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South Korean (KOSPI) Industrials Sector Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies460
  • 7D8.8%
  • 3M17.2%
  • 1Y80.8%
  • YTD8.8%

In the last week, the Industrials industry is up 6.8%, with Hanwha Aerospace up 28%. During this same period, the Rainbow RoboticsLtd underperformed, falling 9.8%. This takes the industry's 12 month performance to a gain of 76%. Looking forward, earnings are forecast to grow by 31% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026₩947.5t₩979.9t₩31.1t13.4x30.4x1x
Mon, 08 Dec 2025₩883.6t₩979.7t₩31.2t13.6x28.3x0.9x
Wed, 05 Nov 2025₩944.7t₩966.2t₩27.6t15x34.2x1x
Fri, 03 Oct 2025₩812.2t₩965.4t₩27.7t15.2x29.3x0.8x
Sun, 31 Aug 2025₩756.3t₩838.5t₩28.5t14.2x26.6x0.9x
Tue, 29 Jul 2025₩748.3t₩956.1t₩27.9t13.8x26.8x0.8x
Thu, 26 Jun 2025₩712.3t₩949.0t₩27.4t13.6x26x0.8x
Sat, 24 May 2025₩590.0t₩941.8t₩26.3t12.7x22.4x0.6x
Mon, 21 Apr 2025₩555.5t₩936.8t₩24.5t11.9x22.6x0.6x
Wed, 19 Mar 2025₩567.7t₩926.9t₩20.5t12.5x27.7x0.6x
Fri, 14 Feb 2025₩480.0t₩903.6t₩20.1t12x23.9x0.5x
Sun, 12 Jan 2025₩514.4t₩929.6t₩19.8t12x25.9x0.6x
Tue, 10 Dec 2024₩464.4t₩929.9t₩19.9t10.6x23.4x0.5x
Thu, 07 Nov 2024₩507.0t₩923.9t₩18.2t11.3x27.9x0.5x
Sat, 05 Oct 2024₩508.6t₩919.0t₩19.5t11x26.1x0.6x
Mon, 02 Sep 2024₩500.0t₩919.1t₩19.5t11x25.6x0.5x
Wed, 31 Jul 2024₩507.9t₩914.2t₩17.6t12.1x28.8x0.6x
Fri, 28 Jun 2024₩503.1t₩916.6t₩17.1t12.1x29.4x0.5x
Sun, 26 May 2024₩498.0t₩914.9t₩18.1t11.7x27.6x0.5x
Tue, 23 Apr 2024₩479.1t₩911.4t₩17.9t11.4x26.8x0.5x
Thu, 21 Mar 2024₩513.0t₩919.0t₩16.5t12.3x31.1x0.6x
Sat, 17 Feb 2024₩503.7t₩918.9t₩16.5t12.8x30.6x0.5x
Mon, 15 Jan 2024₩494.9t₩925.7t₩17.0t12.4x29x0.5x
Wed, 13 Dec 2023₩474.3t₩917.5t₩17.0t12.3x27.8x0.5x
Fri, 10 Nov 2023₩422.7t₩913.9t₩19.4t11.8x21.8x0.5x
Sun, 08 Oct 2023₩431.5t₩914.0t₩19.4t12.4x22.2x0.5x
Tue, 05 Sep 2023₩491.1t₩914.0t₩19.5t12.7x25.1x0.5x
Thu, 03 Aug 2023₩513.1t₩904.9t₩25.2t13.4x20.4x0.6x
Sat, 01 Jul 2023₩451.2t₩902.8t₩25.2t13.8x17.9x0.5x
Mon, 29 May 2023₩430.6t₩899.1t₩26.1t12.9x16.5x0.5x
Wed, 26 Apr 2023₩430.5t₩880.3t₩28.2t13.6x15.3x0.5x
Fri, 24 Mar 2023₩415.3t₩855.5t₩29.7t12.2x14x0.5x
Sun, 19 Feb 2023₩401.4t₩840.3t₩32.6t11.9x12.3x0.5x
Tue, 17 Jan 2023₩379.0t₩840.0t₩32.5t11.7x11.7x0.5x
Price to Earnings Ratio

11.7x


Total Market Cap: ₩379.0tTotal 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 29.7x 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 Market5.75%
Industrials8.77%
Aerospace & Defense27.94%
Logistics20.96%
Machinery12.63%
Industrials7.21%
Construction3.19%
Electrical2.77%
Building0.69%
Trade Distributors-0.016%
Commercial Services-0.07%
Marine and Shipping-0.63%
Airlines-1.27%
Professional Services-2.28%
Infrastructure-3.13%
Transportation-4.68%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 90.5x.
    • Analysts are expecting annual earnings growth of 47.7%, 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 6.6x.
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
A012450 Hanwha Aerospace₩1.21m28.3%
+₩13.8t
220.7%PE23.8x
A329180 HD Hyundai Heavy IndustriesLtd₩609.00k20.8%
+₩11.0t
93.9%PE49.5x
A042660 Hanwha Ocean₩134.40k17.2%
+₩6.0t
198.7%PE34.6x
A034020 Doosan Enerbility₩84.20k12.0%
+₩5.8t
321.0%PS3.2x
A402340 SK Square₩430.50k9.8%
+₩5.1t
354.1%PE8.1x

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