Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedDec 18, 2025
DataAggregated Company Financials
Companies352
  • 7D-0.7%
  • 3M14.4%
  • 1Y25.2%
  • YTD28.7%

Last week, the Consumer Discretionary industry hasn't moved much but Hanjin Kal is up 5.4% in that time. The past year has been better, since the industry has gained 25% in that time. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Dec 2025₩275.5t₩724.7t₩29.5t8.3x9.3x0.4x
Sat, 15 Nov 2025₩255.5t₩715.5t₩30.5t8.7x8.4x0.4x
Mon, 13 Oct 2025₩230.5t₩711.7t₩30.7t8.5x7.5x0.3x
Wed, 10 Sep 2025₩237.9t₩713.2t₩30.8t8.6x7.7x0.3x
Fri, 08 Aug 2025₩236.2t₩700.0t₩32.9t9.3x7.2x0.3x
Sun, 06 Jul 2025₩233.8t₩700.8t₩32.9t9.4x7.1x0.3x
Tue, 03 Jun 2025₩213.2t₩700.7t₩32.9t8.9x6.5x0.3x
Thu, 01 May 2025₩208.9t₩691.6t₩33.5t8.7x6.2x0.3x
Sat, 29 Mar 2025₩212.6t₩685.3t₩33.6t8.2x6.3x0.3x
Mon, 24 Feb 2025₩215.4t₩673.4t₩33.2t7.7x6.5x0.3x
Wed, 22 Jan 2025₩214.7t₩675.2t₩34.2t7.8x6.3x0.3x
Fri, 20 Dec 2024₩218.4t₩675.3t₩34.2t7.6x6.4x0.3x
Sun, 17 Nov 2024₩211.4t₩666.7t₩34.9t7.3x6.1x0.3x
Tue, 15 Oct 2024₩232.0t₩666.3t₩35.0t8.6x6.6x0.3x
Thu, 12 Sep 2024₩219.8t₩666.4t₩34.9t8.7x6.3x0.3x
Sat, 10 Aug 2024₩218.9t₩661.0t₩34.7t7.8x6.3x0.3x
Mon, 08 Jul 2024₩244.1t₩658.8t₩33.5t8.5x7.3x0.4x
Wed, 05 Jun 2024₩234.6t₩658.4t₩33.5t8.9x7x0.4x
Fri, 03 May 2024₩233.1t₩653.8t₩32.1t9x7.3x0.4x
Sun, 31 Mar 2024₩227.9t₩650.6t₩32.1t8.8x7.1x0.4x
Tue, 27 Feb 2024₩233.2t₩646.5t₩30.3t8.9x7.7x0.4x
Thu, 25 Jan 2024₩200.5t₩648.0t₩29.6t8.3x6.8x0.3x
Sat, 23 Dec 2023₩214.1t₩648.2t₩29.6t9x7.2x0.3x
Mon, 20 Nov 2023₩205.4t₩646.4t₩28.4t9.1x7.2x0.3x
Wed, 18 Oct 2023₩204.9t₩643.6t₩25.4t8.7x8.1x0.3x
Fri, 15 Sep 2023₩211.0t₩643.6t₩25.5t9x8.3x0.3x
Sun, 13 Aug 2023₩211.3t₩632.4t₩25.3t9.3x8.4x0.3x
Tue, 11 Jul 2023₩218.5t₩625.5t₩24.2t9.6x9x0.3x
Thu, 08 Jun 2023₩222.4t₩625.7t₩24.6t9.7x9x0.4x
Sat, 06 May 2023₩221.1t₩612.4t₩22.6t10.5x9.8x0.4x
Mon, 03 Apr 2023₩213.8t₩602.1t₩22.0t10x9.7x0.4x
Wed, 01 Mar 2023₩208.9t₩583.9t₩23.6t9.1x8.8x0.4x
Fri, 27 Jan 2023₩206.1t₩576.1t₩20.8t9.1x9.9x0.4x
Sun, 25 Dec 2022₩192.0t₩575.8t₩20.7t8.7x9.3x0.3x
Price to Earnings Ratio

9.3x


Total Market Cap: ₩192.0tTotal Earnings: ₩20.7tTotal Revenue: ₩575.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x202320242025
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 Market-1.97%
Consumer Discretionary-0.66%
General Merchandise and Department Stores5.63%
Luxury5.59%
Consumer Durables2.78%
Hospitality2.14%
Leisure1.93%
Specialty Stores1.48%
Online Retail and Ecommerce0%0
Consumer Services-0.41%
Auto Components-0.45%
Retail Distributors-2.52%
Auto-3.76%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 46.8x.
    • Analysts are expecting annual earnings growth of 65.0%, 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 65% 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
A180640 Hanjin Kal₩116.90k5.4%
+₩401.1b		54.0%PE45.2x
A021240 COWAY₩90.00k6.4%
+₩385.0b		27.5%PE11.2x
A066570 LG Electronics₩96.30k1.9%
+₩324.1b		5.2%PE19.7x
A383220 F&F₩79.70k10.7%
+₩289.0b		45.4%PE8.5x
A011210 Hyundai Wia₩73.60k11.9%
+₩207.8b		84.0%PE11.1x

Latest News

A035250
₩18,490.00
Kangwon Land
7D
4.1%
1Y
8.5%

Kangwon Land (KRX:035250) Is Experiencing Growth In Returns On Capital

Dec 18
Kangwon Land (KRX:035250) Is Experiencing Growth In Returns On Capital
A034230
₩16,260.00
Paradise
7D
-8.1%
1Y
62.6%

Is There An Opportunity With Paradise Co., Ltd.'s (KRX:034230) 42% Undervaluation?

Dec 17
Is There An Opportunity With Paradise Co., Ltd.'s (KRX:034230) 42% Undervaluation?
A383220
₩79,700.00
F&F
7D
10.7%
1Y
45.4%

Improved Earnings Required Before F&F Co., Ltd (KRX:383220) Shares Find Their Feet

Dec 16
Improved Earnings Required Before F&F Co., Ltd (KRX:383220) Shares Find Their Feet
A066570
₩96,300.00
LG Electronics
7D
1.9%
1Y
5.2%
A000270
₩121,500.00
Kia
7D
-1.5%
1Y
19.4%

A000270: Future Shareholder Returns Will Improve As Legal Headwinds Gradually Ease

Narrative Update on Kia Analysts have nudged their price target for Kia higher to approximately $145,655 from about $144,448. This reflects slightly stronger assumptions for long term revenue growth, profit margins, and valuation multiples despite a marginally higher discount rate.
A005380
₩286,000.00
Hyundai Motor
7D
-5.5%
1Y
32.1%

A005380: Physical AI And Robotics Platform Will Drive Bullish Repricing

Narrative Update on Hyundai Motor Analysts have raised their price target for Hyundai Motor from approximately ₩333,000 to about ₩406,000 per share, reflecting higher expected revenue growth, slightly improved profit margins, and a richer future valuation multiple, despite a marginally higher discount rate. What's in the News Hyundai Motor, Kia and DEEPX advanced their co-developed next generation robot intelligence platform into commercial validation, aiming to deploy low power, on device Physical AI across service robots and unveil the system globally, including at CES 2026 in Las Vegas (Key Developments).
A018880
₩3,145.00
Hanon Systems
7D
-15.2%
1Y
-25.8%

An Intrinsic Calculation For Hanon Systems (KRX:018880) Suggests It's 28% Undervalued

Dec 12
An Intrinsic Calculation For Hanon Systems (KRX:018880) Suggests It's 28% Undervalued
A180640
₩116,900.00
Hanjin Kal
7D
5.4%
1Y
54.0%
A004170
₩265,500.00
SHINSEGAE
7D
8.1%
1Y
95.5%
A011210
₩73,600.00
Hyundai Wia
7D
11.9%
1Y
84.0%

Hyundai Wia Corporation (KRX:011210) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Dec 08
Hyundai Wia Corporation (KRX:011210) Surges 25% Yet Its Low P/E Is No Reason For Excitement
A450140
₩7,290.00
Kolon Mobility Group
7D
-19.5%
1Y
105.9%

We Think Kolon Mobility Group (KRX:450140) Is Taking Some Risk With Its Debt

Dec 05
We Think Kolon Mobility Group (KRX:450140) Is Taking Some Risk With Its Debt
A000240
₩26,150.00
Hankook
7D
-4.9%
1Y
36.9%

Here's Why Hankook (KRX:000240) Can Manage Its Debt Responsibly

Dec 03
Here's Why Hankook (KRX:000240) Can Manage Its Debt Responsibly
A128820
₩10,430.00
Daesung Industrial
7D
75.6%
1Y
199.7%

Daesung Industrial Co., Ltd.'s (KRX:128820) Shares Climb 56% But Its Business Is Yet to Catch Up

Dec 03
Daesung Industrial Co., Ltd.'s (KRX:128820) Shares Climb 56% But Its Business Is Yet to Catch Up
A437730
₩46,300.00
Samhyun
7D
-6.9%
1Y
605.8%
A021240
₩90,000.00
COWAY
7D
6.4%
1Y
27.5%

Returns On Capital At COWAY (KRX:021240) Paint A Concerning Picture

Oct 19
Returns On Capital At COWAY (KRX:021240) Paint A Concerning Picture
A499790
₩45,450.00
GS P&L
7D
-8.8%
1Y
n/a