x9.3x0.4x
Fri, 31 Mar 2023₩210.8t₩601.8t₩22.2t10.4x9.5x0.4x
Sun, 26 Feb 2023₩209.4t₩583.9t₩23.6t9.2x8.9x0.4x
Price to Earnings Ratio

8.9x


Total Market Cap: ₩209.4tTotal Earnings: ₩23.6tTotal Revenue: ₩583.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.7x202420252026
Current Industry PE
  • Investors are optimistic on the South Korean Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 12.0x which is higher than its 3-year average PE of 7.7x.
  • 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 9.4% per year over the last three years.
  • Revenues for these companies have grown 7.4% 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 Market2.44%
Consumer Discretionary-1.17%
Hospitality2.64%
General Merchandise and Department Stores1.15%
Consumer Services0.47%
Online Retail and Ecommerce0%0
Retail Distributors-0.31%
Auto-0.79%
Luxury-0.91%
Auto Components-1.87%
Specialty Stores-2.12%
Consumer Durables-4.69%
Leisure-6.80%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 73.0x.
    • Analysts are expecting annual earnings growth of 63.1%, which is higher than its past year's earnings decline of 23.9% per year.
  • Investors are most pessimistic about the Auto Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.3x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 63% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 9.5% 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₩515.00k1.8%
+₩2.3t
153.7%PE14.2x
A000270 Kia₩169.70k2.0%
+₩1.3t
79.6%PE8.3x
A180640 Hanjin Kal₩146.90k14.3%
+₩1.2t
73.8%PE56.8x
A018880 Hanon Systems₩5.38k22.6%
+₩1.0t
22.3%PS0.5x
A000240 Hankook₩31.55k3.4%
+₩99.5b
94.9%PE9.7x

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