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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies352
  • 7D0.6%
  • 3M19.7%
  • 1Y29.8%
  • YTD28.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat. The past year has been better, since the industry has gained 29% in that time. 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
Wed, 31 Dec 2025₩275.7t₩724.8t₩29.5t7.9x9.3x0.4x
Fri, 28 Nov 2025₩254.6t₩724.3t₩29.6t7.8x8.6x0.4x
Sun, 26 Oct 2025₩248.8t₩711.7t₩30.7t8.4x8.1x0.3x
Tue, 23 Sep 2025₩239.3t₩713.3t₩30.8t8.7x7.8x0.3x
Thu, 21 Aug 2025₩235.6t₩704.4t₩31.5t9x7.5x0.3x
Sat, 19 Jul 2025₩238.2t₩700.8t₩32.9t9.6x7.2x0.3x
Mon, 16 Jun 2025₩226.1t₩700.8t₩32.9t9.2x6.9x0.3x
Wed, 14 May 2025₩216.2t₩691.7t₩33.5t9x6.5x0.3x
Fri, 11 Apr 2025₩198.7t₩686.1t₩33.6t8.4x5.9x0.3x
Sun, 09 Mar 2025₩210.6t₩673.6t₩33.2t7.7x6.3x0.3x
Tue, 04 Feb 2025₩208.5t₩675.4t₩34.2t7.2x6.1x0.3x
Thu, 02 Jan 2025₩214.9t₩675.2t₩34.2t7.2x6.3x0.3x
Sat, 30 Nov 2024₩216.0t₩675.7t₩34.3t7.6x6.3x0.3x
Mon, 28 Oct 2024₩221.8t₩666.4t₩34.9t8.3x6.4x0.3x
Wed, 25 Sep 2024₩237.6t₩666.5t₩34.9t8.9x6.8x0.4x
Fri, 23 Aug 2024₩223.6t₩662.0t₩34.6t8.6x6.5x0.3x
Sun, 21 Jul 2024₩233.4t₩658.8t₩33.5t8.4x7x0.4x
Tue, 18 Jun 2024₩245.2t₩659.0t₩32.7t8.6x7.5x0.4x
Thu, 16 May 2024₩231.2t₩654.6t₩32.1t9x7.2x0.4x
Sat, 13 Apr 2024₩225.8t₩650.7t₩32.1t9.1x7x0.3x
Mon, 11 Mar 2024₩240.0t₩650.1t₩31.0t8.7x7.8x0.4x
Wed, 07 Feb 2024₩226.8t₩647.2t₩29.8t8.1x7.6x0.4x
Fri, 05 Jan 2024₩208.3t₩648.2t₩29.6t8.8x7x0.3x
Sun, 03 Dec 2023₩204.8t₩648.0t₩30.3t8.8x6.8x0.3x
Tue, 31 Oct 2023₩193.9t₩643.0t₩26.1t8.3x7.4x0.3x
Thu, 28 Sep 2023₩208.9t₩643.6t₩25.4t8.8x8.2x0.3x
Sat, 26 Aug 2023₩204.2t₩642.4t₩25.8t8.6x7.9x0.3x
Mon, 24 Jul 2023₩216.5t₩625.6t₩24.3t9.1x8.9x0.3x
Wed, 21 Jun 2023₩215.0t₩625.7t₩24.6t9.5x8.8x0.3x
Fri, 19 May 2023₩228.0t₩613.0t₩22.7t10.5x10.1x0.4x
Sun, 16 Apr 2023₩221.7t₩602.1t₩21.9t10.6x10.1x0.4x
Tue, 14 Mar 2023₩209.8t₩594.0t₩23.9t9x8.8x0.4x
Thu, 09 Feb 2023₩206.2t₩576.0t₩20.7t9.3x9.9x0.4x
Sat, 07 Jan 2023₩191.5t₩576.1t₩20.7t8.8x9.2x0.3x
Price to Earnings Ratio

9.2x


Total Market Cap: ₩191.5tTotal Earnings: ₩20.7tTotal Revenue: ₩576.1tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x20242025
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 9.3x which is higher than its 3-year average PE of 7.6x.
  • 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 13% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market2.24%
Consumer Discretionary0.64%
Auto2.42%
Auto Components1.10%
Hospitality0.62%
Online Retail and Ecommerce0%0
Consumer Durables-1.09%
Leisure-1.95%
General Merchandise and Department Stores-2.55%
Retail Distributors-2.77%
Consumer Services-2.78%
Specialty Stores-2.80%
Luxury-4.34%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 51.6x.
    • Analysts are expecting annual earnings growth of 65.7%, which is higher than its past year's earnings decline of 25.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 66% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 8.8% 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₩296.50k3.3%
+₩2.1t
39.9%PE7.2x
A012330 Hyundai MobisLtd₩373.00k2.8%
+₩879.4b
57.7%PE7.9x
A000270 Kia₩121.80k1.3%
+₩613.2b
21.0%PE6x
A204320 HL Mando₩58.70k9.9%
+₩248.9b
44.4%PE23.2x
A180640 Hanjin Kal₩124.00k1.6%
+₩127.0b
64.5%PE47.9x

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