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South Korean (KOSPI) Real Estate Sector Analysis

UpdatedDec 27, 2025
DataAggregated Company Financials
Companies34
  • 7D0.1%
  • 3M2.8%
  • 1Y12.0%
  • YTD11.5%

In the last week, the Real Estate industry is flat overall, with Xi S&D standing out by going down 5.3%. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are forecast to decline by 3.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Dec 2025₩11.8t₩5.5t₩159.9b5.1x74x2.2x
Tue, 25 Nov 2025₩11.7t₩5.5t₩159.1b12.8x73.4x2.1x
Thu, 23 Oct 2025₩11.5t₩5.4t₩96.5b20.3x118.8x2.1x
Sat, 20 Sep 2025₩11.5t₩5.4t₩96.5b21.1x119.4x2.1x
Mon, 18 Aug 2025₩11.1t₩5.6t₩79.7b25.4x139.2x2x
Wed, 16 Jul 2025₩10.7t₩5.5t₩70.0b31.5x152.7x1.9x
Fri, 13 Jun 2025₩10.5t₩5.5t₩70.0b33.4x150.4x1.9x
Sun, 11 May 2025₩10.5t₩5.7t₩90.1b9.6x116.2x1.8x
Tue, 08 Apr 2025₩9.9t₩5.7t₩90.4b9.2x109.6x1.7x
Thu, 06 Mar 2025₩10.5t₩5.3t₩11.7b16.8x891x2x
Sat, 01 Feb 2025₩9.7t₩5.3t₩27.9b15.7x348.2x1.8x
Mon, 30 Dec 2024₩9.7t₩5.3t₩27.9b15.9x345.6x1.8x
Wed, 27 Nov 2024₩9.7t₩5.4t-₩7,355,175,042.0014.3x-1324.7x1.8x
Fri, 25 Oct 2024₩9.9t₩5.6t₩16.6b8.1x595.2x1.8x
Sun, 22 Sep 2024₩10.3t₩5.6t₩16.0b8.4x644.6x1.9x
Tue, 20 Aug 2024₩10.3t₩6.0t₩179.7b6.1x57.1x1.7x
Thu, 18 Jul 2024₩10.2t₩6.0t₩192.1b6x53.3x1.7x
Sat, 15 Jun 2024₩10.1t₩6.0t₩191.6b5.7x52.7x1.7x
Mon, 13 May 2024₩10.0t₩6.5t₩265.2b3.5x37.7x1.5x
Wed, 10 Apr 2024₩9.5t₩6.5t₩274.3b3.5x34.7x1.5x
Fri, 08 Mar 2024₩10.1t₩7.0t₩321.7b3.3x31.4x1.4x
Sun, 04 Feb 2024₩9.7t₩7.0t₩320.5b3.4x30.3x1.4x
Tue, 02 Jan 2024₩9.8t₩7.0t₩320.5b3.5x30.5x1.4x
Thu, 30 Nov 2023₩9.8t₩7.0t₩336.7b3.6x29.1x1.4x
Sat, 28 Oct 2023₩9.2t₩7.2t₩403.8b3.2x22.9x1.3x
Mon, 25 Sep 2023₩9.8t₩7.3t₩418.4b3.4x23.4x1.3x
Wed, 23 Aug 2023₩9.5t₩7.4t₩485.2b5.9x19.6x1.3x
Fri, 21 Jul 2023₩10.0t₩7.2t₩390.3b9.9x25.6x1.4x
Sun, 18 Jun 2023₩10.5t₩7.2t₩389.6b10.5x26.9x1.5x
Tue, 16 May 2023₩10.4t₩6.7t₩415.8b7.9x24.9x1.5x
Thu, 13 Apr 2023₩9.9t₩6.7t₩424.0b6.2x23.3x1.5x
Sat, 11 Mar 2023₩9.5t₩6.0t₩482.3b4.2x19.6x1.6x
Mon, 06 Feb 2023₩10.0t₩6.0t₩482.3b4.3x20.7x1.7x
Wed, 04 Jan 2023₩9.4t₩6.0t₩482.3b4.4x19.6x1.6x
Price to Earnings Ratio

19.6x


Total Market Cap: ₩9.4tTotal Earnings: ₩482.3bTotal Revenue: ₩6.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Real Estate Sector Price to Earnings3Y Average 138.3x20242025
Current Industry PE
  • Investors are pessimistic on the South Korean Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 74.0x which is lower than its 3-year average PE of 138x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 31% per year over the last three years,
  • Revenues have also declined 2.8% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the South Korean Real Estate sector?

KR Market2.57%
Real Estate0.15%
Specialized REITs1.49%
Industrial REITs1.09%
Office REITs0.34%
Residential REITs0.13%
Retail REITs0.088%
REITS0.078%
Hotel and Resort REITs0%0
Real Estate-1.22%
Industry PE
  • Investors are most optimistic about the REITS industry, which is trading close to its 3-year average PE ratio of 50.6x.
    • Analysts are expecting annual earnings decline of 9.4%, which is lower than the prior year's growth of 10.3% per year.
  • Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.8x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 5.2% over the next 5 years.
  • In contrast, the REITS industry is expected to see its earnings decline by 9.4% 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
A395400 SK Reits₩5.76k1.2%
+₩20.8b
25.2%n/a
A365550 ESR Kendall Square REIT₩4.21k1.2%
+₩12.3b
-5.3%n/a
A417310 Koramco The One REIT₩8.65k3.2%
+₩10.9b
105.7%n/a
A357120 Koramco Life Infra Reit₩4.42k1.5%
+₩6.3b
8.3%n/a
A448730 Samsung FN REIT₩4.71k1.1%
+₩4.6b
3.5%n/a

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