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South Korean (KOSPI) Industrials Sector Analysis
UpdatedMay 29, 2026
DataAggregated Company Financials
Companies459
- 7D0.2%
- 3M11.3%
- 1Y110.0%
- YTD51.5%
The Industrials is pretty flat in the last 7 days, but LG Energy Solution has stood out, gaining 15%. As for the the longer term, the industry is up 110% over the past 12 months. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | ₩1323.4t | ₩1024.2t | ₩44.0t | 13.8x | 30.1x | 1.3x |
| Sun, 26 Apr 2026 | ₩1315.7t | ₩991.9t | ₩33.1t | 18.1x | 39.8x | 1.3x |
| Tue, 24 Mar 2026 | ₩1056.8t | ₩988.2t | ₩32.5t | 14.9x | 32.5x | 1.1x |
| Thu, 19 Feb 2026 | ₩1052.1t | ₩972.8t | ₩31.4t | 15.1x | 33.6x | 1.1x |
| Sat, 17 Jan 2026 | ₩1014.2t | ₩980.0t | ₩31.2t | 13.7x | 32.5x | 1x |
| Mon, 15 Dec 2025 | ₩916.5t | ₩979.7t | ₩31.2t | 13.9x | 29.4x | 0.9x |
| Wed, 12 Nov 2025 | ₩907.3t | ₩965.3t | ₩27.6t | 14.9x | 32.9x | 0.9x |
| Fri, 10 Oct 2025 | ₩812.2t | ₩965.4t | ₩27.7t | 15.2x | 29.3x | 0.8x |
| Sun, 07 Sep 2025 | ₩764.2t | ₩966.8t | ₩27.8t | 14.9x | 27.5x | 0.8x |
| Tue, 05 Aug 2025 | ₩744.4t | ₩956.2t | ₩27.9t | 13.8x | 26.7x | 0.8x |
| Thu, 03 Jul 2025 | ₩696.6t | ₩955.6t | ₩27.6t | 13.1x | 25.2x | 0.7x |
| Sat, 31 May 2025 | ₩619.6t | ₩951.1t | ₩27.5t | 13.3x | 22.5x | 0.7x |
| Mon, 28 Apr 2025 | ₩575.5t | ₩936.4t | ₩24.5t | 12.1x | 23.5x | 0.6x |
| Wed, 26 Mar 2025 | ₩544.6t | ₩934.5t | ₩23.6t | 11.7x | 23.1x | 0.6x |
| Fri, 21 Feb 2025 | ₩488.8t | ₩903.8t | ₩20.0t | 12.3x | 24.4x | 0.5x |
| Sun, 19 Jan 2025 | ₩528.9t | ₩929.6t | ₩19.8t | 12.2x | 26.7x | 0.6x |
| Tue, 17 Dec 2024 | ₩499.7t | ₩307.4t | ₩5.9t | 11.2x | 84.1x | 1.6x |
| Thu, 14 Nov 2024 | ₩504.5t | ₩924.1t | ₩18.2t | 10.6x | 27.7x | 0.5x |
| Sat, 12 Oct 2024 | ₩510.8t | ₩919.1t | ₩19.5t | 11.3x | 26.2x | 0.6x |
| Mon, 09 Sep 2024 | ₩477.0t | ₩919.0t | ₩19.5t | 10.7x | 24.4x | 0.5x |
| Wed, 07 Aug 2024 | ₩472.3t | ₩914.8t | ₩17.3t | 10.9x | 27.2x | 0.5x |
| Fri, 05 Jul 2024 | ₩510.7t | ₩914.5t | ₩17.1t | 12x | 29.8x | 0.6x |
| Sun, 02 Jun 2024 | ₩490.8t | ₩916.8t | ₩17.1t | 11.9x | 28.7x | 0.5x |
| Tue, 30 Apr 2024 | ₩505.9t | ₩911.1t | ₩17.9t | 12x | 28.3x | 0.6x |
| Thu, 28 Mar 2024 | ₩520.3t | ₩911.4t | ₩17.6t | 11.7x | 29.6x | 0.6x |
| Sat, 24 Feb 2024 | ₩506.3t | ₩918.9t | ₩16.5t | 12.6x | 30.8x | 0.6x |
| Mon, 22 Jan 2024 | ₩472.5t | ₩923.7t | ₩16.9t | 12.2x | 28x | 0.5x |
| Wed, 20 Dec 2023 | ₩483.8t | ₩917.5t | ₩17.0t | 12.2x | 28.4x | 0.5x |
| Fri, 17 Nov 2023 | ₩436.1t | ₩914.0t | ₩19.5t | 12.5x | 22.4x | 0.5x |
| Sun, 15 Oct 2023 | ₩441.5t | ₩914.0t | ₩19.4t | 12.1x | 22.8x | 0.5x |
| Tue, 12 Sep 2023 | ₩480.2t | ₩914.0t | ₩19.4t | 12.7x | 24.7x | 0.5x |
| Thu, 10 Aug 2023 | ₩508.1t | ₩906.4t | ₩25.0t | 14.1x | 20.3x | 0.6x |
| Sat, 08 Jul 2023 | ₩453.8t | ₩902.8t | ₩25.2t | 13.5x | 18x | 0.5x |
| Mon, 05 Jun 2023 | ₩444.7t | ₩902.8t | ₩25.3t | 13.3x | 17.6x | 0.5x |
Price to Earnings Ratio
17.6x
Current Industry PE
- Investors are relatively neutral on the South Korean Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.4x.
- The 3-year average PS ratio of 0.68x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 20% per year over the last three years.
- Revenues for these companies have grown 4.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Industrials sector?
| KR Market | 4.21% | |
| Industrials | 0.20% | |
| Infrastructure | 7.40% | |
| Industrials | 2.63% | |
| Airlines | 1.80% | |
| Machinery | 1.11% | |
| Transportation | 0.86% | |
| Trade Distributors | 0.41% | |
| Electrical | -0.59% | |
| Logistics | -0.63% | |
| Aerospace & Defense | -1.81% | |
| Commercial Services | -1.83% | |
| Marine and Shipping | -3.73% | |
| Building | -4.12% | |
| Construction | -4.36% | |
| Professional Services | -4.72% | |
Industry PE
- Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 176x.
- Analysts are expecting annual earnings growth of 44.0%, which is higher than its past year's earnings growth of 22.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Transportation industry, expecting annual earnings growth of 48% over the next 5 years.
- This is better than its past earnings decline of 3.7% per year.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 6.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A373220 LG Energy Solution | ₩459.00k | 15.2% +₩14.2t | 60.5% | PS4.6x | |
| A402340 SK Square | ₩1.25m | 5.2% +₩8.2t | 986.2% | PE10.5x | |
| A000150 Doosan | ₩1.93m | 21.0% +₩6.0t | 295.1% | PE495.5x | |
| A003550 LG | ₩148.70k | 25.5% +₩4.7t | 109.4% | PE47.5x | |
| A028260 Samsung C&T | ₩435.00k | 3.4% +₩2.4t | 190.4% | PE28.2x |