Has the South Korean Consumer Durables Industry valuation changed over the past few years?

Investors are optimistic on the South Korean Consumer Durables industry, and appear confident in long term growth rates. The industry is trading at a PE ratio of 26.6x which is higher than its 3-year average PE of 21.0x. The industry is trading close to its 3-year average PS ratio of 0.28x.

Which industries have driven the changes within the South Korean Consumer Discretionary industry?

Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 28.2x. Analysts are expecting annual earnings growth of 38.4%, which is higher than its past year's earnings decline of 11.6% per year.

South Korean (KOSPI) Consumer Durables Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 26 Aug 2026	₩44.8t	₩108.4t	₩1.7t	9.7x	26.9x	0.4x
Fri, 24 Jul 2026	₩41.8t	₩105.3t	₩1.5t	9.6x	27.3x	0.4x
Sun, 21 Jun 2026	₩45.5t	₩105.3t	₩1.5t	9.2x	29.8x	0.4x
Tue, 19 May 2026	₩47.6t	₩105.4t	₩1.9t	10.3x	25x	0.5x
Thu, 16 Apr 2026	₩31.2t	₩104.4t	₩1.8t	11.6x	17.6x	0.3x
Sat, 14 Mar 2026	₩29.1t	₩104.4t	₩1.8t	9x	15.8x	0.3x
Mon, 09 Feb 2026	₩27.3t	₩104.4t	₩1.8t	8.6x	14.9x	0.3x
Wed, 07 Jan 2026	₩26.8t	₩103.3t	₩1.8t	9.3x	15.3x	0.3x
Fri, 05 Dec 2025	₩27.2t	₩103.3t	₩1.9t	9.3x	14.1x	0.3x
Sun, 02 Nov 2025	₩26.0t	₩103.3t	₩1.9t	9.1x	13.6x	0.3x
Tue, 30 Sep 2025	₩25.0t	₩103.6t	₩1.8t	9.8x	13.7x	0.2x
Thu, 28 Aug 2025	₩25.1t	₩103.6t	₩2.0t	10.4x	12.8x	0.2x
Sat, 26 Jul 2025	₩25.8t	₩104.5t	₩1.9t	9.9x	13.9x	0.2x
Mon, 23 Jun 2025	₩24.5t	₩104.3t	₩1.9t	10.2x	13.2x	0.2x
Wed, 21 May 2025	₩23.3t	₩104.2t	₩1.9t	9.3x	12.2x	0.2x
Fri, 18 Apr 2025	₩21.8t	₩102.5t	₩1.6t	9.5x	13.6x	0.2x
Sun, 16 Mar 2025	₩24.1t	₩102.4t	₩1.5t	10.3x	16.2x	0.2x
Tue, 11 Feb 2025	₩23.6t	₩102.4t	₩1.5t	9.9x	16x	0.2x
Thu, 09 Jan 2025	₩24.6t	₩104.3t	₩1.6t	9.4x	15.3x	0.2x
Sat, 07 Dec 2024	₩24.7t	₩104.8t	₩1.7t	9.3x	14.4x	0.2x
Mon, 04 Nov 2024	₩25.1t	₩101.6t	₩1.6t	11.7x	15.8x	0.2x
Wed, 02 Oct 2024	₩27.7t	₩101.6t	₩1.6t	11.8x	17.4x	0.3x
Fri, 30 Aug 2024	₩26.7t	₩101.8t	₩1.7t	12.1x	16.1x	0.3x
Sun, 28 Jul 2024	₩28.1t	₩101.7t	₩1.8t	12.1x	15.6x	0.3x
Tue, 25 Jun 2024	₩28.4t	₩100.0t	₩1.1t	14.8x	25.5x	0.3x
Thu, 23 May 2024	₩26.2t	₩99.8t	₩1.2t	16x	22.2x	0.3x
Sat, 20 Apr 2024	₩25.1t	₩99.2t	₩1.2t	17.1x	21x	0.3x
Mon, 18 Mar 2024	₩26.1t	₩99.2t	₩1.2t	18x	21.6x	0.3x
Wed, 14 Feb 2024	₩26.9t	₩97.9t	₩860.7b	19.6x	31.3x	0.3x
Fri, 12 Jan 2024	₩25.9t	₩98.0t	₩817.0b	20x	31.7x	0.3x
Sun, 10 Dec 2023	₩25.4t	₩98.0t	₩822.3b	19.4x	30.9x	0.3x
Tue, 07 Nov 2023	₩26.8t	₩98.4t	₩1.2t	14.6x	22.5x	0.3x
Thu, 05 Oct 2023	₩25.9t	₩99.0t	₩511.8b	14.1x	50.7x	0.3x
Sat, 02 Sep 2023	₩26.2t	₩99.0t	₩572.6b	15.6x	45.7x	0.3x


KR Market	-1.83%
Consumer Discretionary	-2.84%
Consumer Durables	-2.59%
Household Appliances	1.53%
Home Furnishings	-1.18%
Housewares and Specialties	-2.33%
Consumer Electronics	-3.61%
Homebuilding	-6.55%

Company	Last Price	7D	1Y	Valuation
A021240 COWAY	₩99.80k	6.7% +₩441.8b	-6.1%	PE10.2x
A192400 Cuckoo Holdings	₩28.10k	3.7% +₩31.1b	-4.9%	PE5x
A270660 EVERYBOT	₩15.14k	6.7% +₩12.1b	-7.0%	PS5x
A003800 Ace Bed	₩33.25k	2.3% +₩7.9b	20.0%	PE5.7x
A011090 ENEX	₩2.26k	22.8% +₩5.0b	-25.7%	PS0.1x

Announcement • Aug 25

LG Electronics Expands Advanced Energy-Saving Technologies Across Appliance Portfolio At IFA 2026

LG Electronics accelerated the mainstreaming of high-efficiency home appliances at IFA 2026, extending advanced energy-saving technologies beyond its flagship models to the broader LG product portfolio to make premium energy-saving performance accessible to more households. At the Energy Leadership Zone of LG's IFA booth, the new laundry lineup demonstrates the company's commitment to raising the bar for energy efficiency. LG's flagship laundry appliances include a washing machine that exceeds A-grade requirements by up to 70% and a washer-dryer combination featuring a Washing Only cycle that exceeds A-grade by up to 30%, as well as a Complete Wash and Dry cycle that exceeds A-grade by up to 10%. These achievements are enabled by LG's core technologies, including Direct Drive Motor and precise inverter control, which are designed to optimize motor speed and output throughout each stage of the laundry process to support greater energy efficiency. Featured in LG's latest dryers, Dual Inverter Heat Pump technology efficiently recycles heat within the system to help reduce energy consumption without compromising drying performance. At IFA 2026, LG is also extending its advanced energy-saving technologies to more accessible models, including a brand-new mass-premium dryer scheduled to launch later this year. Upgraded from the previous B-grade to the new A-grade standard, the dryer demonstrates LG's commitment to bringing its advanced energy-saving technologies to more European households. LG is also introducing a wide range of refrigerators offering A-grade energy efficiency, including Bottom-Freezer models that exceed A-grade requirements by up to 35%, and Side-by-Side and French Door models delivering A-grade performance. By leveraging its sophisticated cooling and compressor technologies – such as precise cooling control based on usage conditions, and optimized insulation, heat exchanger and motor solutions designed to minimize energy loss – LG is raising the bar for energy efficiency across diverse refrigerator formats. Additionally, the company's latest refrigerators feature AI Saving mode, which analyzes usage data for three weeks to intelligently adjust cooling performance and help reduce energy consumption during periods of low activity. High energy efficiency is now a core strength of LG's broader dishwasher portfolio, with nearly the entire new range achieving an A-grade rating. This is made possible by a newly engineered compact drive unit that reduces water consumption, thereby lowering the energy required to heat the water, and an improved Inverter Motor. Leading the lineup are models equipped with Hybrid Air Dry, which increases air circulation and shortens drying times while enabling energy savings up to 30% higher than A-grade. The new AI SenseClean is designed to handle lightly soiled loads while conserving energy and water resources. Rather than applying the same settings to every load, AI SenseClean creates customized cycles based on up to 32 variables, intelligently adjusting factors such as temperature and time to help deliver effective cleaning while using energy and time efficiently. LG's Energy Leadership Zone at IFA 2026 will offer visitors an up-close look at the company's growing portfolio of high-efficiency home appliances. By extending its premium energy innovations to more product lineups – from laundry solutions to refrigerators and dishwashers – the company is helping transform energy efficiency from a premium differentiator into an increasingly accessible benefit for consumers across Europe and around the world. LG's expanded portfolio of efficient home appliances will be on display in the Energy Leadership Zone at Hall 18, Messe Berlin, during IFA 2026 (September 4-8).

South Korean (KOSPI) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

LG Electronics Expands Advanced Energy-Saving Technologies Across Appliance Portfolio At IFA 2026

New major risk - Financial position

Upcoming dividend of ₩700 per share

New major risk - Revenue and earnings growth

Second quarter 2026 earnings released: EPS: ₩2,121 (vs ₩2,152 in 2Q 2025)

Now 26% overvalued

Second quarter 2026 earnings released: EPS: ₩30.00 (vs ₩29.00 in 2Q 2025)

Investor sentiment improves as stock rises 23%

ENEX Co., LTD. announced that it expects to receive KRW 5 billion in funding

New minor risk - Share price stability

No independent directors

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 21%

Zinus, Inc to Report Q1, 2026 Results on May 06, 2026

THINKWARE Corporation, Annual General Meeting, Mar 30, 2026

Daewon Co., Ltd. announces Annual dividend