South Korean (KOSPI) Logistics Industry Analysis

UpdatedFeb 09, 2026

DataAggregated Company Financials

Companies7

7D-0.7%
3M39.4%
1Y70.2%
YTD28.6%

Last week, the Logistics industry hasn't moved much but CJ Logistics is up 18% in that time. As for the the longer term, the industry is up 70% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

Has the South Korean Logistics Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 09 Feb 2026	₩20.8t	₩47.2t	₩1.7t	7.7x	12.2x	0.4x
Wed, 07 Jan 2026	₩16.6t	₩47.2t	₩1.7t	7.1x	9.8x	0.4x
Fri, 05 Dec 2025	₩15.9t	₩47.2t	₩1.7t	6.9x	9.4x	0.3x
Sun, 02 Nov 2025	₩16.5t	₩47.2t	₩1.7t	6.8x	9.9x	0.3x
Tue, 30 Sep 2025	₩15.0t	₩47.2t	₩1.7t	7.2x	9x	0.3x
Thu, 28 Aug 2025	₩15.2t	₩47.2t	₩1.7t	7.1x	9.1x	0.3x
Sat, 26 Jul 2025	₩13.6t	₩46.7t	₩1.5t	8.4x	9.2x	0.3x
Mon, 23 Jun 2025	₩12.7t	₩46.7t	₩1.5t	7.8x	8.6x	0.3x
Wed, 21 May 2025	₩10.4t	₩46.0t	₩1.4t	6.4x	7.4x	0.2x
Fri, 18 Apr 2025	₩10.7t	₩46.0t	₩1.4t	6.5x	7.6x	0.2x
Sun, 16 Mar 2025	₩11.5t	₩45.8t	₩1.4t	7.6x	8.1x	0.3x
Tue, 11 Feb 2025	₩12.3t	₩45.8t	₩1.4t	6x	8.6x	0.3x
Thu, 09 Jan 2025	₩11.9t	₩45.0t	₩1.6t	6.1x	7.6x	0.3x
Sat, 07 Dec 2024	₩10.8t	₩45.0t	₩1.6t	5.5x	6.9x	0.2x
Mon, 04 Nov 2024	₩11.6t	₩43.8t	₩1.4t	6.6x	8.1x	0.3x
Wed, 02 Oct 2024	₩11.7t	₩43.8t	₩1.4t	6.9x	8.2x	0.3x
Fri, 30 Aug 2024	₩11.0t	₩43.8t	₩1.4t	6.4x	7.7x	0.3x
Sun, 28 Jul 2024	₩11.8t	₩43.1t	₩1.4t	7.7x	8.4x	0.3x
Tue, 25 Jun 2024	₩10.8t	₩43.1t	₩1.4t	7.6x	7.7x	0.3x
Thu, 23 May 2024	₩9.9t	₩42.9t	₩1.4t	6.5x	7.1x	0.2x
Sat, 20 Apr 2024	₩9.6t	₩42.7t	₩1.4t	6x	7x	0.2x
Mon, 18 Mar 2024	₩10.3t	₩43.0t	₩1.4t	5x	7.5x	0.2x
Wed, 14 Feb 2024	₩10.1t	₩41.9t	₩1.3t	5.9x	7.5x	0.2x
Fri, 12 Jan 2024	₩9.9t	₩42.2t	₩1.4t	5.4x	6.9x	0.2x
Sun, 10 Dec 2023	₩9.6t	₩42.2t	₩1.4t	5.5x	6.6x	0.2x
Tue, 07 Nov 2023	₩8.6t	₩42.4t	₩1.5t	5.2x	5.9x	0.2x
Thu, 05 Oct 2023	₩9.1t	₩43.1t	₩1.4t	5.2x	6.3x	0.2x
Sat, 02 Sep 2023	₩8.8t	₩43.1t	₩1.4t	5.4x	6.1x	0.2x
Mon, 31 Jul 2023	₩8.8t	₩43.8t	₩1.5t	5.2x	6x	0.2x
Wed, 28 Jun 2023	₩9.3t	₩43.8t	₩1.5t	5.5x	6.3x	0.2x
Fri, 26 May 2023	₩8.8t	₩43.8t	₩1.5t	5.2x	6x	0.2x
Sun, 23 Apr 2023	₩8.3t	₩43.9t	₩1.5t	5x	5.6x	0.2x
Tue, 21 Mar 2023	₩7.9t	₩43.0t	₩1.4t	4.7x	5.7x	0.2x
Thu, 16 Feb 2023	₩8.3t	₩43.0t	₩1.3t	4.4x	6.2x	0.2x

Price to Earnings Ratio

6.2x

Thu, 16 Feb 2023

Current Industry PE

Investors are optimistic on the South Korean Logistics industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 12.2x which is higher than its 3-year average PE of 7.9x.

The industry is trading close to its 3-year average PS ratio of 0.26x.

Past Earnings Growth

The earnings for companies in the Logistics industry have grown 8.4% per year over the last three years.
Revenues for these companies have grown 3.2% 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 industry?


KR Market	-3.04%
Industrials	-4.65%
Logistics	-0.68%
Air Freight and Logistics	-0.68%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
A000120 CJ Logistics	₩117.10k	18.3% +₩361.0b	39.2%	PE9.6x
A009070 KCTC	₩7.09k	11.3% +₩21.5b	84.6%	PE9.5x
A002320 HANJIN Logistics	₩20.50k	3.3% +₩9.7b	6.3%	PS0.1x
A040610 SG&G	₩1.96k	8.9% +₩5.4b	26.9%	PE2.6x
A009180 Hansol Logistics	₩2.84k	4.2% +₩3.2b	32.8%	PE6.6x