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South Korean (KOSPI) Energy Sector Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies16
  • 7D1.3%
  • 3M10.0%
  • 1Y22.7%
  • YTD3.6%

Over the last 7 days, the Energy industry has risen 1.3%, driven by gains from S-Oil of 4.1%. This means that the industry has gained 23% over the past year. As for the next few years, earnings are expected to grow by 83% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Jan 2026₩45.6t₩214.8t-₩1,051,682,967,610.0014.1x-43.3x0.2x
Thu, 04 Dec 2025₩48.2t₩215.2t-₩996,610,583,780.0011.4x-48.4x0.2x
Sat, 01 Nov 2025₩49.7t₩210.8t-₩2,011,482,441,020.0011.9x-24.7x0.2x
Mon, 29 Sep 2025₩39.6t₩210.8t-₩2,011,482,441,020.0011.5x-19.7x0.2x
Wed, 27 Aug 2025₩37.2t₩210.8t-₩2,024,809,312,960.0011.3x-18.4x0.2x
Fri, 25 Jul 2025₩40.1t₩212.4t-₩1,708,789,070,850.0011.8x-23.5x0.2x
Sun, 22 Jun 2025₩36.9t₩212.4t-₩1,708,789,070,850.0010.8x-21.6x0.2x
Tue, 20 May 2025₩29.5t₩208.8t-₩1,749,721,314,960.0011.1x-16.9x0.1x
Thu, 17 Apr 2025₩29.6t₩209.1t-₩1,562,942,085,960.0010.8x-18.9x0.1x
Sat, 15 Mar 2025₩37.2t₩207.2t-₩1,742,545,783,390.0013.3x-21.4x0.2x
Mon, 10 Feb 2025₩35.4t₩207.3t-₩817,521,309,360.0011.5x-43.3x0.2x
Wed, 08 Jan 2025₩36.2t₩208.2t-₩586,297,309,360.0012.6x-61.7x0.2x
Fri, 06 Dec 2024₩34.1t₩208.2t-₩602,488,740,450.0012x-56.6x0.2x
Sun, 03 Nov 2024₩28.5t₩207.0t₩1.9t10.7x15.3x0.1x
Tue, 01 Oct 2024₩28.1t₩207.0t₩1.9t10.5x15.1x0.1x
Thu, 29 Aug 2024₩27.7t₩207.0t₩1.9t11.1x14.9x0.1x
Sat, 27 Jul 2024₩27.9t₩201.8t₩2.0t11.1x13.6x0.1x
Mon, 24 Jun 2024₩28.6t₩201.8t₩2.0t10.2x13.9x0.1x
Wed, 22 May 2024₩27.4t₩201.2t₩2.3t10.5x12x0.1x
Fri, 19 Apr 2024₩27.4t₩201.0t₩2.4t7.8x11.6x0.1x
Sun, 17 Mar 2024₩29.9t₩200.0t₩2.6t9.2x11.4x0.1x
Tue, 13 Feb 2024₩28.4t₩200.0t₩2.2t9.7x12.9x0.1x
Thu, 11 Jan 2024₩27.0t₩200.7t₩2.1t9.2x12.6x0.1x
Sat, 09 Dec 2023₩27.9t₩200.7t₩2.2t9.4x13x0.1x
Mon, 06 Nov 2023₩27.6t₩207.0t₩1.5t8.9x18.1x0.1x
Wed, 04 Oct 2023₩30.4t₩209.2t₩974.0b10.1x31.2x0.1x
Fri, 01 Sep 2023₩31.5t₩209.2t₩968.9b9.5x32.5x0.2x
Sun, 30 Jul 2023₩32.6t₩214.9t₩4.1t6.4x7.9x0.2x
Tue, 27 Jun 2023₩31.0t₩214.9t₩4.1t6.7x7.5x0.1x
Thu, 25 May 2023₩33.4t₩208.0t₩5.3t6.6x6.3x0.2x
Sat, 22 Apr 2023₩32.5t₩208.1t₩6.0t7.7x5.4x0.2x
Mon, 20 Mar 2023₩30.0t₩197.1t₩5.7t8x5.3x0.2x
Wed, 15 Feb 2023₩32.0t₩191.0t₩6.1t6.9x5.3x0.2x
Fri, 13 Jan 2023₩29.8t₩191.0t₩6.1t6.2x4.9x0.2x
Price to Earnings Ratio

4.9x


Total Market Cap: ₩29.8tTotal Earnings: ₩6.1tTotal Revenue: ₩191.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Energy Sector Price to Earnings3Y Average -3.6x202420252026
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 0.16x.
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 Market5.44%
Energy1.27%
Oil and Gas1.27%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Oil and Gas industry, expecting annual earnings growth of 83% over the next 5 years.
    • This is better than its past earnings growth rate of 63% per year.
    • In contrast, the Oil and Gas industry is expected to see its earnings grow by 83% 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
    		A096770 SK Innovation₩106.00k4.7%
    +₩800.5b    		-13.5%PS0.2x
    		A267250 HD Hyundai₩195.40k3.7%
    +₩487.6b    		137.1%PE19.2x
    		A010950 S-Oil₩85.20k2.7%
    +₩256.1b    		44.9%PS0.3x
    		A006120 SK Discovery₩63.40k9.7%
    +₩103.2b    		70.4%PE19.6x
    		A024060 Hung -Gu Oil₩12.82k8.1%
    +₩14.0b    		-2.3%PE827.4x

    Latest News

    A096770
    ₩106,000.00
    SK Innovation
    7D
    4.7%
    1Y
    -13.5%

    A096770: Leadership Shift And Convertible Bond Issue Will Support Upside Potential

    Analysts have trimmed their price target for SK Innovation from ₩180,000 to ₩170,000, reflecting updated assumptions for slightly lower revenue growth, a different discount rate, and a revised future P/E alongside modestly higher profit margin expectations. What's in the News SK Innovation announced a private placement of series 1 unregistered unsecured private convertible bonds for gross proceeds of ₩600,009,437,500 on October 22, 2025, with a zero coupon and maturity on October 31, 2027, and a conversion price of ₩123,642 per share into 4,852,796 shares during the period from October 31, 2026 to October 25, 2027 (Key Developments).
    A018670
    ₩226,500.00
    SK Gas
    7D
    0.7%
    1Y
    0.4%

    Improved Earnings Required Before SK Gas Co., Ltd. (KRX:018670) Shares Find Their Feet

    Dec 31
    Improved Earnings Required Before SK Gas Co., Ltd. (KRX:018670) Shares Find Their Feet
    A024060
    ₩12,820.00
    Hung -Gu Oil
    7D
    8.1%
    1Y
    -2.3%
    A003650
    ₩124,500.00
    Michang Oil Ind
    7D
    2.3%
    1Y
    41.8%
    A137950
    ₩3,290.00
    JC Chemical
    7D
    2.8%
    1Y
    -19.2%
    A053620
    ₩6,480.00
    TAEYANG
    7D
    -0.5%
    1Y
    2.0%
    A010950
    ₩85,200.00
    S-Oil
    7D
    2.7%
    1Y
    44.9%

    A010950: Future Margins And Earnings Multiple Will Support Fairly Balanced Outlook

    Analysts have modestly raised their price target on S-Oil to approximately ₩85,400 from about ₩84,300, citing a slightly lower perceived risk profile, marginally stronger long term profitability, and a slightly higher future valuation multiple despite softer revenue growth expectations. Valuation Changes Fair Value Estimate has risen slightly from about ₩84,341 to roughly ₩85,433 per share, reflecting a modestly higher intrinsic valuation.
    A267250
    ₩195,400.00
    HD Hyundai
    7D
    3.7%
    1Y
    137.1%

    HD Hyundai's (KRX:267250) Performance Is Even Better Than Its Earnings Suggest

    Nov 24
    HD Hyundai's (KRX:267250) Performance Is Even Better Than Its Earnings Suggest
    A017940
    ₩83,200.00
    E1
    7D
    -0.1%
    1Y
    19.9%

    E1's (KRX:017940) Anemic Earnings Might Be Worse Than You Think

    Nov 24
    E1's (KRX:017940) Anemic Earnings Might Be Worse Than You Think
    A006120
    ₩63,400.00
    SK Discovery
    7D
    9.7%
    1Y
    70.4%
    A002960
    ₩436,500.00
    Hankook Shell OilLtd
    7D
    -3.1%
    1Y
    35.8%
    A065420
    ₩248.00
    SI Resources
    7D
    -1.6%
    1Y
    17.5%