LG Energy Solution, Ltd.'s (KRX:373220) Intrinsic Value Is Potentially 68% Above Its Share Price
Nov 18
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South Korean (KOSPI) Electrical Industry Analysis
UpdatedNov 23, 2025
DataAggregated Company Financials
Companies89
- 7D-7.8%
- 3M23.2%
- 1Y42.6%
- YTD60.4%
Over the last 7 days, the Electrical industry has dropped 7.8%, driven by a pullback from LG Energy Solution of 8.1%. In contrast, SPG has gained 55%. Over the past 12 months, the industry was up 43%. Looking forward, earnings are forecast to grow by 52% annually.
Industry Valuation and Performance
Has the South Korean Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Nov 2025 | ₩291.6t | ₩121.4t | -₩34,850,574,753.00 | 24.6x | -8366.1x | 2.4x |
| Tue, 21 Oct 2025 | ₩289.5t | ₩120.8t | -₩363,348,636,974.00 | 26.6x | -796.7x | 2.4x |
| Thu, 18 Sep 2025 | ₩236.7t | ₩121.0t | -₩336,284,660,854.00 | 25.1x | -704x | 2x |
| Sat, 16 Aug 2025 | ₩249.9t | ₩120.0t | -₩169,528,824,678.00 | 22x | -1474.4x | 2.1x |
| Mon, 14 Jul 2025 | ₩213.9t | ₩120.0t | -₩189,785,559,558.00 | 19.3x | -1127.2x | 1.8x |
| Wed, 11 Jun 2025 | ₩188.8t | ₩119.5t | -₩161,944,341,718.00 | 20.4x | -1165.8x | 1.6x |
| Fri, 09 May 2025 | ₩181.7t | ₩120.3t | ₩15.8b | 22.2x | 11518x | 1.5x |
| Sun, 06 Apr 2025 | ₩170.8t | ₩119.7t | -₩119,581,659,128.00 | 17.9x | -1428.3x | 1.4x |
| Tue, 04 Mar 2025 | ₩109.1t | ₩92.2t | ₩1.1t | 20.9x | 103.9x | 1.2x |
| Thu, 30 Jan 2025 | ₩198.2t | ₩119.4t | ₩687.7b | 21x | 288.1x | 1.7x |
| Sat, 28 Dec 2024 | ₩179.5t | ₩119.4t | ₩687.7b | 19.4x | 261.1x | 1.5x |
| Mon, 25 Nov 2024 | ₩202.9t | ₩121.8t | ₩901.9b | 16.2x | 225x | 1.7x |
| Wed, 23 Oct 2024 | ₩203.7t | ₩123.3t | ₩1.2t | 19.7x | 174.4x | 1.7x |
| Fri, 20 Sep 2024 | ₩203.4t | ₩123.3t | ₩1.2t | 20.2x | 174.9x | 1.6x |
| Sun, 18 Aug 2024 | ₩193.1t | ₩127.8t | ₩1.9t | 22.5x | 103.5x | 1.5x |
| Tue, 16 Jul 2024 | ₩216.5t | ₩127.6t | ₩1.8t | 30.4x | 121x | 1.7x |
| Thu, 13 Jun 2024 | ₩218.0t | ₩127.5t | ₩1.8t | 25.7x | 122x | 1.7x |
| Sat, 11 May 2024 | ₩219.3t | ₩132.1t | ₩2.8t | 26x | 77.9x | 1.7x |
| Mon, 08 Apr 2024 | ₩216.2t | ₩132.1t | ₩2.8t | 16.9x | 77x | 1.6x |
| Wed, 06 Mar 2024 | ₩221.1t | ₩133.3t | ₩2.0t | 18x | 110.5x | 1.7x |
| Fri, 02 Feb 2024 | ₩203.3t | ₩133.5t | ₩2.2t | 18.2x | 90.6x | 1.5x |
| Sun, 31 Dec 2023 | ₩217.7t | ₩125.4t | ₩2.3t | 18.6x | 94.2x | 1.7x |
| Tue, 28 Nov 2023 | ₩194.4t | ₩120.0t | ₩2.2t | 18.6x | 87.8x | 1.6x |
| Thu, 26 Oct 2023 | ₩173.1t | ₩115.8t | ₩2.6t | 18x | 65.4x | 1.5x |
| Sat, 23 Sep 2023 | ₩213.7t | ₩115.8t | ₩2.6t | 20.9x | 80.8x | 1.8x |
| Mon, 21 Aug 2023 | ₩227.5t | ₩107.2t | ₩2.1t | 19x | 107.2x | 2.1x |
| Wed, 19 Jul 2023 | ₩200.7t | ₩103.0t | ₩1.9t | 19.9x | 104.7x | 1.9x |
| Fri, 16 Jun 2023 | ₩202.0t | ₩103.0t | ₩1.9t | 19.9x | 105.3x | 2x |
| Sun, 14 May 2023 | ₩186.1t | ₩92.9t | ₩1.4t | 19.8x | 132.1x | 2x |
| Tue, 11 Apr 2023 | ₩196.8t | ₩92.9t | ₩1.4t | 19.9x | 139.5x | 2.1x |
| Thu, 09 Mar 2023 | ₩188.1t | ₩83.6t | ₩2.0t | 18.8x | 92.5x | 2.2x |
| Sat, 04 Feb 2023 | ₩170.3t | ₩83.2t | ₩2.0t | 19.1x | 85.9x | 2x |
| Mon, 02 Jan 2023 | ₩143.1t | ₩83.2t | ₩2.0t | 17.6x | 72.2x | 1.7x |
| Wed, 30 Nov 2022 | ₩178.8t | ₩83.0t | ₩2.0t | 20.9x | 91.4x | 2.2x |
Price to Earnings Ratio
91.4x
Current Industry PE
- Investors are optimistic on the South Korean Electrical industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- Total earnings for the Electrical industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 14% 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 industry?
| KR Market | -3.86% | |
| Industrials | -5.68% | |
| Electrical | -7.82% | |
| Electrical Components | -7.73% | |
| Heavy Electrical Equipment | -8.00% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 17.1x.
- Analysts are expecting annual earnings growth of 39.1%, which is lower than the prior year's growth of 141.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings growth rate of 3.4% per year.
- In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 39% 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 | |
|---|---|---|---|---|---|
| A058610 SPG | ₩46.10k | 55.2% +₩363.7b | 108.1% | PE85.4x | |
| A081180 SECLtd | ₩9.91k | 30.1% +₩20.2b | n/a | PS1.6x | |
| A006340 Daewon Cable | ₩3.82k | 6.1% +₩17.1b | 43.9% | PE27.4x | |
| A079960 Dongyang E&P | ₩24.70k | 8.3% +₩14.3b | 33.2% | PE3.7x | |
| A015860 ILJIN HoldingsLtd | ₩7.67k | 3.1% +₩10.6b | 102.6% | PE8.8x |
