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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies351
  • 7D-0.5%
  • 3M40.2%
  • 1Y60.0%
  • YTD26.9%

In the last week, the Consumer Discretionary industry is up 9.8%, with Hyundai Motor up 2.6%. Meanwhile, Kia actually underperformed within the industry, shrinking 8.4% in the last week. In the last 12 months, the industry was up 60%. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 Jan 2026₩355.3t₩722.5t₩29.5t8.5x12x0.5x
Thu, 25 Dec 2025₩275.2t₩724.8t₩29.5t8.2x9.3x0.4x
Sat, 22 Nov 2025₩251.7t₩719.3t₩29.9t8.3x8.4x0.3x
Mon, 20 Oct 2025₩243.6t₩711.7t₩30.7t8.4x7.9x0.3x
Wed, 17 Sep 2025₩237.4t₩713.3t₩30.8t8.8x7.7x0.3x
Fri, 15 Aug 2025₩235.4t₩700.1t₩32.9t9.1x7.1x0.3x
Sun, 13 Jul 2025₩238.8t₩700.8t₩32.9t9.6x7.3x0.3x
Tue, 10 Jun 2025₩226.2t₩700.8t₩33.0t9.2x6.9x0.3x
Thu, 08 May 2025₩206.9t₩691.7t₩33.5t8.9x6.2x0.3x
Sat, 05 Apr 2025₩203.9t₩686.1t₩33.7t8.4x6.1x0.3x
Mon, 03 Mar 2025₩208.1t₩673.5t₩33.3t7.6x6.3x0.3x
Wed, 29 Jan 2025₩215.4t₩675.4t₩34.2t7.3x6.3x0.3x
Fri, 27 Dec 2024₩219.2t₩675.3t₩34.2t7.3x6.4x0.3x
Sun, 24 Nov 2024₩218.5t₩674.2t₩34.4t7.8x6.4x0.3x
Tue, 22 Oct 2024₩227.6t₩666.3t₩35.0t8.5x6.5x0.3x
Thu, 19 Sep 2024₩229.1t₩635.7t₩34.5t8.9x6.6x0.4x
Sat, 17 Aug 2024₩226.1t₩661.1t₩34.7t8x6.5x0.3x
Mon, 15 Jul 2024₩240.1t₩658.8t₩33.5t8.6x7.2x0.4x
Wed, 12 Jun 2024₩237.7t₩659.0t₩32.7t8.7x7.3x0.4x
Fri, 10 May 2024₩227.3t₩653.9t₩32.1t9.1x7.1x0.3x
Sun, 07 Apr 2024₩222.1t₩650.8t₩32.1t9.1x6.9x0.3x
Tue, 05 Mar 2024₩239.9t₩646.0t₩30.3t8.6x7.9x0.4x
Thu, 01 Feb 2024₩210.8t₩648.0t₩29.6t8.5x7.1x0.3x
Sat, 30 Dec 2023₩217.9t₩648.2t₩29.6t9x7.4x0.3x
Mon, 27 Nov 2023₩206.6t₩648.4t₩30.3t9.3x6.8x0.3x
Wed, 25 Oct 2023₩199.4t₩643.6t₩25.4t8.5x7.8x0.3x
Fri, 22 Sep 2023₩210.1t₩643.6t₩25.4t8.9x8.3x0.3x
Sun, 20 Aug 2023₩204.9t₩632.7t₩25.4t8.7x8.1x0.3x
Tue, 18 Jul 2023₩221.0t₩625.6t₩24.3t9.5x9.1x0.4x
Thu, 15 Jun 2023₩217.5t₩625.8t₩24.6t9.6x8.9x0.3x
Sat, 13 May 2023₩226.4t₩612.4t₩22.6t10.6x10x0.4x
Mon, 10 Apr 2023₩212.0t₩602.1t₩21.9t10.1x9.7x0.4x
Wed, 08 Mar 2023₩213.0t₩583.9t₩23.6t9.3x9x0.4x
Fri, 03 Feb 2023₩204.4t₩576.0t₩20.7t9.3x9.9x0.4x
Price to Earnings Ratio

9.9x


Total Market Cap: ₩204.4tTotal Earnings: ₩20.7tTotal Revenue: ₩576.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x202420252026
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 7.6x.
  • 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 7.8% 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 Market2.01%
Consumer Discretionary-0.47%
Retail Distributors21.55%
Consumer Services6.72%
Specialty Stores2.38%
Luxury1.32%
Auto Components0.42%
Online Retail and Ecommerce0%0
Leisure-0.053%
Hospitality-0.25%
General Merchandise and Department Stores-1.16%
Auto-1.43%
Consumer Durables-2.68%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 62.7x.
    • Analysts are expecting annual earnings growth of 64.8%, which is higher than its past year's earnings decline of 23.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 65% 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 8.9% 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₩492.50k2.6%
+₩3.3t		140.2%PE14x
A257720 SILICON2₩52.50k31.4%
+₩767.7b		65.4%PE19.5x
A012330 Hyundai MobisLtd₩465.50k1.7%
+₩703.5b		76.7%PE9.8x
A161390 Hankook Tire & Technology₩65.80k6.0%
+₩451.4b		65.3%PE8.4x
A018880 Hanon Systems₩3.31k3.9%
+₩128.3b		-20.2%PS0.3x

Latest News

A257720
₩52,500.00
SILICON2
7D
31.4%
1Y
65.4%

Optimistic Investors Push SILICON2 Co., Ltd. (KOSDAQ:257720) Shares Up 39% But Growth Is Lacking

Jan 26
Optimistic Investors Push SILICON2 Co., Ltd. (KOSDAQ:257720) Shares Up 39% But Growth Is Lacking
A011210
₩85,600.00
Hyundai Wia
7D
-7.0%
1Y
114.3%

Returns Are Gaining Momentum At Hyundai Wia (KRX:011210)

Jan 26
Returns Are Gaining Momentum At Hyundai Wia (KRX:011210)
A012330
₩465,500.00
Hyundai MobisLtd
7D
1.7%
1Y
76.7%
A018880
₩3,305.00
Hanon Systems
7D
3.9%
1Y
-20.2%
A005380
₩492,500.00
Hyundai Motor
7D
2.6%
1Y
140.2%

A005380: Physical AI And Hydrogen Expansion Will Drive Future Bullish Repricing

Analysts have lifted their fair value estimate for Hyundai Motor from ₩412,442.16 to ₩720,409.64, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Hyundai Motor Group outlined an AI Robotics Strategy at CES 2026 focused on human centered Physical AI, including plans for co working robots in manufacturing, a Group wide value chain with Boston Dynamics, and a new Physical AI Application Center and robot manufacturing plant (Business Expansions).
A012860
₩3,985.00
Mobase ElectronicsLtd
7D
-30.3%
1Y
178.7%
A066570
₩102,500.00
LG Electronics
7D
-4.1%
1Y
20.4%

A066570: AI Reorganization And Leadership Change Will Shape Measured Forward Outlook

Analysts have modestly lifted their fair value estimate for LG Electronics from ₩105,648 to ₩109,161, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News LG issued unaudited pre-earnings guidance for 4Q 2025, with consolidated sales of ₩23,853.8b and a consolidated operating loss of ₩109.4b.
A000270
₩155,200.00
Kia
7D
-8.4%
1Y
52.6%

A000270: Fair Outlook Will Balance Legal Risks And Distribution Reorganization

Analysts have lifted their fair value estimate for Kia from ₩147,551.72 to ₩168,931.03 as they update assumptions around the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Kia plans to reorganize its distribution network in Malaysia and establish its own national sales company, with existing distributorship, service, warranty and ancillary agreements with Dinamikjaya Motors Sdn Bhd mutually terminated via a memorandum of agreement dated 28 November 2025.
A005850
₩55,000.00
SL
7D
5.0%
1Y
74.6%
A204320
₩64,500.00
HL Mando
7D
-4.3%
1Y
47.9%
A032350
₩22,500.00
Lotte Tour Development
7D
7.7%
1Y
185.9%

Lotte Tour Development Co., Ltd. (KRX:032350) Shares Could Be 36% Below Their Intrinsic Value Estimate

Jan 08
Lotte Tour Development Co., Ltd. (KRX:032350) Shares Could Be 36% Below Their Intrinsic Value Estimate
A161390
₩65,800.00
Hankook Tire & Technology
7D
6.0%
1Y
65.3%
A383220
₩67,000.00
F&F
7D
5.3%
1Y
7.2%
A437730
₩65,700.00
Samhyun
7D
-10.2%
1Y
489.2%
A069960
₩88,200.00
Hyundai Department Store
7D
-5.3%
1Y
77.3%

What Hyundai Department Store Co. Ltd.'s (KRX:069960) P/S Is Not Telling You

Dec 18
What Hyundai Department Store Co. Ltd.'s (KRX:069960) P/S Is Not Telling You
A180640
₩123,900.00
Hanjin Kal
7D
-3.7%
1Y
52.2%