Narrative Update • Jul 09
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South Korean (KOSPI) Auto Industry Analysis
UpdatedJul 10, 2026
DataAggregated Company Financials
Companies4
- 7D-5.1%
- 3M-7.0%
- 1Y82.0%
- YTD37.0%
The Auto is pretty flat in the last 7 days, but Kia has stood out, gaining 11%. As for the the longer term, the industry is up 92% over the past 12 months. Earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the South Korean Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | ₩159.1t | ₩308.0t | ₩15.2t | 8x | 10.5x | 0.5x |
| Sun, 07 Jun 2026 | ₩220.6t | ₩308.0t | ₩15.7t | 8.8x | 14x | 0.7x |
| Tue, 05 May 2026 | ₩185.1t | ₩304.7t | ₩17.1t | 15x | 10.9x | 0.6x |
| Thu, 02 Apr 2026 | ₩174.8t | ₩304.7t | ₩17.0t | 13.6x | 10.3x | 0.6x |
| Sat, 28 Feb 2026 | ₩234.5t | ₩303.6t | ₩17.3t | 18.6x | 13.6x | 0.8x |
| Mon, 26 Jan 2026 | ₩181.3t | ₩303.4t | ₩17.0t | 14.4x | 10.7x | 0.6x |
| Wed, 24 Dec 2025 | ₩109.2t | ₩303.4t | ₩17.0t | 7x | 6.4x | 0.4x |
| Fri, 21 Nov 2025 | ₩101.1t | ₩300.9t | ₩17.5t | 5.8x | 5.8x | 0.3x |
| Sun, 19 Oct 2025 | ₩96.4t | ₩297.1t | ₩18.8t | 5.2x | 5.1x | 0.3x |
| Tue, 16 Sep 2025 | ₩86.4t | ₩297.1t | ₩18.8t | 4.6x | 4.6x | 0.3x |
| Thu, 14 Aug 2025 | ₩88.2t | ₩292.1t | ₩20.0t | 4.4x | 4.4x | 0.3x |
| Sat, 12 Jul 2025 | ₩85.2t | ₩292.1t | ₩20.0t | 4.3x | 4.3x | 0.3x |
| Mon, 09 Jun 2025 | ₩78.9t | ₩292.1t | ₩20.0t | 3.9x | 3.9x | 0.3x |
| Wed, 07 May 2025 | ₩77.4t | ₩290.3t | ₩20.5t | 4x | 3.8x | 0.3x |
| Fri, 04 Apr 2025 | ₩78.7t | ₩286.6t | ₩20.9t | 3.9x | 3.8x | 0.3x |
| Sun, 02 Mar 2025 | ₩79.4t | ₩278.6t | ₩21.1t | 3.8x | 3.8x | 0.3x |
| Tue, 28 Jan 2025 | ₩85.6t | ₩278.6t | ₩21.1t | 4.1x | 4.1x | 0.3x |
| Thu, 26 Dec 2024 | ₩93.1t | ₩278.6t | ₩21.1t | 4.5x | 4.4x | 0.3x |
| Sat, 23 Nov 2024 | ₩92.6t | ₩278.6t | ₩21.2t | 5x | 4.4x | 0.3x |
| Mon, 21 Oct 2024 | ₩96.0t | ₩275.7t | ₩21.3t | 5.3x | 4.5x | 0.3x |
| Wed, 18 Sep 2024 | ₩99.1t | ₩275.6t | ₩21.3t | 5.3x | 4.6x | 0.4x |
| Fri, 16 Aug 2024 | ₩94.7t | ₩271.6t | ₩20.7t | 4.9x | 4.6x | 0.3x |
| Sun, 14 Jul 2024 | ₩108.5t | ₩271.6t | ₩20.7t | 5.5x | 5.2x | 0.4x |
| Tue, 11 Jun 2024 | ₩106.6t | ₩271.6t | ₩19.9t | 5.8x | 5.3x | 0.4x |
| Thu, 09 May 2024 | ₩99.9t | ₩269.2t | ₩19.7t | 5.2x | 5.1x | 0.4x |
| Sat, 06 Apr 2024 | ₩92.0t | ₩266.3t | ₩19.8t | 4.7x | 4.7x | 0.3x |
| Mon, 04 Mar 2024 | ₩105.1t | ₩262.3t | ₩19.0t | 5.7x | 5.5x | 0.4x |
| Wed, 31 Jan 2024 | ₩81.3t | ₩262.3t | ₩19.0t | 4.3x | 4.3x | 0.3x |
| Fri, 29 Dec 2023 | ₩84.9t | ₩262.3t | ₩19.0t | 4.7x | 4.5x | 0.3x |
| Sun, 26 Nov 2023 | ₩74.6t | ₩262.3t | ₩19.6t | 4x | 3.8x | 0.3x |
| Tue, 24 Oct 2023 | ₩74.2t | ₩256.7t | ₩15.6t | 5.1x | 4.8x | 0.3x |
| Thu, 21 Sep 2023 | ₩75.8t | ₩256.7t | ₩15.6t | 5.4x | 4.9x | 0.3x |
| Sat, 19 Aug 2023 | ₩71.0t | ₩252.0t | ₩15.3t | 4.6x | 4.6x | 0.3x |
| Mon, 17 Jul 2023 | ₩79.7t | ₩245.8t | ₩14.5t | 5.5x | 5.5x | 0.3x |
Price to Earnings Ratio
5.5x
Current Industry PE
- Investors are optimistic on the South Korean Auto industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.1x which is higher than its 3-year average PE of 5.8x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- The earnings for companies in the Auto industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | -4.86% | |
| Consumer Discretionary | -4.72% | |
| Auto | -5.10% | |
| Motorcycle Manufacturers | 0% | 0 |
| Automobile Manufacturers | -5.10% | |
Industry PE
- Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 5.8x.
- Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 30.1% per year.
- Investors are most pessimistic about the Motorcycle Manufacturers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 30% per year.
- In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| No data available | |||||
