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South Korean (KOSPI) Industrials Sector Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies459
  • 7D6.0%
  • 3M13.0%
  • 1Y76.2%
  • YTD5.5%

Over the last 7 days, the Industrials industry has risen 6.0%, driven by gains from SK Square of 16%. In the last 12 months, the industry was up 76%. 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
Wed, 07 Jan 2026₩918.7t₩979.8t₩31.1t13.5x29.5x0.9x
Fri, 05 Dec 2025₩873.4t₩984.8t₩31.8t13.3x27.5x0.9x
Sun, 02 Nov 2025₩939.0t₩966.8t₩27.7t15x33.9x1x
Tue, 30 Sep 2025₩777.2t₩965.7t₩27.7t15.2x28x0.8x
Thu, 28 Aug 2025₩758.4t₩967.1t₩28.1t14.3x27x0.8x
Sat, 26 Jul 2025₩742.8t₩955.7t₩27.7t13.9x26.8x0.8x
Mon, 23 Jun 2025₩707.2t₩949.0t₩27.4t13.7x25.8x0.7x
Wed, 21 May 2025₩585.4t₩937.1t₩26.0t12.7x22.5x0.6x
Fri, 18 Apr 2025₩554.3t₩936.7t₩24.5t11.7x22.6x0.6x
Sun, 16 Mar 2025₩555.2t₩926.8t₩20.1t12.5x27.7x0.6x
Tue, 11 Feb 2025₩525.6t₩930.8t₩19.7t11.8x26.6x0.6x
Thu, 09 Jan 2025₩516.8t₩929.6t₩19.7t11.8x26.3x0.6x
Sat, 07 Dec 2024₩479.9t₩930.0t₩19.9t11x24.1x0.5x
Mon, 04 Nov 2024₩503.9t₩923.7t₩18.1t10.9x27.8x0.5x
Wed, 02 Oct 2024₩514.4t₩918.9t₩19.5t11.1x26.4x0.6x
Fri, 30 Aug 2024₩497.6t₩920.1t₩19.6t11x25.4x0.5x
Sun, 28 Jul 2024₩502.5t₩914.4t₩17.2t12.1x29.1x0.5x
Tue, 25 Jun 2024₩502.1t₩916.6t₩17.1t12.3x29.3x0.5x
Thu, 23 May 2024₩500.4t₩913.4t₩18.2t11.7x27.5x0.5x
Sat, 20 Apr 2024₩484.2t₩911.5t₩17.9t11.6x27.1x0.5x
Mon, 18 Mar 2024₩505.9t₩918.5t₩15.9t12.3x31.8x0.6x
Wed, 14 Feb 2024₩494.2t₩920.1t₩16.5t12.9x30x0.5x
Fri, 12 Jan 2024₩495.7t₩925.7t₩17.0t12.7x29.1x0.5x
Sun, 10 Dec 2023₩469.8t₩917.5t₩17.1t12.3x27.6x0.5x
Tue, 07 Nov 2023₩453.2t₩913.9t₩19.4t12.2x23.4x0.5x
Thu, 05 Oct 2023₩451.2t₩914.0t₩19.4t12.1x23.3x0.5x
Sat, 02 Sep 2023₩485.5t₩914.0t₩19.6t12.7x24.8x0.5x
Mon, 31 Jul 2023₩471.1t₩903.0t₩25.2t13.5x18.7x0.5x
Wed, 28 Jun 2023₩453.8t₩902.8t₩25.2t13.7x18x0.5x
Fri, 26 May 2023₩439.2t₩891.4t₩26.6t13.2x16.5x0.5x
Sun, 23 Apr 2023₩442.8t₩880.3t₩28.2t14.2x15.7x0.5x
Tue, 21 Mar 2023₩405.2t₩851.4t₩31.0t11.7x13.1x0.5x
Thu, 16 Feb 2023₩394.6t₩840.3t₩32.6t11.8x12.1x0.5x
Sat, 14 Jan 2023₩380.0t₩840.0t₩32.5t11.8x11.7x0.5x
Price to Earnings Ratio

11.7x


Total Market Cap: ₩380.0tTotal 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 29.5x which is higher than its 3-year average PE of 24.6x.
  • 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 Market7.01%
Industrials5.97%
Aerospace & Defense11.42%
Industrials10.05%
Electrical5.48%
Machinery4.58%
Construction4.15%
Logistics2.94%
Building0.11%
Commercial Services-0.088%
Airlines-0.35%
Trade Distributors-1.03%
Infrastructure-1.40%
Professional Services-2.45%
Marine and Shipping-2.46%
Transportation-4.53%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 89.0x.
    • Analysts are expecting annual earnings growth of 47.9%, 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 51% 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₩429.50k16.7%
+₩8.1t		356.4%PE8.1x
A034020 Doosan Enerbility₩84.00k11.6%
+₩5.6t		344.4%PS3.2x
A329180 HD Hyundai Heavy IndustriesLtd₩557.00k9.4%
+₩5.0t		83.5%PE45.2x
A028260 Samsung C&T₩265.00k10.6%
+₩4.2t		119.2%PE20.7x
A012450 Hanwha Aerospace₩1.01m7.3%
+₩3.5t		163.7%PE19.8x

Latest News

A086280
₩218,500.00
Hyundai Glovis
7D
21.0%
1Y
71.5%
A034020
₩84,000.00
Doosan Enerbility
7D
11.6%
1Y
344.4%
A047050
₩48,350.00
Posco International
7D
-2.5%
1Y
11.7%

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Jan 06
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A003490
₩22,100.00
Korean AirlinesLtd
7D
-2.0%
1Y
-3.5%
A402340
₩429,500.00
SK Square
7D
16.7%
1Y
356.4%
A042660
₩121,200.00
Hanwha Ocean
7D
6.7%
1Y
173.6%

A042660: Future Earnings Quality Will Depend On Risky Tanker Order Pipeline

Analysts have raised their fair value estimate for Hanwha Ocean from ₩67,799.69 to ₩81,896.75, citing updated assumptions for revenue, profit margins, and a lower future P/E multiple despite a slightly higher discount rate. What's in the News DHT Holdings took delivery of a VLCC newbuilding from Hanwha Ocean, named DHT Antelope, which is entering the spot market as the first of four VLCCs scheduled for delivery in the first half of 2026.
A160190
₩53,900.00
HIGEN Motor
7D
-9.4%
1Y
226.7%

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Jan 05
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A012450
₩1,010,000.00
Hanwha Aerospace
7D
7.3%
1Y
163.7%

A012450: Refined Margins And Discount Rate Will Support Stronger Future P E

Analysts have modestly adjusted their fair value framework for Hanwha Aerospace, keeping the implied valuation broadly anchored while refining assumptions around the discount rate, profit margin outlook and future P/E to better reflect their latest views on risk and earnings quality. Valuation Changes Fair Value: Kept unchanged at ₩1,326,739.13, indicating no revision to the core valuation output.
A329180
₩557,000.00
HD Hyundai Heavy IndustriesLtd
7D
9.4%
1Y
83.5%
A028260
₩265,000.00
Samsung C&T
7D
10.6%
1Y
119.2%

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Jan 01
Some Confidence Is Lacking In Samsung C&T Corporation's (KRX:028260) P/E
A047810
₩136,100.00
Korea Aerospace Industries
7D
19.0%
1Y
151.6%

Does Korea Aerospace Industries (KRX:047810) Have A Healthy Balance Sheet?

Dec 29
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A443060
₩191,000.00
HD HYUNDAI Marine SolutionLTD
7D
-1.3%
1Y
17.0%

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Dec 25
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A000150
₩758,000.00
Doosan
7D
-2.9%
1Y
159.6%

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
A012630
₩16,810.00
HDC HOLDINGSLtd
7D
-10.2%
1Y
33.8%
A011200
₩19,930.00
HMMLtd
7D
-2.8%
1Y
4.6%

Should You Investigate HMM Co.,Ltd (KRX:011200) At ₩20,600?

Dec 09
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A003670
₩180,000.00
Posco Future M
7D
-3.7%
1Y
17.9%

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Dec 03
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