An Intrinsic Calculation For KT&G Corporation (KRX:033780) Suggests It's 26% Undervalued
Sep 11
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South Korean (KOSPI) Consumer Staples Sector Analysis
UpdatedSep 15, 2025
DataAggregated Company Financials
Companies163
- 7D2.4%
- 3M5.0%
- 1Y20.9%
- YTD30.9%
Nongshim is up 23%, leading the way for the Consumer Staples industry, which has gained 2.4%. This means that the industry has gained 21% over the past year. Earnings are forecast to grow by 28% 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Sep 2025 | ₩106.4t | ₩229.7t | ₩4.9t | 12.8x | 21.9x | 0.5x |
| Wed, 13 Aug 2025 | ₩105.1t | ₩227.8t | ₩5.2t | 14.1x | 20.2x | 0.5x |
| Fri, 11 Jul 2025 | ₩110.9t | ₩232.1t | ₩5.5t | 14.1x | 20.2x | 0.5x |
| Sun, 08 Jun 2025 | ₩99.3t | ₩228.4t | ₩5.4t | 13.2x | 18.2x | 0.4x |
| Tue, 06 May 2025 | ₩89.5t | ₩226.1t | ₩5.6t | 12.4x | 16x | 0.4x |
| Thu, 03 Apr 2025 | ₩83.4t | ₩226.0t | ₩5.6t | 12.3x | 15x | 0.4x |
| Sat, 01 Mar 2025 | ₩81.6t | ₩224.8t | ₩6.2t | 10.6x | 13.2x | 0.4x |
| Mon, 27 Jan 2025 | ₩79.6t | ₩224.5t | ₩6.1t | 10.1x | 13x | 0.4x |
| Wed, 25 Dec 2024 | ₩83.3t | ₩224.5t | ₩6.1t | 10.9x | 13.6x | 0.4x |
| Fri, 22 Nov 2024 | ₩80.1t | ₩224.5t | ₩6.1t | 10.2x | 13.2x | 0.4x |
| Sun, 20 Oct 2024 | ₩83.7t | ₩223.8t | ₩6.3t | 10.5x | 13.3x | 0.4x |
| Tue, 17 Sep 2024 | ₩86.7t | ₩223.8t | ₩6.3t | 10.7x | 13.8x | 0.4x |
| Thu, 15 Aug 2024 | ₩86.1t | ₩223.2t | ₩5.7t | 11.8x | 15.1x | 0.4x |
| Sat, 13 Jul 2024 | ₩90.3t | ₩223.1t | ₩5.6t | 11.6x | 16.2x | 0.4x |
| Mon, 10 Jun 2024 | ₩92.3t | ₩223.1t | ₩5.6t | 11.8x | 16.5x | 0.4x |
| Wed, 08 May 2024 | ₩86.9t | ₩221.0t | ₩5.3t | 12.7x | 16.4x | 0.4x |
| Fri, 05 Apr 2024 | ₩81.1t | ₩220.9t | ₩5.2t | 11.9x | 15.5x | 0.4x |
| Sun, 03 Mar 2024 | ₩76.7t | ₩219.0t | ₩4.9t | 11.9x | 15.6x | 0.4x |
| Tue, 30 Jan 2024 | ₩78.4t | ₩220.9t | ₩4.8t | 12.3x | 16.3x | 0.4x |
| Thu, 28 Dec 2023 | ₩80.8t | ₩220.6t | ₩4.8t | 13.1x | 16.8x | 0.4x |
| Sat, 25 Nov 2023 | ₩80.1t | ₩220.1t | ₩5.1t | 12.5x | 15.7x | 0.4x |
| Mon, 23 Oct 2023 | ₩75.9t | ₩220.6t | ₩4.6t | 12.3x | 16.6x | 0.3x |
| Wed, 20 Sep 2023 | ₩82.8t | ₩220.6t | ₩4.6t | 13.3x | 18.1x | 0.4x |
| Fri, 18 Aug 2023 | ₩82.5t | ₩219.5t | ₩4.4t | 14.3x | 18.6x | 0.4x |
| Sun, 16 Jul 2023 | ₩79.9t | ₩219.3t | ₩4.4t | 14.2x | 18.1x | 0.4x |
| Tue, 13 Jun 2023 | ₩83.7t | ₩219.2t | ₩4.4t | 13.8x | 19.1x | 0.4x |
| Thu, 11 May 2023 | ₩86.8t | ₩217.5t | ₩5.5t | 14.1x | 15.8x | 0.4x |
| Sat, 08 Apr 2023 | ₩89.4t | ₩221.4t | ₩5.6t | 12.7x | 15.9x | 0.4x |
| Mon, 06 Mar 2023 | ₩91.8t | ₩211.1t | ₩5.4t | 12.8x | 16.9x | 0.4x |
| Wed, 01 Feb 2023 | ₩92.8t | ₩211.2t | ₩5.5t | 12.5x | 16.8x | 0.4x |
| Fri, 30 Dec 2022 | ₩91.6t | ₩211.7t | ₩5.6t | 12.1x | 16.5x | 0.4x |
| Sun, 27 Nov 2022 | ₩88.3t | ₩210.2t | ₩5.8t | 11.9x | 15.2x | 0.4x |
| Tue, 25 Oct 2022 | ₩79.1t | ₩204.1t | ₩7.6t | 10.9x | 10.4x | 0.4x |
| Thu, 22 Sep 2022 | ₩87.4t | ₩204.1t | ₩7.6t | 12.3x | 11.5x | 0.4x |
Price to Earnings Ratio
11.5x
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 21.9x which is higher than its 3-year average PE of 16.0x.
- The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 14% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.0% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Staples sector?
| KR Market | 5.75% | |
| Consumer Staples | 2.41% | |
| Food | 4.82% | |
| Beverage | 1.86% | |
| Personal Products | 1.74% | |
| Food and Staples Retail | 1.11% | |
| Tobacco | -1.11% | |
| Household Products | -2.99% | |
Industry PE
- Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 63.2x.
- Analysts are expecting annual earnings growth of 36.0%, which is higher than its past year's earnings decline of 4.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Household Products industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| A004370 Nongshim | ₩511.00k | 23.7% +₩566.7b | 32.2% | PE19.7x | |
| A003230 Samyang Foods | ₩1.60m | 3.1% +₩358.0b | 213.3% | PE37.4x | |
| A090430 Amorepacific | ₩122.50k | 2.8% +₩227.7b | -12.9% | PE217.3x | |
| A033780 KT&G | ₩136.60k | 1.4% +₩205.0b | 22.5% | PE15.1x | |
| A271560 ORION | ₩111.20k | 4.7% +₩197.6b | 24.9% | PE8.3x |
