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South Korean (KOSPI) Consumer Staples Sector Analysis
UpdatedDec 20, 2024
DataAggregated Company Financials
Companies158
- 7D-0.4%
- 3M-2.4%
- 1Y0.6%
- YTD-0.3%
The Consumer Staples industry has gained 1.4% in the last week and Samyang Foods up 3.5%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 9.3% annually.
Sector Valuation and Performance
Has the South Korean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 20 Dec 2024 | ₩83.7t | ₩224.5t | ₩6.1t | 11.1x | 13.7x | 0.4x |
| Sun, 17 Nov 2024 | ₩79.5t | ₩223.8t | ₩6.4t | 9.2x | 12.5x | 0.4x |
| Tue, 15 Oct 2024 | ₩84.0t | ₩223.8t | ₩6.3t | 10.5x | 13.4x | 0.4x |
| Thu, 12 Sep 2024 | ₩86.0t | ₩223.8t | ₩6.3t | 10.6x | 13.7x | 0.4x |
| Sat, 10 Aug 2024 | ₩85.5t | ₩223.1t | ₩5.6t | 11.7x | 15.3x | 0.4x |
| Mon, 08 Jul 2024 | ₩89.1t | ₩223.1t | ₩5.6t | 11.7x | 16x | 0.4x |
| Wed, 05 Jun 2024 | ₩91.4t | ₩223.1t | ₩5.6t | 11.6x | 16.5x | 0.4x |
| Fri, 03 May 2024 | ₩87.2t | ₩220.9t | ₩5.3t | 12.6x | 16.5x | 0.4x |
| Sun, 31 Mar 2024 | ₩79.0t | ₩220.9t | ₩5.2t | 12x | 15.1x | 0.4x |
| Tue, 27 Feb 2024 | ₩77.8t | ₩219.3t | ₩4.9t | 12x | 16x | 0.4x |
| Thu, 25 Jan 2024 | ₩78.2t | ₩220.9t | ₩4.8t | 12.3x | 16.2x | 0.4x |
| Sat, 23 Dec 2023 | ₩81.9t | ₩220.6t | ₩4.8t | 13.1x | 17.1x | 0.4x |
| Mon, 20 Nov 2023 | ₩80.2t | ₩220.0t | ₩4.8t | 12.3x | 16.6x | 0.4x |
| Wed, 18 Oct 2023 | ₩78.6t | ₩220.6t | ₩4.6t | 13.4x | 17.2x | 0.4x |
| Fri, 15 Sep 2023 | ₩82.4t | ₩220.6t | ₩4.6t | 13.3x | 18x | 0.4x |
| Sun, 13 Aug 2023 | ₩84.7t | ₩219.4t | ₩4.4t | 14.5x | 19.2x | 0.4x |
| Tue, 11 Jul 2023 | ₩77.6t | ₩219.3t | ₩4.4t | 13.9x | 17.6x | 0.4x |
| Thu, 08 Jun 2023 | ₩84.4t | ₩219.2t | ₩4.4t | 14x | 19.2x | 0.4x |
| Sat, 06 May 2023 | ₩86.3t | ₩217.5t | ₩5.5t | 12.5x | 15.7x | 0.4x |
| Mon, 03 Apr 2023 | ₩89.1t | ₩221.5t | ₩5.6t | 13x | 15.8x | 0.4x |
| Wed, 01 Mar 2023 | ₩90.8t | ₩211.3t | ₩5.5t | 12.5x | 16.4x | 0.4x |
| Fri, 27 Jan 2023 | ₩92.4t | ₩211.2t | ₩5.5t | 12.7x | 16.7x | 0.4x |
| Sun, 25 Dec 2022 | ₩92.7t | ₩211.7t | ₩5.6t | 12.5x | 16.7x | 0.4x |
| Tue, 22 Nov 2022 | ₩85.7t | ₩207.5t | ₩6.6t | 11.5x | 12.9x | 0.4x |
| Thu, 20 Oct 2022 | ₩79.5t | ₩204.1t | ₩7.6t | 11x | 10.5x | 0.4x |
| Sat, 17 Sep 2022 | ₩87.0t | ₩204.1t | ₩7.6t | 12.3x | 11.4x | 0.4x |
| Mon, 15 Aug 2022 | ₩91.3t | ₩196.8t | ₩8.3t | 12.6x | 10.9x | 0.5x |
| Wed, 13 Jul 2022 | ₩88.5t | ₩196.8t | ₩8.4t | 12.2x | 10.6x | 0.4x |
| Fri, 10 Jun 2022 | ₩95.0t | ₩196.8t | ₩8.4t | 13.5x | 11.3x | 0.5x |
| Sun, 08 May 2022 | ₩100.3t | ₩190.8t | ₩8.2t | 14.7x | 12.2x | 0.5x |
| Tue, 05 Apr 2022 | ₩101.7t | ₩190.7t | ₩8.1t | 14x | 12.5x | 0.5x |
| Thu, 03 Mar 2022 | ₩100.4t | ₩184.0t | ₩8.1t | 12.3x | 12.4x | 0.5x |
| Sat, 29 Jan 2022 | ₩94.4t | ₩184.1t | ₩7.9t | 12.3x | 11.9x | 0.5x |
| Mon, 27 Dec 2021 | ₩103.5t | ₩185.6t | ₩7.9t | 13.5x | 13.1x | 0.6x |
Price to Earnings Ratio
13.1x
Current Industry PE
- Investors are optimistic on the South Korean Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.0x which is higher than its 3-year average PE of 14.8x.
- The industry is trading close to its 3-year average PS ratio of 0.42x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 30% per year over the last three years,
- Revenues have also declined 11% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Staples sector?
| KR Market | -1.64% | |
| Consumer Staples | -0.35% | |
| Food | 2.81% | |
| Food and Staples Retail | 0.44% | |
| Household Products | -0.22% | |
| Beverage | -0.45% | |
| Personal Products | -2.30% | |
| Tobacco | -4.66% | |
Industry PE
- Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 59.9x.
- Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings growth of 13.9% per year.
- Investors are most pessimistic about the Food industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.4x.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings growth rate of 3.1% per year.
- In contrast, the Tobacco industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| A003230 Samyang Foods | ₩748.00k | 8.9% +₩454.9b | 241.6% | PE24.6x | |
| A282330 BGF retail | ₩108.30k | 5.0% +₩89.8b | -17.9% | PE9.8x | |
| A004370 Nongshim | ₩382.50k | 3.5% +₩75.2b | -5.9% | PE14.3x | |
| A139480 E-MART | ₩65.70k | 2.0% +₩34.8b | -14.8% | PS0.06x | |
| A280360 Lotte WellfoodLtd | ₩117.20k | 3.4% +₩33.6b | -6.2% | PE11x |
