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South Korean (KOSPI) Industrials Sector Analysis

UpdatedJan 04, 2026
DataAggregated Company Financials
Companies456
  • 7D1.0%
  • 3M7.2%
  • 1Y71.3%
  • YTD-0.02%

The Industrials industry is up 1.0% in the last week, with SK Square up 17%. Meanwhile, LG Energy Solution actually underperformed within the industry, shrinking 5.9% in the last week. This means that the industry has gained 71% over the past year. As for the next few years, earnings are expected to grow by 32% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jan 2026₩871.0t₩979.8t₩31.2t13.3x27.9x0.9x
Wed, 03 Dec 2025₩858.8t₩984.8t₩31.8t13.3x27x0.9x
Fri, 31 Oct 2025₩946.8t₩967.5t₩27.8t15.1x34.1x1x
Sun, 28 Sep 2025₩772.5t₩966.5t₩27.7t15.2x27.9x0.8x
Tue, 26 Aug 2025₩762.4t₩967.1t₩28.1t13.9x27.2x0.8x
Thu, 24 Jul 2025₩723.2t₩955.7t₩27.7t14.1x26.1x0.8x
Sat, 21 Jun 2025₩707.2t₩949.0t₩27.4t13.7x25.8x0.7x
Mon, 19 May 2025₩594.7t₩931.9t₩25.8t12.5x23.1x0.6x
Wed, 16 Apr 2025₩550.9t₩936.8t₩24.5t11.7x22.4x0.6x
Fri, 14 Mar 2025₩555.5t₩926.9t₩21.3t12.3x26x0.6x
Sun, 09 Feb 2025₩529.4t₩930.8t₩19.7t11.8x26.8x0.6x
Tue, 07 Jan 2025₩506.0t₩929.6t₩19.7t11.8x25.7x0.5x
Thu, 05 Dec 2024₩490.9t₩930.0t₩19.9t11.3x24.7x0.5x
Sat, 02 Nov 2024₩503.9t₩922.8t₩18.1t10.9x27.8x0.5x
Mon, 30 Sep 2024₩519.4t₩918.8t₩19.4t11.3x26.7x0.6x
Wed, 28 Aug 2024₩500.3t₩920.9t₩19.3t11.2x25.9x0.5x
Fri, 26 Jul 2024₩497.9t₩914.5t₩17.3t11.9x28.8x0.5x
Sun, 23 Jun 2024₩507.3t₩916.6t₩17.1t12.4x29.6x0.6x
Tue, 21 May 2024₩511.1t₩911.4t₩17.2t11.8x29.7x0.6x
Thu, 18 Apr 2024₩470.1t₩911.5t₩17.9t11.3x26.3x0.5x
Sat, 16 Mar 2024₩505.9t₩917.8t₩16.2t12.8x31.2x0.6x
Mon, 12 Feb 2024₩491.4t₩920.1t₩16.5t12.4x29.8x0.5x
Wed, 10 Jan 2024₩499.3t₩925.7t₩17.0t12.5x29.3x0.5x
Fri, 08 Dec 2023₩465.0t₩917.5t₩17.1t11.6x27.2x0.5x
Sun, 05 Nov 2023₩404.7t₩913.9t₩19.4t12.2x20.9x0.4x
Tue, 03 Oct 2023₩451.2t₩914.0t₩19.4t12.1x23.3x0.5x
Thu, 31 Aug 2023₩499.3t₩914.2t₩19.7t13x25.3x0.5x
Sat, 29 Jul 2023₩471.1t₩903.0t₩25.2t13.5x18.7x0.5x
Mon, 26 Jun 2023₩453.6t₩902.8t₩25.2t13.8x18x0.5x
Wed, 24 May 2023₩435.5t₩888.6t₩26.1t13.5x16.7x0.5x
Fri, 21 Apr 2023₩449.0t₩880.3t₩28.2t14.1x15.9x0.5x
Sun, 19 Mar 2023₩406.9t₩851.0t₩30.9t11.2x13.2x0.5x
Tue, 14 Feb 2023₩397.9t₩840.3t₩32.6t11.9x12.2x0.5x
Thu, 12 Jan 2023₩373.0t₩840.0t₩32.5t11.6x11.5x0.4x
Price to Earnings Ratio

11.5x


Total Market Cap: ₩373.0tTotal Earnings: ₩32.5tTotal Revenue: ₩840.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 24.6x202420252026
Current Industry PE
  • Investors are optimistic on the South Korean Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.9x which is higher than its 3-year average PE of 24.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.3% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the South Korean Industrials sector?

KR Market4.25%
Industrials1.04%
Aerospace & Defense7.35%
Industrials6.10%
Logistics1.04%
Construction0.65%
Infrastructure0.23%
Machinery-0.074%
Marine and Shipping-0.79%
Building-1.02%
Electrical-1.50%
Airlines-1.95%
Professional Services-2.05%
Trade Distributors-3.00%
Transportation-4.99%
Commercial Services-5.88%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 87.6x.
    • Analysts are expecting annual earnings growth of 47.8%, which is higher than its past year's earnings growth of 22.3% per year.
  • Investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 6.7x.
Forecasted Growth
  • Analysts are most optimistic on the Transportation industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 25% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 26% 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
A402340 SK Square₩392.00k17.2%
+₩7.7t		364.5%PE7.4x
A012450 Hanwha Aerospace₩946.00k8.7%
+₩3.9t		161.3%PE18.6x
A267260 HD Hyundai Electric₩819.00k7.2%
+₩2.0t		104.8%PE47.8x
A064350 Hyundai Rotem₩193.40k7.6%
+₩1.5t		271.9%PE30.5x
A010120 LS ELECTRIC₩492.50k8.2%
+₩1.1t		182.7%PE55x

Latest News

A247540
₩141,700.00
EcoPro BM
7D
-9.3%
1Y
25.4%

Some Investors May Be Worried About EcoPro BM's (KOSDAQ:247540) Returns On Capital

Jan 02
Some Investors May Be Worried About EcoPro BM's (KOSDAQ:247540) Returns On Capital
A329180
₩504,000.00
HD Hyundai Heavy IndustriesLtd
7D
-1.6%
1Y
76.5%
A010120
₩492,500.00
LS ELECTRIC
7D
8.2%
1Y
182.7%

Returns At LS ELECTRIC (KRX:010120) Are On The Way Up

Dec 31
Returns At LS ELECTRIC (KRX:010120) Are On The Way Up
A373220
₩361,000.00
LG Energy Solution
7D
-5.9%
1Y
1.4%
A402340
₩392,000.00
SK Square
7D
17.2%
1Y
364.5%
A042660
₩114,700.00
Hanwha Ocean
7D
-1.5%
1Y
207.1%
A009540
₩393,500.00
HD Korea Shipbuilding & Offshore Engineering
7D
-2.4%
1Y
76.5%

A009540: Port Crane MoU And Stable Margins Are Expected To Support Upside

Analysts have slightly raised their price target for HD Korea Shipbuilding & Offshore Engineering to KRW 577,235, citing incremental improvements in discount rate assumptions and sustained expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Signed a tripartite MoU with BEML Limited and HD Hyundai Samho Heavy Industries to jointly design and develop next generation conventional and autonomous maritime and port cranes in India, targeting modernization of port infrastructure and logistics capabilities (Key Developments) Partnership framework includes local manufacturing in India, aiming to deepen industrial collaboration and support the government’s focus on self reliance in critical port equipment (Key Developments) MoU covers full lifecycle support, including after sales service, spare parts supply, and operator training, which could strengthen recurring revenue and long term customer relationships in the region (Key Developments) Valuation Changes Fair Value Estimate unchanged at approximately ₩577,235 per share, reflecting stable core assumptions in the valuation model Discount Rate edged down slightly from 8.46 percent to about 8.46 percent, indicating a marginally lower perceived risk or cost of capital Revenue Growth effectively unchanged at around 9.89 percent, suggesting maintained expectations for top line expansion Net Profit Margin stable at roughly 13.15 percent, implying no material revision to profitability assumptions Future P/E eased very slightly from about 10.21x to 10.21x, reflecting a negligible adjustment in forward valuation multiples
A000150
₩763,000.00
Doosan
7D
-3.0%
1Y
163.6%

Doosan Corporation's (KRX:000150) Intrinsic Value Is Potentially 28% Above Its Share Price

Dec 24
Doosan Corporation's (KRX:000150) Intrinsic Value Is Potentially 28% Above Its Share Price
A012450
₩946,000.00
Hanwha Aerospace
7D
8.7%
1Y
161.3%

With EPS Growth And More, Hanwha Aerospace (KRX:012450) Makes An Interesting Case

Dec 23
With EPS Growth And More, Hanwha Aerospace (KRX:012450) Makes An Interesting Case
A298040
₩1,845,000.00
Hyosung Heavy Industries
7D
5.0%
1Y
341.9%
A064350
₩193,400.00
Hyundai Rotem
7D
7.6%
1Y
271.9%

Why The 28% Return On Capital At Hyundai Rotem (KRX:064350) Should Have Your Attention

Dec 21
Why The 28% Return On Capital At Hyundai Rotem (KRX:064350) Should Have Your Attention
A267260
₩819,000.00
HD Hyundai Electric
7D
7.2%
1Y
104.8%

The Trend Of High Returns At HD Hyundai Electric (KRX:267260) Has Us Very Interested

Dec 16
The Trend Of High Returns At HD Hyundai Electric (KRX:267260) Has Us Very Interested
A086520
₩88,300.00
Ecopro
7D
-9.0%
1Y
48.1%

Why Investors Shouldn't Be Surprised By Ecopro Co., Ltd.'s (KOSDAQ:086520) 35% Share Price Surge

Dec 08
Why Investors Shouldn't Be Surprised By Ecopro Co., Ltd.'s (KOSDAQ:086520) 35% Share Price Surge
A003670
₩176,900.00
Posco Future M
7D
-9.8%
1Y
20.9%

Investors Could Be Concerned With Posco Future M's (KRX:003670) Returns On Capital

Dec 03
Investors Could Be Concerned With Posco Future M's (KRX:003670) Returns On Capital
A079550
₩439,000.00
LIG Nex1
7D
10.3%
1Y
68.8%

More Unpleasant Surprises Could Be In Store For LIG Nex1 Co., Ltd.'s (KRX:079550) Shares After Tumbling 25%

Nov 28
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A034020
₩75,200.00
Doosan Enerbility
7D
2.2%
1Y
313.2%