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South Korean (KOSPI) Energy Sector Analysis

UpdatedMar 04, 2026
DataAggregated Company Financials
Companies16
  • 7D3.0%
  • 3M33.9%
  • 1Y74.0%
  • YTD46.8%

Over the last 7 days, the Energy industry has dropped 2.1%, driven by SK Innovation declining 17%. On the other hand S-Oil is actually up 12%. In the past year, the industry has gained 61%. Looking forward, earnings are forecast to grow by 59% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026₩64.6t₩214.6t-₩661,199,967,610.0017.8x-97.6x0.3x
Sat, 31 Jan 2026₩52.7t₩214.6t-₩661,199,967,610.0015.9x-79.7x0.2x
Mon, 29 Dec 2025₩45.1t₩215.2t-₩988,429,583,780.0011x-45.7x0.2x
Wed, 26 Nov 2025₩47.4t₩212.3t-₩1,490,941,728,570.009.8x-31.8x0.2x
Fri, 24 Oct 2025₩46.7t₩210.8t-₩2,011,482,441,020.0011.4x-23.2x0.2x
Sun, 21 Sep 2025₩40.6t₩210.8t-₩2,011,482,441,020.0011.9x-20.2x0.2x
Tue, 19 Aug 2025₩37.1t₩210.8t-₩1,757,677,018,080.0010.5x-21.1x0.2x
Thu, 17 Jul 2025₩39.8t₩212.4t-₩1,708,789,070,850.0012.6x-23.3x0.2x
Sat, 14 Jun 2025₩34.9t₩212.4t-₩1,708,789,070,850.0010.2x-20.4x0.2x
Mon, 12 May 2025₩29.9t₩208.8t-₩1,773,742,085,960.0011.4x-16.9x0.1x
Wed, 09 Apr 2025₩29.7t₩209.1t-₩1,562,942,085,960.0010.6x-19x0.1x
Fri, 07 Mar 2025₩36.1t₩207.3t-₩817,521,309,360.0012.5x-44.2x0.2x
Sun, 02 Feb 2025₩37.0t₩207.3t-₩817,521,309,360.0011.5x-45.3x0.2x
Tue, 31 Dec 2024₩33.7t₩208.2t-₩586,297,309,360.0011.9x-57.5x0.2x
Thu, 28 Nov 2024₩34.5t₩208.2t-₩601,931,691,050.0012x-57.3x0.2x
Sat, 26 Oct 2024₩27.8t₩207.0t₩1.9t10.9x14.9x0.1x
Mon, 23 Sep 2024₩27.9t₩207.0t₩1.9t11x15x0.1x
Wed, 21 Aug 2024₩27.3t₩203.5t₩2.1t10.5x12.8x0.1x
Fri, 19 Jul 2024₩29.7t₩201.8t₩2.0t10.6x14.5x0.1x
Sun, 16 Jun 2024₩28.0t₩201.8t₩2.0t10.2x13.7x0.1x
Tue, 14 May 2024₩27.8t₩201.2t₩2.3t7.9x12.2x0.1x
Thu, 11 Apr 2024₩29.9t₩201.0t₩2.4t8.5x12.7x0.1x
Sat, 09 Mar 2024₩29.2t₩200.0t₩2.2t9.8x13.3x0.1x
Mon, 05 Feb 2024₩28.5t₩200.7t₩2.1t9.5x13.3x0.1x
Wed, 03 Jan 2024₩28.1t₩200.7t₩2.1t9.2x13.1x0.1x
Fri, 01 Dec 2023₩28.7t₩200.7t₩2.2t9.3x13.3x0.1x
Sun, 29 Oct 2023₩26.4t₩209.2t₩974.0b9.5x27.2x0.1x
Tue, 26 Sep 2023₩30.8t₩209.2t₩974.0b10.1x31.7x0.1x
Thu, 24 Aug 2023₩31.1t₩209.3t₩1.7t6.6x18.7x0.1x
Sat, 22 Jul 2023₩31.2t₩214.9t₩4.1t6.7x7.6x0.1x
Mon, 19 Jun 2023₩32.6t₩214.9t₩4.1t6.8x7.9x0.2x
Wed, 17 May 2023₩31.3t₩208.1t₩5.9t8.7x5.3x0.2x
Fri, 14 Apr 2023₩33.8t₩208.1t₩6.0t8.3x5.6x0.2x
Sun, 12 Mar 2023₩31.6t₩191.0t₩6.1t6.9x5.2x0.2x
Price to Earnings Ratio

5.2x


Total Market Cap: ₩31.6tTotal Earnings: ₩6.1tTotal Revenue: ₩191.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Energy Sector Price to Earnings3Y Average -7.5x202420252026
Current Industry PE
  • Investors are optimistic on the South Korean Energy industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.17x.
Past Earnings Growth
  • Total earnings for the Energy industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues 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 Energy sector?

KR Market-2.80%
Energy2.95%
Oil and Gas2.95%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Oil and Gas industry, expecting annual earnings growth of 59% over the next 5 years.
    • This is roughly in line with its past earnings growth rate.
    • In contrast, the Oil and Gas industry is expected to see its earnings grow by 59% 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
    		A010950 S-Oil₩126.50k12.3%
    +₩1.6t    		122.3%PE67.9x
    		A024060 Hung -Gu Oil₩29.70k40.8%
    +₩125.1b    		158.3%PE1916.8x
    		A000440 Joong Ang Enervis₩32.80k66.1%
    +₩57.9b    		126.8%PS2.9x
    		A002960 Hankook Shell OilLtd₩476.50k1.9%
    +₩11.7b    		53.2%PE15.2x

    Latest News

    A018670
    ₩217,500.00
    SK Gas
    7D
    -9.0%
    1Y
    -10.9%
    A006120
    ₩50,400.00
    SK Discovery
    7D
    -18.4%
    1Y
    33.3%
    A002960
    ₩476,500.00
    Hankook Shell OilLtd
    7D
    1.9%
    1Y
    53.2%
    A017860
    ₩15,610.00
    DS DANSUK
    7D
    -18.1%
    1Y
    -44.1%
    A012320
    ₩79,700.00
    Kyungdong Invest
    7D
    -4.1%
    1Y
    6.8%
    A000440
    ₩32,800.00
    Joong Ang Enervis
    7D
    66.1%
    1Y
    126.8%
    A010950
    ₩126,500.00
    S-Oil
    7D
    12.3%
    1Y
    122.3%

    A010950: Rich P E Versus Thin Margins Will Likely Pressure Returns

    Analysts have raised their fair value estimate for S-Oil from around ₩61,535 to about ₩75,327, reflecting updated views on the discount rate, revenue trends, profit margins, and future P/E assumptions. Valuation Changes Fair Value: Raised from ₩61,535 to ₩75,327, a sizeable step up in the estimated intrinsic value per share based on the updated inputs.
    A096770
    ₩109,000.00
    SK Innovation
    7D
    -16.9%
    1Y
    -14.0%

    A096770: Lower Revenue Outlook Will Weigh On Returns Despite Margin Lift

    Analysts have maintained their fair value estimate for SK Innovation at ₩63,985.53. The updated price target now reflects slightly lower assumed revenue growth, a modestly higher projected profit margin, and a small adjustment to the future P/E multiple.
    A024060
    ₩29,700.00
    Hung -Gu Oil
    7D
    40.8%
    1Y
    158.3%
    A267250
    ₩261,500.00
    HD Hyundai
    7D
    -12.2%
    1Y
    248.7%
    A017940
    ₩93,000.00
    E1
    7D
    -11.6%
    1Y
    48.8%
    A003650
    ₩122,500.00
    Michang Oil Ind
    7D
    -13.1%
    1Y
    35.2%