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South Korean (KOSPI) Industrials Sector Analysis
UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies456
- 7D8.4%
- 3M33.9%
- 1Y96.6%
- YTD33.3%
SK Square is up 11%, leading the way for the Industrials industry, which has gained 7.0%. In the same time, Satrec Initiative was down 11%. This takes the industry's 12 month performance to a gain of 94%. Looking forward, earnings are forecast to grow by 30% 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 |
|---|---|---|---|---|---|---|
| Wed, 25 Feb 2026 | ₩1141.7t | ₩971.9t | ₩30.5t | 16x | 37.5x | 1.2x |
| Fri, 23 Jan 2026 | ₩1035.4t | ₩979.9t | ₩31.2t | 13.9x | 33.2x | 1.1x |
| Sun, 21 Dec 2025 | ₩857.2t | ₩980.1t | ₩31.2t | 13.9x | 27.4x | 0.9x |
| Tue, 18 Nov 2025 | ₩909.4t | ₩959.3t | ₩26.9t | 14.3x | 33.8x | 0.9x |
| Thu, 16 Oct 2025 | ₩824.8t | ₩965.4t | ₩27.7t | 15.4x | 29.8x | 0.9x |
| Sat, 13 Sep 2025 | ₩796.7t | ₩966.8t | ₩27.7t | 15.2x | 28.8x | 0.8x |
| Mon, 11 Aug 2025 | ₩758.7t | ₩957.4t | ₩28.2t | 14.4x | 26.9x | 0.8x |
| Wed, 09 Jul 2025 | ₩690.2t | ₩955.5t | ₩27.7t | 13.5x | 24.9x | 0.7x |
| Fri, 06 Jun 2025 | ₩647.8t | ₩949.4t | ₩27.3t | 13.4x | 23.7x | 0.7x |
| Sun, 04 May 2025 | ₩571.4t | ₩935.8t | ₩24.5t | 12.2x | 23.3x | 0.6x |
| Tue, 01 Apr 2025 | ₩517.2t | ₩936.8t | ₩24.8t | 10.9x | 20.8x | 0.6x |
| Thu, 27 Feb 2025 | ₩489.0t | ₩900.4t | ₩22.2t | 12.5x | 22x | 0.5x |
| Sat, 25 Jan 2025 | ₩536.3t | ₩929.6t | ₩19.8t | 11.9x | 27x | 0.6x |
| Mon, 23 Dec 2024 | ₩482.1t | ₩930.3t | ₩19.8t | 11.5x | 24.3x | 0.5x |
| Wed, 20 Nov 2024 | ₩506.8t | ₩923.7t | ₩17.6t | 11.1x | 28.9x | 0.5x |
| Fri, 18 Oct 2024 | ₩514.8t | ₩919.3t | ₩19.5t | 11.3x | 26.4x | 0.6x |
| Sun, 15 Sep 2024 | ₩496.7t | ₩919.0t | ₩19.5t | 10.9x | 25.5x | 0.5x |
| Tue, 13 Aug 2024 | ₩486.3t | ₩914.8t | ₩17.3t | 11.6x | 28x | 0.5x |
| Thu, 11 Jul 2024 | ₩518.8t | ₩914.5t | ₩17.1t | 12.1x | 30.3x | 0.6x |
| Sat, 08 Jun 2024 | ₩508.4t | ₩916.7t | ₩17.1t | 12.2x | 29.8x | 0.6x |
| Mon, 06 May 2024 | ₩497.1t | ₩911.0t | ₩17.9t | 11.9x | 27.8x | 0.5x |
| Wed, 03 Apr 2024 | ₩506.6t | ₩911.4t | ₩17.9t | 11.4x | 28.4x | 0.6x |
| Fri, 01 Mar 2024 | ₩504.9t | ₩918.9t | ₩16.5t | 12.3x | 30.7x | 0.5x |
| Sun, 28 Jan 2024 | ₩463.6t | ₩923.7t | ₩16.9t | 12.3x | 27.5x | 0.5x |
| Tue, 26 Dec 2023 | ₩484.5t | ₩917.7t | ₩17.1t | 12.5x | 28.4x | 0.5x |
| Thu, 23 Nov 2023 | ₩447.4t | ₩910.2t | ₩16.8t | 12.2x | 26.6x | 0.5x |
| Sat, 21 Oct 2023 | ₩415.1t | ₩914.1t | ₩19.4t | 12x | 21.4x | 0.5x |
| Mon, 18 Sep 2023 | ₩481.5t | ₩914.0t | ₩19.4t | 12.7x | 24.8x | 0.5x |
| Wed, 16 Aug 2023 | ₩498.0t | ₩902.7t | ₩22.4t | 13.7x | 22.2x | 0.6x |
| Fri, 14 Jul 2023 | ₩463.8t | ₩902.8t | ₩25.2t | 13.9x | 18.4x | 0.5x |
| Sun, 11 Jun 2023 | ₩460.6t | ₩902.8t | ₩25.3t | 13.5x | 18.2x | 0.5x |
| Tue, 09 May 2023 | ₩425.8t | ₩876.0t | ₩28.1t | 13.6x | 15.2x | 0.5x |
| Thu, 06 Apr 2023 | ₩428.4t | ₩876.4t | ₩28.3t | 13.6x | 15.1x | 0.5x |
| Sat, 04 Mar 2023 | ₩407.8t | ₩840.4t | ₩32.6t | 11.6x | 12.5x | 0.5x |
Price to Earnings Ratio
12.5x
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 37.0x which is higher than its 3-year average PE of 25.6x.
- The 3-year average PS ratio of 0.62x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have declined 2.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.0% 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 Industrials sector?
| KR Market | 8.07% | |
| Industrials | 8.45% | |
| Trade Distributors | 12.52% | |
| Construction | 12.37% | |
| Aerospace & Defense | 8.93% | |
| Industrials | 8.74% | |
| Machinery | 8.67% | |
| Electrical | 8.03% | |
| Marine and Shipping | 6.87% | |
| Airlines | 5.14% | |
| Logistics | 4.77% | |
| Building | 3.40% | |
| Commercial Services | 3.08% | |
| Infrastructure | 2.02% | |
| Transportation | 1.71% | |
| Professional Services | 0.24% | |
Industry PE
- Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 114x.
- Analysts are expecting annual earnings growth of 40.8%, 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 close to its 3-year average of 5.6x.
Forecasted Growth
- Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 44% over the next 5 years.
- This is better than its past earnings growth rate of 4.7% per year.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 31% 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 | |
|---|---|---|---|---|---|
| A402340 SK Square | ₩649.00k | 16.3% +₩12.0t | 575.3% | PE12.2x | |
| A373220 LG Energy Solution | ₩424.50k | 7.5% +₩6.9t | 13.5% | PS4.1x | |
| A012450 Hanwha Aerospace | ₩1.21m | 9.7% +₩5.5t | 80.4% | PE23.8x | |
| A329180 HD Hyundai Heavy IndustriesLtd | ₩592.00k | 9.0% +₩5.1t | 101.4% | PE48.1x | |
| A009540 HD Korea Shipbuilding & Offshore Engineering | ₩468.00k | 17.7% +₩5.0t | 110.3% | PE16.3x |
